Sales settings

Use Sales > Settings to maintain sales channels. The page shows Channel master. Sales documents use these channel records as their sales source.

Create a sales channel

1. Open Sales > Settings.
2. Select New channel.
3. Enter Code and Name.
4. Select Type.
5. Enter Currency.
6. Enter Description, if necessary.
7. Set Status to Active or Inactive.
8. Select Create channel.
9. Find the channel in the list to examine its values.

For example, use WHOLESALE-US as the code and Wholesale US as the name. Use a currency code such as USD.

Creating a channel saves a Convexity channel record. It does not connect an external store or import orders.

Change a sales channel

1. Find the channel in Channel master.
2. Select Edit.
3. Change the applicable values.
4. Select Save channel.
5. Examine the updated row.

To mark a channel inactive, set Status to Inactive before saving.

Use a channel on a sales document

In a sales order, select the channel in Order source. In an invoice, select it in Sales channel. Save the document after you select the channel.

See Create a sales order and Invoices.

Find and export channels

Use the search field to find a channel by its code, name, type, currency, or description. Use the column controls to select the columns that you need. Select Export visible rows to download the displayed channel data as a CSV file.

Delete a channel

1. Find the channel.
2. Select Delete.
3. Examine the channel name in the confirmation dialog.
4. Select OK.

If the system rejects the deletion, examine the error before trying again. To keep the channel record, edit it and set its status to Inactive.