How to Create a Sales Channel [Step-by-step guide]

Modified on Fri, 24 Jan at 5:32 PM

To connect to a vendor's system, you must create a Sales Channel connection. This connection allows you to import Sales Orders, synchronize products, receive Sales Orders updates and stock updates.

NOTE: Make sure that you are operating at the right vendor/warehouse beforehand.

To create a Sales Channel:

1. Click Channels from the left menu under the Sales Channel section.

2. Press Create.

3. Select the channel creation option:

Create: To create a new stable sales channel.
Create (BETA): To create a new beta sales channel.

NOTE: Some sales channels are available only as beta. Beta versions are recommended as they have the latest features and improvements. For a complete list of available sales channels, refer to techOMS Sales Channels - Master List [Guides List].

4. Complete the following fields:

Application: Select the system you want to connect to (e.g., WooCommerce, Shopify, etc.).
Name: Enter the Sales Channel's name.

NOTE: Depending on the selected Channel type, additional fields such as API keys or connection details might be required.

5. Press Registration to apply the changes.

6. In techOMS Sales Channels - Master List [Guides List], locate the system you are connecting to. Click the Setup Steps icon to continue with the Sales Channel setup.

To configure Advanced Settings for your Sales Channel, follow the steps here: How to manage Sales Channels Advanced settings [Step-by-Step guide].