Overview

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

Info

title	Where 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.

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

Ui step
Click on Save to finish.

Info

title	Information

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