Moveware Merge Versions
- Silas Canning (Unlicensed)
Analytics
Below is a list of the different modules in Moveware that can use Word Merge to pull data from the module into the document.
Module | Template Document | Merge Version | Suggested Usage |
|---|---|---|---|
Jobs (Removals) | quotenewfields.doc | New Quote | This template is best used to create documents such as client letters and quotes. It also contains quite a few fields from other tabs accessible from the Jobs module, such as Waybills, Diary, Costing, and Storage. |
Rate Requests (Quotes to Agents) | mergeraterequest.doc | Rate Request | This template is best used to rate request quote templates (quotes to agents). |
Customer (Debtor) Management | mergecustomer.doc | Customer | This merge is used to create letters to customers such as reminder letters, labels, and rate increases. |
Employee Management | mergeemployee.doc | Employee | This template is for documents that require detailed employee information. |
Storage | mergestorage.doc | Storage | This merge is used to create letters to storage accounts and includes their customer information. It can be used to create letters such as notices for rate increases. |
Waybill | mergewaybill.doc | Waybill | This merge is based on the waybill table and can include consignee details. Useful for reports such as International shipping letters, particularly for consolidated shipments where multiple Jobs are on the same Waybill. |
Invoice | mergeinvoice.doc | Invoice | This merge pulls data from an invoice. |
Daily (Operations) Diary | mergediary.doc | Diary | This merge pulls data from the Daily Diary (Operations Diary). |