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.

Some products will include the order source information as a label (only editable by admin users).

• Products coming from Standing Orders will have a default order source of SO (Standing Order).
• Products coming from Vendor Availability will have VA as default order source.
• Products coming from K2K integration will have K2K as default order source.
• Products bought on e-commerce will also be assigned with a default order source (visible either in the prebook or the order created), depending on the inventory origin: 
  •            WOH: Web Order -On Hand Inventory.
  •            WFS: Web Order - Future Sales Inventory.
  •            WK2K: Web Order - Komet to Komet Inventory.
  •            WVA: Web Order - Vendor Availability Inventory.            

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 or while editing products in existing prebooks. Follow the next instructions to add order sources.

Ui steps
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Ui step Go to Prebooks & SO's>>Add Prebook. Ui step Enter the prebook information (Instructions explained on Creating a New Prebook). Ui step Select the order source and click on add. The item will be added to the bottom of the grid and the Order Source column will appear. Ui step Click on Save to finish.

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.

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).