Order Details

 

The Order Details screen provides a user with quick access to key data for an order. This read-only screen is available in the following locations:

AR Credit & Collections

Claims

Local Dispatch

Long Distance Dispatch

 

The Order Details screen is modeless and remains open while you work in MoversSuite.

 

The layout of the Order Details screen is consistent throughout the application.

 

Figure 124: Order Details screen

 

The following table describes the fields and functions available within the Order Details screen.

 

Field/Function

Description

Order Number

This field displays the identification number assigned to the order.

 

Note: When an order has been archived, it is no longer available for certain functionality and is identified by a “A” icon next to it. Refer to Order Archive for more information.

 

If the order has been archived, the Archived On date field appears on this screen (see description below).

Shipper Name

Displays the name entered for the shipper within the First Name/MI and Last Name/Company Name field within Name, Address, Phone.

Order Information tab

 

Shipper Contact

 

Refer to the Shipper Contact Information section in Name, Address, Phone for more information.

Shipper Name

Displays the name entered for the shipper within the First Name/MI and Last Name/Company Name field within Name, Address, Phone.

Email

The email address set for the shipper within Name, Address, Phone displays.

Users can click on the email address and the application will evoke the system default mail utility (such as Microsoft Outlook) placing the email address for the shipper as the message recipient.

Phone Numbers

The phone numbers set for the shipper within Name, Address, Phone display.

 

 

Account Profile

The profile assigned to the order appears in this field. Additional data is available through the Account Profile tab on this screen and through the main Account Profile tab.

Coordinator

Displays the user assigned to the order through the Transportation Coordinator field within Name, Address, Phone.

Salesperson

Displays the user assigned to the order through the Salesperson field within Name, Address, Phone.

Estimated Weight

Displays the Estimated Weight of the move set within Move Information.

Hauled Weight

Displays the Hauled Weight of the move set within Move Information.

Linehaul

Displays the amount of Discounted Linehaul set within Move Information.

Archived On

When an order has been archived, the date and time it was archived displays on this screen. Refer to Order Archive for more information.

Requested Dates

This section displays the Range dates and times set for packing, loading, and delivery within Move Information.

View container data for the order. Pressing this button opens the Container Management screen.

Extra Stop (Alt+X)

This function opens the Extra Stops screen allowing the user to view extra stop and segment information.

CPU

This button opens the Update Containers, Packing and Unpacking screen allowing you to view material estimates and crating information associated to an order.

Storage Information

This function opens the Storage Information screen allowing the user to view SIT and recurring billing data set for the order.

See SIT/Recurring Billing for more information.

Moving From

The formatted origin address set within the Moving From section in Name, Address, Phone displays here.

 

Note: If the Location Type is set for the address, then it displays in this section following a label of “Location Type.”

 

Primary Moving To

The formatted origin address set within the Moving To - Primary section in Name, Address, Phone displays here.

 

Note: If the Location Type is set for the address, then it displays in this section following a label of “Location Type.”

 

Secondary Moving To

The formatted origin address set within the Moving To - Secondary section in Name, Address, Phone displays here.

 

Note: If the Location Type is set for the address, then it displays in this section following a label of “Location Type.”

 

Special Instructions

This section displays Origin and Destination information set within the Special Instructions section in Move Information.

Directions

This section displays Origin and Destination information set within the Directions section in Move Information.

Agents tab

 

View agent data for this order. This tab is a read-only version of the Agents tab.

Account Profile tab

 

View account settings including contacts and recommended services for the order through this tab. This tab is a read-only version of the Account Profile tab.

Close

Close the screen by pressing this button.