Create Channels

Overview

Allocating orders & clients to channels enables a number of advanced additional features within the system.

Using split channels enables:

1. Branded despatch notes by channel
2. Branded despatch emails by channel
3. Pricing models by channel
4. Product & sales reporting by channel
5. Filtering & process orders by channel

They are used mainly to separate brands or order sources.

The system comes with set channels setup for the main sales sources such as Shopify, Ebay & Amazon.

Create New Channel

To set channels up, please navigate to Orders > Channels > Add New Channel:
 

Then you can choose to allocate the channel to all available clients, or restrict it to a certain client if it only relates to them:

Then just click add, now you will have a list of channels created.

Now - when you add a connection to external source (ebay / amazon / shopify / etc) - you will be able to determine the channel it relates to:

So now when you are viewing order data you can drill down by channel type:

Add create branded despatch paperwork per channel:

(please see additional guides for related features)