How To: Assign a Sales Source to a Sales Order

Sales Orders associated pages pages icon Sales Order Overview pages icon Sales Orders "How Tos"

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In the Order Details area of the [ Sales Orders | Main ] tab select the Sales Source from the drop-down list.

  1. Open a Sales Order screen (show me how).
  2. Use the filters at the top of the screen to locate the order.
  3. Double click on the order to open it.
  4. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
    Note: if the order is in a non-editable stage of the Sales Invoice manager the following error message will be displayed: The Sales Order has an invoice which is in a non-editable section. You will need to manually move the sales order into an editable stage if you wish to edit it.
  5. Go to the [ Sales Orders | Main ] tab
  6. Select the new Sales Source from the drop-down list.
  7. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save the Sales Order.


  1. Before assigning a Sales Source to a Sales Order they must be set up in System Data, see How To: Create a Sales Source.
  2. Users can be forced to set a Sales Source against a sales order by ticking the Sales Source Required checkbox in [ System Operations | Edit System Values | Order Display ].

See Also

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