How to manage Sales Channels Advanced settings [Step-by-Step guide]

When setting up a Sales Channel connection, you can manage Advanced Settings.

These can be added to already created Sales Channels, and will be different depending on the Channel type. This article is as comprehensive as possible across them.

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

NOTE: There could be slight differences on the available options depending on the channel type.

To do so, you will have to:

1) Press Channels under Sales Channels

2) Press the Name of the connection to access the setup

3) Select Advanced Settings

4) Set/Use the parameters as required by the case you need to assess

A) Channel Settings 

• Credentials (Webhook/API keys/tokens): Allows to update connection credentials
  
  

B) Order and Inventory Options: 

• Financial Order Download rules: Allows to select which financial status(es) orders to be downloaded should be at (e.g. Paid, Refunded, Voided, etc.); you can select multiple options from the dropdown
• Fulfillment Order Download rules: Allows to select which fulfillment status(es) orders to be downloaded should be at (e.g. None, Partial, Fulfilled, Pending); you can select multiple options from the dropdown
• Fulfillment Location Mapping (Shopify only): Allows to handle order routing, check details related to this feature here: How Fulfillment Location Mapping works for Shopify [Information]
• Order Identification (Shopify only): Select between Name or Number

• Include Fulfillment Orders 

• Map Product Tags to References: Enable to allow tag mapping to sales order line references when orders are imported
  

• Map Metafields to References: Enable to allow custom (Metafields) fields mapping to sales order line references when orders are imported 

• Map Fraud Risks: Enable to map this field into techOMS, which will obtain the maximum value from the array on Shopify's end

• Notify the Customer: Indicates if a notification will be sent to the customer when the shipment is fulfilled 

C) UOM (Unit of Measure)

• Size: Switch to define the type of UOM you will use for dimensions

• Weight: Switch to define the type of UOM you will use for weight 

D) API Validation Rules:

• Sales Order: Switch to define the type of Status you want to set for Carrier and Service Code, if Warning or Error

• Shipment: Switch to define the type of Status you want to set for Carrier and Service Code, if Warning or Error

• Purchase Order: Switch to define the type of Status you want to set for Carrier and Service Code, if Warning or Error

• Receipt: Switch to define the type of Status you want to set for Carrier and Service Code, if Warning or Error

5) Press Save to apply the changes