Business Source (Appointments, Agreements)

Business Sources, including the default Business Source, are based on the following Admin Hub management setting: Available Repair Business Sources.

In the Repair Details section of appointments and agreements (excluding Test Drive), you can use the Business Source list on appointments and agreements to indicate the reason for the customer’s need for a unit, such as a Service Repair Order (Service RO).

Note: For locations using TSD's Delivery and Collection module, the Delivery & Collection source is automatically selected by default whenever you mark an appointment or agreement for Delivery and/or Collection (therefore overriding your general default Business Source selection). See "Delivery and Collection with TSD" for more information.