​

Managing Channels

This guide covers channel configuration and maintenance tasks.

​

Channel Detail View

Click on a channel name from the channels table to open its detail page.

​

Channel Header

The detail page header shows:

​

Summary Cards

Three cards provide a quick overview:

​

Sales Orders Table

The detail page includes a full sales orders table with the following columns: The table supports sorting, filtering, pagination, row grouping, and a sidebar for column management.

​

Creating Manual Orders

From the channel detail page, click Create Manual Order to create a new sales order assigned to this channel. You will be taken to the manual order creation form with the channel pre-selected.

​

Archiving Channels

To deactivate a channel without deleting its data: Effects of archiving:

• Channel’s is_active status is set to false
• Channel is hidden from active channel lists
• Historical data (orders, forecasts) is preserved
• Channel can be identified in the system for future restoration

​

Channel Integration

Channels can receive orders automatically through integrations. When an integration syncs sales orders, each order is associated with a specific channel.

​

Supported External Services

Integrations are configured separately and can sync data to your channels:

​

Setting Up Channel Integrations

1. Go to Integrations in the sidebar
2. Create a new integration for the desired external service
3. Configure capabilities (e.g., sales orders, sales history)
4. Set up the sync schedule

See Integration Setup for detailed instructions.

​

Channel Hierarchy Assignment

Hierarchy field values can be assigned to channels directly from the channels table on the dashboard. Each active hierarchy field appears as a column with a dropdown selector. See Channel Hierarchy for configuration details.

​

Multi-Channel Considerations

​

Channel Overlap

When selling same products on multiple channels:

• Inventory is considered across channels for forecasting
• Forecast separately per channel
• Monitor for cannibalization

​

Order Source Tracking

Each sales order tracks its source:

​

Troubleshooting

​

Channel Not Showing in Forecasts

Possible causes:

• Channel is archived (inactive)
• No sales orders on the channel
• Forecast filters excluding the channel

Solutions:

1. Check the channel’s active status
2. Verify sales orders exist for the channel
3. Clear forecast filters

​

Data Not Syncing

For integrated channels:

• Check that the integration is enabled
• Verify credentials are valid
• Review sync execution history

See Integration Troubleshooting.

​

Next Steps