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MoversSuite Enhancements

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MoversSuite Enhancements

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573 results found

  1. There is a section of the Atlas SUDS xml that contains tradeshow information. Can this information be included as a part of the import routine? Attached is an example.

    1 vote

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  2. Please add "Estimated Amount" field to Field Requirement's in administration as an option. This will useful for our billing efforts as well as other reporting.

    4 votes

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  3. When information on the SIT tab is changed, it isn't saved in Order History. Can that be included?

    3 votes

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    0 comments  ·  Billing  ·  Admin →
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  4. When it notes add a third option to click "make sticky note".
    This would then allow the note to be added to the front screen when opening an order so "priority comments/information" is seen by all who opens the order.
    This note can be closed but pops up ensuring your seeing the important information. This note field would need to be able to be unchecked for when said comment is no longer needed.

    21 votes

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    0 comments  ·  Advances  ·  Admin →
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  5. Here are two options for a modification – option 1 is my preference

    Option 1

    When creating the Electronic Payment batches in Payment Management, put all VISA, MASTERCARD & DISCOVER charges in one batch and AMEX charges in a 2nd batch. Do not have the batches created based on the MSS branch code – put all credit card transactions in one MSS branch (PCIN). Therefore, we could have up to 3 Electronic Payment batches per day – one for refunds, one for AMEX charges and one for VISA, MASTERCARD & DISCOVER. (Amex credit card account numbers begin with a 3)

    3 votes

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  6. Calendar view showing capacity for men, trucks and what is going on each day for any given time frame

    8 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  7. Block advances to closed shipments where the driver has already been paid

    2 votes

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  8. On your statements, it seems that your system is only filtering by zero balance order numbers. For accounts that have recurring or multiple invoices under a particular order number, only having a filter for zero balance orders doesn't work unfortunately. If the order number has a balance, your system seems to be keeping all the activity that has taken place on that order number and is displaying it on the statement. When running the statement, it is creating equal debit and credit balances for every invoice the customer has ever received. A customer who owes one invoice could get a…

    3 votes

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  9. The credit card system needs to be able to handle Pre and Post Authorizations. Since the payment for local and intra moving is done the day after the move occurs the estimated amount is pre-authorized on the customer's credit card so that we guarantee that we will be able to charge at least the pre-authorized amount after we do the move. The day after the move we do a post-authorization for the final amount, which ties to the pre-auth and clears it out. This is critical to processing locals and intras and we will not be able to fully utilize…

    3 votes

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    1 comment  ·  Admin →
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  10. A lot of commercial work is billed by a bid price, however, we break it down in transactions to go to the correct accounting codes. One code that we use quite often is ‘oversell’ which is where we post the built in profit on the order. Twice recently, the biller forgot to hide the items on the invoice, which as you can imagine caused quite an uproar because of the line titled ‘oversell’. We will be naming this something else so that it does not stand out so much, if the items are not hidden, but it would be really…

    3 votes

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    0 comments  ·  Billing  ·  Admin →
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  11. When adding reductions make the Add Back as Item Code default to the Order Branch and Division, or the AR Branch and Division

    6 votes

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    0 comments  ·  Billing  ·  Admin →
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  12. It would be beneficial if we could add images into the special instructions for commercial jobs. Images would print out on the guys paperwork that they could view before heading out to the jobsite. Images could show large pieces of equipment that needs to be moved or maybe the access of the jobsite.

    5 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  13. We would like the ability to build drop down lists to limit the data that can be entered into the user defined fields in Order Information

    6 votes

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  14. We base a lot of new pricing and commissions policies on order creation date. We would like to see this date some where in the Revenue Entry module

    1 vote

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  15. In Add Revenue Item, add the ability to enter multiple Service Codes as a list. Subsequently, Rating Information for each service code could be added/edited by highlighting a service in the list. This would allow a user to enter all Service Codes in a Revenue Group at one time more efficiently than the current process allows. The current process requires the user to setup a new screen for each item.

    3 votes

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    0 comments  ·  Billing  ·  Admin →
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  16. 2 votes

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  17. I have the hardest time, remember to look for the three little dots (...) when looking at the Crew Names in the Local Services Tab. I Didn't even notice them for years. And even with a post-it, it's hard to remember to look every time. I understand that keeping it to 3 lines, maybe be nice for dispatch screen, but when in the order screen I would like to see all crew members, all the time.

    4 votes

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  18. so it will store in document management. This will allow the office staff to communicate with the drivers in writing about shipment details as they occur, especially LD drivers.

    2 votes

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  19. I think the Move Type field would be a good addition to be added into the Account Profile as a field that you could set the default for. Now that I am writing this it would be nice to include the commodity and authority and maybe even the shipment type. :) I need more information to be defaulted so orders will be entered correctly.

    20 votes

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  20. Within the Dispatch Satus column expand the start times to 3 hours for State Department (9-12

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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