MSWeb Create Order Quick Start

Create an order from a lead that already has been entered into MoversSuite utilizing the basic method to just “get the order into the system.”

 

1.    From Homepage Order List or Quick Find, click on the lead. (Fig. 28) This will take you to the Order Story.

2.    From the Order Story, click Book Order. (Fig. 29)

3.    From Book Order Information, ensure all mandatory fields are entered. (Fig. 30)

4.    Choose correct answer to Order Number starts from – either This Year or Next Year.

5.    Click Save.

 

Graphical user interface, website

Description automatically generated

Figure 28: Quick Start from Lead Step 1

 

Graphical user interface, application, website

Description automatically generated

Figure 29: Quick Start from Lead Step 2

 

Graphical user interface, application

Description automatically generated

Figure 30: Quick Start from Lead Step 3 - 5