How to set up sources of sale

Modified on Wed, 26 Mar at 12:28 PM

The source of s is applied to prospects in the CRM module. Using these sources will allow you to gather data regarding where the majority of your sales are coming from, and can be an aid in determining where to allocate your advertising budget.


  1. In the Stock and Accounting module, navigate to the Stock/Sales tab.
  2. Click on Sales, then Sale Source Setup.


  3. Click Add.


  4. Enter a short Code and a longer Description, and click Save.



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