Edit Sales Channel
How to Access This Feature
"Data Management" → "Sales Channels" → Click channel name → Click "Edit" button
Contents
- 1. About This Feature — Overview / How to Access / 3 Use Cases
- 2. Features — Basic Info / Acceptance Settings / Order Settings / Shipping Rules / Billing
- 3. FAQ — 9 Questions + Notes
- 4. Related Features
1. About This Feature
Quick Jump: Overview | How to Access | Use Cases
1.1 Overview
The Sales Channel edit page allows you to modify various channel settings including basic information, inventory settings, expiration management rules, order processing methods, shipping conversion rules, and billing settings. Changes take effect after clicking "Save".
1.2 How to Access This Feature
"Data Management" → "Sales Channels" → Click channel name → Click "Edit" button
1.3 Use Cases
Quick Links: Adjust Expiration Check Standards | Set Up Tiered Expiration Rules | Set Up Shipping Conversion Rules
Scenario 1: Adjust Expiration Check Standards
Situation: Merchant requests to change a channel's expiration check from "No expiration check" to "Check by days", requiring 30+ days remaining for domestic orders.
What to do:
- Go to the sales channel edit page
- Expand the "Acceptance Settings" section
- Select "Check by days" for "Expiration Mechanism"
- Enter 30 for "Days Before Expiration"
- Click "Save" button
Result: After saving, the page redirects to details. Future orders for this channel will check if product expiration exceeds 30 days.
Scenario 2: Set Up Tiered Expiration Rules
Situation: Need to set different acceptance standards based on product original shelf life.
What to do:
▸ Set Expiration Mechanism
- Go to the sales channel edit page
- Expand the "Acceptance Settings" section
- Select "Check by days" or "Check by ratio" for "Expiration Mechanism"
▸ Add Tiered Rules
- Find the "Tiered Expiration Rules" area
- Click "Add" button
- Enter original expiration threshold (e.g., 90 days)
- Enter domestic and overseas acceptance standards
- Repeat steps 5-7 for additional tiers
- Click "Save" button
Result: After saving, the system automatically applies the corresponding acceptance rule based on product original expiration.
Scenario 3: Set Up Shipping Conversion Rules
Situation: Automatically change shipping type from home delivery to freight when order volume exceeds a threshold.
What to do:
- Go to the sales channel edit page
- Expand the "Shipping Rules Settings" section
- Click "Add Shipping Rule"
- Select "Original Shipping" as home delivery
- Select "Condition" as Volume, set direction to "Greater than", enter threshold
- Select "Target Shipping" as freight
- Click "Save" button
Result: After saving, orders exceeding the volume threshold will automatically change shipping type.
2. Features
Quick Jump: Basic Info | Acceptance Settings | Order Settings | Shipping Rules | Billing
2.1 Basic Information
| Field | How to Fill | Notes |
|---|---|---|
| *Channel Name | Enter the channel identification name | - |
| Internal Name | Enter internal alias | For internal identification |
| Enabled | Toggle switch to enable or disable | Disabled channels won't process new orders |
| Product Mapping Rule | Select "Match by SKU" or "Match by Barcode" | Determines how order products match system products |
| Order Template | Select from dropdown | Used for order printing |
2.2 Acceptance Settings
Inventory Settings
| Field | How to Fill | Notes |
|---|---|---|
| Primary Inventory Type | Select from dropdown | System prioritizes this type |
| Secondary Inventory Type | Select from dropdown | Used when primary is insufficient |
| Same Expiration Date | Toggle switch | Same order items must have same expiration when enabled |
Expiration Management
| Field | How to Fill | Notes |
|---|---|---|
| Expiration Mechanism | Select "No expiration check"/"Check by days"/"Check by ratio" | Determines check method |
| Days Before Expiration | Enter days (e.g., 30) | Only shown for "Check by days", domestic shipping |
| Overseas Days Before Expiration | Enter days (e.g., 60) | Only shown for "Check by days", overseas shipping |
| Expiration Ratio | Enter percentage (e.g., 50%) | Only shown for "Check by ratio", domestic shipping |
| Overseas Expiration Ratio | Enter percentage (e.g., 70%) | Only shown for "Check by ratio", overseas shipping |
| Enable Last Shipped Expiration Check | Toggle switch | Checks current expiration is not earlier than last shipment |
Tiered Expiration Rules
You can add multiple rules, each containing:
| Field | Description |
|---|---|
| Original Expiration Threshold | Product original shelf life threshold in days, auto-sorted |
| Domestic Acceptance Standard | Expiration requirement for domestic shipping (days or ratio) |
| Overseas Acceptance Standard | Expiration requirement for overseas shipping (days or ratio) |
2.3 Order Processing Settings
| Field | How to Fill | Notes |
|---|---|---|
| Allow Partial Allocation | Select "Yes"/"No" or leave blank for default | Blank uses merchant default setting |
| Fulfillment Lot Policy | Dropdown | Not set inherits from merchant |
| Auto Complete Fulfillment | Toggle switch | Auto-completes fulfillment after picking |
| Auto Reallocate Orders | Toggle switch | Auto-rechecks out-of-stock orders when inventory changes |
| Auto Reallocate Priority | Enter number | Only shown when auto recheck is enabled, lower = higher priority |
2.4 Shipping Rules
Shipping conversion rules allow the system to automatically change order shipping type based on conditions.
| Field | Description |
|---|---|
| Original Shipping | Original shipping type to be converted when condition is met |
| Condition | Select condition type: Volume, Weight (kg), Receiver Name, Full Address |
| Threshold | For Volume/Weight (kg): select "Greater than" or "Less than" and enter value; for name/address: enter keyword |
| Target Shipping | Shipping type to convert to |
2.5 Billing Settings
| Field | How to Fill | Notes |
|---|---|---|
| Check Fee | Enter amount | Optional |
| Picking Fee (Per Item) | Enter amount | Picking fee per item |
| Picking Fee (Box) | Enter amount | Picking fee per box |
| Picking Fee (Pallet) | Enter amount | Picking fee per pallet |
2.6 Action Buttons
| Button | Description |
|---|---|
| Back | Return to previous page (prompts for unsaved changes) |
| Save | Save all changes |
| Cancel | Discard changes and return |
3. FAQ
3.1 FAQ
▪ What's the difference between product mapping rules?
- Match by SKU: Uses product SKU for matching, more accurate
- Match by Barcode: Uses product barcode for matching, suitable when barcodes are standardized
Recommend using "Match by SKU" unless the order source only provides barcodes.
▪ How do I choose an expiration mechanism?
- No expiration check: For products not requiring expiration control (e.g., non-food items)
- Check by days: For fixed expiration requirements (e.g., "must have 30+ days before shipping")
- Check by ratio: For flexible adjustment based on original shelf life (e.g., "must have 50% remaining")
▪ How do I set tiered expiration rule thresholds?
Thresholds represent product original shelf life in days. For example:
- Threshold 180 days, 60 days before: Products with ≥180 days original expiration need 60+ days remaining
- Threshold 90 days, 30 days before: Products with 90-179 days original expiration need 30+ days remaining
The system automatically sorts rules from lowest to highest threshold.
▪ What's the difference between leaving "Allow Partial Allocation" blank vs selecting "Yes/No"?
- Blank: Uses the merchant's default setting
- Yes/No: Overrides merchant default with the specified value
Recommendation: Leave blank to use merchant default unless there's a specific requirement.
▪ What's the priority order for shipping conversion rules?
The system checks rules in list order and applies the first matching rule. Place stricter conditions at the top.
▪ When do changes take effect?
Changes take effect immediately after saving, but only affect orders created afterward. Existing orders are not affected.
▪ Why can't I edit certain fields?
Possible reasons:
- The field is controlled by system administrators
- Your permissions don't include editing that field
Contact your administrator to confirm.
▪ What should I do when prompted about "unsaved changes" when leaving?
- Click "Leave": Discard all unsaved changes
- Click "Stay": Return to edit page to continue editing
Recommendation: Confirm changes are correct and click "Save" to avoid losing modifications.
▪ How do I delete a tiered expiration rule?
Click the delete button at the front of the rule in the rule list. Remember to click "Save" for changes to take effect.
3.2 Notes
⚠️ Important Reminders
- Changes only take effect after clicking "Save"
- Setting changes only affect orders created afterward; existing orders are not affected
- Expiration rules affect inventory locking; confirm the impact on existing orders before making changes
- Shipping conversion rules are checked in order; place stricter conditions at the top
4. Related Features
| Feature | Description | Link |
|---|---|---|
| Sales Channels List | View and manage all sales channels | Go |
| New Sales Channel | Create a new sales channel | Go |
| Sales Channel Details | View complete settings for a single sales channel | Go |
| Inventory Types | Manage inventory type settings | Go |
| Shipping Account Management | Manage shipping account settings | Go |
| Order Template Management | Manage order printing templates | Go |