G/L sales sources represent profit areas within a branch. For example, you can have profit sources such as counter sales, outside sales, direct sales, and returns. In conjunction with product types, sales sources are used to create sales analyses to compare profit areas.
You can apply sales sources to users and terminals. If a sales order does not have a sales source applied to it, then the sales source lists as Default. You can then override a default sales order to apply to users, terminals, and customers.
For accounting purposes, apply every sales order to a G/L income account. When determining the appropriate sales source for posting, the system uses the following heirarchy:
If the order is a direct or a return, the system uses the corresponding sales source.
If there is a sales source override in the customer file, the system uses the override.
If a sales source has been assigned to the workstation, the system uses the workstation.
If a sales source has not been identified, the system lists the user's sales sources, and the user selects one.
Use the following procedures to create, assign, and override sales sources: