Customer Sources

Customer Sources

In the Marketing section of MaxxTraxx Setups you can add and update your customer sources.  These sources give you a way to track how new customers found you and also give them Parts and or Labor discounts. 

To find this section you will first navigate to MaxxTraxx Setups, the gear icon in the upper right hand corner of MaxxTraxx. From here you will open the Customer Sources section, A in the Marketing section.


Here you can edit and or add new Sources by selecting one of the options at the bottom of the window. For each source you can update the Code used to search for the source and edit the description. You can also add Parts and or Labor discounts by dollar amount or percentage. These will be applied when adding the customer source to an RO. 


Click on OK to save any edits made.

Once those are set up you can set up a prompt to ask you for Customer Source each time you open and or close an RO. This can be done by going to Setups > Repair Orders and Part Invoices > RO Setup. The image below shows where this option is and where you can choose when to get prompted.


The prompt will look like the image below.


Once you select a source it will ask you to confirm your choice.


If you decide later to change the source or remove it entirely you can do so in the Miscellaneous tab of the RO > Source. Each time you update this it will ask you to confirm the discount amount. 

You can also track sales from Customer Sources by running the following report: Reports > Company Reports > Marketing > Customer Source Report.


You can run a Summary or Detailed reports and filter by the options in the image below



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