New Sales Channel
How to Access This Feature
"Data Management" → "Sales Channels" → Click "Add" button
Contents
- 1. About This Feature — Overview / How to Access / 2 Use Cases
- 2. Features — Basic Info / Acceptance Settings / Order Settings / Shipping Rules / Billing
- 3. FAQ — 5 Questions + Notes
- 4. Related Features
1. About This Feature
Quick Jump: Overview | How to Access | Use Cases
1.1 Overview
The Sales Channel creation page allows you to create new sales channels for merchants. Each sales channel represents a sales pipeline (such as e-commerce platforms, physical stores, wholesale customers) with its own inventory type, expiration management rules, order processing methods, and billing settings.
1.2 How to Access This Feature
"Data Management" → "Sales Channels" → Click "Add" button
1.3 Use Cases
Quick Links: Create Channel for New E-commerce Platform | Create Channel for Wholesale Customer
Scenario 1: Create Channel for New E-commerce Platform
Situation: A merchant has added Shopee as a new sales pipeline and needs a corresponding sales channel.
What to do:
- Go to the sales channels list, click the "Add" button
- Select the merchant
- Enter the channel name (e.g., "Shopee")
- Set product mapping rule to "Match by SKU"
- Select default shipping type
- Click "Save" button
Result: The sales channel is created successfully. Future Shopee orders will use this channel's settings.
Scenario 2: Create Channel for Wholesale Customer
Situation: Adding a new large wholesale customer who requires more relaxed expiration standards (only 14 days remaining before shipment).
What to do:
- Go to the sales channels list, click the "Add" button
- Select the merchant
- Enter the channel name (e.g., "Wholesale Customer A")
- Expand the "Acceptance Settings" section
- Set "Expiration Mechanism" to "Check by days"
- Enter 14 for "Days Before Expiration"
- Click "Save" button
Result: The created channel will use 14 days as the expiration threshold, allowing products with shorter remaining shelf life to ship.
2. Features
Quick Jump: Basic Info | Acceptance Settings | Order Settings | Shipping Rules | Billing
2.1 Basic Information
| Field | How to Fill | Notes |
|---|---|---|
| *Merchant | Select merchant from dropdown | Required, cannot be changed after creation |
| *Channel Name | Enter the channel identification name | Required |
| Internal Name | Enter internal alias | For internal identification |
| Enabled | Toggle switch to enable or disable | Enabled by default |
| 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 | Disabled by default |
Expiration Management
| Field | How to Fill | Notes |
|---|---|---|
| Expiration Mechanism | Select "No expiration check"/"Check by days"/"Check by ratio" | Defaults to no check |
| Days Before Expiration | Enter days (e.g., 30) | Only shown for "Check by days" |
| Overseas Days Before Expiration | Enter days (e.g., 60) | Only shown for "Check by days" |
| Expiration Ratio | Enter percentage (e.g., 50%) | Only shown for "Check by ratio" |
| Overseas Expiration Ratio | Enter percentage (e.g., 70%) | Only shown for "Check by ratio" |
| Enable Last Shipped Expiration Check | Toggle switch | Disabled by default |
Tiered Expiration Rules
After selecting an expiration mechanism, you can add multiple tiered 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 | Blank uses merchant default setting |
| Fulfillment Lot Policy | Dropdown | Inherits from merchant by default |
| Auto Complete Fulfillment | Toggle switch | Disabled by default |
| Auto Reallocate Orders | Toggle switch | Disabled by default |
| Auto Reallocate Priority | Enter number | Only shown when auto reallocation is enabled |
2.4 Shipping Rules
Shipping conversion rules allow the system to automatically change order shipping type based on conditions. Click "Add Shipping Rule" to add rules.
| 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 | Create the sales channel |
| Cancel | Discard creation and return |
3. FAQ
3.1 FAQ
▪ Can I change the merchant after creating a channel?
No. The merchant cannot be changed once selected during creation. If you need to change the merchant, please create a new sales channel.
▪ What are the required fields?
Only "Merchant" and "Channel Name" are required. All other fields are optional.
▪ Can I use the channel immediately after creation?
Yes, the "Enabled" option is turned on by default, so the channel is active immediately after saving.
▪ Where can I find the channel after creation?
After saving, you can find the newly created channel in the "Sales Channels" list. Click the channel name to view details or make edits.
3.2 Notes
⚠️ Important Reminders
- The merchant cannot be changed after selection, please confirm your choice
- The channel is enabled by default and takes effect immediately after creation
- Expiration rules affect inventory locking, confirm merchant requirements before setting
4. Related Features
| Feature | Description | Link |
|---|---|---|
| Sales Channels List | View and manage all sales channels | Go |
| Sales Channel Details | View complete settings for a single sales channel | Go |
| Sales Channel Edit | Modify sales channel settings | Go |
| Inventory Types | Manage inventory type settings | Go |
| Shipping Account Management | Manage shipping account settings | Go |