Video Tutorials

Introduction to Moveware

Moveware Overview

Company & Branch Setup

Cost Centers & Job Types

Job Status

The Job Life Cycle

The Moveware Interface

Search and Details Tab

Search for a Job in the Job Screen

Details Tab Overview

Add a New Job

Enter Transferee Origin Information

Enter Transferee Destination Information

Enter Billing information

Add Agents, Bookers, and Corporate Information

Add Internal and Crew Notes

Details Column Overview, Part 1/3

Details Column Overview, Part 2/3

Details Column Overview, Part 3/3

Modify or Add More Job Details

Copy a Job/Sequenced Files

The Job Folder

The Documents Dropdown

The Events Log

Close a Job

Diary and Contact Tab/Outlook Import

Diary Tab and Contact Tab Overview

Add Standard Diary Action

Add Manual Diary Action

Complete a Diary Action

Set Diary Action as "Not Applicable"

How to Record Calls, E-mails, Contacts, & Attach Files

Create Link with Operations

Addresses and Notes

The Contact Tab

The Outlook Import Function

Dispatch Screen

The Dispatch Screen Overview

The Dispatch Screen Layout

The Calendar

Notes

Notes

Resource Details

Resource Allocation, Copy & Paste, and Locking Resources

Add a Standalone Task

Caution or Close a Day

Print a Work Ticket

Enter Actual Hours

Complete Operational Actions

Costing Tab

Costing Tab Overview

Costing Tab Navigation

Add a Cost Option Using the Job Type Creator

Add Estimate Costs and Suppliers

Add Sale Price

Add Extra Charge Line to Cost Option

Print a Quote

Modify the Quote with Option Details Button

The One Total Line

Add Actual Costs and Post Purchase

Working with Different Currencies in a Cost Option

Enter Foreign Currencies (with FC columns)

Enter Foreign Currencies (without FC columns)

Add Multiple Cost Options

Combine Cost Options

Miscellaneous Cost Options

Cancel a Cost Option

Change the Customer on a Cost Option

Change the Supplier on a Specific Charge Line

Set a Cost Line as "No Charge"

Set a Cost Option and a Job as "No Charge"

Invoicing Tab

Invoicing Tab Overview

Create an Invoice

Modify Invoice Header Information

Modify Charge Lines

The Q Cost Option

The Invoice One Total Line

Post an Invoice

Invoice Print Options

Unlink Invoice and Cost Options

Add Credit Note

Create Multiple Invoices for a Single Job

Import and Export Tabs

Exports/Imports: Details and Contact Tabs

Exports/Imports: Measurements and Enclosures

Exports: Financials and Agent Instructions

Imports: Other Details, Storage, and Financials

Waybills Tab

Create a Waybill

Enter Agent & Carrier Details

Enter Other Waybill/Booking Details

Waybill Inventory

Generate Waybill-Related Documents

Storage Tab

Add a Storage Account

Add and Edit Header Information (1/2)

Add and Edit Header Information (2/2)

Add and Edit Charge Details

Common Storage Scenarios (1/2)

Common Storage Scenarios (2/2)

Review Tab

Review Tab Overview

Generate Review Questions and Enter Responses

Rate Request Management

Rate Request Management

Add a New Rate Request

Add Agent and Client Details

Add Shipment Details

Create a Job File from a Rate Request

Claims Tab

Claims Tab Overview

Add a New Claim

Add Items and Enter Claim Values

Fine Art

Object Management

How to Add an Object

How to Add an Artwork

How to Add a Container

Object Inventory Screen

How to Assign Objects a Diary Action

Mobi: Getting Started

Introduction to Mobi

Setting Up Users Through Moveware

Downloading And Logging Into Mobi

Overview of Interface and Global Menus

Syncing Jobs

Configuring Mobi User, Group, and Menu Settings

The Today Screen Workflow: Start Day

The Today Screen Workflow: Start Jobs

The Today Screen Workflow: End Day

Editing Review Questions

Running Reports

Adding Inventory Basics

Timesheeting

General Ledger Setup and Review

How to Open the Financial Year

How to Set Up New Accounts in Moveware (General Overview)

General Ledger Inquiry Screen

The Journals Screen

How to Create Journal Entries

How to Create Recurring Journal Entries

Customer Management

Job Products

Customer Management Screen/Supplier Management Screen: The Details Tab, Inquiry Tab, & Apply Tab

The Customer Ageing Screen

The Invoice Update Screen

The Invoicing Screen

How to Create a Manual Invoice

The Receive Payment Screen

The Receipt Listing Screen & How to Locate a Bank Deposit

How to Place a Deposit on an Unposted Invoice

Moveware Administration

Job Products

Supplier Products

Diary Actions

Diary E-mails

Job Types

Report Configuration

Employee Management