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Setting up Order Origins to determine whether to charge Freight and Fees

A little setup before you are ready to go
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics This video includes functionality from the app "Sales Container Handling" which is available at Microsoft AppSource. Click to visit AppSource. Sales Container Handling

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Presenter: Sune Lohse, Chief Strategy Officer

The point of setting up order origins is if you use the origin functionality in here.

Order origins in Business Central let you distinguish between the different places your sales orders come from, such as webshop orders, large account orders, or campaign orders. You set the order origin on the specific sales order, and it controls whether freight and fees are charged for that order.

You typically charge freight and fees on webshop orders, but skip them on large account orders or campaign orders. The salesperson selects the right order origin when creating the sales order, and the system applies the freight and fee rules accordingly.

What order origins do in Business Central

The purpose of setting up order origins is to use the origin functionality to tell apart where your orders are coming from. The order origin is determined on each individual sales order, so you can apply different rules depending on the source of the order.

A common example is freight and fees. If you have webshop orders, you might want to charge special freight and a fee. But if you have large account orders, you would not. And if an order comes in as part of a campaign, you can set up the campaign functionality so it does not charge freight and fees either.

How to apply order origins on a sales order

Order origins are meant to be picked on the specific sales order. When you create a new sales order, the salesperson or whoever takes the order can select the order origin. For example, they might mark it as a campaign order, in which case the system will not apply freight and fees. If it is a webshop order, freight and fees will be charged.

In short, order origins give you a simple way to distinguish on each sales order whether to charge freight or not.

Q&A

What is the purpose of order origins in Business Central?

Order origins let you distinguish between the different sources your sales orders come from, such as webshop, large account, or campaign orders. You can then apply different rules, like whether to charge freight and fees, based on the origin of each order.

Where do you set the order origin?

You set the order origin on the specific sales order. When a salesperson creates a new sales order, they select the relevant order origin.

How do order origins affect freight and fees?

The order origin controls whether freight and fees are charged. For example, a webshop order can be set to charge freight and fees, while a campaign order can be set to skip them.

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