user guide to customer web portal

User Guide

User Guide to Customer Web Portal Setting up, understanding and using the Customer Web Portal

User Guide to Customer Web Portal

Efficient Workflow Solutions, LLC 2

User Guide to Customer Web Portal Version 4.0 (Spring 2011)

Copyright

Copyright © 2007 by Efficient Workflow Solutions, LLC | All rights reserved

Trademarks

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

Spring 2011

Copyright © 2007 by Efficient Workflow Solutions, LLC | All rights reserved

Printing Information

Printed in the United States

Technical Support

If at any time you experience problems with MoversSuite, we encourage you to contact us as follows:

Toll free: 1.866.750.7255 Phone: 1.970.256.1616

Fax: 1.970.256.1650 Websites: www.moverssuite.com

www.ewsgroup.com Support: support.moverssuite.com

http://www.moverssuite.com/

http://www.ewsgroup.com/

http://support.moverssuite.com/



Table of Contents CUSTOMER WEB PORTAL 4

CUSTOMER WEB PORTAL FUNCTIONS 6 Common Hyperlinks 6 Online Performance Review 7

TRANSFEREE ACCESS 9 Personalized Move Planner 10 Moving Tips 11

ACCOUNT REPRESENTATIVE ACCESS 12 Household Goods Search 15 Electronics Search 19 Special Commodities Search 23 Customer Web Portal New Orders (Leads) 26 Customer Web Portal Notes 29

CUSTOMER WEB PORTAL SETUP AND ADMINISTRATION 31 Global File Setup 32 User Setup for Customer Web Portal 35 Web Planner Setup 39 Web Tips Setup 41 National Account Settings for Customer Web Portal 43 System File Settings for Customer Web Portal 45

CUSTOMER WEB PORTAL DATA 47 Customer Web Portal Electronics Data 48 Customer Web Portal Household Goods Data 49 Customer Web Portal Special Commodities Data 50

CUSTOMER WEB PORTAL INSTALLATION 51



Customer Web Portal

MoversSuite provides a separate, customizable web-based application designed to allow limited access to live move information for a household goods shipments and 3rd proviso moves (special commodities and electronics). Security access is through two user classifications: Transferees and Account Representatives. A Transferee is a portal user looking for data regarding a single MoversSuite order. Transferees will have access to a single MoversSuite order by supplying an Order Number and Last Name (company name). These users will be provided a few additional tools including a personalized move planner, moving tips, and an online performance review. Account Representatives are users defined in MoversSuite and access the Customer Web Portal using login credentials. These users will have access to one of three search utilities based on whether they are setup to access household goods, electronic, or special commodities moves. Additionally, new household goods order leads can be generated by account representatives. Other options include the ability to save searches as Comma Separated Values (CSV) files, send emails to coordinators, create portal-specific notes (household goods and special commodities), and view online performance reviews created by transferees (household goods). The application itself has been designed to be customized to suit the needs of the company and can be easily adapted to an existing website scheme. Also, a global configuration file allows an administrator to quickly define hyperlinks used within the application. When deployed initially, the default screen layout will include a home page featuring login access points for the Transferee and Account Representatives.

user_guide_to_customer_web_portal.pdf



Figure 1: Login page

A URL will be provided to transferees and account representatives by the moving the company that can be entered in the address line of a web browser, directing them to the Customer Web Portal login screen.



Customer Web Portal Functions Transferees and account representatives have access to a common set of hyperlinks and to the online performance questionnaire.

Common Hyperlinks Available to both transferees and account representatives are a common set of customizable menu links. The main menu links that run across the top of the page include the following links:

Home

About

Contact

Help

Figure 2: Main menu links

Each of the hyperlinks behind the options can be customized through the global file settings (see Global File Setup). A separate navigation listing is available through the Other Links menu. This menu is comprised of general links used to assist in a move. The options available to users through the menu include the following:

Destination City Info

Find a New School

Change of Address

Setting Up Utilities

Move Your Pet



Figure 3: Other Links menu options

As with the main menu links, the hyperlinks associated to these links can be customized through the global file (see Global File Setup).

Online Performance Review Available to both transferee and account representatives is the ability to fill out and view an online performance review. The Online Performance Review option is available from the Tools menu. Selecting this option will open the Performance Review page.

Figure 4: Performance Review page

The questionnaire can only be filled-out once, therefore on subsequent access it will appear with the answers filled-in only.



Figure 5: Filled in performance review

The results of each questionnaire are also available through the Performance Review (Web Survey) Report, available from the MoversSuite > Reports menu.



Transferee Access Transferees will have access to a Move Information page detailing the single household goods move entered for login. Users will be required to enter a particular Order Number and Last Name. Pressing the Go button will initiate the search and retrieval of the record.

Figure 6: Transferee login

The values must match exactly to an existing MoversSuite in order to view the Move Information page.

Figure 7: Move Information page for Transferee

The default Move Information screen also provides the following Tools available to Transferees.

Transferee Tools Description



Personalized Move Planner Opens the Move Planner screen to displaying planning suggestions in a timeline based on the delivery date of the order.

Refer to the Personalized Move Planner section for more information.

Moving Tips Opens the Moving Tips screen display a checklist of tasks to consider when moving.

Refer to the Moving Tips section for more information.

Online Performance Review Transferees can fill out a questionnaire regarding their move which becomes a permanent record in MoversSuite and is reported through the Performance Review (Web Survey) Report.

Refer to the Online Performance Review section for more information.

Refer to the Customer Web Portal Data section for a complete list of data fields displayed on the Move Information page.

Personalized Move Planner Transferees can also take advantage of a personalized move planner available through the Personalized Move Planner option on the Move Information page. The Move Planner page details planning suggestions based on the delivery date of the move.

Figure 8: Move Planner page

Refer to Web Planner Setup for more information.



Moving Tips Moving Tips page provides a list of items a shipper should consider doing or checking for prior to the move. The Moving Tips options is available through transferee access.

Figure 9: Moving Tips page

Refer to Web Tips Setup for more information.



Account Representative Access Account representatives require login credentials to access orders associated to their particular company.

Figure 10: Login page

Account representatives will access one of three search options upon login. The search option available is based on the User Type set within the Web User Setup (see User Setup for Customer Web Portal). Each search returns slightly different search results and output options. The following search options are available (each described in more detail within their own section):

Household Goods Search

Electronics Search

Special Commodities Search

By pressing Go, the application will produce search results. The Query Results page that displays differ based on search type, as well. Hyperlinks appear in blue or purple, underlined font allowing a user to view specific details on a particular record.



Figure 11: Query Results page

All search result pages contain a Download option.

Figure 12: Download option from any search page

This option will prompt the user to open or save the output of the search results as a Comma Separated Values (CSV) file. The application used to access the download file is dependent on application server settings.



Figure 13: File Download dialog

Note: The download files are located on the application server as specified through the FileLocation setting established in the global configuration file. Refer to Global File Setup for more information.

Account representatives can also create leads and notes using the Customer Web Portal. Refer to Customer Web Portal New Orders (Leads) and Customer Web Portal Notes for specifics.



Household Goods Search Account representatives assigned a to view household goods moves will be able to search for orders based on a move date, last name, or Order Number.

Figure 14: Household goods move search page

Search options available for a User Type of Household Goods are described in the table below.

Field Description

Date Type Select a type of date to base the date range search on. The Date Type can be one of the following:

Load Date

This option will return all records for the selected date range based on the start and ending Load Dates set in Move Information that are not in “Cancelled” or “Voided” state.

Delivery Date

This option will return all records for the selected date range based on the start and ending Delivery Dates set in Move Information that are not in “Cancelled” or “Voided” state.

Order Initiated Date



This option will return all records for the selected date range based on the Created On date (in Move Information) of orders that are not in “Cancelled” or “Voided” state.

Date Range Enter a range of dates to be used to retrieve records on based on the selected

Date Type. Users can press the calendar button ( ) to access a calendar where a date can be selected.

Figure 15: Calendar selector

Once a date is selected in the calendar, the application will place the date formatted a MM/DD/CCYY in the corresponding range value.

Customer’s Last Name Enter a value to retrieve orders by based on the Last Name/Company Name field in Name, Address, Phone.

Order Number Enter a value to retrieve orders based on the Order Number.

The results of the search display in the Query Results page.



Figure 16: Household goods search results

Users can click on the Order Number link to access the Move Information page of a particular order. This page displays basic move data and dates and provides contact information, etc. Note: The Email field displays as a hyperlink, when present, that can be used to evoke a new email message, see Fig. 16 (below).

Figure 17: Transferee Tools menu

Tools available to the account representatives are described in the table below.

Account Representative Tools Description



New Query This function opens the Search page.

New Order Open the New Order page that used to register a lead in MoversSuite.

Refer to Customer Web Portal New Orders (Leads) for more information.

Work with Notes Opens the Notes page allowing users to add and view notes created only within the Customer Web Portal for the order.

Refer to Customer Web Portal Notes for more information.

View/Online Performance Review Account representatives can view questionnaire filled out by transferees.

Refer to Online Performance Review for more information.

Refer to the Customer Web Portal Household Goods Data section for field descriptions.



Electronics Search Account representatives assigned a to view electronics moves will be able to search for orders based on a product group, move or install date, and/or by other store data.

Figure 18: Electronics move search page

Search options available for a User Type of Electronics are described in the table below. These search options can be used individually, such as just selecting a product group and pressing Find, or they can be used in conjunction to produce a narrow result set.

Field Description

Product Group Select a product group from the available list. Product groups are associated to the order through the Task Group field in Name, Address, Phone. Task Group is a subset of a Task Definition assigned to an account representative through their Profile setting (see User Setup for Customer Web Portal).

Date Select a type of date to base the date range search on. The Date value can be one of the following:

Load Date

This option will return all records for the selected date range based on the start and ending Load Dates set in Move Information that are not in “Cancelled” or “Voided” state.

Delivery Date

This option will return all records for the selected date range based on



the start and ending Delivery Dates set in Move Information that are not in “Cancelled” or “Voided” state.

Install Date

This option will return all records for the selected date range based on the Install Date set in Store Information that are not in “Cancelled” or “Voided” state.

Book Date

This option will return all records for the selected date range based on the Booked date (in Move Information) of orders that are not in “Cancelled” or “Voided” state.

Range Enter a range of dates to be used to retrieve records on based on the selected Date type value.

Users can press the calendar button ( ) to access a calendar where a date can be selected.

Figure 19: Calendar selector

Once a date is selected in the calendar, the application will place the date formatted a MM/DD/CCYY in the corresponding range value.

Search By/Then Search By Select a MoversSuite field to search by followed by the actually Value to be used to search by.

Customer Name

This option will search for Value matches within the Store Name field within Store Information of a Special Services order.

Serial Number

This option will search for Value matches within the Client Job Number field within Store Information of a Special Services order.

Model Number

This option will search for Value matches within the Fixture Number field



within Store Information of a Special Services order.

The search results will display in the Job / Location Information page.

Figure 20: Job/Location Information page

Clicking on the model number link will access the specific shipping information for the electronics move.

Figure 21: Electronic moves detail page

A Proof of Delivery option allows the user to access a particular POD file as specified through a Customer Specific field set through the User Defined Fields tab. Refer to the National Account Settings for Customer Web Portal for more information and setup.



Figure 22: Proof of Delivery file name specification

Refer to the Customer Web Portal Electronics Data section for field descriptions.



Special Commodities Search Account representatives assigned a to view special commodities moves will be able to search for orders based on a company roll out, a particular date range, store name, store number, job number, mall name, and/or Order Number.

Figure 23: Special Commodities search page

Search options available for a User Type of Special Commodities are described in the table below. These search options can be used individually, such as just selecting a product group and pressing Find, or they can be used in conjunction to produce a narrow result set.

Field Description

Company Roll Out Select a product group from the available list. Product groups are associated to the order through the Task Group field in Name, Address, Phone. Task Group is a subset of a Task Definition assigned to the account representative through their Profile setting (see User Setup for Customer Web Portal).

Note:

This option is required and a roll out must be selected before pressing Find.

Date Range Enter a particular date range to base record selection on. The application compares entered dates to Delivery Dates within Move Information.

Store Name Enter the name of a particular store to select on. The application compares entered dates to the Store Name field in Store Information (see Add Job).



Store Number Enter the number of a particular store to select on. The application compares entered dates to the Store Number field in Store Information (see Add Job).

Job Number Enter the name of a particular job to select on. The application compares entered dates to the Job Number field in Store Information (see Add Job).

Mall Name Enter the name of a particular store location to select on. The application compares entered dates to the Location field in Store Information.

Order Number Enter a value to retrieve orders based on the Order Number.

The search results will display in the Job / Location Information page.

Figure 24: Job / Location Information page

Clicking on the Job/Location Name link will access the product information for the particular special commodities move.



Figure 25: Product Information page

Refer to the Customer Web Portal Special Commodities Data section for field descriptions.



Customer Web Portal New Orders (Leads) Available with account representative login is the option to create a lead in MoversSuite. The New Order option will appear in a household goods search result page (Query Results) and through the Move Information page. This option is only available for portal users that are accessing household goods orders (see the User Type setting under User Setup for Customer Web Portal).

Figure 26: New Order option

Selecting the New Order option will direct a user to the New Order screen where they can enter the basic lead data and press Submit to create the lead in MoversSuite.

Figure 27: New Order page

A confirmation message will appear once the lead has been created in MoversSuite.



Figure 28: Lead creation confirmation dialog

An email message will be sent to the email listed for the user logged into the portal, typically a coordinator assigned to the account.

Figure 29: Sample email generated for a new household goods order lead

The email message will contain the following properties:

Email Property Set to the following for a new household goods order lead

From “WebOrderEntered”

To Email address associated to the logged in account representative as set through Email field within Personnel Setup.

Subject “A lead has been entered over the web”

Message “A web lead has been completed for shipper last name:” followed by the Last Name/Company Name field value set within Move Information.

The table below lists fields set when a lead is created through the Customer Web Portal.

New Order Fields Location in MoversSuite

First Name First Name/MI in Name, Address, Phone

Last Name Last Name/Company Name in Name, Address, Phone

Origin Address Moving From > Address in Name, Address, Phone

Destination Address Moving To - Primary > Address in Name, Address, Phone

Origin Phone Moving From > Home Phone and Work Phone in Name, Address, Phone



Destination Phone Moving To - Primary > Home Phone and Work Phone in Name, Address, Phone

Cell Phone Other Phone Information in Name, Address, Phone

Storage and Days System Specific (field #5*) in User Defined Fields

Autos and Number System Specific (field #6*) in User Defined Fields

Crates and Number System Specific (field #7*) in User Defined Fields

W/D/I System Specific (field #8*) in User Defined Fields

Pack Dates Pack Dates (in Range) in Move Information

Load Dates Load Dates (in Range) in Move Information

Delivery Dates Delivery Dates (in Range) in Move Information

Notes Notes (notes with a Scope of “Public” only)

*-User defined fields are unique to each system. Refer to the System File Settings for Customer Web Portal for more information.

A note will be attached to the new lead with a type of Web Note and will be visible through the Notes tab.



Customer Web Portal Notes Account representatives will have access to notes created through the Customer Web Portal. Notes with a Scope of Public will be accessible through both MoversSuite and the Customer Web Portal. New notes created in the portal will only be marked with a Scope of Public.

Figure 30: MoversSuite Notes tab

Notes can be created for household goods and electronic moves, depending on the user type assigned to the user. See User Setup for Customer Web Portal for details. Users will have access to the Work with Notes option when viewing a particular household goods or electronics move order.

Figure 31: Work with Notes option

The Notes page appears when the Work with Notes option is evoked. The Notes pages will display all notes associated to the order that are marked with a Scope of Public.



Figure 32: Notes page

New notes can be added by entering a s subject and the body of the message and pressing Add. When a note is added, the coordinator assigned to the account will receive an email message containing the following properties:

Email Property Set to the following for a new note

From “NewNote”

To Email address associated to the coordinator set through the Email address within Personnel Setup.

Subject “A New Note Has Been Added”

Message “A new note has been added by a web user for order number” followed by the Order Number.



Customer Web Portal Setup and Administration The Customer Web Portal is an optional, add-on module that must be purchased separately for use with MoversSuite. Once available, MoversSuite Professional Services will deploy the needed software to the application server and provide initial run-time settings. From there, it will be up to the company to update global settings and define user access.

General setup areas include the following:

Update configuration settings within the global.asa file

Updating the web planner and web tips content

Create user access records for account representative

Additionally, the appearance of the application can be updated to suit a particular design layout by modifying the active server pages (ASP) and hyperlinks or incorporating the code into an existing layout and updating image files, such as providing company or branch logo, etc.



Global File Setup MoversSuite Professional Services will deploy and install the Customer Web Portal application. They will also provide initial run-time settings needed by the Customer Web Portal that are defined within the global.asa file. This file resides in the root directory of where the Customer Web Portal files are installed to and defines variables that are used globally by the application as described in the table below.

Figure 33: Global.asa file

The default variables specified in the global.asa file are listed below. Other variables can be defined to suit the needs of the company. Use the table below as a guide when editing the global.asa file. This file can be opened and edited using any text editor such as Notepad.

Global File Variables Description

FileLocation Contains the physical location of where data files used by the Customer Web Portal can be stored and accessed. Specifically, the FileLocation folder contains Common Separated Values (CSV) files used by the download function available from search pages.

Refer to Customer Web Portal Account Representative Access for usage.

ConnectionString Contains a text string referencing the OLEDB provider data needed to open the MoversSuite database. The connection string will need to contain the following settings:

Provider

Data Source

Initial Catalog



Integrated Security

CompanyName The text entered for this setting will appear on many pages in the Customer Web Portal as the name of the moving company.

PODLink This setting contains a subdirectory name where the Customer Web Portal can access the Proof of Delivery Documents (POD). To reference the same folder as the FileLocation setting, enter “Data/” here.

See National Account Settings for Customer Web Portal for usage.

HomeLink Enter the URL that will be referenced when the user select the Home button within the Customer Web Portal. This link will typically navigate the user back to the home page of the Customer Web Portal.

Example:

“login.asp”

AboutLink Enter the URL that will be referenced when the user selects the About button within the Customer Web Portal.

Example:

“http://www.movingcompany.com”

ContactLink Enter the URL as the link behind the Contact button within the Customer Web Portal.

Examples:

“mailto:[email protected]” “http://www.movingcompany.com/contact.html”

HelpLink Enter the URL as the link behind the Help button within the Customer Web Portal.

Examples:

“mailto:[email protected]” “http://www.movingcompany.com/contact.html”

DesCityLink Enter the URL as the link behind the Destination City button within the Customer Web Portal.

Example:

“http://www.neighborhoodplace.com/”

NewSchoolLink Enter the URL as the link behind the Find a New School button within the Customer Web Portal.

Example:

“http://www.schoolmatch.com/

ChangeAddressLink Enter the URL as the link behind the Change of Address button within the Customer Web Portal.

Example:

“http://www.moving.com/tools/change-of-address/index.asp”

UtilitiesSetupLink Enter the URL as the link behind the Setting Up Utilities button within the Customer Web Portal.

Example:

“http://www.moving.com/coupons/home-services/utilities.asp”

MovePetLink Enter the URL as the link behind the Move Your Pet button within the Customer Web Portal.



Example:

“http://www.petswelcome.com/milkbone/petmvframe.html”

Once changes have been made to the global.asa file they will become effective immediately.



User Setup for Customer Web Portal MoversSuite Administration (web) > User Setup > Personnel Account representative login credentials and data access for the Customer Web Portal is defined within the MoversSuite Administration (web). The Personnel Setup establishes Customer Web Portal users and grants these users the ability to view orders and create lead based on a predefined profile. Any user with a Web User Setup definition can access the Customer Web Portal by supplying the correct login credentials. Also, more than one user can reference the same Web User Setup login; allowing for one setup to be used by a group of users. Items to consider when creating Customer Web Portal users include the following:

Customer Web Portal users are generally consider to be individuals from outside the organization. Account representatives a generally considered to be non-MoversSuite users nor employees of the organization

User Setup is not required to access the Customer Web Portal

User access is not limited to an individual. A record can be setup to provide company or group wide access; these users would all share the same username and password

New order requests created through the Customer Web Portal are based on the Default Branch of the Personnel record

The Profile setting determines what orders are accessible to the user

Creating a Customer Web Portal User This procedure should be considered a best practice for granting access by external entities to the Customer Web Portal.

1. Access MoversSuite Administration (web),

2. Open User Setup > Personnel,

3. Press New,

Figure 34: Personnel Setup

4. Enter a First and Last Name to identify the web client,



5. Enter Employee # in a suggested format of “webNNNN” where NNNN represent a numeric sequence for easy identification,

6. Select a Status from the available list. This field is required for Employee setup but can be any value for general access to the Customer Web Portal,

7. Select a Labor Type from the available list. This field is required for Employee setup but can be any value for general access to the Customer Web Portal. MoversSuite provides a type of Web User that can be selected to readily identify the use of the record,

8. Set the Default Branch to base new leads created through the New Order option in the Customer Web Portal on,

9. Open the Contact tab,

Figure 35: Email setting in Personnel setup

10. Enter the Email of moving company representative that will receive an email notification when an account representative generates a new household goods order request through the Customer Web Portal. Notes generated through the portal will also copy the note message to this email address.

Note: Users will receive an error when attempting to submit a new order and they have no email defined here.

Note: Coordinators assigned to orders accessed through the Customer Web Portal will need to have an email address set for them as well. This email address entered for coordinators will be used to receive notes generated within the Customer Web Portal.

11. Open the Web User Setup tab,



Figure 36: Web User Setup

12. Enter a Username and Password for the user. This information will need to be supplied to the account representative(s) along with the URL of the Customer Web Portal for login access,

13. Select a Profile from the available list. The Profile defines which orders the account representative can access through the Customer Web Portal. Only orders with a Task Definition in Name, Address, Phone matching the selected profile will be viewed by the user. See the Tasks Setup and Administration for information on defining the Task Definition Name.

Note:

Login Count indicates the number of times this user has accessed the Customer Web Portal.

Tip:

Task Definition records will need to be setup to represent a particular account. Doing so would provide a means of restricting access of account representatives to account-specific orders.

14. Select a User Type as Electronics, Household Goods, or Special Commodities. The User Type defines the type of search options that are available to the account representative as well as the format of the retrieved data. MoversSuite recommends consideration be taken in selecting the correct User Type to go with the selected Profile,

Web User Type Description

Electronics Users will be able to search by and view orders associated to an electronics move.

Refer to Electronics Search for details.

Household Goods Users will be able to search by and view orders associated to a household goods move.

Refer to Household Goods Search for details.

Special Commodities Users will be able to search by and view orders associated to a special commodities move.

Refer to Special Commodities Search for details.



Note: Product group and company roll out options are based on the Task Group list associated to the selected Profile for the user as defined within the Task Setup.

15. Enter a Company Name (up to 12 characters) of the company account that will be accessing data through the portal. The Company Name will appear on most pages account representatives will access,

16. Press Save to add the user,

17. Repeat Steps 3 through 16 to add other Customer Web Portal users.



Web Planner Setup MoversSuite Administration (standard) > MMS > Web > Web Planner

Web Planner setup defines the messages that display for an order on the Personalized Move Planner based on the number of days before, during, or after a move.

Figure 37: Web Planner setup

This information can consist of anything a company feels would benefit a transferee and is based on live data taken from the order accessed by the transferee through the Customer Web Portal.

Figure 38: Move Planner screen

Messages created within the Web Planner setup will appear on the Move Planner page based on the entered date range compared to the Delivery Dates within Move Information for the selected move.



Use the following table to define records within this setup.

Web Planner Setting Description

Message Enter a free-form message that will display when the Personalized Move Planner option is evoked by a transferee using the Customer Web Portal. The message will appear for the date range selected for the next two settings.

The following two fields will be used in conjunction to provide a date range for which to display the above message. To provide weekly messages, for example, set the days as a multiples of seven from the delivery date of the move. For example, to display a message eight weeks prior to the move, enter 63 for the Start Days From Move and 56 for the End Days From Move.

Figure 39: Web Planner Setup

Start Days From Move Enter the beginning range value as the number of days from the delivery date of the move that the message will appear. Positive numbers indicate days prior to the move, a value of 0 corresponds to the actual Delivery Date of the move, and negative numbers indicate the number of days after delivery.

End Days From Move Enter the ending range value as the number of days from the delivery date of the move that the message will appear. Positive numbers indicate days prior to the move, a value of 0 corresponds to the actual Delivery Date of the move, and negative numbers indicate the number of days after delivery.



Web Tips Setup MoversSuite Administration > MMS > Web > Web Tips

Entries made within the Web Tips setup area establish the items that display on the Moving Tips page available through the Moving Tips option in the Customer Web Portal. These tips can be used to provide some additional, informal assistance to shippers.

Figure 40: Web Tips screen

The order in which the tips are entered in Web Tips setup is the way they will appear within the Moving Tips page.

Figure 41: Moving Tips screen

Web Tips setup contains two fields: Tips and Tip Type. Use the Tips field to enter the moving tips in the order in which they will appear in the Moving Tips screen. The Tip Type field is currently not in use.



National Account Settings for Customer Web Portal MoversSuite Administration (web) > Move Setup > National Account

The Customer Web Portal will display the Name of an account at the top of the Move Information page accessed by a transferee (MoversSuite order). Each order will display the account assigned to them through the Account Profile tab.

Figure 42: Name field in National Account setup

Additionally, the Proof of Delivery option associated to an electronics move will attempt to open the document set forth in the Label 3 custom field.

Figure 43: Label 3 field in National Account setup

Questions defined for the Custom Fields will appear in the User Defined Fields tab for orders associated to the particular national account. The file entered for the POD will need to exist in the file location pointed to by the PODLink variable within the global.asa file (see Global File Setup).



Figure 44: User Defined Fields tab



System File Settings for Customer Web Portal MoversSuite Administration > Common > General > SysFile

If the Customer Web Portal is to be used to create leads through account representative access, then the System File Setup will need to be updated to display user defined fields accessible through the User Defined Fields tab.

Figure 45: User Defined Fields tab

Set the text and activate the user defined label fields to activate the User Defined Fields to display the contents of lead data entered through the Customer Web Portal. See the Customer Web Portal New Orders (Leads) section for usage.

Figure 46: SysFile setup

The following table lists the SysFile settings referenced by the Customer Web Portal.

SysFile Setting Description

UserDefinedLabel5 Define the label that will display for the number of storage days set within a New Order lead created through the Customer Web



Portal.

Set UserDefinedActive5 to “1” to enable the field.

UserDefinedLabel6 Define the label that will display for the number of automobiles set within a New Order lead created through the Customer Web Portal.


UserDefinedLabel7 Define the label that will display for the number of crates set within a New Order lead created through the Customer Web Portal.


UserDefinedLabel8 Define the label that will display for the W/D/I field set within a New Order lead created through the Customer Web Portal.




Customer Web Portal Data This section lists fields displayed in the Customer Web Portal and the corresponding field in MoversSuite.



Customer Web Portal Electronics Data This section lists the data that displays on search result pages and when viewing particulars for a Electronics move. Additional fields used for searching by Electronics moves are described within the Electronics Search section.

Customer Web Portal Data Location in MoversSuite

Actual Delivery Date Delivery Dates (in Actual) in Move Information

Confirmation Contact Confirmation Contact in Store Information

Customer Name Store Name in Store Information

Delivery Dates Delivery Dates (in Range) in Move Information


Model # Fixture Number in Store Information

Order Number Order Number

Product Information Description in Shipping Information

Serial Number Job Number in Store Information

Scheduled Delivery Date Delivery Dates (in Range) in Move Information

Shipping From Moving From address in Name, Address, Phone

Shipping To Address in Store Information



Customer Web Portal Household Goods Data This section lists the data that displays on search result pages and when viewing particulars for a Household Goods move. Additional fields used for searching by Household Goods moves are described within the Household Goods Search section.


Actual Cost Actual Amount in Billing Information

Autos Automobile With Shipment in Move Information

Coordinator Transportation Coordinator in Name, Address, Phone

Delivery Date Range Delivery Dates (in Range) in Move Information

Delivery Spread Delivery Dates (in Range) in Move Information

Destination Special Instructions Special Instructions (at Destination) in Move Information

Email Email from Personnel Setup record for Transportation Coordinator set in Name, Address, Phone

Note:

This field displays as a hyperlink, when present, that can be used to evoke a new email message.

Estimated Cost Estimate Amount in Billing Information

Final Delivery Delivery Dates (in Actual) in Move Information

Into Storage


Loading Date Range Load Dates (in Range) in Move Information

Model # Fixture Number in Fixtures

Moving From Moving From > Address in Name, Address, Phone

Moving To Moving To – Primary > Address in Name, Address, Phone

Name First Name/MI, Last Name/Company Name in Name, Address, Phone


Origin Special Instructions Special Instructions (at Origin) in Move Information

Other Phone Information Other Phone Information in Name, Address, Phone

Packing Date Range Pack Dates (in Range) in Move Information

Performance Rating Online Performance Review in Customer Web Portal

Phone Work Phone from Personnel Setup record for Transportation Coordinator set in Name, Address, Phone.

Status Order Status in Order Information

Transferee Name First Name/MI, Last Name/Company Name in Name, Address, Phone



Customer Web Portal Special Commodities Data This section lists the data that displays on search result pages and when viewing particulars for a Special Commodities move. Additional fields used for searching by Special Commodities moves are described within the Special Commodities Search section.


Actual Delivery Date Delivery Dates (in Actual) in Move Information

Confirmation Contact Confirmation Contact in Store Information

Job/Location Name Store Name in Store Information

Job Number Store Number in Store Information

Mall/City Location in Store Information


Product Description Description in Fixtures

Product Number Fixture Number in Fixtures

Quantity Quantity in Fixtures

Scheduled Delivery Date Delivery Dates (in Range) in Move Information



Customer Web Portal Installation This section describes the process of installing the Customer Web Portal in an Internet Information Services (IIS) environment.

1. Install the Customer Web Portal files to the application server that is hosting MoversSuite,

2. Create a Data directory to store files created by searches performed in the Customer Web Portal. This location will also need to be referenced by the FileLocation pointer set in the global.asa file,

3. Verify the database user that will access the MoversSuite database anonymously using Microsoft SQL Server Management Studio. Contact system administrator to add new database users,

a. Under the correct database server,

Figure 47: SQL Security folder

b. Open the Security folder,

c. Open the Logins folder,

d. Right-mouse click on the anonymous user from the list,

e. Select Properties,



Figure 48: Logins right-click options

f. In the Login Properties window, verify the following:

i. On the General page,

Figure 49: General page within Login Properties

ii. Verify the Login name is correct and will be rendered using Windows authentication,

iii. Set the Default database to MoversSuite2,

g. On the Server Roles page:

i. Set the Server roles to public,

h. On the User Mapping page:

i. Select the MoversSuite2 database reference,

ii. Verify that the MoversSuite2 database is mapped and references the correct User,

iii. Under the Database role membership pane, verify that public and WebPortalExec are checked,

i. On the Status page:

i. Verify that the Permission to connect to database engine is set to Grant,

ii. Verify that the Login is Enabled,

j. Press OK to keep the changes,

4. Create a virtual web site directory:

a. Access Internet Information Services (IIS) application available through Administrative Tools (Start > Control Panel > Administrative Tools),



b. Create a virtual web site under the Default Web Site listing for the hosting computer:

i. Right-mouse click on Default Web Site,

ii. Select New > Virtual Directory. . . and the Virtual Directory Creation Wizard will appear,

iii. Press Next,

iv. Enter the Alias for the Customer Web Portal file location, such as “WebPortal” (see Fig. 33),

v. Press Next,

vi. Select Browse and locate and select the directory created in Step 1,

vii. Press OK,

viii. Press Next,

ix. Set Access Permissions for Read and Run scripts (such as ASP),

x. Press Next,

xi. Press Finish.

c. Right-mouse click on the newly created directory,

d. Select Properties to access the Properties dialog,

e. Update Virtual Directory properties to be as follows:

i. Set A directory located on this computer,

ii. Set Local Path to the Code folder under the web portal installation directory,

iii. Select Read, Log visits, and Index this resource,

iv. Modify the Execute Permissions to be Scripts and Executables,

v. Set Application Protection to Medium (Pooled),

f. Update Documents properties as follows:

i. Check Enable Default Document,



ii. Add and set login.asp as the uppermost document in the list. Login.asp represents the homepage of the Customer Web Portal,

g. Update Directory Security as follows:

i. Press Edit for the Anonymous access and authentication control as follows:

ii. Check Anonymous access,

iii. Set the User name to that of the database user that will access MoverSuite data (see Step 3).

iv. Check Allow IIS to control password,

v. Check Integrated Windows authentication under Authenticated access,

vi. Press OK,

h. Close the Properties dialog through Apply or OK,

5. Update MoversSuite administrative settings (see Customer Web Portal Setup and Administration):

a. Update global configuration file settings,

b. Add new web user(s),

c. Update moving tips and move planner,

d. Create/update user defined fields and references for Proof of Delivery (POD) documents,

6. Modifying page content for the Active Server Pages (ASP) files located in the Code folder under the installation directory for the Customer Web Portal,

7. Run the following script to synchronize the users on the computer allowing the anonymous database user to be recognized throughout the system:

cscript %SYSTEMDRIVE%\Inetpub\AdminScripts\synciwam.vbs –v

8. Open a web browser and enter the URL referencing the computer’s name and the portal directory as specified through the IIS settings and verify that the login.asp page to the Customer Web Portal appears and that transferees and account representative can successfully access orders.