{"id":19264,"date":"2026-06-26T03:53:27","date_gmt":"2026-06-26T03:53:27","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=19264"},"modified":"2026-09-18T10:22:58","modified_gmt":"2026-09-18T10:22:58","slug":"how-to-configure-order-source-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-configure-order-source-in-idempiere\/","title":{"rendered":"How to Configure Order Source in iDempiere"},"content":{"rendered":"\n

Order Source is a master configuration in iDempiere used to classify the origin of a sales order, identifying whether it came from manual entry, phone, email, a customer portal, or a POS terminal.<\/p>\n\n\n\n

In retail operations, it is assigned to a Sales Order to give finance and operations teams visibility into how orders are being received across channels.<\/p>\n\n\n\n

It is a reference field used for sales analysis and reporting and does not affect pricing, inventory, fulfillment, invoicing, or accounting.<\/p>\n\n\n\n

Process Flow<\/strong><\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Business Rules<\/strong><\/h2>\n\n\n\n
    \n
  • Search Key and Name are mandatory for each Order Source record.<\/li>\n\n\n\n
  • Only Active Order Source records are available for selection on Sales Orders.<\/li>\n\n\n\n
  • Multiple Order Source records can be maintained within the same tenant.<\/li>\n\n\n\n
  • Order Source assigned at the tenant (*) level is shared across all organizations.<\/li>\n\n\n\n
  • Deactivating an Order Source prevents future selection without affecting existing orders.<\/li>\n\n\n\n
  • Order Source does not control order processing, fulfillment, invoicing, or accounting.<\/li>\n\n\n\n
  • Order Source can be assigned manually during Sales Order creation.<\/li>\n<\/ul>\n\n\n\n

    Configuration Steps<\/strong><\/h2>\n\n\n\n

    Step 1: Create the Order Source Record<\/strong><\/h3>\n\n\n\n

    Each sales channel or order intake method requires its own Order Source record so orders can be classified and tracked accurately.<\/p>\n\n\n\n

      \n
    • Open the Order Source window and click New Record.<\/li>\n\n\n\n
    • Enter Organization, Search Key, Name, and Description. Enable Active and save the record.<\/li>\n<\/ul>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Mandatory<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Organization<\/td>*<\/td>Yes<\/td>Tenant-level record shared across all organizations<\/td><\/tr>
      Search Key<\/td>MANUAL<\/td>Yes<\/td>Unique identifier for the Order Source<\/td><\/tr>
      Name<\/td>Manual Entry<\/td>Yes<\/td>Display name shown on the Sales Order<\/td><\/tr>
      Description<\/td>Orders manually entered into the system by authorized users<\/td>No<\/td>Purpose of the Order Source<\/td><\/tr>
      Comment\/Help<\/td>Blank<\/td>No<\/td>Additional guidance notes for users<\/td><\/tr>
      Active<\/td>Checked<\/td>Yes<\/td>Makes the record available for Sales Order selection<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Step 2: Configure All Required Order Source Types<\/strong><\/h3>\n\n\n\n

      All sales channels used by the retail business must have dedicated records so each order can be correctly classified.<\/p>\n\n\n\n

        \n
      • Repeat the creation process for each order intake channel.<\/li>\n\n\n\n
      • Use consistent Search Key conventions to make records easy to identify in reports.<\/li>\n<\/ul>\n\n\n\n
        Search Key<\/strong><\/td>Name<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
        MANUAL<\/td>Manual Entry<\/td>Orders manually entered into the system by authorized users<\/td><\/tr>
        PHONE<\/td>Phone Order<\/td>Orders received through customer phone calls and entered by staff<\/td><\/tr>
        EMAIL<\/td>Email Order<\/td>Orders received through email communication and recorded in the system<\/td><\/tr>
        PORTAL<\/td>Customer Portal<\/td>Orders submitted directly through a customer self-service portal<\/td><\/tr>
        POS<\/td>Point of Sale<\/td>Orders created through a point-of-sale transaction<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
        \"\"<\/figure>\n\n\n\n

        Step 3: Assign Order Source to a Sales Order<\/strong><\/h3>\n\n\n\n

        Assigning the correct Order Source at the time of order entry ensures accurate channel tracking and sales analysis.<\/p>\n\n\n\n

          \n
        • Open the Sales Order window and create or edit a record.<\/li>\n\n\n\n
        • Locate the Order Source field in the header and select the appropriate channel from the configured list.<\/li>\n<\/ul>\n\n\n\n
          Field<\/strong><\/td>Sample Value<\/strong><\/td>Mandatory<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
          Order Source<\/td>POS<\/td>No<\/td>Classifies the origin of the sales order<\/td><\/tr>
          Order Source<\/td>Phone Order<\/td>No<\/td>Used when the order was received by phone<\/td><\/tr>
          Order Source<\/td>Manual Entry<\/td>No<\/td>Used for orders entered directly by staff<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
          \"\"<\/figure>\n\n\n\n

          Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
          Issue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>
          Order Source not visible on Sales Order<\/td>Record is inactive<\/td>Enable the Active flag on the Order Source record.<\/td><\/tr>
          Duplicate Search Key error<\/td>Search Key already exists in the tenant<\/td>Use a unique Search Key for each Order Source.<\/td><\/tr>
          Order Source missing from selection list<\/td>Record not yet created<\/td>Create the required Order Source record in the setup window.<\/td><\/tr>
          Order Source not shared across organizations<\/td>Record created at org level instead of tenant level<\/td>Set Organization to * when the source should be shared across all orgs.<\/td><\/tr>
          Existing orders affected after deactivation<\/td>Order Source deactivated while still in use<\/td>Deactivation prevents future use only; existing order records retain the value.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

          Next Steps<\/strong><\/h2>\n\n\n\n
            \n
          • Assign Order Source records to Sales Orders during order entry.<\/li>\n\n\n\n
          • Use Order Source as a filter in Sales Order reports for channel analysis.<\/li>\n\n\n\n
          • Review Order Source distribution periodically to assess channel performance.<\/li>\n<\/ul>\n\n\n\n