Field/Function

Description

Last Name/Company Name

Last name of the shipper or a company name (up to 26 characters).

First Name/MI

First name and/or middle initial of the shipper (up to 16 characters).

Estimate Number

Estimate number assigned to the order (up to 32 characters).  An estimate can be generated through the Sales Lead Information screen.

Task Definition

Select a template to be used to build a predefined list of action items based off of order-related data.  The action items will appear within the Tasks tab and are defined within Task Setup.

A Task Definition identifies a profile for user access to the Customer Web Portal.

Refer to the Tasks System topic for more information.

Task Group

Select a subset of the Task Definition which aids in filtering search results and defining invoice variables for Special Services orders.

Task groups are established within the Groups tab in Task Setup.

Refer to the Tasks System topic for more information.

Transportation Coordinator

Move coordinator responsible for managing the order. 

Coordinators are personnel with a Status of ACTIVE and a Labor Type of Coor within Personnel Setup.

Person responsible for managing the logistics for the order.

Coordinators are personnel with a Status of ACTIVE and a Labor Type of Coor within Personnel Setup.

Salesperson

Company salesperson responsible for generating the order.

Sales people are personnel with a Status of ACTIVE and a Labor Type of Sales within Personnel Setup.

Accesses the calendar of the Salesperson.  See Email and Calendar Options in MoversSuite for details.

Print Label

Generates a label for the opened order and displays it within a Report Viewer window. 

The document generated through this function is defined with a Report Type of Reporting Services Report and a System ID of HLAB.  Refer to Reports and Hauling Label Report for more information.

Moving From

Origin address

Use this function to access the Consignee/Consignor Edit Dialog to enter information on the person responsible for arranging transportation of the shipment at the origin (consignor) if the customer/shipper will not be at the origin address when the order is loaded.

Location Type

Select a description of origin location. 

Location Type is also referenced in Extra Stops and Segments and is used to link a physical location to an interface code as established in the Address Location Type Setup.

Address

Address of the physical location for the origin of the move (up to three lines each up to 256 characters).

City

Origin city (up to 26 characters).

State

Origin state (up to 2 characters).

Country

Select the origin country from the available list.

Postal Code

Origin zip code (up to 10 characters).

Home Phone

Phone number at the origin location.  Press the phone icon () to access Phone Number Entry.

County Code

Origin country code (up to 3 characters).

Work Phone

Work phone number for the shipper at the origin location.  Press the phone icon () to access Phone Number Entry.

Ext.

Work phone number extension (up to 10 digits) for the shipper at the origination location.

Email

Email address for the shipper (up to 120 characters).

Send Email

Opens a new mail message window allowing the user to send an email using the default mail service established on the application server.  The To party of the message will automatically be set to the address entered in the Email field.  Refer to Email and Calendar Options in MoversSuite topic for details.

Moving To

Primary/Secondary

Select to view/edit the primary or secondary destination address.  If a primary and secondary address is needed, then the Secondary address will automatically become the final destination of the move and the default address for all the paperwork regarding the shipment.   In such cases, it is often that the primary address is used for temporary storage.

Use this function to access the Consignee/Consignor Edit Dialog to enter information on the person responsible for arranging transportation of the shipment at the destination (consignee) if the customer/shipper will not be at the destination address when the order is loaded.

Location Type

Select a description of Destination location. 

Location Type is also referenced in Extra Stops and Segments and is used to link a physical location to an interface code as established in the Address Location Type Setup.

Address

Address of the physical location for the destination of the move (up to three lines each up to 256 characters).

City

Destination city (up to 26 characters).

State

Destination state (up to 2 characters).

Country

Select the destination country from the available list.

Postal Code

Destination zip code (up to 10 characters).

Home Phone

Phone number at the destination location.  Press the phone icon () to access Phone Number Entry.

County Code

Destination country code (up to 3 characters).

Work Phone

Work phone number for the shipper at the destination location.  Press the phone icon () to access Phone Number Entry.

Ext.

Work phone number extension (up to 10 digits) for the shipper at the destination location.

Other Phone Information

Alternate phone number at the destination (up to 50 characters).