Source Codes Quick Guide
- 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 is where you can add, update and remove your codes. You will find the module in the Settings section of OrderPort admin. Each active code is available on the POS and Customers module, meaning that they can be flagged on an account.
Creating a Source Code
To create a new Source Code, enter the name under the Add Source Code section. Then enter a value type. A value provides a second layer of information. For example, if the code is “Friend Referral,” you can make the value Referral. This will provide a field to enter the friends name when flagging the customer’s source.
Click Add when complete to save the code. If you no longer need a Source Code, click the Delete button.
Source Code Reporting
The Customer Sources report in Standard Reports will break down how customers are finding out about you. If your business currently uses Source Codes, the report will show each customers that has one. This information can be used to figure out how to better advertise in the future.
Source code is also a parameter that can be added to templates in My Reports.
Source Codes
• For further information, contact the OrderPort Support team by phone at 206-464-1151 or by email at helpdesk@orderport.net