Overview

Excerpt
Admin users will be able to set sources for your orders. This article explains how to activate this option so the salesteam can start adding order sources to their orders.

Instructions

Ui steps

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Ui step
Go to Setup > Settings

Ui step
Under the Prebooks and Standing Orders menu select Order Sources.

Ui step
The Order Sources window will open. Check the option Enabled Order Source.

Ui step
Click on Add a new Order Source. Enter the name and click on Save. The source added should be listed on the table.

Ui step
Click on Save to finish.

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Info

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For Multi-Location companies the last two options previously mentioned can be found on Prebook Options -Multi Locations.

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