Sources

Configure the source of each sale — where the money came from (on-site, your own online store, Uber Eats…). The source is one of the ledger's four axes (flow / channel / source / payment method): you pick it when recording, syncing, and importing revenue, and each source maps to a channel group that drives how reports are grouped.

New stores come seeded with a default set of sources (on-site, your online store, Uber Eats, Foodpanda, etc.), so the list is never empty to start with. The default names follow the interface language you created the store in (a store created in Chinese gets 門市, 自有線上…), and you can rename them.

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Add a source

1. Click Add source (top right) to open the dialog.
2. Fill in the Code (can't be changed after creation — entries reference the source by it) and the Display name.
3. Pick a Channel group — On-site / Online / Delivery / Wholesale — which drives report grouping.
4. If the platform collects payment on your behalf (e.g. Uber Eats, Foodpanda), turn on Platform-collected, then Create.

Manager permission required. Staff can see the list, but Add source, the per-row Edit, and the activate toggle are disabled for them.

Edit a source

1. Click Edit on the row to open the dialog.
2. Change the Display name, Channel group, Platform-collected, or active state, then Save.

The Code can't be changed after creation — it's the key entries use to reference the source, so the field is disabled when editing. Manager permission required.

Activate and deactivate

1. Toggle Active / Inactive on the row (the Status column shows the current state).
2. Deactivating asks for confirmation; once confirmed, new transactions can no longer pick this source, while existing entries are unaffected.

There's no delete for a source — deactivate it instead: retire one you no longer use, and its history stays intact. Managers can drag rows to reorder them.