Agent Field

Description

General Information

Agent ID

Enter a value (up to 10 characters) used to uniquely identify an agent.

If this agent is to be referenced by an external interface, such as van line download, then the format of this value must match how it is stored on a the external system.

Agents are assigned to a MoversSuite order within the Agents tab for booking, origin, hauling, and destination specifications.

Van Line

Select a van line from the provided list (as defined within Van Line Setup) to be affiliated to this agent.

This value must be accurately set in order to ensure successful exchange of data between MoversSuite and external interfaces.

Name

Enter a text description (up to 30 characters) for the agent.  The Name will be what is displayed throughout MoversSuite.

Sister Agency flag

Setting this flag will instruct MoversSuite to recognize this agency as belonging to a group of agents assigned to a particular branch.  Typically, sister agency association allows an agent to assign income to a sister agency within Revenue Entry or allows an agent to book orders for other sister agents. Personnel belonging to a sister agency will be accessible to all sister agencies.  Refer to the Personnel Setup for details.

Setting this flag will allow access to the Sister Agency selector.

Sister Agency

Select a branch that this agency will belong to from the provided list. 

For initial setup, the Branch may not be available.  The Sister Agency setting may need to be revisited after the Branches are defined.  Refer to the Branch Setup.

Contact

Enter the name (up to 30 characters) of the contact for this agent.

Memo

Enter a memo (up to 60 characters) to be associated to this agent.  This information will appear when selecting or inquiring on an agent.  Extra phone numbers and contact information can be set within this field.

Associate this agent to a vendor defined within Microsoft Dynamics GP.  The Vendor must be correctly associated to the agent for accurate financial reporting.

Address

Address

Enter the street address for the agent (three lines up to 228 characters each).  The address is throughout MoversSuite for agent selection, inquiry, and invoicing, etc.

City

Enter the city (up to 26 characters) associated to the street address the agent.

State

Enter the state (up to 26 characters) associated to the street address the agent.

Country

Select a country from the list for the street address of the agent.

Postal Code

Enter a postal code for the street address of the agent (up to 10 characters).

County

Enter a county code (up to 3 characters) for the street address of the agent.

Phone Numbers

Home Phone Number

Select a country for the home phone number from the list provided.  The country selected will dictate the format in which the home phone number must be in.

Enter a home phone number and extension (up to 10 characters) for the agent.

Fax Number

Select a country for the fax number from the list provided.  The country selected will dictate the format in which the fax number must be in.

Enter a fax number for the agent.