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Tools Menu

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Menu Items:

QueryContains query commands (see - Tools - Query).
Import Outlook Enquiry...Import outlook enquiry.
Invoice Run...Contains invoice run commands (see - Tools - Invoice Run).
Release ContainersRelease containers.
Release UnitsRelease units (will only appear when self storage module is installed).
Assign ConsignmentsAutomatically assign consignments to manifests (will only appear when shipping module is installed).
Availability...Open availability file.
Seasonal Planner...Open seasonal planner file.
Templates...Contains template commands (see - Tools - Templates).
Email Log...Open email log file.
SMS Log...Open SMS log file.
Export Options to Survey Administer...Export options to Survey Administer (will only appear when survey administer module is installed).
VAT/IPT Rate AdjustmentsProcess VAT/IPT rate adjustments (VAT/IPT rate changes for December 1st 2008, January 1st 2010, January 4th 2011).
Export to Sage...Export activity to Sage.
Archive Customers...Archive customers.
OptionsContains option commands (see - Tools - Options).

 

 

Tools - Query:

 

Menu Items:

Enquiries...Contains enquiry query commands.
Quotations...Contains quotation query commands.
Events...Open event file for query.
Services...Open service file for query.
European Consignments...Open european consignment file for query (will only appear when shipping module is installed).
International Consignments...Open international consignment file for query (will only appear when shipping module is installed).
StorageContains storage query commands.
Self StorageContains self storage query commands (will only appear when self storage module is installed).
AccountingContains accounting query commands.

 

 

Tools - Query - Enquiries:

 

Menu Items:

All...Open enquiry file for query.
Inland...Open inland enquiry file for query.
European...Open european enquiry file for query.
International...Open international enquiry file for query.
Commercial...Open commercial enquiry file for query.
Part Load...Open part load enquiry file for query.
Storage...Open storage enquiry file for query.
Self Storage...Open self storage enquiry file for query.

 

 

Tools - Query - Quotations:

 

Menu Items:

All...Open quotation file for query.
Inland...Open inland quotation file for query.
Hourly...Open hourly quotation file for query.
European...Open european quotation file for query (will only appear when shipping module is installed).
International...Open international quotation file for query (will only appear when shipping module is installed).
Trade...Open trade quotation file for query (will only appear when shipping module is installed).
Commercial...Open commercial quotation file for query (will only appear when commercial module is installed).
Storage...Open storage quotation file for query.
Self Storage...Open self storage quotation file for query (will only appear when self storage module is installed).

 

 

Tools - Query - Storage:

 

Menu Items:

Storage...Open storage file for query.
Containers...Open container file for query.
Occupied Containers...Open occupied container file for query.
Container History...Open container history file for query.

 

 

Tools - Query - Self Storage:

 

Menu Items:

Self Storage...Open self storage file for query.
Units...Open unit file for query.
Occupied Units...Open occupied unit file for query.
Unit History...Open unit history file for query.

 

 

Tools - Query - Accounting:

 

Menu Items:

Activity...Open activity file for query.
Invoices/Credits...Open invoice file for query.
Invoice/Credit Detail...Open invoice file for query.
Payments...Open payment file for query.
Audit...Open audit file for query.

 

 

Tools - Invoice Run:

 

Menu Items:

Storage...Perform storage invoice run.
Self Storage...Perform self storage invoice run (will only appear when self storage module is installed).
Crate Hire...Perform crate hire invoice run (will only appear when crate hire module is installed).

 

 

Tools - Templates:

 

Menu Items:

Letter...Open letter template file.
Email...Open email template file.
SMS...Open SMS template file.

 

 

Tools - Options:

 

Menu Items:

DefaultsContains default option commands (see - Tools - Options - Defaults).
AccountingContains accounting option commands (see - Tools - Options - Accounting).
InventoryContains inventory option commands (see - Tools - Options - Inventory).
MiscellaneousContains miscellaneous option commands (see - Tools - Options - Miscellaneous).
RemovalContains removal option commands (see - Tools - Options - Removal).
StatisticalContains statistical option commands (see - Tools - Options - Statistical).
StorageContains storage option commands (see - Tools - Options - Storage).
ArchiveContains archive option commands (see - Tools - Options - Archive).
Crate HireContains crate hire option commands (see - Tools - Options - Crate Hire).
Self StorageContains self storage option commands (see - Tools - Options - Self Storage).
ShippingContains shipping option commands (see - Tools - Options - Shipping).

 

 

Tools - Options - Defaults:

 

Menu Items:

System...System default options.
Accounting...Accounting default options.
Insurance...Insurance default options.
Removal...Removal default options.
Storage...Storage default options.
Self Storage...Self storage default options (will only appear when self storage module is installed).
Crate Hire...Crate hire default options (will only appear when crate hire module is installed).
Archive...Archive default options (will only appear when archive module is installed).
Trading Companies...Trading company options.
Print Setup...Setup printer.

 

 

Tools - Options - Accounting:

 

Menu Items:

Tax Codes...Tax code options.
Sales Codes...Sales code options.
Sales Text...Sales text options.
Journal Codes...Journal code options.
Interest Rates...Interest rate options.
Payment Methods...Payment method options.
Payment Terms...Payment term options.

 

Tools - Options - Inventory:

 

Menu Items:

Rooms...Room options.
Conditions...Condition options.
Items...Item options.

 

 

Tools - Options - Miscellaneous:

 

Menu Items:

Titles...Title options.
Street Endings...Street ending options.
Counties...County options.
Countries...Country options.
Job Titles...Job title options.
Agent Categories...Agent category options.

 

 

Tools - Options - Removal:

 

Menu Items:

CostingContains costing option commands (see - Tools - Options - Removal - Costing).
ResourcesContains resources option commands (see - Tools - Options - Removal - Resources).
Risk AssessmentContains risk assessment option commands (see - Tools - Options - Removal - Risk Assessment).
Properties...Property options.
Parking...Parking options.
Survey...Survey options.
Categories...Category options.
Mode of Conveyance...Mode of conveyance options.
Services...Service options.
Prospect Outcodes...Prospect outcode options.

 

 

Tools - Options - Removal - Costing:

 

Menu Items:

Labour Rates...Labour rate options.
Night Rates...Night rate options.
Vehicle Rates...Vehicle rate options.
Materials...Material options.
Equipment...Equipment options.
Seasonal Variances...Seasonal variance options.

 

 

Tools - Options - Removals - Resources:

 

Menu Items:

Vehicles...Vehicle options.
Labour...Labour options.

 

 

Tools - Options - Removal - Risk Assessment:

 

Menu Items:

Hazards...Hazard options.
Area...Area of risk options.
Levels...Level options.
Recommendations...Recommendation options.

 

 

Tools - Options - Statistical:

 

Menu Items:

Enquiry Categories...Enquiry category options.
Enquiry Sources...Enquiry source options.
Chosen Reasons...Chosen reason options.
Rejected Reasons...Rejected reason options.
Competitors...Competitor options.

 

 

Tools - Options - Storage:

 

Menu Items:

Categories...Category options.
Goods...Goods options.
Containers...Container options.
Descriptions...Category description options.
Warehouses...Warehouse options.
Bays...Warehouse bay options.

 

 

Tools - Options - Archive:

 

Menu Items:

Locations...Location options.
Storage Medium...Storage medium options.
Categories...Category options.
Keywords...Keyword options.
Docket Prompts...Docket prompt options.
Destruction Methods...Destruction method options.

 

 

Tools - Options - Crate Hire:

 

Menu Items:

Crates...Crate options.
Consumables...Consumable options.

 

 

Tools - Options - Self Storage:

 

Menu Items:

Units...Unit options.
Descriptions...Unit description options.
Floors...Unit floor options.
Distance Bands...Distance band options.
Reasons for Storage...Reasons for storage options.
Identification Methods...Identification method options.
Relationships...Relationship options.

 

 

Tools - Options - Shipping:

 

Menu Items:

Marine Insurance Band...Marine insurance band options.
Goods...Goods options.
Transit Services...Transit service options.
Transit Types...Transit type options.
Ports...Port options.

 

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