An order is the main instrument used to manage and track shipments and service requests in MoversSuite. Although an order can exist without an Order Number, the Order Number is integral to reporting, document numbering, work ticket generation, searching, service requests, etc., and the application references it throughout its processes.
Users can add an order manually to MoversSuite in several different ways including through a sales lead and through new order request. Once an order is added to the system, the default Order Status is set to that of Lead and then when an order is booked, the status is set to Booked and the Order Number is generated based on Type of Move, Authority, and Branch.
Orders can be imported for a third party application and often include a unique Order Number related to the system it came from. Users can also manually add foreign orders; these types of orders are typically for reporting purposes.
RELATED TOPICS:
Change a MoversSuite Order Number or Branch