Channels are the sources of your orders. A customer places an order on one of your channels or you place an order on behalf of your customer on any of the channels. The orders can later be fulfilled, processed, and delivered.
In Primaseller, you can have both online channels and offline channels. Online orders will be fetched to Primaseller and will reflect in your online channel's dashboard. Offline orders can be created in Primaseller using a POS store, B2B, or a custom channel.
Adding a channel in Primaseller
Go to Main Menu -> Channels -> Add new channel
Select the channel type.
Set the channel configurations.
Click Save to create the channel.
Types of Channels
POS Store: POS is your brick and mortar store where customers walk in and place orders.
B2B: This channel is used for Business-to-Business transactions where the total quantity of items in the order is greater than 50.
Custom: Manual sale orders can be created on this channel. It can be used for orders taken via phone or email.
Marketplace: A channel for your marketplace orders from Amazon or eBay.
Web stores: A channel can be created for your web stores hosted on platforms such as Shopify, Magento, Woocommerce, and BigCommerce.
Channel configuration is where you configure the settings of a channel such as inventory source, payment methods, etc.
To get started, go to Main Menu -> Channels -> Select Channel.
Here you will see the following configurations:
Standard Channel Configuration
Channel Name: You can edit the name of the channel.
Inventory Source and Reporting: You can select the facilities which source the inventory to this channel. You can choose single or multiple facilities.
Price List: You can map a pricelist to this channel. The price will be picked up from this pricelist for any sale made on this channel.
Channel Status: Indicates whether the channel is active or inactive.
Order Assignment Logic
Assign Fulfillments Automatically: If enabled, this automatically assigns fulfillments to a facility and allocates inventory.
If disabled, the facility needs to be manually assigned for order fulfillment.
Advance Channel Configuration
- Enable Customer Group Pricing Override: If enabled, then the customer group pricing will be picked over the pricelist mapped to this channel.
- Use Customer Group Discounts: If enabled, the customer group discounts will be applied to the order.
Prices On the channel: Lets you set the prices to be inclusive or exclusive of tax.
Sync Transaction with Accounting Software: If enabled, the transactions will be synced to your Quickbooks Online.
Default Order Tags: You can add tags that will be included for all orders from the channel by default.
Allow Partial Fulfillments and Shipments: If enabled, you can split fulfillments and shipments on this channel.
Standard Payment Methods: Indicates the standard payment methods available for this channel.
Secondary Payment Methods: Indicates additional payment methods available for this channel.
Add Payment Methods: To add new payment methods to the channel.
Auto Create Invoices With Shipments
If this is enabled, then invoices will automatically be generated when shipments are created for orders on this channel.