Home Branches and order settings Choose the order sources your team records

Choose the order sources your team records

Last updated on Oct 20, 2026

For: Owners, Operations
Where: Setup > Business > Order sources
Available: Web dashboard · All countries
Needs: Owner or Operations role

Customers reach you by phone, WhatsApp, Instagram or delivery apps. When your team records an order, it picks the source. Then you can see and filter where each order came from.

How it works

Each order has a source. Orders from your website and app get their source on their own. When your team creates an order, they pick one of the sources you turn on here. See Take a phone order.

Sources you can turn on include Website, App, WhatsApp, Instagram, Facebook, TikTok, Phone, Walk-in, delivery apps such as Talabat, Deliveroo, Keeta, Jahez, HungerStation, Careem and Noon Food, and Other.

Until you save your own list, these are on: Website, App, Phone, WhatsApp, Instagram and Walk-in.

Order sources with their display names and switches

Turn sources on or off

  1. Go to Setup > Business > Order sources.
  2. Turn the On switch on for each source you use.
  3. Turn it off for sources you do not use.
  4. Select Save.

You see "Order sources saved". The new list shows at once when your team creates an order.

Rename and sort sources

  1. Under Display name, type the name your team knows, for example "Hotline" for Phone. Leave it empty to use the standard name.
  2. Use the arrows under Order to move a source up or down. Your team sees the sources in this order.
  3. Select Save.

Show orders from your own system

If your own system sends orders to Zyda, you choose where they show:

  • Tick Show in current orders to see that source's orders in Current Orders.
  • Untick it to record them only, for customers and reports.

Rules and limits

  • A display name can have 64 characters at most.
  • A source you turn on goes to the end of the list.
  • If your team does not pick a source, the order is recorded as Phone.
  • Only the Owner and Operations roles can change order sources. Others see "Only the owner or a manager can change order sources".

Common questions

What does "Phone · AI" mean on an order?

An AI agent, such as Zyna AI, took the order on that source. For example, it took the order on a phone call.

Does turning a source off change past orders?

No. Past orders keep their source.

Related articles