MoversSuite Field

Import

Export

Order Number (Orders.PriKey)

X

X

Name, Address, Phone

Last Name/Company Name

X

X

First Name/MI

X

X

Email

X

X

Salesperson

X

X

Phone Numbers

Phone numbers match to the four following types only.

Origin Home

X

X

Origin Work

X

X

Destination Home

X

X

Destination Work

X

X

Moving From

Address Line 1

X

X

Address Line 2

X

X

City

X

X

State

X

X

Country

X

X

Postal Code

X

X

County

X

X

Moving To

Address Line 1

X

X

Address Line 2

X

City

X

X

State

X

X

Country

X

X

Postal Code

X

X

County

X

X

Move Information

Import

Export

Range

Pack Dates (first)

X

X

Pack Dates (second)

X

X

Load Dates (first)

X

X

Load Dates (second)

X

X

Delivery Dates (first)

X

X

Delivery Dates (second)

X

X

Estimated Weight

X

X

Miles

X

Discounted Linehaul

X

X

CPU

The following fields are updated through the and dialogs. Containers, Packing, and Unpacking items must be mapped to the TechMate interface through Material Type Setup.

Containers Estimate

X

Packing Estimate

X

Unpacking Estimate

X

Crates

Crating data is imported from TechMate and populates the Crating Information screen. View the Add Crate dialog for field details. Multiple TechMate crate records can exist for an order.

Description

X

Quantity

X

NOTE: The Height, Width, and Length values relate to the similar Articles defined within TechMate. The Article value is divided by 254 to determine what displays in MoversSuite.

Height

X

Width

X

Length

X

Extra Stops

Import

Export

The following data is set/viewed through the Add Extra Stop dialog. Multiple records can exist for an order.

Stop Type

X

X

NOTE: Stop Number is assigned to the order through the TechMate system.

Stop Number

X

Contact Information

Name

X

County (code)

X

X

Address Information

Address Line 1

X

X

City

X

X

State

X

X

Country

X

X

Postal Code

X

X

Other Phone Information

Home Phone

X

X

Work Phone

X

X

Agents

Import

Export

Survey Date

X

X

Booking Agent (Name and ID)

X

X

Origin Agent (Name and ID)

X

X

Destination Agent (Name and ID)

X

X

Billing Information

Import

Export

Discount

X

Estimate Amount

X

Revenue Import

Import

Export

In addition to the following data, the import from TechMate also includes the Invoice Amount.

Description

X

Agent ID

X

NOTE: The Distribution Code is set to Container, Packing, or Unpacking for each of the types imported.

Distribution Code

X

NOTE: The Carton Code is mapped to a MoversSuite Material Type Setup record.

Carton Code

X

Revenue

X

Percentage

X

Imported On

X

Notes

Import

Export

Notes appear for each of the following types:

TechMate Survey Note

TechMate Estimate Note

TechMate Customer Note

Each type must be established in Note Type Setup.

Note Type

X

X

Subject

X

Body

X

X