On the ORDER INFORMATION card, there are two sections: CUSTOMER CONTACT and ORDER DETAILS. The outline below illustrates the “card” for ORDER INFORMATION.
Figure 54: Order Information card (tab)
CUSTOMER CONTACT identifies the customer’s name, lists the methods to contact the customer, and specifies the customer’s preferred method of communication.
ORDER DETAILS contains the general overview of the type of move and the personnel assigned to the order. Each is described below.
The following table describes the CUSTOMER CONTACT part of the ORDER INFORMATION card.
|
FIELD |
DESCRIPTION |
|
Last Name / Company Name |
Only Last Name is a required field when transaction is created. |
|
First Name |
Not required at initial creation but should be entered if escalated to an order. |
|
Contact Preference |
This identifies how the customer prefers to be contacted. Click the dropdown to choose: Email, Phone call, or Text Message. |
|
Emails |
These fields show the email address(es) for the customer and which email is the primary – or preferred – email address to use when contacting the customer. |
|
Phone Numbers |
Multiple phone numbers can be entered for this section. |
The following table describes the ORDER DETAILS part of the ORDER INFORMATION card.
|
DESCRIPTION | |
|
Branch |
This is a required field for an order or lead. This field must be defined first as it dictates the options available in the remaining fields. Once the Branch has been entered, the other fields will be accessible. |
|
Account Profile |
The options are those that have been defined within the Account Profile Setup in MoversSuite Administration. See Account Profile and Account Profile Setup. |
|
Salesperson Transportation Coordinator Logistics Coordinator |
Set the personnel who are to be assigned these roles for this transaction. The order will list under the Homepage’s Order List for the personnel assigned to the order while the order is open. |
|
Task Definition |
This field determines what type of tasks are assigned to the order. The options can vary depending on what is set for the Branch chose. See Tasks for more information. |
|
Type of Move |
Options available are set per branch. See Move Type Group Setup and Move Type Setup for more information. |
|
Commodity Type |
Establishes was industry code is set for the order. See Commodity Setup for more information. |
|
Lead Source |
This is to track where the customer heard about your company. See Lead and Lead Type Setup for more information. |
|
Estimate Number |
Enter the number given for the quote. See Estimate Number for more information. |
|
Survey Date |
Make an appointment with the dropdown down calendar to set the date, starting time and ending time. |
|
Shipment Type |
Establishes the financial rate type of the order. |
|
Lead |
Check to set Lead to have an Estimate Number generated. If it is not checked, the entry will still have the Status of Lead until it is Booked. |
|
Foreign Order |
Check to set the Foreign Order flag on the order to assist in searches and to include in reports in MoversSuite. |
To continue to the MOVE INFORMATION card, click MOVE INFORMATION or click Next.
To save the information entered at any time, click Save on the MOVE INFORMATION card.