How to Synchronize data through a Sales Channel [Step-by-step guide]

Modified on Thu, 24 Jul at 11:50 AM

To achieve your daily operations, use techOMS to synchronize information with the Vendor's system. This includes pulling Sales Orders, pushing Inventory Levels, and synchronizing Products.

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

To synchronize information through a Sales Channel:

1. Click Channels under Sales Channels.

2. Click Sync to deploy the synchronization options.

3. Select the synchronization operation you want to execute:

Receive Sales Orders From Channel: Pulls Sales Orders from the Vendor's system into techOMS.
Send Inventory Levels to Channel: Pushes inventory level updates to the Vendor's system.
Import Products from Channel: Synchronizes Products from the Vendor's system into techOMS (available only if the channel is set as the Account's Master Product Channel).
Export Products to Channel: Synchronizes Products from techOMS into the Vendor's system (available only if the channel is not set as the Account's Master Product Channel).

NOTE: For more information about the Account's Master Product Source and the Master Product Channel settings, see Understanding the techOMS Master Product Source [Information].

NOTE: Sales Channels currently in beta behave slightly differently than stable ones:

Inventory levels are updated in real-time, but individual adjustments can still be made as needed.
Some actions will open a pop-up window to allow you to filter the orders to be synchronized.
E.g.: For "Receive Sales Orders From Channel", you can filter by a date range (A) or by listing specific order IDs (each new line must be an order ID) (B).

For a complete list of available sales channels, refer to techOMS Sales Channels - Master List [Guides List].

4. Confirm the action to begin the process.

NOTE: The operation could take time, depending on the volume of elements to synchronize.

If launched successfully, the system will display a notification in the top-right corner of the screen.

You can verify the status of the operation in How to review Sales Channel activity Logs [Step-by-Step Guide].