Order sources

An order source says where an order came from: typed in by hand, or a particular shop or marketplace. It is the coloured badge in the Source column of the order list, and you can filter orders by it.

Where to find it: Sales → Configuration → Order sources

When you'll use it

• You started selling through a new channel and want its orders labelled.
• You want each channel to have its own colour on the order list.
• A channel is no longer used and should not be offered on new orders.
• An integration added a source, and you want to describe it better.

Key concepts

• Every order has exactly one source. You choose it in Order source when you create an order. Imported orders get it from the integration.
• System sources. Two sources are built in: Manual, which a new order starts on, and Other. They are marked System. You can change their description and colours, but not their names, and you cannot deactivate them.
• Integration sources. Each integration that imports orders has a source of its own, named after the integration. It is marked Integration. Complaia creates it together with the integration. While the integration exists, you cannot rename or deactivate this source. You can change its description and colours.
• Where imported orders go. A shop or marketplace puts all its orders into its integration source. An integration that brings orders from several sales channels at once can map each channel to one of your sources on the integration's page. A channel without a mapping goes to the integration source. See Integration mappings.
• Deactivate, not delete. A source cannot be removed, because old orders still carry it. Deactivating it hides it from the choice on new orders. Orders that already have it keep it.
• Orders remember the source by its name. Renaming a source does not rename it on orders that already have it. See the warning under Edit a source.

The screen

The screen is a list with one source per row:

Column	What it shows
Dot	Whether the source is active or inactive. Hover over it to read which
Name	The source as a badge, exactly as on the order list. System or Integration next to it marks a built-in or integration source. Hover over the question mark next to Integration to see which integration owns it
Description	The optional description
Actions	The pencil opens the source. Your own active sources also have a bin (Deactivate). Inactive sources have Reactivate

The header has Refresh and New source. You can filter the list by name and by active or inactive. The active filter is how you find sources you have deactivated.

Changes you make here reach open order forms and integration pages at once, also those of your colleagues.

📷 Screenshot to add: the Order sources list with the two system sources, one integration source and a few of your own, one of them inactive

Common tasks

Add a source

1. Click New source.
2. Type the Name, for example the name of the shop or marketplace.
3. Optionally add a Description for your colleagues.
4. Change Badge background, Border and Text if you want other colours. Preview shows the result. For a few well-known marketplace names, the colours are filled in while you type.
5. Click Create.

You can now choose the source in Order source on a new order.

Edit a source

1. Click the pencil on the source.
2. Change the name, description or colours. On a system source or an integration source, the name is greyed out, and a hint says why.
3. Click Save.

Renaming does not reach existing orders

Orders that already have the source keep the old name:

• they show it with a plain grey badge;
• they are not found when you filter the order list by the renamed source.

An integration that maps a channel to the old name adds the old name to the list again on its next import.

You can change the description and colours at any time. Rename a source only before it is in use, or change the mapping on the integration first. See Integration mappings.

Deactivate a source

1. Click the bin on the source.
2. Confirm Deactivate. The source disappears from the choice on new orders. Existing orders keep it.

Bring a source back

1. Find the inactive source. The active filter narrows the list to inactive ones.
2. Click Reactivate on the source's row.

An integration source that was deactivated comes back on its own with the next import.

When it doesn't work

What you see	Why	What to do
A source with this name already exists. Choose another name.	The name is already taken, possibly by an inactive source	Use another name, or bring the existing source back
The name of Manual or Other is greyed out	They are built in	Change only the description and colours
The name of a source marked Integration is greyed out, and it has no bin	The source belongs to an integration that still exists	Change only the description and colours. After the integration is deleted, the source becomes an ordinary one
A source is missing from Order source on a new order	It is inactive	Bring it back
This order source does not exist. Choose an existing source or create a new one in the order source settings. when saving an order	The order's source was deactivated in the meantime, or you cleared the new-order form	Choose the source again on the order, or bring the old source back
A source you never created is on the list	An integration created it: its own source, or a source named in a channel mapping. Older integrations may also have created sources named after sales channels, some with Polish names	Keep it and edit its description and colours, or change the mapping on the integration. See Integration mappings
Orders show a source in a plain grey badge, and the Source filter does not offer it	The source was renamed after those orders were created, so they still have the old name	Rename the source back, or accept that older orders stay under the old name
The screen does not open and you land on the dashboard	Your role lacks Orders: Statuses	Ask an administrator to add it

Permissions

To do this	You need
See sources on orders and choose one on an order	Orders: View (and Orders: Create or Orders: Edit to save the order)
Open this screen; add, edit, deactivate and bring back sources	Orders: Statuses

Related

• Orders · The order record
• Payment methods · Order statuses
• Integrations · Integration mappings — how imported orders get their source
• Orders analytics