Tracking Order Sales Sources

Use a sales source to track where a sales order originated, or to categorize it with other similar orders. This is useful for accounting and reporting. For example, if orders have a sales source assigned, you can compare orders with a source of Phone Sales to orders for Showroom Sales.

Some companies use a sales source for broad categories of sales, perhaps for categories like Plumbing or Electrical sales. Administrators create sales sources in G/L Sales Source Maintenance.

To assign a sales source to an order:

1. Create or open a sales order and display the order's Header screen.

2. In the Sale Source field, press F10 and specify the source for the sale. For example with retail showroom sales, select the Showroom Sales source.

3. Complete the order as usual.

See Also:

Preparing to Upgrade Showroom Sales