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Overview


Excerpt

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


Info
titleWhere Will Order Sources be Visible?
  • Order sources will be visible for standing orders, prebooks and sales orders.
  • Salespeople will be able to select the order sources you add from this setting while adding and editing orders and prebooks. 


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.





How to Edit or Delete an Order Source

To edit or delete an order source, follow the next instructions. Keep in mind that you can only delete order sources that have not been used yet.

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. 


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Search for the Order Source  you want to edit or delete. 


Ui step

Go to the Actions column and select the desired option. If you select delete, a confirmation window will appear, click on Continue to finish. If you select Edit, make the adjustments and click on Save to finish.







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