Agents

 

Use the Agents tab to link van line and other agents to an order. Other features of this tab include assigning OA personnel, survey date and time, along with van line registration information. You can also add and edit agent contacts through this tab.

 

Graphical user interface, application

Description automatically generated

Figure 74: Agents tab

 

Access to the Agents tab is based on the security assigned to the module used to access the tab (as either International Orders, Office & Industrial, Order Information, or Special Services). Refer to Security Modules for more information.

 

 

 

Technical Field and Function Information

 

Described below are the fields and functions available within the Agents tab.

 

You can make changes to the Primary Contact, Phone, Extension, and Memo data. The changes made are saved to the particular order only. If you need to make permanent changes to the agent record, then do so through Agent Setup

 

 

Field/Function

Description

Booking, Origin, Hauling, and Destination Agent Information

Booking Agent

Origin Agent

Hauling Agent

Destination Agent

Select the agent responsible for booking, origination, hauling, and destination functions on the order through each defined section. If you know the agent identifier, you can begin typing it in the selector. Once you do so, the menu filters based on the characters entered.

 

 

You also have the following options available to assist you in selecting an agent and to contact the person via email.

 

This button evokes the Agent Find for an advanced searching options to locate the desired agent.

 

Pressing this button opens the Agent Information for detailed information on the selected agent. You can also add and edit contacts to the order through the Agent Information dialog and mark an account a Primary for the agent.

 

Opens a new email message window with email address of the contact specified for the agent. If more than one contact with an email address associates to the agent, then pressing this button produces a list of those available as the recipient on the email message.

 

Field Details

 

Schema:

Orders.BookAgent, Orders.OrgAgent, Orders.HaulAgent, or Orders.DestAgent links to

Agents.AgentID displays

Agent.AgentID

Size:

10 characters

Administration:

Agent Setup

Bookmarks:

Order Information Bookmark Fields

Connections:

Atlas Order Download Content

Atlas Settlement Statement Import

IGC QuickMove Content

SIRVA Registration Upload Content

SIRVA Statement File Format

TechMate Import

UniGroup Dispatch Download Content

UniGroup Distribution Download Contents

UniGroup Household Goods Upload Contents

UniGroup Quotes to Go Local Estimate Download

UniGroup Quotes to Go Opportunity Download

UniGroup Rating Download Contents

UniGroup Rating Order Download Contents

UniGroup Registration Download Content

UniGroup Special Services Upload Contents

Dependencies:

Auto Commissions

Distribution Import

Divisions

Generic Import

Haul As Setup

Import Agent Revenue

Preferred Revenue Agent

Quote Import

TransDocs Integration

 

Note: If a Sister Agent is set for a Branch Setup record, booking the order would overwrite this Booking Agent. However, this overwriting of Sister Agent does not apply to Foreign Orders.

 

Agent Name (and Location)

The name of the selected agent displays along with the city, state, postal code and van line affiliation of the agent.

 

Field Details

 

Schema:

Orders.BookAgentName

Orders.OrgAgentName

Orders.HaulAgentName

Orders.DestAgentName

Size:

30 characters

Administration:

Agent Setup

Bookmarks:

Order Information Bookmark Fields

Dependencies:

Distribution Import

Import Agent Revenue

Preferred Revenue Agent

Division

Select a division from the list, if present.  See Divisions for more information.

Fax

Enter/update the fax associated to the Origin Agent.

 

Field Details

 

Size:

10 characters

Administration:

Agent Setup

Bookmarks:

Order Information Bookmark Fields

Memo

Additional contact information or other pertinent data (up to 60 characters) can be set in the memo area.  Common usages for this field are to store a fax number, old addresses, or email address(es). 

 

Field Details

 

Schema:

Orders.BookAgentMemo

Orders.OrgAgentMemo

Orders.HaulAgentMemo

Orders.DestAgentMemo

Size:

60 characters

Administration:

Agent Setup

Market

Link the agent to a market available to the agent record as specified within Agent Setup. The market availability of an agent is referenced by external systems through update/download processes.

 

Field Details

 

Schema:

AgentMarket

Market.Description

Size:

100 characters

Administration:

Agent Setup

Agent Market Setup

 

Note: Not available on the Booking Agent.

 

Haul As

For the Hauling Agent only, you can select a type from this drop-down to reflect the hauling as van line authority, agent authority, etc. (see Haul As Setup).

OA & Survey Information

OA Coordinator

Select the coordinator assigned by the origin agent to be responsible for the move. 

 

Note: Employees are available within this menu when they have a Status of ACTIVE and Labor Type of “Coor” in their Personnel Setup.

 

OA

Surveyor

 

Select the salesperson performing the survey for the origin agent. This is the surveyor assigned by the origin agent to be responsible for surveying the move request.

If the Origin Agent is not a Sister Agent, then the application clears the OA Surveyor field. 

 

Note: Employees are available within this menu when they have a Status of ACTIVE and Labor Type of “Sales” in their Personnel Setup.

 

Field Details

 

Administration:

Personnel Setup

Connections:

UniGroup Quotes to Go Local Estimate Download

 

OA Surveyor Calendar
Opens the calendar of the selected surveyor.  This feature also creates summary data of the request that can be pasted into a new message, new appointment, etc.  See Microsoft Outlook Calendar Integration for details.

Other Surveyor

Enter the name of a surveyor not affiliated to an agent (up to 32 characters).

Survey Date

Enter the date that the survey is anticipated to take place on (or the time it took place on).

 

Field Details

 

Connections:

SIRVA QLAB Lead Upload Content

UniGroup Quotes to Go Local Estimate Download

 

See Date Fields for data entry options.

Survey Start Time

Survey End Time

Enter the time or time range that the survey is anticipated to take place on (or the time it took place on).

 

Field Details

 

Connections:

SIRVA QLAB Lead Upload Content

 

See Date Fields for data entry options.

OA Order

Set if the order was Pre-sold by the origin agent or Non-sold (competitive bid).

A Pre-sold lead is considered an order regardless of the survey results. A Non-sold lead is not committed as an order and is considered an opportunity.

Van Line Information

Van Line Registration Date

Enter the date that the order was registered on the van line system.

See Date Fields for data entry options.

By

Enter the person responsible for registering the order on the van line system (up to 26 characters).

Van Number

Number used to identify the van assigned to the order (up to 12 characters).  This field will automatically fill-in with the van number of the driver assigned to the order through Long Distance Dispatch.  The value is from the Van # field from the Personnel Setup record of the long distance driver.

 

RELATED TOPICS:

Agent Find

Agent Market Setup

Agent Setup

Haul As Setup