Set Up Source of Business (1209 onwards)

Created by Migration Bot, Modified on Fri, 23 Oct at 11:24 AM by Migration Bot

Originally written by John Hardwick, last updated Jan 30, 2026, on the Swan Retail knowledge base (FRS).

Using the source of business enables analysis as to the origin of sales and therefore the asses the return on investment for advertising campaigns.

The source of business can be used to collate / analyse two groups of data.

The source of business where configured can be linked to the sales order, thus producing statistics as to the origin of a sale.

It can also be linked to the customer, thus acting as a collation group for clients.

The same routine is used for both scenarios, with the possibility of using the same code for both groups.

The use of source of business is optional for both orders and customers.

This feature is controlled via the SO_SOURCE_OF_BUSINESS and FORCE_SOURCE_OF_BUSINESS application parameters.

Menu Location: System Admin > Sales > Set Up Source of Business

Click the NEW button or New on the side panel to generate a new record.
Click the icon to amend an existing record.
Once in amend / insert more, click the to save changes or to abort the action.
Click the CLOSE button, or Back option on the side panel to leave the page (or select another option from the menu)

Item	Description
Source of Business	Specify a source of business SwanFRS doesn’t differentiate between codes relating to sales orders and customers.
Active	Tick to enable this source of business. Untick to disable this record.
Default	This field has two purposes. When SwanFRS is linked to the Midas POS. Orders received from the till will be allocated the default source of business. Where SwanPay is operational and source of business analysis required, the default will be automatically set for quick sale orders. Only one record can be marked as the default.