If the Type of Move selected is not associated to an Order Number Style within Move Type Setup then users will be prompted to enter an order number using the Unique Order Number screen.

Field/Function

Description

Last Name/Company Name

Update the last name or company name of the shipper.  This field is initially set the using Name, Address, Phone tab.

First Name & MI

Update the first name of the shipper.  This field is initially set the using Name, Address, Phone tab.

Branch

Update the branch of service for the lead or order.  This field is initially set using the Select a Branch screen.

Type of Move

Assign a move type to the order from the list of those defined for the selected branch within Move Type Setup.

Note:  If the Type of Move selected is not associated to an Order Number Style within Move Type Setup, then users are prompted to enter an order number using the Unique Order Number screen.

Order Number From

Users can select This Year to use the numbering sequence of the current year or choose Next Year to base the new order number on the numbering sequence of the following year.

The order number sequence format is defined within the Order Number Setup.

Save (Alt+S)

Pressing Save will close the dialog after saving any changes made to the record.

Cancel (Alt+C)

Pressing Cancel will close the dialog without saving.