Function

Description

Refer to Information Bar topic for the features available within the “Blue Bar.”

Book Order (Alt+B)

This option allows you to take a MoversSuite order from a status of Lead to Booked through the Book Order Information dialog. It also allows you to change the Order Number and Branch, as well, refer to the Change a MoversSuite Order Number or Branch topic for details.

Refer to the Order Status field to view the current state of an order. See Order Status Setup for more information.

Quick Find and Order History (Alt+Q)

This function provides the users two options: (1) a quick find feature that produces a list of order numbers based on what the user enters beginning with three characters; and (2) the ability of a user to see and access their order history.  See Quick Find for more information.

Locate an Order (press “F” or use Alt+F)
Opens the Find Order(s) By dialog allowing a user to locate an order through entered search criteria. Refer to the Find topic for more information.

Options in Office & Industrial:

New Menu (Alt+N)

The following options are available through the New menu:

Lead (Alt+N+L)

Establish a lead with this option, which opens the Sales Lead Information screen after prompting the user to Select a Branch. 

Order (Alt+N+O)

Create a blank order. This option opens a blank order record with an Order Status of Lead after prompting the user to Select a Branch and then opens the Book Order Information dialog.

In Office & Industrial, the Order options automatically prompts for you to select an Account Profile through the Select an Account Profile dialog.

Note: Refer to the Change a MoversSuite Order Number or Branch topic for related information.

New Account Order (Alt+N+N)

Create a new order based on an existing Account Profile. Opens the Select an Account Profile dialog prompting the user to select a branch and profile for a new order.   A new lead will be created that contains pre-populated data based on what is set for the selected profile. Refer to Account Profile topic for more information.

In Office & Industrial, the New Account Order is replaced by the Order button only, which prompts you to select an Account Profile.

Duplicate Order (Alt+N+D)

Create a new lead based on the order currently being viewed. This function opens the Create Duplicate Order dialog allowing a user to create a copy of the data of the open order.

Foreign Order (Alt+N+F)

Document a foreign order in MoversSuite. Opens the Foreign Order Number screen after prompting the user to Select a Branch.  The Foreign Order Number screen will prompt a user for a Van Line, Order Number, and POS information prior to entering the order information.

Note: A foreign order is one that has already been assigned to an order number and booked outside of MoversSuite. 

Add Order Task (Alt+N+A)

Add a task to the open order. Opens the Add Task screen allowing a user to enter data for a new task. See Tasks for more information.

New OA (Alt+N+E)

Create a new Origin Agent order. This function opens the OA Order Number screen after prompting the user to Select a Branch.  The OA Order Number screen will prompt a user for a Van Line, Order Number, and POS information prior to entering the order information or the user has an option to process the data as a Lead by pressing No Order Number.

Not available through Office & Industrial.

Office & Industrial

The application prevents you from creating or duplicating an Office & Industrial order outside of the Office & Industrial module. Likewise, you cannot create or duplicate a non-Office & Industrial orders within the Office & Industrial module. If you need to change the module associate of an order, refer to Change Order Module; this option is available through the Tools Menu. See Edit through Order Information and Edit through Office & Industrial only.

Refresh

Use this function to perform a database refresh, which updates data for the displayed order with recent changes made by other users or processes, such as data imported from a third party application.

In Revenue Entry, the Refersh retrieves all transaction data from MoversSuite and Dynamics GP and repopulates Order Personnel (updates commission status) as well.

Edit (Alt+E) and Save (Alt+S) or Cancel Changes (Alt+C) to an Order

Edit will open the order to allow a user to make changes.  After which, a user can choose to keep the changes with Save or discard them by pressing Cancel.

Office & Industrial

The application prevents you from editing an Office & Industrial order outside of the Office & Industrial module. Likewise, you cannot edit non-Office & Industrial orders within the Office & Industrial module. If you need to change the module associate of an order, refer to Change Order Module; this option is available through the Tools Menu.

MSS Order Status (Alt+O)

Set the status of a MoversSuite order with this option. When in Edit mode, a user can change the status assigned to the order through this field.  Choose from the list of options available in the drop-down menu (defined within Order Status Setup).

Setting the order status affects certain functionality on the order including updating the Shipment Status History.

See the MSS Order Status topic for additional information.

Shipment Status

Displays the status of the shipment from an external source. 

Displayed in this field is the current shipment status set for the order from an external source.

Press the Shipment Status History button () to view a history of status updates and to modify the status manually through the Set Shipment Status dialog.

The Shipment Status can affect the MoversSuite Order Status, as well (see the field reference above).