This section lists the available training videos. The Release indicates which version of MoversSuite the video was recorded at. In most cases, this applies to all subsequent releases as well, i.e. a video recorded at 4.58 is applicable to 4.90. The Duration indicates how long the video is in minutes and seconds. Quizzes are available for most videos and is a great for reinforcing what was learned in the video and also for letting us know that you’ve taken the video.
Note: Our training includes webcasts and videos. Webcasts are recorded training sessions and designed as complete training of a particular topic, whereas videos are generally produced as high-level overview of the fields, functions, and usage of a particular topic. In many cases, there are videos and webcasts for each topic.
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VIDEO: Account Profiles Covers the basic setup and usage of Account Profiles along with the benefits of using profiles to manage national accounts.
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VIDEO: AR Credit & Collections Covers the basic functionality and usage of the AR Credit & Collections module along with some great tips to help you manage your account receivables.
Watch AR Credit & Collections video
VIDEO: AR Collections Inquiry Covers the basic functionality and usage of the AR Collections Inquiry screen.
Watch AR Collections Inquiry video
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WEBCAST: Bookmarking Detailed information on setting up and creating Microsoft Word bookmark documents that pull in MoversSuite data.
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This series illustrates the recommended procedures and setup for processing claim related items through the module. Topics covered in this video include finding claims, working with settlements, liabilities/chargebacks, receivables, handling revenue/expenses, and generating transactions. VIDEO: Claims Processing I
Watch Claims Processing I Video
VIDEO: Claims Processing II
Watch Claims Processing II Video
VIDEO: Claims Processing III
Watch Claims Processing III Video
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VIDEO: Container Tracking Covered in this video is the usage and benefits of Container Tracking, including usage of the Container Management screen.
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MoversSuite Data Grids allow users to manage a significant amount of data in a little space. Find out more about this great feature of MoversSuite. The first video covers basic usage and the second video highlights the use of the Filter Builder and other tools used to group, sort, and more.
VIDEO: Data Grids Part 1: Using MoversSuite Data Grids This video helps you understand what a data grid, its layout, and how the data can be filtered, grouped, sorted, and how the grid can be customized to suit your needs.
VIDEO: Data Grids Part 2: Advanced Grid Functions This feature highlights the advanced grid functions of Custom Filter and Filter Builder.
VIDEO: Copy Data Grid Data This video illustrates how you can copy data from a MoversSuite Data Grid data to Microsoft Excel or other application.
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VIDEO: Document Management Document Management provides a paperless work environment. Find out more about this great product, including how to setup and add documents to MoversSuite orders, by watching this video.
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VIDEO: Find & Quick Find Learn how to use MoversSuite Find and Quick Find functions to locate orders.
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VIDEO: Invoicing Overview of features and functions available to users creating and managing invoices is covered in this video.
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VIDEO: International Orders Processing This video goes through settings needed to document an international move along with the features and functions of the International Orders module.
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VIDEO: Job Costing Covered in this video is the usage of the Job Costing screen. This video also covers setup instructions useful for administrators for setting up and managing Job Costing.
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WEBCAST: OP 100 Local Dispatch I This webcast covers the basic functionality of the Local Dispatch module. Included in this video are topics on adding Local Services, working within the Dispatch Center, Day Notes, Requested Services, and more.
WEBCAST: OP 105 Local Dispatch II This webcast covers advanced function of the Local Dispatch module. Included in this video are topics on scheduling and assigning resources, setting service times, assigning crew and crew hours, etc.
WEBCAST: OP 110 Local Dispatch III This webcast covers ancillary functions of the Local Dispatch module including reporting, advances, bookmarks, Safety Systems, and more.
This three-part series takes a user through the layout and design, basic to advanced functionality, and reports available to the Local Dispatch module.
VIDEO: Local Dispatch Part 1: Layout and Design Run through of the layout and basic functionality available to users within the Local Dispatch module.
VIDEO: Local Dispatch Part 2: Working in Local Dispatch Covers general usage and best practices of using the Local Dispatch module.
VIDEO: Local Dispatch Part 3: Dispatching Reports Details on the reports available to assist in dispatching within MoversSuite.
Watch Local Dispatch III Video
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WEBCAST: OP 200 Long Distance Dispatch Basic functionality and features of the Long Distance Dispatch module.
WEBCAST: OP 210 Long Distance Dispatch II Second in the series on Long Distance Dispatch. The focus of this webcast is administrative tasks and setup along with advances to drivers and reports.
VIDEO: Long Distance Dispatch Basic functionality and features of the Long Distance Dispatch module.
Watch Long Distance Dispatch Video
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VIDEO: MoversSuite Administration This video covers the basic functionality and usage of the MoversSuite “Admin Tool,” which is used to setup and maintain branches, users, system options, etc.
Watch MoversSuite Administration Video
VIDEO: Order Archiving This video was developed for administrators on using the Order Archive tool in MoversSuite Administration, however, it provides a great overview of what all is impacted when an order is archived and un-archived.
WEBCAST: Commissions: Defining Commission Plans This course is primarily for administrators wishing to setup or understand Commission Plans. It covers the administrative functions of defining Commission Plans and related detail items, using reports to verify setup, and evoking auto-commission functional. Addition topics include understanding Commission Types, Effective Date Basis, Preferred Revenue Agent setup.
Watch Defining Commission Plans webcast
VIDEO: Merging Personnel Records Using the Merge Items Shown option within MoversSuite Administration is covered in this video.
Watch Merging Personnel Records video
WEBCAST: Administrating Tasks This webcast covers setting up and administrating Tasks. This is the first in a two-part training session on tasks.
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This listing includes videos covering topics on MoversSuite in general.
VIDEO: Online Help This video covers the basic layout and usage of the MoversSuite Online Help tool.
WEBCAST: Using MoversSuite Help Features This webcast discusses the various support tools available. It is ideal for anyone new to MoversSuite or wants the latest information on available support.
Watch MoversSuite Help Training Video
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This is a four-part video covering all major aspects of MoversSuite from order entry and dispatching to transaction generation, invoicing, collections, and more.
VIDEO: MoversSuite Overview Part 1: Order Entry Basics Complete discussion of order entry from a moving company perspective.
VIDEO: MoversSuite Overview Part 2: Order Entry Basics Creating and dispatching local services and long distance trips is covered in the video.
VIDEO: MoversSuite Overview Part 3: Revenue Entry Basics This video covers importing and generating move-related revenue, including transaction generation and invoicing.
VIDEO: MoversSuite Overview Part 4: Basic Modules Overview of the functionality available through Tasks, Claims, Document Management, and AR Credit & Collections modules.
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VIDEO: Shipper Contact Information This video highlights using the Shipper Contact information to manage shipper name, email, and phone numbers.
Watch Shipper Contact Information Video
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We offer a webcast that covers Payment Management in its entirety, from importing statements to processing and reconciling. Additional videos cover the functionality available through the Payment Application screen.
WEBCAST: Generic File Import This course shows you how to setup and import three different types of records using the generic CSV file: Generic Import, Carrier Import, and Driver Advances. This class is excellent for any level of user wishing to see how quickly statement files can import into MoversSuite.
Watch Generic File Import Webcast
WEBCAST: Payment Management Training Webcast Complete training on the usage and best practices of the Payment Management module.
Watch Payment Management Training Webcast
VIDEO: Payment Application Functions This high-level video covers functions available to users through the Payment Application screen.
Watch Payment Application Functions Video
VIDEO: Payment Application Navigation Short video on how to navigate Payment Application without using the mouse. Highlights all the great keyboard shortcuts available to users.
Watch Payment Application Navigation Video
WEBCAST: Voiding a Cash Receipt Batch This webcast covers the various ways of voiding a cash receipt depending on which state the batch is in. This webcast is ideal for those new to Cash Receipts and Payment Management or those just needing a refresher course.
Watch Voiding Cash Receipt Batch Webcast
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WEBCAST: AF 3150 Recurring Storage Billing Detailed information on setup and usage of the Recurring Billing module and related statement and invoice generation processes.
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Offered here is an excellent two-part webcast covering all functionality and usage of the Revenue Entry module. This webcast highlights include adding and importing revenue, create and posting transactions, and invoicing. There’s also a video covers entering and managing reductions.
WEBCAST: Revenue Entry Basics Part 1 Order entry, Revenue Entry overview, importing a local work ticket, and basics on administrative setup and the basics of MoversSuite transactions.
Watch Revenue Entry Basics Training Part 1 Webcast
WEBCAST: Revenue Entry Basics Part 2 Transaction generation, importing transactions into Microsoft Dynamics GP, posting batches, and more is covered in this second training webcast.
Watch Revenue Entry Basics Training Part 2 Webcast
WEBCAST: Reductions Overview with examples of using reductions to reduce recognized revenue. This webcast provides a user with a complete understanding of what a reduction is and how they are used in the moving industry.
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Listed here are the webcasts and videos to get you on your workflow targets.
VIDEO: Tasks This video provides an overview of the functionality and usage of the Tasks tab and module.
WEBCAST: Using Tasks Second in the two-part training on tasks is this webcast on using tasks.
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VIDEO: Quotes to Go Upload This video provides an overview of the Quotes to Go upload along with all key data needed to upload to the Quotes to Go system.
Watch Quotes to Go Upload Video
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