Sales Channels are a powerful way to organize your orders into different channels or verticals. This can be especially useful if you have a multi-channel business where you are selling your products in many different shopping engines or even if you sell your products on other sites you own (i.e. microsites).
The Sales Channel feature allows for the management of multiple websites all from one single back office.
The Sales Channels section consist of the following options:
Details:
| Name | This is the name that you give for your sales channel. In most cases it should be a logical name that represents where the order is manifesting from. |
| Status | This is the status of the sales channel. Status can be Active, Inactive or Archived. |
| Default | This is an option to set this particular sales channel as the default when creating an order in the back office. Please Note: Sales Channel ID One (1) is always set to take orders from the storefront checkout and therefore cannot be deactivated. |
| Terms and Conditions | These are any Terms and Conditions you might have created in the Settings area of the Back Office. |
| Show as Filter | This option will add this sales channel to the side navigation area of the Orders subcomponent. Select the small triangle in order to open up and view these as filters. |
Rules:
| Auto Send Order Emails | This option will automatically send your customers an order confirmation when they purchase from this particular sales channel. |
| Override Fulfillment Warehouse | This option will mandate that all products on orders within this sales channel be fulfilled in this location. If a particular product is not mapped to this warehouse location, then Lead Commerce will default back to the default warehouse location for that particular SKU. |
| Smart Ship | The Smart Ship checkbox provides admins with the control to either turn Smart Ship on or off depending on the Sales Channel. Smart Ship is a feature that provides back office users with even more order management automation. If this option is turned on, Lead Commerce will automatically recalculate shipping costs as a user adds or removes line items, makes adjustments to the fulfillment warehouse, enters a new ship to address and more. It is a very powerful feature that eliminates having to recalibrate all of your non-shipped line items. |
| Order Template | This is the Autoresponder Template this sales channel will use when orders are placed within this sales channel. |
| Default Small Package Provider | This option will allow you to set the Shipping Provider you would like the Auto Create Fulfillment to use when creating the Fulfillment for shipments that are LESS THAN 1 POUND. The option will automatically select the most economical shipping class for that shipping provider. |
| Default Large Package Provider | This option will allow you to set the Shipping Provider you would like the Auto Create Fulfillment to use when creating the Fulfillment for shipments that are MORE THAN 1 POUND. The option will automatically select the most economical shipping class for that shipping provider. |
Shipping Providers:
| Provider | This is the main shipping provider to use for this sales channel. Please Note: This option will be superseded if any Shipping Providers have been selected at the Customer Type. |
| Class | These are the individual classes that are available for this sales channel. |
Payment Methods:
| Payment Type | This is the Payment Methods that are associated and selected for this particular sales channel. Please Note: This option will be superseded if any Payment Methods have been selected at the Customer Type. |
| Name | This is the name of the Payment Method. |
Business Information:
| Business Name | This is the business name for the sales channel which will show up on the Autoresponder template and summary of an order. |
| Send From Email | This is the email the system will use to send your customers Order Confirmations and Shipping Confirmations. |
| Address 1 | This is the primary business address for this sales channel. |
| Address 2 | This is the secondary shipping address for this sales channel. |
| Region | This is the region of this sales channel. |
| City | This is the city of this sales channel. |
| State | This is the state for this sales channel. |
| Zip Code | This is the zip code for this sales channel. |
| Phone | This is the main business phone for this sales channel. |
| Fax | This is the business fax number for this sales channel. |
| Website | This is the website address for this sales channel. |
| Admin Order Email | This is the list of emails who will receive order confirmations when orders are placed within this sales channel. |
Attributes:
| Attribute Name | This is the name of the sales attribute you want to use for this sales channel indicated by the checkbox. |
| Attribute Type | This is the type of sales attribute that it is (i.e. dropdown, checkbox, small text area, large text area and date). |
Sales History:
| Order ID | This is the order id of any orders that have been placed within this sales channel. |
| Customer Name | This is the customer first and last name on this order. |
| Amount | This is the grand total of the order. |
| Order Status | This is the current order status for this order. |
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