1. Move Case Documentation Marketing: User can generate new leads from marketing. In the system they can do the campaign for existing client or user can import excel for new client. User can get the leads from social media site. API needs to integrate with the entire social media site so customer can get the fresh leads. Steps for Web Query Section a.For web query first website designer team should integrate the API to the website. b.Once customer entered the details by online then user will get the details in t e application under web query section. c.Based on interaction with client user can change the status. I. Active- Still interaction is going on. II. Pending- Custom r didn’t pick the call or still interaction didn’t happen III. Rejected- Rejected the services IV. Completed- Verified the details (user can create the enquiry or proce d for the lead) V. Lost- Lost the particular customer VI. Internally Created- Directly created by user d.User can assign the web query to the sales person. Note 1: If web query is in “Completed” status then user can amend the details. Campaign: Any festival or promotion or advertisement user can use the campaign option. User can create the own template and send to the customer email or send through SMS. Steps for Campaign Section: QuickMove Technologies Pvt. Ltd. Page 1

2. a.Go to Marketing module, click on template option provided under campaign. b.Create template by clicking add option, Mention template name and subject. c.Template content add then save in Active status. d.Similarly user can create t e SMS template e.Attach the recipient list as Excel or from existing data under Recipient option. f.Click on Activities for creating the campaign. Here user can attach the Template and Recipient list. g.Click on Launch option. (sending the details to the client) Opportunity Management: 1.Enquiry: Whenever user will get business from client side, user should start from the Enquiry page. Enquiry page is the first step for updating the customer details into the application. User will have an option to create enquiry with survey (Customer required the physical, Telephonic or Online survey) or without survey (already known the survey volume) option. Blue color underline fields are mandatory. Steps for creating the enquiry: a.Go to Enquiry page, Click on adds option then select the customer type, enter the shipper details b.Enter the move details. (Service Type, Product Type, Goods Type and Origin Destination Move details) c.Based on client conversation need to mention whether survey required or not. d.Optional fields are available if user has the details then user can fill it up or else user can leave the fields. QuickMove Technologies Pvt. Ltd. Page 2

3. 1.Storage Option (If move with storage service is there then user need to fill storage basic details in the enquiry page (like Type of storage, Volume, Billing etc.)) 2.Vehicle Option (If move with vehicle service is there then user need to fill vehicle details like vehicle type, Model, Make and Insurance details) 3.Pet Option (If move with pet service is there then user need to fill the pet details like pet name, breed, Kernel volume, and insurance details) QuickMove Technologies Pvt. Ltd. Page 3

4. o e Allowance (In case of corporate account, if user has agreed the volume then before synch the enquiry to the surveyor, User need to mention the volume under allowance.) Mention the General Information details like source of contact Enquiry mode, and Sales notes. Then save the Enquiry as “Completed” status and move to survey assign section. Note 1: User have different status option in enquiry page like Active (still some data need to add), Completed (Need to assign the survey or costing), Pending (Client doesn’t want Quote or survey now), and Rejected (Rejected the services) based on customer interaction user can mention the status. Note 2: Once the enquiry save as completed mode then user can able to edit the origin and destination address details and shipper details. Note 3: User can see the customer details based on filter applied in the Enquiry Master Grid page (Branch, Status, Customer Type, Surveyor Name, and Origin Destination Country selection). 2.Survey: Once the lead is added in the Enquiry page then user can assign the survey as Physical, Telephonic, or Online. On survey page article, volume, packing type, handyman services or Pet or Vehicle details can be added. If surveyor has installed the “Pre Move Survey App” then user can synch the survey to the surveyor where surveyor can do the survey on his Tab and once its completed they can synch back to the application. Steps for the survey section: a.Once the Enquiry is completed status, click on survey icon (Right hand side) for assigningthe survey. b.Search the surveyor availability based on survey date and time. From the available list selectthe surveyor name and save it. QuickMove Technologies Pvt. Ltd. Page 4

5. c.User can add the survey details manually after assigning the survey. Click on edit option then add the survey items by selecting the items name under item grid. d.After Adding all details the user can Change the status as completed then save it. e.Proceed for costing and Quote. Note 1: User can edit the survey details if the costing is not prepared. Once the costing is completed then user can’t edit the survey details. Note 2: If the survey volume need to be amend then user has to do clone survey so they can do the changes in the clone file and proceed further. Note 3: User can see the customer details based on filter applied in the Enquiry Master Grid page (Branch, Status, Customer Type, Product Type, Survey Type, Surveyor Name, and Origin Destination Country selection). QuickMove Technologies Pvt. Ltd. Page 5

6. 3.Costing: The user can start preparing the Pricing details based on volume or without volume. In the costing page they can add he Margin/Profit which we need to get from client side. System has option to select multi currency, different type of margin option, Automatic costing which make your work easier. Steps for costing section: a.Once the survey is “Completed” then the user can go for costing page to do the pricing. b.For creating costing, go to enquiry page click on “Due Costing “option creating costing option. c.System have following option to create costing under activity section I. Header –Header which will show to the client along with pricing details. II. Common Margin –while preparing the pricing user can add the Margin/profit in the costing page itself. III. Sales Margin- Sales team can add the Margin/Profit in the Quote page itself. IV. Multi Costing- Costing team is providing the two price options to the client. Client can accept any one of them. d.Need to select option from the above point. e.System have following option to create costing under sub-activity section. I. Individual Tax- Activities wise can add tax. II. Exclude- Option activity which might be included based on customer requirement. III. Actual- Mention the as per actual activity which price you can add later stage in the invoice if it is applicable. IV. Flat- flat rate including Margin/Profit. V. Multi Currency- Can select multiple currency each activities level. VI. Packing- Can select the packing type and add cost. VII. Handyman- To add the charges of handyman. QuickMove Technologies Pvt. Ltd. Page 6

7. f.Select the above option from the sub-activity if required then select the sub activity from activity. g.Add the Provisional cost (Actual Cost) then click on save option. h.User can add the selling amount in the costing page or Quote. i.After adding all the pricing details in the costing page then Change the status as “Completed” and save it. Note 1: User can edit the pricing details until Quote is not prepared. Note 2: If the client needs the revise Quote then go to costing page and clone the costing. User can amend the changes in the clone costing page then go for revise quote QuickMove Technologies Pvt. Ltd. Page 7

8. Note 3: User can see the customer details based on filter applied in the Enquiry Master Grid page (Branch, Status, Customer Type, Product Type, Export to Excel option, and Origin Destination Country selection). 4.Quote: Quote we can provide to the client once the costing is completed. User can attach the cover letter and Term & Conditions and send the details via Email or take PDF format. Every details automatically fetch from enquiry, survey and costing to the quote page. Steps for Quote Section: a.Once costing is completed, user can proceed for the Quote. b.Go to Enquiry page, click on due quote then click on Create quote option. c.Select the Insurance value or Tax if required. d.Select the Cover letter and Term & Condition from the drop down. e.Change the status as “Completed” and save it. f.User can send the Quote to the client via Email or download PDF. QuickMove Technologies Pvt. Ltd. Page 8

9. g.Once the client accepting the Quote via Online or manually user can proceed further. is Note 1: User can amend the Quote Cover Letter and Term & Conditions. Also consolidation quote is possible in the system. Note 2: User will get different status option like Active (If amend is required), Completed (Need to send email to client), Accepted (if client is accepting the Quote), Lost (Client decided to go other competitor), Expiry (Still client didn’t decided, It will happen automatically) and Cancel (Quote not valid). Note 3: User can see the customer details based on filter applied in the Enquiry Master Grid page (Branch, Status, Customer Type, Product Type, Export to Excel option, and Origin Destination Country selection). Customer Support Management 1.Job Order a.Job Order is an order to provide a particular service for a customer. b.Job Order can be created in two ways: i. Order from Quotation: Job Order is created for the accepted quotes for which Job Order is pending to be created. Click on Due Job Order icon in Quotes under Services module. Then click on the create job order icon of the customer required to do Job order. iii. Direct Job Order: Incase of delivering goods from the supplier or the product owner to the customer directly. c.Creation of Job Order: I.Order from the Quotation: i. In the Order from Quotation, details will bind from the enquiry level like Shipper details, types of services, goods and products. Outsource type need to select here based on the Job being outsourced to agents. Self: Both Job (i.e. Origin job and Destination job) is h a n d l e d b y Company itself[No involvement of Agent]  Origin/Freight: OriginJob and Freightis handled by agent. Destination Job is handled by the company. Origin: Origin Job is handled by Agent. Other Jobs (like Destination job, freight) handled by the company QuickMove Technologies Pvt. Ltd. Page 9

10. Destination: Destination job handled by Agent. Other (like Origin Job) is handled by the company  Outsource: Both (Origin and Destination) are handled by Agents. Origin address and Destination address which is given in the enquiry will appear. Pack date from, Pack date to, Load date, Estimated Delivery date, Estimated Time of Arrival, Estimated Time of Dispatch, Port of Departure/ Port Of Loading and Port of Entry details if available can be selected. Transport: Shipment needs to be selected. Any Purchase Order details can be entered here and click on Save. If Costing details has to appear in the Job Order PDF, then check the Show Costing option Select the Branch (Origin, Destination) Based on Outsource type, branch selection comes. ii. iii. iv. v. vi. vii. •Self is selected – Origin and Destination Branch selection option •Origin is selected- Destination Branch selection option •Destination is selected- Origin Branch selection option •Outsource is selected – Branch selection option won’t be there. Change status to Completed and save it. Note: Job Order status description: viii. Active: If the Job Order is still active and not completed, then keep in the active status. Completed: If the Job Order is complete, change the status to complete. Task Execution completed: If all the tasks related to the Job is completed. Close: If the Job Order is closed. Cancel: Change status to cancel, if Job Order is cancelled. II. Direct Job Order: i. Click on Add icon in Job Order under Services module. Job Order page will be opened. Select Direct Job Order option. Select the customer type: Individual or Corporate or Agent Fill in the Shipper details like name, contact details and address. Select the service type, Goods type, Product type and Outsource type Outsource type need to select here based on the Job being outsourced to agents ii. iii. iv.  Self: Both Job (i.e. Origin job and Destination job is handled by the Company itself [No involvement of Agent] Origin/Freight: OriginJob and Freightis handled by agent. Destination Job is handled by the company. Origin: Origin Job is handled by Agent. Other Jobs (like Destination job, freight) handled by the company Destination: Destination job handled by Agent. there (like Origin Job) is    QuickMove Technologies Pvt. Ltd. Page 10

11. handled by the company Outsource: Both (Origin and Destination) are handled by Agents. Based on the outsourcing, you have to select the Outsource type. v. Origin address and Destination address need to be added. vi. Pack date from, Pack date to, Load date, Estimated Delivery date, Estimated Time of Arrival, Estimated Time of Dispatch, Port of Departure/ Port Of Loading and Port of Entry details if available can be selected. vii. Transport: Shipment needs to be selected viii. Any Purchase Order details can be entered here and click on Save. ix. If Costing details have to appear in the Job Order PDF, then check the Show Costing option. x. Select the Branch (Origin, Destination) Based on Outsource type, branch selection comes. •Self is selec ted – Origin and Destination Branch selection option •Origin is selected- Destination Branch selection option •Destination is selected- Origin Branch selection option •Outsource is selected – Branch selection option will not be there. xi. Change status to Completed and save it.  d.Updating of Job Order: To do any changes in the created Job Order, click on edit icon and do the required update and save it. Note: Once the Job Order is completed, then only Address, Pack date, load date, delivery date type cannot be edited. and Purchase Order details can be updated. Other fields like Customer details and Outsource e.Deletion of Job Order: For deleting the Job Order, select the customer Job Order Number and click on the delete icon. Note: If any associated data is linked with the Job Order, it cannot be deleted. 1.Order Confirmation: a.Order confirmation can be done once Job Order is completed. b.Creation of Order Confirmation: I. Go to Job Order under service module. Click on Job Order Confirmation icon on the row of the particular customer. It will direct to the Job Order Confirmation page. II. Select the Move date III. Any documents to be added can be uploaded. Click on Add Document, select the document and Save it. IV. Can either type in the Cover letter and Remove details or Select the Cover letter and Remove details from the drop down which are configured. V. Change the status to completed and save it. VI. Click on Mail icon on top for online Job Order Confirmation VII. Enter the Email Id of client, mail template selection (if configured) and any attachments can be added. Click on send. QuickMove Technologies Pvt. Ltd. Page 11

12. 2.Insurance: a. Creation of Insurance: I. II. Go to Insurance under Services Module. Click on Add. It will open Insurance page. Enter the customer name in Order No field and select the name of the customer from the drop down, select the Insurance category, select the Provider details and fill the policy details like Number, Insurance value (Declared and percentage ), Validity dates and other details. Add the Insurance Value form. Terms and Condition can be typed or select from drop down if configured Select by whom the settlement is done. Change the status to completed and save it. III. IV. V. VI. 3.Claim: a.Creation of Claim : I. Once Insurance is completed, can create claims. II. Go to Claims under Services module. Click on Add. It will open the claim page, populate the customer name in Order number field. If claim is against the insurance then Insurance of that customer also needs to be populated. III. Click on Add item to add the article list and add the item name, quantity, amount, claim amount, settlement type, settlement amount IV. Change the status to completed and save it. V. Change the status to accepted and save it. 4.Acknowledgement Agent: a.Creation of Acknowledgement to Agent: I. Go to Acknowledgements under Services module. Click on add icon, populate the Order Number select the Order number with respect to Customer name II. Can either type in the Cover letter and Acknowledgement details or Select the Cover letter and Acknowledgement details from the drop down which are configured. III. Click on save. IV. Click on Print icon for the PDF. 5.Feedback: a.Creation of Feedback: I. Go to Customer Feedback under Services module. Click on Add icon. Enter the customer name in Order No field and select the name of the customer from the drop down. Select the feedback type. Select the supervisor and manpower details. QuickMove Technologies Pvt. Ltd. Page 12

13. II. III. IV. V. Enter the reference details. Change the status to completed and save it. Select send mail icon for sending mail and Print for the PDF. Clicking on the link of Online Customer Feedback Form, enter the details and click on Submit. Change the status to Submitted and save it. VI. 6.Complaints: a.Creation of Complaints: I. Go to Complaints under Services Module. Click on Add. Populate the Order No using customer name in the Order No. field. Select the Complaint Services: Origin/ Destination/ Both. Select the Priority, Complaint type, Complaint Mode and Complaint Description. Select the Department and Customer Support. Change the status to Created and save it. Click on the print icon for the PDF on the top. Update the Actions taken to resolve and update the status. Once the complaint is resolved change status to closed and save it. II. III. IV. V. VI. Agent Management 1.Agent Account Handling a.Agent account can be created with contact details which can be auto-populated when creating the rates. b.Creation Of Agent Account: I. Click on Organization (Accounts) under Sales module. Click on Add icon. II. Select the Organization type as Agent. Enter the name of the Agent, Contact details, and Industry type. Can add if any credit terms are there. III. Select the reference, grade, assign to (to whom the account is assigned) and save it. IV. Enter he address details. Click on add icon. Incase multiple address are there can add address, click on add icon and Save. V. If any contract is there, can add under the Contracts. VI. Add Contact person details of agent under Contacts by clicking on Add Contact. VII. Click on Save. Billing Management: In billing section user can generate Invoice for the customer like Corporate, Agent, or Individual. Billing refers to customer in terms of receiving the payment for the services which user provided to the customer like rental services, good move services etc. It’ll be easy to track the custom r payment details. Here user can add the receipt voucher once the customer paid the money, Receive the advance QuickMove Technologies Pvt. Ltd. Page 13

14. payment, Create debit note if some damages happen to the goods, or create debit note for extra services which is done by company for the particular job. User can go for billing module once the job order is “Completed”. Invoice: User can generate the invoice for customer like Agent, Corporate or Individual. User can consolidate multiple invoices into one. Steps for Invoice section: a.Once the job order is “Completed” status, user can go to billing section and create the invoice. b.Go to job order under billing module, click on due invoice then click on create invoice option. c.The following details need to be select in the Invoice page, I. II. III. IV. V. VI. Created Date Branch Due Date Order Number (Customer Name) Daybook as Cash or Bank (To keep the record of daily transaction) Account Type (Ledger like for Individual customer Individual account type or corporate account type as Corporate etc.) Add the shipment information VII. d.Add the billing information , 3 ways we can add the billing information e.If any other charges user wants to add then click on “Add particular” option then mention the charges. f.Select the Insurance value as well as Tax value then mention Term & Condition details. g.Based on interaction with client select the appropriate status option, I. Active- Performa Invoice get generate (Take a print as PDF or send email to client) Completed- Tax Invoice get Generate Approved- Client accepted the invoice Pending- Custom r kept invoice on hold. Cancel- Cancel the Invoice (Any Issue regarding description or tax) h.Once the Invoice is “Appro ved”then user can proceed further for receipt voucher. II. III. IV. V. Note 1: User can amend the invoice if the status of Invoice is “Active”. Note 2: Invoice master grid page, user can identify the pending balance. QuickMove Technologies Pvt. Ltd. Page 14

15. Receipt Voucher: Receipt voucher is issued when payment received from client. Payment received by Cash or Bank which is required to mention in the receipt voucher. In the system user can track the payment information by using outstanding receivable report. User can receive the advance and they can update in the receipt voucher. Advance can be attached against Invoice amount, Credit Note or Debit Note. Steps for Receipt Voucher Section: a.Once Invoice is “Approved” status user can create the receipt voucher in case they received the payment from client. b.Go to receipt voucher option, click on add option. c.Following option need to be select, I. Daybook (Receive payment Cash or Bank). II. If payment received by Bank then select the payment mode option from dropdown. III. Add the Bank details d.User can create receipt voucher in 5 ways I. II. III. IV. V. Job Order (Received Advance payment) Invoice (Invoice am ount) Cheque Bounce Suspense Account Customer (Received Advance Payment) e.If user creating receipt voucher against Invoice then select Invoice option (check box) after that click on search icon to get the outstanding amount. f.Select the Invoice outstanding amount then adjust the amount which received from the client. g.Change the status “Completed”then “Approve”it. h.Based on that user can get the details of pending amount for the particular job. Note 1: User can’t amend the details once the status is “Completed”. Note 2: User can attach the Credit note or Debit note in receipt voucher. Note 3: If user is receiving the payment based on customer then they can add directly as QuickMove Technologies Pvt. Ltd. Page 15

16. advance or adjust with invoice. (Both option they’ll get). Credit Note: Credit note is issued to a customer in terms of discount or in case of damage in the goods or if user enters the wrong value while creating the invoice. In the system user can create two type of credit note first is Revenue basis another Cost basis. Steps for Credit Note Section: a.Once the job order is “Completed”status and Invoice is “Approved”status. User can create note against Invoice (Revenue). b.Go to credit option, click on add option. c.Following option need to select, I. Daybook II. Either user can select Revenue (against invoice amount user can adjust the amount like discount) or Cost (separate credit note user can provide like damage goods) option under credit note type. III. Select the Order Number and Invoice number d.Select the activity against which user adjusting the amount. e.Mention the reason on which basis credit note user is creating. f.Change the status as “Completed”then “Approve”the Credit Note. g.Once the Invoice is approved user can see the invoice amount is deducted automatically. Note 1: If the user creating the credit note against the cost then directly they can provide the credit note to the client based on job order. (Add the pricing details directly and approve the credit note) Note 2: Once the credit note is “Completedstatus” user can’t amend the details. Debit Note: Debit note issued in case company provided some extra services to the particular client instead of creating another invoice they can adjust in debit note. Steps for Debit Note Section: a.Once the job order is “Completed” status then user can create debit note. b.Click on debit note option under the Billing module. QuickMove Technologies Pvt. Ltd. Page 16

17. c.Click on add option, then select the following option in order to create debit note I. II. III.Order number IV.Account Type (Mention Ledger) V. Mention the reason for creating the debit note Select the customer type from dropdown. Daybook (Cash or Bank) d.Click on add particular for adding the charges. e.Change the status “Approved” then save it. f.Take print as “PDF” or us r can send email directly to the client. Note: Note 1: User can’t edit the cost once the status is “Completed”. Note 2: Debit note user can attach with receipt voucher. QuickMove Technologies Pvt. Ltd. Page 17