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Order Management - Create an order channel

Tom Higgs avatar
Written by Tom Higgs
Updated over a week ago

Overview

Allocating orders and clients to channels enables some advanced additional features within the system.
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They are used 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 create a new order channel please do the following:

  1. Click Orders then Channels.

  2. Next, click Add New Channel.

  3. (3PL Only) Select the Client.

  4. (Optional) Select the Colour.

  5. Choose the Logo or keep as Custom.

    • Custom will be made up of the Name and the Colour to create a logo.

  6. Enter the Name for the new order channel.

  7. (Optional) Enter a Description.

  8. Make it Active.

  9. Finally, click Add.

Now - when you add a connection to an external source (eBay, Amazon, Shopify, etc.) you can choose which channel it relates to.


Changing the colour of a channel

To change the colour of a channel, go to Orders then click Channels. Find the channel you want to change the colour of. Click Edit. You will then be able to change the colour of the channel.

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