System Data Sale Source
Table Of Contents
Sales Source
Introduction
Sales Sources allow you to record where a sales order originated, such as your website, telesales team, catalogue, marketplace or retail outlet.
Assigning a Sales Source to an order helps you analyse sales performance, measure the effectiveness of sales channels and produce meaningful management reports.
Sales Sources can be selected from the Order Details section of the Sales Orders | Main screen.
For information on creating Sales Sources, see How To: Create a Sales Source.
How Sales Sources Are Used
A Sales Source identifies how a customer order was received. Examples include:
- Internet / Web
- Telesales (Inbound)
- Telesales (Outbound)
- Catalogue (Mail Order)
- EPOS
- Marketplace
- Fax
This information can then be used for reporting and post-sales analysis.
Important Notes
Default Sales Source Hierarchy
If a default Sales Source has been assigned to a user in System Data | Others | Users, it will automatically be applied to every Sales Order created by that user.
Note: This setting takes priority over any Sales Source assigned to the customer record and the hierarchy cannot be changed.
Mandatory Sales Sources
You can make the Sales Source field mandatory when creating Sales Orders.
This is configured in System Values | Sales | Order Display | Required Fields.
Sales Source Fields
Sales Source
Enter a descriptive name for the sales channel.
Examples include:
- Telesales (Inbound)
- Internet / Web
- Catalogue (Mail Order)
- Retail Store
- Marketplace
- Fax
Logo File
The file path and filename of the logo associated with the Sales Source.
This logo can be displayed on documents such as:
- Sales Invoices
- Pick Tickets
- Customer-facing reports
Logo Priority
Logos can be configured in several locations within Khaos Control:
- System Data | Sales Order Processing | Branding
- System Data | Sales Order Processing | Sales Source
- System Values | General | Miscellaneous
Note: If logos are configured in multiple locations, the logo from the highest location in the list above will be used.
For more information, see Sales Invoice Reports.
Brand
A Sales Source can be linked to a specific Brand.
When that Sales Source is selected on a Sales Order:
- The associated brand is applied automatically.
- Order documentation uses the branding settings linked to that brand.
For more information, see How To: Setup Branding.
Note: If a Sales Source with a brand attached is selected on a Sales Order, the brand remains on the order even if you later change to a Sales Source that does not have a brand associated with it.
Price List
A specific Price List can be linked to a Sales Source.
This allows alternative pricing to be applied automatically when orders are created using that source.
For more information, see How To: Setup a Price List.
EPOS
Select EPOS if the Sales Source should be available for Electronic Point of Sale (EPOS) transactions.
For more information, see How To: Add a Sales Source to an EPOS Sales Order.
Disabled
Tick Disabled to make the Sales Source inactive.
An inactive Sales Source:
- Cannot be selected on new Sales Orders.
- Remains available for historical reporting and analysis.
This allows you to retire obsolete sales channels without affecting existing records.
Context Menu Options
Set Sales Targets
Opens the Sales Source Targets Dialog, where you can define monthly sales targets for a Sales Source.
This can be used to:
- Monitor channel performance.
- Compare actual sales against targets.
- Analyse growth over time.
Apply Value Range
Allows the same value to be applied to multiple selected rows within the current column.
For more information, see Apply Value Range.
Clear Selection
Removes the current selection from any highlighted rows.
Best Practice
- Create a Sales Source for each major sales channel.
- Make Sales Sources mandatory where sales analysis is important.
- Use meaningful descriptions that clearly identify the source of the order.
- Link brands and price lists where channel-specific branding or pricing is required.
- Disable unused Sales Sources rather than deleting them, so historical reporting remains accurate.