Book a MoversSuite Order

To book an order in MoversSuite, simply press the Book Order button available through the Information Bar. This prompts you to select a branch using the Select a Branch dialog and then, once a branch is selected, opens the Book Order Information dialog.

Depending on administrative settings, when you book an order, MoversSuite can be setup to automatically generate the Order Number for you, which is based on Branch and Type of Move settings.

Additionally, when an order is booked, MoversSuite sets the status of the order to “Booked.”

If you need to change an Order Number or Branch for an order, you can press Book Order on an already booked order. This opens the same Book Order Information dialog (unless the order is a foreign or OA order) allowing you to change the attributes. Of note, the application prevents you from changing the Order Number or Branch on an order that contains generated revenue transactions. See Change a MoversSuite Order Number or Branch topic for details.

The following table describes the areas related to booking an order in MoversSuite.

Area	Description
Book Order Information	This is the main dialog used to book an order in MoversSuite. Users can set and verify order attributes, such as the shipper name, branch, move type, and the year the order is to be booked under. Figure 23: Book Order Information dialog The Branch and Type of Move determine the Order Number format.
Information Bar	This bar runs across the top of all screens in MoversSuite and provides the Book Order button within certain modules, such as Order Information and Special Services.
MSS Order Status	The Order Status of a MoversSuite order is set to “Booked,” when the Book Order function is executed or when a foreign order is added to the system.
Order-Level Functions	This row of functions is available in most modules and allows a user to find an order, create an order, edit, and more. It also contains the MSS Order Status field, which can be used to modify the status of an order.
Order Number	The main request tracking identifier used in MoversSuite.
Order Number Setup	This administrative setup allows a company to generate order numbers based on the move type and branch assigned to a record. Refer to Move Type Setup for additional information.
Select a Branch	Before a lead or order record can be created in MoversSuite, the application must know which branch the order is under. The branch and move type are integral in determining the format of the Order Number.

Change Order Module