Overview
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The system allows to set up different order sources for products within your Prebooks, according to your team's operation. The order sources added to prebooks will be transferred to the invoice once products are billed. |
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Order sources must be setup set up and enabled from the Settings screen by an admin user. For further information on how to set up order sources, read Order Sources. |
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When the setting is enabled, you willl be asked to add order sources while adding a new prebook or while editing products in existing prebooks. Follow the next instructions to add order sources. Ui step |
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While creating Prebook Lite (using the shortcut Ctrl + E) users will be asked to enter the order source. This field will appear as a dropdown menu.
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While creating Prebooks from Excel, the order source field will be mandatory in the XLS file sent.
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All the Prebooks created (by any method) as of the activation of this function will have the Default status set. |
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