How To: Create a Sales Source
Table Of Contents
Introduction
Sales Sources allow you to record how customers place their orders, helping you understand where your business is coming from.
Common examples include:
- Website
- Telephone Sales
- Trade Counter
- Marketplace Orders
Sales Sources can be analysed within Sales Summary, making it easier to identify which sales channels generate the most revenue and activity.
In addition to reporting, Sales Sources can also be linked to specific branding, price lists and EPOS transactions.
Steps
- Open a System Data screen.
- Double-click [ Sales Order Processing | Sale Source ].
- Press Alt + E or click the Edit button to enter edit mode.
- Press F3 or click the Add button to create a new Sales Source.
- Enter the name of the Sales Source in the Sales Source field.
- If required, enter the file path to a logo that can be used on order documents such as invoices and pick notes.
- If required, select a Brand to associate with the Sales Source.
- If required, select a Price List to be used with the Sales Source.
- If the Sales Source should be available for EPOS sales orders, tick the EPOS checkbox.
- If a Sales Source is no longer required, tick the Disabled checkbox to prevent it from being used while retaining historical data.
- Press Ctrl + S or click the Save button to save your changes.
Field Descriptions
| Field | Description |
|---|---|
| Sales Source | The method by which an order is received, such as Website, Email or Telephone Sales. |
| Logo Path | Optional file path to a logo that can be used on sales documents and reports. |
| Brand | Optional brand associated with the Sales Source. |
| Price List | Optional price list that will be applied when the Sales Source is selected. |
| EPOS | Allows the Sales Source to be used for EPOS transactions. |
| Disabled | Prevents a Sales Source from being selected for new transactions while preserving historical records. |
Additional Information
- Sales Sources can be used to analyse sales performance in reporting screens such as Sales Summary.
- Associating a Brand with a Sales Source can help support multi-brand businesses.
- Linking a Price List can ensure pricing is automatically applied based on the sales channel.
- Disabling a Sales Source is recommended instead of deleting it if it has previously been used.
Best Practice
Consider creating Sales Sources for each significant sales channel, such as:
- Website
- Amazon
- eBay
- Telephone Sales
- Email Orders
- Trade Counter
- Sales Representatives
This will provide more accurate reporting and help identify which channels contribute most to your business.