Path: Setup > Order Entry > Order Source
Priority: Optional
Knowing where your orders are coming from (internet? walk-in? fax?) helps you evaluate and refine your sales strategies and allocate resources. This is where you create the list of order sources. This list will be displayed in Order Entry on the Tracking screen.
Create an item called “No Order Source” which you can use when an incoming order does not fit into any category. You can add and delete order sources as necessary.
Fields and options on this screen:
(click italicized items for additional information)
· Name
Enter a name to identify an order source.
· Type
CMS refers to the type of order source for categorization and to decode import files.
· Addr. Validation?
If you have purchased the optional Address Validation Module, you can indicate here, by selecting the check boxes, which import order sources to run it on. See http://wiki.newhavensoftware.com/index.php/Address_Validation_Module#Automation for more information.