An Order Source identifies where an order originated from (i.e., Walmart, BestBuy, Amazon, etc.). Once an order source is created, you can reserve inventory for the order source. 

 

 

Create an Order Source

  1. Access the "Order Source" Table. Two methods:
    From the Dashboard: Click the 
    Account Management” tab, click the “Order Setup" App, then click the “Order Source” Table.
    From the Quick Actions shortcut: Press a dot (period) on your keyboard, then select “Order Source” from the list of Quick Actions.

  2. Click the Create New button in the top right. The Creating New Order Source screen appears.


  3. Select the Line of Business in the LOB field.
  4. Type a Name for the Order Source (i.e., BJ's).
  5. Optionally, select a Packing Slip template to use for orders from this Order Source.  
  6. Optionally, select an Order Confirmation Email template to use for orders from this Order Source.
  7. Optionally, select a Shipment Confirmation Email template to use for orders from this Order Source.
  8. In the Require GS1 128 Label field, select True or False. If you have a retailer that requires EDI, these labels are used to label cartons. Leaving this field blank is the same as selecting False. 
  9. In the Require Cartonized ASN field, select True or False. If you have a retailer that requires EDI, select whether to create a cartonized ASN (Advanced Shipping Notification) for communication on an 856 (shipping document). Leaving this field blank is the same as selecting False.
  10. Optionally, enter any Packing Notes or Shipping Notes that you want to appear on the Packing Slip for orders from this Order Source.
  11. Click Save. The Order Source will be created. 

 

NOTE: To perform a bulk load of Order Sources, see the Bulk Load solution article.

 

Edit an Order Source

  1. Access the "Order Source" Table. See instructions above.
  2. Click on the Order Source you want to edit. The Order Source record will open.
  3. Click the Edit button in the bottom right.
  4. Make the necessary edits and click Save.


Delete an Order Source

  1. Access the "Order Source" Table. See instructions above.
  2. Rest your mouse the Order Source you want to delete. 
  3. Click on the double arrows () that display at the end of the record.
  4. Click Delete.
  5. Click OK to confirm deletion. The Order Source will be deleted.


NOTE: To perform a bulk edit of Order Sources, see the Bulk Edit solution article.

 

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