Enter a catalog source code

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3

If a customer orders from a call center catalog that includes a source code, you should enter the source code in the sales order as described in this topic. The sales that are associated with that catalog can then be tracked and analyzed.

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Related setup tasks

Set up catalog source codes

Set up a call center

Important

During call center setup, you must do the following to enable source code functionality:

  • Add the user who will create the sales order to the list of users for the call center channel.

  • Select the Enable directed selling check box in the call center settings.

Enter a catalog source code in a sales order

To enter a source code in a sales order, follow these steps.

  1. Click Call center > Common > All sales orders. Enter customer information to create a new sales order.

  2. Ask the customer for the source code that is printed on the catalog. On the Sales order header FastTab, in the Source field, select the code from the list.

    Note

    If the code has expired or has not yet been activated, it does not appear in the list.

  3. Continue to create the sales order as usual.

Note

The call center parameters can be set up so that Source is a required field. For more information, see Configuring parameters and initial settings (Call center).

Note

If free products are included in the catalog that is associated with the source code, those products are added to the order automatically when the source code is entered. For more information, see Create call center catalogs.

Next step

After you have created sales orders that include a source code, you can analyze the sales data for the source code. For more information, see Analyze source code data.

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

Retail Headquarters configuration key

Call center configuration key

Source code configuration key

Security roles

Sales clerk

See also

Create call center catalogs

Set up catalog source codes

Working with call center catalogs

Configuring parameters and initial settings (Call center)