Field

Description

Order Contact Information

Last Name/Company Name

Enter the last name or company name on the order (up to 26 characters).

The name entered here is referenced throughout the application and displays on various reports and invoices.

First Name/MI

Enter the first name of the customer (up to 16 characters). The first name is often combined with the LastName/Company Name to create a shipper name.

Email

Enter the email address for the shipper (up to 120 characters). 

Once the record is saved, users can click on the email address set here and the application evokes the system default mail utility (such as Microsoft Outlook or MoversSuite Email Service) placing the email address set here as the message recipient.

Phone Numbers

Select a phone type and enter the corresponding phone number for each contact phone number provided for the shipper. 

Phone types are defined with Shipper Phone Type Setup and affect several imports including those from Atlas, SIRVA, and UniGroup.

Phone Numbers for most phone types affect Bookmarks data (see Order Information Bookmark Fields).

Press the phone icon  to access Phone Number Entry drop-down menu.

Use a right-click option to remove a phone number.

Figure 6: Right-click option to remove a phone number entry

Users can rank phone numbers to give them a priority in the listing.  Lowest numbers appear at the top of the listing and non-ranked numbers list after the ranked ones.

Figure 7: Phone number ranking

Estimate Number

Estimate number assigned to the order (up to 32 characters).  An estimate can be generated through the Sales Lead Information screen.

Task Definition

Select a template to be used to build a predefined list of action items based off of order-related data. The action items will appear within the Tasks tab and are defined within Tasks Setup.

Refer to the Tasks System topic for more information.

Task Group

Select a subset of the Task Definition which aids in filtering search results and defining invoice variables for Special Services orders.

Task groups are established within the Groups tab in Tasks Setup.

Refer to the Tasks System topic for more information.

Salesperson

Company salesperson responsible for generating the order.

Note: Sales people are personnel with a Status of ACTIVE and a Labor Type of Sales within Personnel Setup.

Salesperson Calendar
Opens the calendar of the selected Salesperson. 

See Email and Calendar Integration for details.

Coordinator

Move coordinator responsible for managing the order. 

Note: Coordinators are personnel with a Status of “ACTIVE” and a Labor Type of “Coor” within Personnel Setup.

Project Manager

Select the person responsible for managing the Office & Industrial project.

Note: Coordinators are personnel with a Status of “ACTIVE” and a Labor Type of “Project Manager” within Personnel Setup.

Lead Source

Select the source that led to the lead creation for this order.

Contact Preference

Select the Contact Preference type that you have given in Contact Preference Setup.

Print Label (Alt+P)

Select a label option from the list to generate a report of printable labels for the order. This function falls under the Report Viewer Options and the labels generate through the Report Viewer.

Note: The document generated through this function is defined with a Report Type of ReportingServices and a System Location of Print Label Report.  Refer to Reports and Hauling Label Report for more information.

Contacts

This section allows you to define which contacts are available to the project. Contacts added here are available for assignment to Locations set for the project (described below) and are available to assign to a quote through the Quote prepared for setting within the Quote tab.

Refer to Add/Edit Order Contact for field description available for contacts.

Refer to Add/Edit Order Location for information assigning the contact to location.

Right-Click Options

The following options are available to you through a right-click within the Contacts grid:

Add

Add a new contact record to this order and/or the Account Profile through the Add/Edit Order Contact dialog.

Edit

Update the selected contact record through the Add/Edit Order Contact dialog.

Delete

Remove the selected contact record from being associated to the order. If the contact links to a location, it cannot be removed.

Email

Open a new email message addressed to the address associated to the selected contact. The new mail message opened by the function is dependent upon which mail service your company is utilizing, either Microsoft Outlook or other third party mail provider or the MoversSuite Email Service.

Reset Grid

You can modify the order in which the columns display in the Contacts grid along with adding column sorting and filtering. Selecting this option resets the grid back to the application defaults. Refer to the Data Grids topic for more information.

Add a Contact to the order and/or Account Profile

Opens the Add/Edit Order Contact dialog to define a new contact and optionally add it to the Account Profile assigned to the order. Adding a contact to the order makes the person available for assignment to one or more Locations.

Note: A new contact is only available to the order to which it is added. To make it available for other orders, select the Add to Account Profile option within the Add/Edit Order Contact dialog. 

Opens the Add/Edit Order Contact dialog allowing you to update a contact record.

Note: Changes made to Account Profile contacts are available only to this order record. To make permenant changes to a contact, update the contact record through Account Profile Setup.

Removes a contact from the order unless the contact is assigned to a location. Delete also permanently removes an ad hoc contact not associated to the Account Profile on the order.

Add a contact to the order by selecting one that is associated to the on the Account Profile on order. You can select a contact multiple times and edit each one as needed. The options available are defined within the Account Profile Contact section of the General tab within Account Profile Setup.

Locations

This section allows you to define which locations are available to the project. Locations added here are available for assignment to Local Services requests. Locations set here are also available to select for Location within the Building Constraints section within the Job Information tab. You can associate locations to the order through Add Local Service as well, which also display in this listing.

Refer to Add/Edit Order Location for field description available for locations.

Right-Click Options

The following options are available to you through a right-click within the Locations grid:

Add

Add a new location record to this order and/or the Account Profile through the Add/Edit Order Location dialog.

Edit

Update the selected location record through the Add/Edit Order Location dialog.

Delete

Remove the selected location record from being associated to the order. If the location links to a Local Services record, it cannot be removed.

Reset Grid

You can modify the order in which the columns display in the Locations grid along with adding column sorting and filtering. Selecting this option resets the grid back to the application defaults. Refer to the Data Grids topic for more information.

Opens the Add/Edit Order Location dialog to define a new location record and optionally add it to the Account Profile assigned to the order. Adding a location to the order makes it available for assignment to one or more Local Services requests.

Note: A new location is only available to the order to which it is added. To make it available for other orders, select the Add to Account Profile option within the Add/Edit Order Location dialog. 

Opens the Add/Edit Order Contact dialog allowing you to update a contact record.

Note: Changes made to Account Profile contacts are available only to this order record. To make permenant changes to a contact, update the contact record through Account Profile Setup.

Removes a contact from the order unless the contact is assigned to a location. Delete also permanently removes an ad hoc contact not associated to the Account Profile on the order.

Add a location to the order by selecting one that is associated to the on the Account Profile on order. You can select a contact multiple times and edit each one as needed. The options available are defined within the Preset Addresses tab within Account Profile Setup.