Video Link: Southwest Moves.mp4
When needing a move create a new deal with the order type of Move.
Go into the Pick Ups Tab and choose either "+ Add New" or the "Select from E-Automate depending on if the machine is already built in EA.
Click the toggle box "Move to New Location" to give you a Source Address box and a Destination Address for your move and complete the information entirely including the information on if there are stairs.
If this is a territory move (Example: The machine is in Dallas and is moving to a new location in Dallas) then pricing can be found in the Expense Tab by clicking on "+ New" under the Additional Expense.
You will choose Expense Type "Other" and then the fees will be calculated depending on the device type being moved. Please note an expense line item will need to be added for each machine being moved.
If the move is NOT a territory move (Example: Device in Colorado is being moved to New Mexico) then you will need to enter a move request so a quote can be generated. Please make sure that all information is built in the pickup tab before requesting a move fee.