1. Verify the Correct Order Type Was Used
Audit Objective: Confirm the order type aligns with what is actually being sold and processed.
What to Check
Move‑only order
Order Type must be set to “Move”
No other products, services, or contract changes included on the proposal
Move included with another order
Order Type should be the primary transaction type (e.g., Standard)
✅ Pass Criteria
“Move” order type is used only when the entire order is strictly for a move
Combined deals do not incorrectly use the Move order type
2. Validate Move Details on the Proposal (Pickup Tab) match the Customer Signed Document.
Required Fields to Confirm
On the Pickup tab, confirm the following:
Verify that the Make, Model, Serial number and address information match the customer signed documents and that nothing in the pickup tab of Preo is red.
3. Confirm a Move Fee Request Was Submitted
What to Verify
Important:
Every move requires a move fee request — including $0 (no‑charge) moves — to maintain proper audit and accounting records.
Go to the request page to find the Move Fee request.
Verify that move fee was requested and approved.
4. Review Move Fee Adjustments or Waivers (If Applicable)
If the deal does not match the move request then verify if there was an approved Charge Override Request. If approved, then you can proceed.
5. Confirm Required Paperwork Is Completed
Required Documentation
Signed SSA
Must include:
Pickup (source) address
Delivery (destination) address
Required even if the move is $0
✅ Pass Criteria
Signed SSA uploaded and complete
Credit approval for full amount of deal (within 10% threshold)