Office and Industrial Moves

An Office and Industrial Move (O&I Move) may involve any combination of single or multiple origin locations to single or multiple destination locations, each consisting of multiple services that include packing, loading, delivery, unpacking, specialized equipment, storage, etc.

To effectively enter and track these components of an O&I Move, MoversSuite suggests defining a primary, or main, order that acts to group any number of sub-orders linked to the one primary order.  All the transaction and services processed will be documented under each sub-order.  This will allow each of these associated orders to be treated individually for dispatching, revenue generation, and invoicing, i.e. reducing the complexity of the move request to manageable pieces.

The primary Order Number is defined with a given Order Number format for a specified branch.  All sub-orders will be based off of the primary order and the user will be required to enter the Order Number for each sub-order manually; to distinguish the primary order and sub-orders from each other, the user will assign a Segment (Partial or P-Seg) value at the time that the Order Number is requested.

Figure 48: Sample sub-order in Unique Order Number dialog

The example above illustrates the definition of a sub-order as having an Order Number of “GJ-801-11-A”, where the primary O&I Move Order Number is “GJ-801-11”.

To differentiate a primary order from its sub-orders, a user will need to define two separate Move Types.  One type will be setup to allow the system to automatically generate the Order Number (which is common practice) and another will be used for the sub-orders that will require the user to manually enter the Order Number.  The table below provides examples of this relationship.

The following section describes how an administrator can define the two necessary Move Types for the O&I Move.