Source Codes are a tool to understand how your customer base is learning about your business. Each account can have a source code that is enabled by an employee or the customer themselves. Reports can be generated in OrderPort to see if there are specific ways people found out about you.  This information can help you with marketing your business.

Viewing Source Codes

The Source Code module allows you to add, update, and remove your codes. You can find this module in the Settings section of the OrderPort admin panel. Each active code is accessible in the POS and Customers module, which means they can be flagged on customer accounts.

Creating a Source Code

To create a new Source Code, start by entering the name in the "Add Source Code" section. Next, specify a value type. A value provides additional information related to the source code. For instance, if the code is “Friend Referral,” you can designate the value as “Referral.” This allows you to enter the friend's name when identifying the customer's source.

Once you have completed these steps, click "Add" to save the code. If you decide that a Source Code is no longer needed, simply click the "Delete" button.

Source Code Reporting

The Customer Sources report in Standard Reports provides insights into how customers discover your business. If your business uses Source Codes, the report will display each customer associated with a specific code. This information can help you improve your advertising strategies in the future. 

Additionally, Source Codes can be included as a parameter in templates within My Reports.