How To: Assign a Sales Source to a Sales Order

Table Of Contents

Sales Sources help you track where orders are coming from, making it easier to analyse sales performance and reporting. If a sales order has been assigned the wrong Sales Source, you can update it while the order is still in an editable stage.

Change the Sales Source

Open a Sales Order screen (show me how).
Use the filters at the top of the screen to locate the required sales order.
Double-click the sales order to open it.
Press Alt + E or click Edit to enter edit mode.
Note: If the order is in a non-editable stage of the Sales Invoice Manager, the following message will be displayed:
"The Sales Order has an invoice which is in a non-editable section"
To make changes, the sales order must first be moved into an editable stage.
Open the Sales Orders | Main tab.
In the Order Details section, select the required Sales Source from the drop-down list.
Press Ctrl + S or click Save to save the sales order.

Additional Information

Set Up Sales Sources

Before a Sales Source can be assigned to a sales order, it must be created in System Data. For guidance, see How To: Create a Sales Source.

Make Sales Sources Mandatory

You can require users to select a Sales Source on every sales order by enabling the Sales Source Required option in System Operations | Edit System Values | Order Display.

For more information, see the Sales Source Required setting.

Tips

Review the Sales Source before saving a new sales order to ensure reporting remains accurate.
If you cannot edit the order, check its current stage in the Sales Invoice Manager.
Updating the Sales Source only changes the selected sales order and does not affect other orders for the customer.