The Account Profile Management interface allows managers to add, update, and delete account profile records. From this one screen, a user can set up default data that will be applied to an order automatically.
Access the interface through Mover’s Suite > Tools > Manage > Account Profile. If this option does not appear within the Manage menu, then the user’s Security Profile does not have necessary access privilege. Refer to the Account Profile Setup and Administration section for details.
Figure 1: Account Profile Management available through Tools > Manage > Account Profile
Click here to view the entire Account Profile Management screen.
The interface is separate into six distinct sections that allow a user to set and view data for the following:
• National Account Defaults
• Customer Defaults
• Order Defaults
• Contacts
• Services
• General Notes
The following procedure describes how a user can define a new account profile record.
Creating a New Account Profile
1. In Mover’s Suite,
2. Find and open an existing order or define a New order,
3. Open Tools > Manage > Account Profile and the Account Profile Management interface will open,
4. Press New and the New Account Profile dialog will appear,
Figure 2: New Account Profile
5. Enter the Account Profile Name. This will be used as the reference for the new record throughout the application,
6. Optionally elect to Copy Account Profile by selecting a record from the available drop-down menu. All attributes associated to the record being copied will be inserted into the fields for the new record,
Note: All fields are optional except for the Account Profile name.
7. Select an Account within the National Account Defaults section to automatically set the Billing Information > National Account of the order,
8.
Select a
Customer within the Customer Defaults section to automatically set the
Billing Information > Customer of the order. Use the Customer
Find dialog available through the continuation button (
) to perform a more advanced customer
find,
9. Update the invoice related fields for the Bill To address and Invoice Terms (refer to the Invoicing topic for details),
10. Add account representatives by pressing the Add button within the Contacts section. When Add is pressed the Add Account Profile Contact will appear. Update information for the contact and press OK to save the contact and close the dialog. Refer to the Monitor Orders Service section for details on setting up and using the contacts to receive email notifications.
Note: The Email address is very important since it will be accessible by non-managers through the Accounts Profile tab,
11. Add Services by pressing the Add/Edit button. This will open the Add / Edit Multiple Services dialog. Use this dialog to list services provided by the account. This list will be visible within the Account Profile tab. Include predefined services by placing a check in the Include box, selecting a Status from the list, and enter any necessary messages within the Comments field,
Note: Services represent the typical order assignments needed for the particular account. When a service is not needed, then users have an option to override them within the Account Profile tab. Refer to the Overriding Account Service Status section for more information.
12. Press the Special Instructions button to add a memo for either the origin or destination of the order as viewed through the Billing Information > Special Instructions feature,
13. Select Order Defaults as needed. All values set within this section will appear as defaults on the order,
Figure 3: Account Profile Management > Order Defaults
14. Enter a message in the General Notes section. This note will appear automatically in the Account Profile tab. Important: This is just an account message and should not be considered a note attached to the order,
15. Press Save to keep the changes,
16. Press Close to exit the Account Profile Management interface.
Once the account profile has been added, it can updated or deleted, and can be referenced when establishing a sales lead or when creating an order.
Using Account Profile to Set Order
Defaults