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Order Channels

Overview

Order channels describe where an order originates — for example Branch, Website, or a delivery aggregator. They let you track and report on each source.

Requirements

  • Permission to view order channels

Steps

Open Order Channels

From the sidebar, go to Orders → Order Channels.

The Order Channels list.

Add a channel

Click Add New Channel button to open the form.

Creating a new order channel.

Name it

Enter a title that identifies the source, such as Branch, Website, or a delivery aggregator.

Enter a title that identifies the source.

Save

Click Save to add the channel.

Click Save.

Enable it per location

Open each location where the Order Channels should be available and enable it.

Enabling the Order Channel per location.

Click on the location you want to assign the new Order Channels

Click on the location you want to assign the new Order Channels.

Scroll down in the location data till you find the Order Channels section

Scroll dow in the location data

Order Channel Section

Order Channel Section
Order Channel Section

Assign Order Channel to this location

Assign Order Channel to this location by clicking on the Add New Order Channel button.

Assign Order Channel to this location

It will Open the Add New Order Channel Modal and you can select by typing title or code

Assign Order Channel to this location

Edit default Order Channels for this location

Edit default Order Channels for this location

Save

Click Save to assign the Order Channel.

Assign Order Channel to location.

Notes

Channels appear on order records so you can filter and report by where each order came from.

Troubleshooting

If a channel is missing from new orders, confirm it was saved and that the POS device has synced.

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