The system allows to set up different order sources for products within your Invoices, according to your team's operation. The order sources added to prebooks will be transferred to the invoice once products are billed.

This option must be enable on a per company basis by an admin user. Read Order Sources for further information. 

Order sources must be 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.

When the setting is enabled, you willl will be asked to add order sources while adding a new prebook order or while editing products in existing prebooksorders. Follow the next instructions to add order sources.

Ui steps
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Ui step Go to Prebooks & SO's>>Add PrebookOrder Entry>>Add Order. Ui step Enter the prebook order information (Instructions explained on Creating a New Prebookinvoice). Ui step Double click on a product line from the Boxes, Units or Future Inventory tabs. Complete the product information and click on Add. Ui step Select the order source and click on add. The item in the drop-down menu. Notice that the order source will be added to the bottom of the grid and the Order Source column will appearas a additional column from the products grid. Ui step Click on Save to finish.

The system will allow salespeople to review the order sources from the Order Summary screen. To do this, click on the details button, from the Actions column. The invoice Order Details window will appear and you will be able to see the order source as an additional column. This will be visible both for boxes and units.

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As you've seen below, order sources can be manually added to orders while creating them. But what about orders created based on existing Prebooks? The system will transfer the order source from the prebook to the invoice for orders created through any of the following billing methods:

• Prebooks in units pending to be billed.
• Units to allocate.
• Fill from open market.
• Units Allocation.
• Boxes Allocation.
• Mass Allocation.
• Automatic Billing (upon inbound scan or after confirmation from the Staging Area).