Channels Overview
Channels represent where you sell your products. Tether allows you to manage multiple sales channels, track performance by channel, and configure channel-specific settings.What is a Channel?
A channel is a sales avenue for your products. Each channel has a name, a type, a currency, and an active/inactive status. Channels are the foundation for organizing sales orders, demand forecasting, and performance analysis.Currently, Shopify is the only supported channel type. Additional channel types will be added in future releases.
Why Track Channels?
| Benefit | Description |
|---|---|
| Demand Forecasting | Forecast by channel for accuracy |
| Inventory Allocation | Know where demand comes from |
| Performance Analysis | Compare channel performance |
| Hierarchy Organization | Group channels for reporting |
| User Access | Control who sees what data |
The Channels Dashboard
Navigate to Channels in the sidebar to view the channels dashboard.Summary Cards
The dashboard displays three summary cards at the top:| Card | Description |
|---|---|
| Total Channels | Count of all configured sales channels |
| Active Channels | Count of channels currently accepting orders |
| Channel Types | Count of distinct channel types in use |
Channels Table
The main table displays your channels with the following columns:| Column | Description |
|---|---|
| Name | Channel display name (links to detail page) |
| Currency | Channel currency (e.g., USD) |
| Hierarchy Fields | Dynamic columns for each active hierarchy field |
| Actions | Archive button to deactivate a channel |
Creating a Channel
Enter Details
Fill in the channel creation form:
| Field | Required | Description |
|---|---|---|
| Channel Name | Yes | A descriptive name (e.g., “Shopify US”, “Amazon Store”) |
| Channel Type | Yes | Currently only Shopify is available |
| Currency | Yes | Currently only USD is supported |
| Active Channel | No | Toggle to set initial active status (defaults to on) |
Channel Status
Channels have an active or inactive status controlled by theis_active flag:
| Status | Behavior |
|---|---|
| Active | Channel is visible in active lists, available for orders and forecasting |
| Inactive (Archived) | Channel is hidden from active use, historical data is preserved |
Channel Detail Page
Click on a channel name in the table to open its detail page. The detail page shows:- Channel header with the channel name, type badge, currency badge, and active status
- Summary cards showing total orders, manual orders, and integration orders
- Sales orders table listing all orders for that channel with columns for order number, source (Manual or Integration), order date, warehouse, external ID, and creation date
Channels and Forecasting
Channels are essential for demand forecasting:Forecast by Channel
- Each SKU/channel combination can have its own forecast
- Different channels may have different demand patterns
- Promotions can be channel-specific
Channel Performance
Track metrics per channel:- Sales volume
- Forecast accuracy
- Growth trends
Access Control
Channel pages require the Sales Rep role or higher:| Role | Access |
|---|---|
| Admin | All channels and settings |
| Sales Rep | Channel dashboard, detail pages, and hierarchy |
Best Practices
Consistent Naming
Consistent Naming
Use clear, consistent channel names:
- Include region: “Shopify US”, “Shopify EU”
- Include purpose: “Wholesale B2B”, “DTC Website”
Match Business Structure
Match Business Structure
Create channels that match how you manage the business:
- Separate channels for separate P&Ls
- Group similar channels if managed together
Use Hierarchy Fields
Use Hierarchy Fields
Organize channels with hierarchy fields for better reporting:
- Label fields by business dimension (e.g., “Region”, “Business Model”)
- Assign values consistently across channels
Plan for Growth
Plan for Growth
Design for scalability:
- Room for new channels
- Consistent naming structure
Next Steps
Managing Channels
Configure channel settings
Channel Hierarchy
Organize channels with hierarchy fields
Demand Forecasting
Forecast by channel
Integration Setup
Connect channels to external platforms