Did you know you can easily track the source of an order (where/how it was placed)? When an Associate creates an order, the system logs a unique identifier for the source to the Database.
Order sources include:
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Unknown - Existing orders will show this type, or if the system can’t determine the source.
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V1 API - Version 1 of the DirectScale Internal API orders. Order placed in the Web Office and eCommerce Shop will show as this source
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V2 API - Version 2 of the DirectScale Internal API orders
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Public API - Public API (V3) orders
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Corp Admin (Corporate Shop) orders
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Data Migration - Orders sourced from a previous system that was moved to DirectScale via data migration SQL scripts. These sources must manually be added (OrderSourceID: 4).
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Import Order - Orders created with the Import External Order API
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AutoShip - Subscription orders
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Facade - Orders through the Facade Layer
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Client Extension - Orders sourced from the preceding methods but run through the Client Extension
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Unknown Extension
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Public API Extension
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V1 API Extension
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V2 API Extension
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Corp Admin Extension
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Import Order Extension
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AutoShip Extension
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Facade Extension
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Order sources are not customizable. |
Viewing the Order’s Detail
Admin: Corporate Admin
Page: Associate Detail > Order History > Order Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/OrderDetail?order=[ORDER_NUMBER]&id=[ASSOCIATE_ID]
Permission: EditAssociateOrder()
On the order’s Detail page, the Order Source displays in the Order Detail section:
Viewing with the SQL Manager
Admin: Corporate Admin
Page: Reports > SQL Manager
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Reports/SqlViewer
Permission: SqlManagerAdministrator(), SqlManagerBasic(), or SqlManagerReadOnly()
You may find it helpful to locate and view orders' sources by querying the Database directly. You can do this via the SQL Manager.
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In the Enter Query box, enter a SQL query similar to the following example to select the ORD_Order table:
SELECT * FROM [dbo].[ORD_Order]
The preceding example shows the top 300 records of the ORD_Order table. To retrieve more specific order source data, you can use the following:
SELECT OrderSourceID FROM [dbo].[ORD_Order] WHERE recordnumber = <ADD YOUR ORDER NUMBERS HERE>
Replace
<ADD YOUR ORDER NUMBERS HERE>
with your list of order numbers to view.OrderSourceID is the recordnumber (Primary Key) for the ORD_OrderSource table.
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Click the Run button to execute the query.
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Click Export to download a CSV file containing the data.
Using the Data Editor, you can modify an order’s source by editing the OrderSourceID on the ORD_Order table. |
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