Managing Channels

Configure and maintain sales channels

Managing Channels

This guide covers channel configuration and maintenance tasks.

Channel Detail View

Click on a channel to open its detail page.

Channel Settings

Setting	Description
Name	Display name
Code	Short identifier
Type	Channel category
Status	Active or Archived
Description	Additional notes

Editing Channel Information

1. Open Channel

   Click on the channel from the list

2. Edit Fields

   Modify any editable field:

   • Name
   • Description
   • Type
3. Save

   Click Save to apply changes

Channel Configuration

Fulfillment Settings

Configure how orders from this channel are fulfilled:

1. Go to Settings

   Navigate to Settings → Inventory Forecast

2. Find Fulfillment Mapping

   Locate the fulfillment configuration section

3. Map Channel to Warehouse

   Select which warehouse(s) fulfill this channel

4. Save

   Apply the configuration

SKU Availability

Control which products are available on the channel:

Setting	Description
All SKUs	Every active SKU available
Collection-Based	Specific collections only
Individual	Hand-picked SKUs

Channel-Specific Pricing

If pricing varies by channel:

1. Go to SKU or Collection pricing
2. Add channel-specific prices
3. Default price used if no override

Archiving Channels

To hide a channel without deleting data:

1. Open Channel

   Navigate to the channel detail page

2. Change Status

   Set Status to Archived

3. Confirm

   Confirm the archive action

Effects of archiving:

• Channel hidden from active lists
• Historical data preserved
• Forecasts excluded from active views
• Can be restored later

Restoring Archived Channels

1. Filter channels to show Archived
2. Open the archived channel
3. Change Status to Active
4. Save

Channel Integration

For automated channels, configure integrations:

Integrated Channels

Integration Type	Examples
E-commerce	Shopify, WooCommerce
Marketplace	Amazon, eBay
ERP	NetSuite, SAP

Integration Settings

1. Go to Integrations
2. Create integration for the channel
3. Map fields appropriately
4. Configure sync settings

See Integrations for details.

Channel Metrics

Track channel performance:

Available Metrics

Metric	Description
Sales Volume	Units sold
Revenue	Sales value
Forecast Accuracy	How accurate forecasts are
Growth Rate	Period-over-period change

Accessing Metrics

1. Go to Analytics → Metrics
2. Filter by channel
3. Select time period
4. View channel-specific data

Multi-Channel Considerations

Channel Overlap

When selling same products on multiple channels:

• Inventory allocated across channels
• Forecast separately per channel
• Monitor for cannibalization

Channel Prioritization

Configure priority for inventory allocation:

Priority	Behavior
Equal	Inventory shared proportionally
Ranked	Higher priority channels served first
Reserved	Specific inventory reserved per channel

Best Practices

Regular Review

Periodically review channels:

• Are all channels still active?
• Is performance being tracked?
• Are integrations working?

Clean Up

Maintain channel hygiene:

• Archive unused channels
• Consolidate similar channels
• Update descriptions

Document Configuration

Keep records of:

• Why channels were created
• Special settings
• Integration details

Test Changes

Before major changes:

• Understand the impact
• Test in limited scope if possible
• Communicate to team

Troubleshooting

Channel Not Showing in Forecasts

Possible causes:

• Channel is archived
• No SKUs available on channel
• Filter excluding channel

Solutions:

1. Check channel status
2. Verify SKU availability
3. Clear forecast filters

Data Not Syncing

For integrated channels:

• Check integration status
• Verify credentials
• Review sync logs

See Integration Troubleshooting.

Next Steps

Channel Hierarchy

Organize channels

Integrations

Set up channel integrations

Inventory Settings

Configure fulfillment

User Access

Control channel access