231 results found
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Allow extra stop address to appear on work ticket without attaching it to a local service
When listing an extra stop address under the extra stop information, it would be helpful to have it print on the work ticket like it used to do. Now it will only print if the address is attached with a local service, even if it's listed in the extra stop tab. We have to remember to attach the address to any service that includes that address.
45 votesAfter careful consideration and review of input from a variety of people wishing to add this feature back and others wishing not, we decided to focus on building into our Forms Designer (formerly Letter Management) the ability to create your own Work Ticket forms. With these forms, you have the option to display Extra Stops at the order-level only and/or display all stops explicitly set on the service.
Feel free to reply to me for further inquiry on this subject.
Also, we put together a help page for those of you wishing to learn more about building your own Work Tickets, including templates. Here’s a link to this page: https://ewsgroup.com/blog/faqs/work-ticket-templates/
Thank you!
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Previous/Next Buttons when locating an order number
We would still like to see Previous and Next buttons when finding an order. As our database grows and we have 20 John Smith's it would be nice to be able to hit the next button and view the next order. If we were searching by order number the next order would be the next order number. If we were searching by last name the next order would be the next order by last name alphabetically. This enhancement would be very helpful! Darla has called these VCR buttons in the past.
34 votesWe have made some changes to help in this area and have more on the horizon…but none actual include previous/next buttons or VCR buttons. We have added the quick find with the most recently used list, and coming soon we are expanding the “Use criteria from Previous Find” to assist. We are also going to be adding the ability to archive old orders which will help.
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Posting negative amounts on a CR in Payment Management
I would like to be able to post an amount to an order that is greater than the amount of the check. For example, I might receive a check for $1000 that includes a payment on an order for $1050 and a claim deduction on a separate order for $50. It would be helpful to be able to post $1050 to the order and negative $50 to a general ledger account. This would be similar to the way the van line statements operate.
33 votesThe work to support this scenario has been completed and will be going into beta in early August.
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Add a cell phone to the order for the shipper.
It would be nice to have a field to store the shippers cell phone number on an order.
33 votesThis has been completed and will be released in version 4.44.
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Payment Management Inquiry(drilldown)
Be able to view detail for posted items in Payment Management.
30 votesWe have opened up the existing Payment Management apply screens in read only to allow users to research how payments were applied. We also came up with some cool design concepts for a future rewrite of the Payment Management module.
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Create an interface with TransDocs.
At a push of a button be able to view the documents stored on the the TransDocs system appear for the order you are currently viewing. From those documents we should be able to view, print or email them.
29 votesThe Transdoc interface has been completed and will be released soon. Final beta out now and pre-release meetings are happening.
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Task improvements
1 - When you're in your work flow screen (task list for the day), it would be helpful to me to be able to change the date on a given follow up directly from that list, rather than going into the order, copying the task, changing the date, going back and deleting the other task, which gets very time consuming. This is helpful when I'm trying to do an introduction call and maybe don't reach the customer on the first call, but still need to call them the next day.
2 - When you're in an actual order, it would…
27 votesWe have completed several Task improvements for the Fall 2009 release.
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Ability to edit invoice information
Edit fields such as PO, origin and destination addresses, load and deliver addresses.
26 votesWhile we still don’t have the ability to update the origin and destination, we can now edit PO, and edit the send invoice to address. I’m closing this request, if the editing of origin and destination from the invoice is pressing please add another request for just that information. Thank you.
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BI Tool Reporting Fields
Add Service branch or assigned branch under the Business category dispatch, main category equipment actuals.
We are needing to use this feature to track our O&I equipment but need to be able to run a report based upon the branch so we need the Service Branch added
25 votesThis change is in Version 2021 R21 of MoversSuite.
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Discount field available for reporting in the BI Tool
Make the discount field under the billing information tab in Order Information available as a reporting field in the BI Tool under business category Order Information and Main of Order Information
24 votesImplemented in release 2020 R20.
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Import Cash Receipts from Excel or CSV file
We get an excel file from our lockbox and our credit card processor that has check numbers, amounts & order numbers. It would be great if we could import into cash receipts or payment management so we don't have to rekey the information
23 votesThis functionality has been completed and will be released soon as release 4.30
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HAVE A $ TOTAL SHOWING FOR THE DOLLAR AMOUNT OF THE TOTAL LIVE INVOICES THAT HAVE BEEN CREATED ON THE SUMMARY TAB IN REVENUE ENTRY
As it is now we have to manually calculate the total amount of the live invoices (ones that have not been voided) in order to find out the total amount that has been invoiced including all supplemental invoices. It would be awesome if it just showed us the total dollar amount at the bottom of the amount column on the summary tab in the invocing section under where it shows what invoices have been created. It would save us a lot of time. Thank you.
21 votesThis has been completed and is ready for testing. Since you can have invoices for multiple customers, the subtotal is in the grid and shows by customer. This will be in release 2016 r7.
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Add Weight Column to Requested Services in Local Dispatch
We would like to have the weight of the shipment show up in the Requested Services window of local dispatch
21 votesThis should be in the 4.52 release.
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AR Inquiry Collections Tool
Have the ability to pull aging receivables by national account.
20 votesThis has been completed and is going into testing. This will be in release 2016 r7
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Please add the shipper phone number to the find feature
Please add the shipper phone number to the find feature.
19 votesWe have added the ability to find orders by shipper phone numbers using the Quick Find feature in MoversSuite. This functionality will be in release 2018 r20, expected for general release September 24th.
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CPU Quantities PER SERVICE, Not PER ORDER
For O&I job (where there are multiple services), CPU quantities needed for a each service can vary. Currently, CPU quantities pertain to the TOTAL JOB. Would like to have it where CPU quantities pertain to the SERVICE so that QUANTITIES on WORK TICKET are specific to the SERVICE
19 votesThis has been completed and will be included in release 5.04. Which should be released mid October.
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O&I Equipment List
There is a button for CPU's (cartons, quantities estimated, and so forth.) That is only one part of our business. We would like a button for "Equipment List" which had things like Totes, Library Carts, 4-wheelers etc. Things we send on an O&I move. One column for what was sent, a column for "returned" and a column for "remaining on site" to help manage our equipment. Would allow for reports to show what was still on job site so we knew where to hunt things down, how much to bill for "rented" equipment and so forth.
18 votesWork is continuing in this area, with release 2016 r20 you will be able to dispatch by quantity for equipment like library carts, 4-wheelers, etc…
The next step will be changes to Enter Actuals so that you can start logging quantities returned.
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In release 2016 r11 you will see new functionality that allows you to indicate equipment needs on local services. This is the first part of a phased in approach to getting O&I functionality. The functionality to track out/in will come later. -
Create an interface between Q2G and Moverssuite.
Looking to get information entered into Q2G to be sent into moverssuite similar to how the current PRIC and IGC setup work.
18 votesThe QTG opportunity upload and download interface is complete and eliminates the double entry that was problematic.
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Claims Module- Add Date Fields
Add a "Actual Date Claim Recieved" and "Actual Date Claim Closed to Customer". Both fields should be capable of manual updates. This will allow legal data regarding claim timeline to be collected accuratelly.
18 votesThis has been completed and will be included in release 4.52 once available.
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Eliminate the copy order function completely.
When orders are copied from old orders the person copying the order does not edit details therefore we have things posted incorrectly and must be corrected by billing/accounting when the error is discovered which takes a lot of unnecessary time.
17 votesIn release 2016 r08 which should ship on 4/10/2017 customers will have an option to turn off the duplicate order functionality. This setting either allows duplicate functionality or turns it off for you entire organization.
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