Account representatives assigned a to view household goods moves will be able to search for orders based on a move date, last name, or Order Number.
Figure 14: Household goods move search page
Search options available for a User Type of Household Goods are described in the table below.
|
Household Goods Search |
Description |
|
Date Type |
Select a type of date to base the date range search on. The Date Type can be one of the following: Load Date This option will return all records for the selected date range based on the start and ending load dates of orders that are not in Cancelled or Voided state. Load dates are set in the MoversSuite > Move Information > Load Dates fields. Delivery Date This option will return all records for the selected date range based on the start and ending delivery dates of orders that are not in Cancelled or Voided state. Delivery dates are set in the MoversSuite > Move Information > Delivery Dates fields. Order Initiated Date This option will return all records for the selected date range based on the created date of orders that are not in Cancelled or Voided state. The Created On date is set internally by MoversSuite. |
|
Date Range |
Enter a range of dates to be
used to retrieve records on based on the selected Date Type. Users
can press the calendar button (
Once a date is selected in the calendar, the application will place the date formatted a MM/DD/CCYY in the corresponding range value. |
|
Customer’s Last Name |
Enter a value to retrieve orders by based on the MoversSuite > Name, Address, Phone > Last Name/Company Name field. |
|
Order Number |
Enter a value to retrieve orders based on the MoversSuite Order Number. |
) to access a calendar where a date can
be selected.
The results of the search display in the Query Results page.
Figure 15: Household goods search results
Users can click on the Order Number link to access the Move Information page of a particular order. This page displays basic move data and dates and provides contact information, etc. Note: The Email field displays as a hyperlink, when present, that can be used to evoke a new email message, see Fig. 16 (below).
Figure 16: Transferee Tools menu
Tools available to the account representatives are described in the table below.
|
Account Representative Tools |
Description |
|
New Query |
Opens the Search page. |
|
New Order |
Opens the New Order page that can be used to register a lead in MoversSuite. Refer to Customer Web Portal New Orders (Leads) for more information. |
|
Work with Notes |
Opens the Notes page allowing users to add and view notes created only within the Customer Web Portal for the order. Refer to Customer Web Portal Notes for more information. |
|
View/Online Performance Review |
Account representatives can view questionnaire filled out by transferees. Refer to Online Performance Review for more information. |
Refer to the Customer Web Portal Household Goods Data section for field descriptions.