User Guide
User Guide to Extra Stops and Segments
Setting up and using the Extra Stops interface
User Guide to Extra Stops and Segments
User Guide to Extra Stops and Segments
Version 2016 R19 (2016)
Copyright
Copyright © 2007-2016 by Efficient Workflow Solutions, LLC | All rights reserved
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MoversSuite is a trademark of Efficient Workflow Solutions, LLC.
Microsoft and Microsoft Windows are registered trademarks of Microsoft Corporation.
All other product names used are trademarks of their respective owners.
Notice
The material in this document is for information only and is subject to change without notice.
While reasonable efforts have been made in the preparation of this document to assure its accuracy,
Efficient Workflow Solutions, LLC assumes no liability resulting from errors or omissions in this
document, or from the use of the information contained herein.
Efficient Workflow Solutions, LLC reserves the right to make changes in the product design without
reservation and without notification to any person or entity.
Edition
2016
Copyright © 2007-2016 by Efficient Workflow Solutions, LLC | All rights reserved
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Technical Support
If at any time you experience problems with MoversSuite, we encourage you to contact us as follows:
Toll free:
Phone:
Fax:
Website:
Support:
1.866.750.7255
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User Guide to Extra Stops and Segments
Table of Contents
EXTRA STOPS AND SEGMENTS
EXTRA STOPS
Add Extra Stop
SEGMENTS
Add Segment
EXTRA STOPS AND SEGMENTS SETUP AND ADMINISTRATION
Address Location Type Setup
EXPORTING AND IMPORTING EXTRA STOP DATA
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User Guide to Extra Stops and Segments
Extra Stops and Segments
Extra Stops is used to manage stops associated to the move that are in addition to those set on the
Name, Address, Phone tab, such as picking up goods at a location outside of the origin and destination
addresses. Segments can also be defined that link order stop to one-another.
A moving company may assess extra charges to these requests and may desire to assign the service to
one of their agents. These needs and the desire to identify these stops is the foundation of the Extra
Stop tab within MoversSuite.
Figure 1: Extra Stops tab.
Extra Stops allows a user to quickly establish these additional stops as a standard type of “Pickup” or
“Delivery”, set customer requested date and time ranges of the stops, and assign an agent of the moving
company to identify their involvement.
Segments define a sequential relationship between move locations. A segment can be set up that
identifies the route a driver would take from an origin address to an extra stop and another to a final
destination, or a segment can be defined that bypasses all extra stops, for example. Segments can be
set up in any way that fits a moving company needs.
In several applications, segments are the links or connections between trips across multiple orders.
Currently, MoversSuite does not employ segment information in its planning tools and can only define
segments within locations for a single order. However, MoversSuite allows segments to be defined in
any manner allowing the data to be exchanged with a variety of third party applications, such as
UniGroup and SIRVA, that do utilize segment information.
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User Guide to Extra Stops and Segments
Listed below is a sample use of segment information within MoversSuite for an order:
Figure 2: Sample segment usage
Segment
Number
Locations
Truck
1
Origin to Destination
A
2
Origin to Extra Stop (Pickup)
B
3
Extra Stop (Pickup) to Destination
B
4
Destination to Extra Top (Delivery)
A
5
Extra Deliver to Origin
A
The mapping of the above segments would display as illustrated below.
Figure 3: Sample Extra Stop and Segment data.
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User Guide to Extra Stops and Segments
RELATED TOPICS:
SIRVA sHub Integration
UniGroup Downloads
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User Guide to Extra Stops and Segments
Extra Stops
The Extra Stops tab contains two sections, one that defines additional stops and one that defines the
links between stops associated with the move.
Common uses of an Extra Stop:



Temporary storage (agent assigned or not)
Customer request to pickup or drop off goods at a separate location
Transferring goods from one agent or vendor to another
The Extra Stop Information section can be used to define stop information that occurs outside of the
origin and destination information set within the Moving From and Moving To sections within the Name,
Address, Phone tab. Documenting and tracking multiple delivery and pickup locations used as part of
move request done within this section.
Figure 4: Extra Stop Information section.
The following table describes the fields and functions available within the Extra Stop Information
section.
Field/Function
Description
Add
This function opens the Add Extra Stop screen allowing a user to define additional stops.
Hotkey: ALT + A
Edit
This function opens the Add Extra Stop screen in edit mode for the selected stop record.
Hotkey: ALT + E
Delete
Delete the selected record after confirming the request with this function.
Hotkey: ALT + D
P/D
Displays the stop number along with indicating whether the stop will be a pickup (P) or
delivery (D).
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From Date
The earliest requested date for the stop.
To Date
The latest requested date for the stop.
From Time
The earliest requested time of day for the stop (in 24-hour military time).
To Time
Displays the latest requested time of day for the stop (in 24-hour military time).
Company
Name of the company involved with the extra stop.
Contact
The name of the contact person at the company displays in this column.
Contact Phone
Phone number of the company contact person.
Location Type
Location Type set for the extra stop address displays.
Address
The physical address of the company displays in this column.
City
The company city displays in this column.
State
The company state displays in this column.
Postal Code
The company postal code displays in this column.
Work Phone
The work phone for the contact person displays in this column.
Home Phone
The home phone for the contact person displays in this column.
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User Guide to Extra Stops and Segments
Add Extra Stop
Use the Add Extra Stop screen to define a new, additional stop associated to an order or service request.
Extra Stops appear within the Extra Stops tab and within the Select Extra Stops screen.
Figure 5: Add Extra Stop screen
This screen is available through the following locations:
Add button within Assign Location within Container Management
Add Address button within Add Local Service within Local Services and within Dispatch Center
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User Guide to Extra Stops and Segments
Add/Edit button within Extra Stops
Edit Service within Requested Services
The following table describes the fields and functions available within this screen.
Field
Description
P/D
Defines whether the stop will be a pickup (P) or delivery (D).
Stop Number
Record location within the sequence of stops assigned to this order. The
numeric value entered here must be unique to the pickup and delivery and
represents the location of the record within the listing and the order in
which the records will be exported to a third party application.
The letter “P” pre-appends the pickup number and the letter “D” preappends a delivery stop number, as visible with Extra Stops data grid.
Users can change this number by editing an existing record.
Date Range
Requested stop range for the pickup or delivery.
See Date Fields for more information.
Time Range
Requested stop times of the pickup or delivery.
See Time Fields for more information.
Agent
Select an agent for the order from the list of those defined within Agent
Setup. The Agent Find option is available to assist the selection process and
the Agent Information screen provides a user with read-only data for a
selected agent.
Selecting an agent will populate the contact and address data for the stop,
which a user can update.
Contact Information
Utilize the Autofill Preset Address option (below under Address Information) to populate this information
from a preset assigned to the Account Profile of the order.
Name
Enter the contact person at the stop location (up to 50 characters).
Company
Enter the name of the company at the stop location (up to 50 characters).
Phone
Enter the phone number of the contact person.
See Phone Number Entry for more information.
County
County code or name associated to the company (up to 32 characters).
Address Information
Autofill Preset Address
Populate the address of this section with an address linked to the Account
Profile assigned to the order (through the Account Profile tab). Pressing this
button opens the Autofill Preset Address dialog where you can select the
address. Once a selection is made, address and Contact Information fields
update based on the selection.
Location Type
Selected type associated to the stop. Refer to SIRVA sHub Integration Setup
and Administration and Address Location Type Setup topics for more
information.
Address
Enter the physical location of the stop (up to 256 characters for up to 3
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lines).
City
Enter the city of the stop location (up to 26 characters).
State
Enter the state of the stop location (up to 2 characters).
Country
Select the stop country from the available list.
Postal Code
Zip code of the stop location (up to 10 characters).
Other Phone Information
Home Phone
Home phone number of the contact associated to the extra stop.
See Phone Number Entry for more information.
Work Phone and Extension
Work phone number and extension of the contact associated to the extra
stop (up to 4 characters).
Save (Alt+S)
Save changes made to the record and close the screen.
Cancel (Alt+C)
Close the screen without save changes to the stop record.
RELATED TOPICS:
Account Profile
Container Management
Local Dispatch
Local Services
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User Guide to Extra Stops and Segments
Segments
Segments link one defined location to another. The locations must be associated to the order as the
Moving To and Moving From address set on the Name, Address, Phone tab or those defined through
Extra Stops. Additionally, users can establish weight, miles, and cubic feet values and pack, load, and
delivery date ranges specific to segments.
Figure 6: Segment Information section.
The following table describes the fields and functions available within this screen.
Field/Function
Description
This function opens the Add Segment screen allowing a user to define additional segments.
This function opens the Add Segment screen in edit mode for the selected segment record.
This function deletes the selected record after confirming the request.
Number
Number representing the placement of the record among other segments associated to an
order. This number is automatically generated by MoversSuite and the arrow functions
(right side of screen) can be used to change the record position.
Origin
The origin address of the segment displays in this column.
Destination
The destination address of the segment displays in this column.
Miles
Miles value associated to the segment.
Weight
Weight value associated to the segment
Cubic Feet
Cubic Feet value associated to the segment
Load Date
This column displays the earliest requested load date at the destination of the segment.
See Date Fields for more information.
Delivery Date
This column displays the earliest requested delivery date at the destination of the segment.
See Date Fields for more information.
Pack Date
This column displays the earliest requested pack date at the destination of the segment.
See Date Fields for more information.
Load Time
This column displays the earliest requested load time at the destination of the segment.
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See Time Fields for more information.
Delivery Time
This column displays earliest requested delivery time at the destination of the segment.
See Time Fields for more information.
Move the selected record to the TOP of the list by clicking this button.
Move the selected record UP ONE RECORD in the list by clicking this button.
Move the selected record DOWN ONE RECORD in the list by clicking this button.
Move the selected record to the BOTTOM of the list by clicking this button.
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User Guide to Extra Stops and Segments
Add Segment
The Add Segment screen creates links between two defined locations associated to an order. This
screen is available through Segment Information section in Extra Stops.
Figure 7: Add Segment screen
The following table describes the fields and functions available within this screen.
Field/Function
Description
Segment Number
The sequential placement value of the segment displays in this field. Users can adjust
this setting through the arrow keys available within the Segment Information section
in Segments after exiting this screen.
Origin
Select address locations as the start ending points of the segment from the list of
records set for the order through Name, Address, Phone and Add Extra Stop.
Destination
The locations listed in the drop-down menus come from the following sources:
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User Guide to Extra Stops and Segments
Location
Description
Origin
Moving From in Name, Address, Phone
Destination
Moving To in Name, Address, Phone
Extra Stop
Extra Stop Information in Extra Stops
Weight
Enter the estimated and billed weight assigned to the move for this segment.
Cubic Feet
Enter the estimated and billed cubic feet assigned to the move for this segment.
Miles
Enter the estimated and billed transport miles assigned to the move for this segment.
Date Information
Note:
The following fields initially populated with data from the Move Information tab when both the Origin and
Destination locations of the segment record are set to an Origin or Destination location.
Pack Date Range
Enter the requested packing date range.
See Date Fields for more information.
Load Date Range
Enter the requested loading date range.
Time Range
Enter the requested time range for packing.
See Time Fields for more information.
Delivery Date Range
Enter the requested delivery date range.
See Date Fields for more information.
Time Range
Enter the requested time range for delivery.
See Time Fields for more information.
Fields appearing in red are required.
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User Guide to Extra Stops and Segments
Extra Stops and Segments Setup and Administration
The following table lists the setup associated to Extra Stops and Segments.
Setup
Description
Address Location Type Setup
Use this setup to define types used to identify an address with, primarily for
exchanging data with external applications.
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Address Location Type Setup
MoversSuite Administration > Customer Services > Address Location Type
Use the Address Location Type Setup to define general location attributes assigned to addresses, such
as those set within Name, Address, Phone and within Extra Stops. These attributes also link an address
to external applications through the External Code setting, specifically SIRVA.
Use the following table when managing Address Location Type records.
Field
Description
Address Location Type
Description
Enter a text description for the location (up to 50 characters). The description will
appear as menu options within MoversSuite for the Location Type fields in the
following areas:
Add Extra Stop
Add Local Service
Name, Address, Phone
Interface Item
Use this section to link the make record to an external system that may be required for exchanging data
between disparate systems.
Interface
Select a value from the list defined within XML Interface Setup.
External Code
Enter a code supported by the Interface for exchanging data with MoversSuite (up
to 32 characters).
See SIRVA sHub Integration Setup and Administration for specific settings needed
for the SIRVA interface.
RELATED TOPICS:
Atlas Integration Setup and Administration
IGC Software Integration Setup and Administration
SIRVA sHub Integration Setup and Administration
UniGroup Quotes to Go Setup and Administration
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User Guide to Extra Stops and Segments
Exporting and Importing Extra Stop Data
Listed below are the MoversSuite processes that include Extra Stop information when importing or
exporting:

TechMate Export

TechMate Import

SIRVA Registration Uploads and Registration downloads. Segment data is included in a SIRVA
Registration Upload. Refer to the SIRVA sHub Integration subject for more information.

UniGroup Van Line Special Services Products Pre-Registration Upload includes Extra Stop data.
Up to 50 Extra Stop records can upload per order request. Refer to the UniGroup Uploads for
more information.
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