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
Channel Configuration
Fulfillment Settings
Configure how orders from this channel are fulfilled: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:- Go to SKU or Collection pricing
- Add channel-specific prices
- Default price used if no override
Archiving Channels
To hide a channel without deleting data:
Effects of archiving:
- Channel hidden from active lists
- Historical data preserved
- Forecasts excluded from active views
- Can be restored later
Restoring Archived Channels
- Filter channels to show Archived
- Open the archived channel
- Change Status to Active
- 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
- Go to Integrations
- Create integration for the channel
- Map fields appropriately
- Configure sync settings
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
- Go to Analytics → Metrics
- Filter by channel
- Select time period
- 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
Regular Review
Periodically review channels:
- Are all channels still active?
- Is performance being tracked?
- Are integrations working?
Clean Up
Clean Up
Maintain channel hygiene:
- Archive unused channels
- Consolidate similar channels
- Update descriptions
Document Configuration
Document Configuration
Keep records of:
- Why channels were created
- Special settings
- Integration details
Test Changes
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
- Check channel status
- Verify SKU availability
- Clear forecast filters
Data Not Syncing
For integrated channels:- Check integration status
- Verify credentials
- Review sync logs