Channels 2.0 Detail Setup Tab


The [ Channels | Detail | Setup ] tab is loaded by double-clicking on a channel in the [ Channels | List ] grid. The selected channels setup details are then displayed, grouped by the following areas:

  1. General
  2. Import Orders
  3. Channel Specific
  4. Matching Options
  5. Define how stock items will match when importing orders
  6. Channel specific group values

General

  • Name: a user defined description to identify the channel.
  • Type: the type of channels integration (such as WooCommerce, Big Commerce, Shopify, eBay or Amazon). This is set when you first create the channel and cannot be edited.

Import Orders

  • Order Ref. Format: allows you to define a customer order format for orders imported into Khaos Control from the channel. For example, if you wanted 'AZ' suffixed to each order number that is imported from Amazon, you sould define the format as {0}AZ.
    Note: the channels order number is imported into the Ass. Ref field against the sales order in Khaos Control.
  • Use generic customer: some channels and marketplaces to not wish to share detailed customer data with you. As a result, it can be easier to process all sales orders from these channels against a generic customer in Khaos Control, rather than against the individual customers that have purchased from you.
    • a tri-state checkbox, set to the "on" setting. Ticking this option will result in a new customer record being created each month to process all of the orders from the channel. The  Code (URN)  will be created with a format similar to "ChannelName-mmyy", for example "Amazo-0317".
      Note: this is limited to 10 characters, so the channel's name may become truncated as per the previous example.
    • If this option is a tri-state checkbox, set to the "off" setting unticked (default), a new company record will be created for each new customer that purchases from you.


WARNING icon
WARNING: the following option is very important


  • Don't import orders: when you create a new channel and is used to control the initial orders which will be imported into Khaos Control from your channel. It is likely that you have processed some, if not all of the orders which Khaos Control identifies for import when first contacting the channel.
    • Whilst a tri-state checkbox, set to the "on" setting. ticked, this option will stop the sales orders from importing into Khaos Control until you have reviewed them against the [ Channels | Orders ] tab.
    • Once you have marked any appropriate orders as Ignore / Don't Import this option can be a tri-state checkbox, set to the "off" setting unticked.
      Note: this option can be a tri-state checkbox, set to the "on" setting. ticked at any point in order to pause the automatic download of orders from the channel.
  • Stock Description: determines whether the stock item description on the imported sales order will use:
    • The description of the product as listed on the channel; or
    • The stock description from Khaos Control.
  • Order Date: determines whether the sales order is imported with the date already against the order on the channel or to define a new one using the date the order was imported into Khaos Control.

Channel Specific

The Channel Specific values will vary depending on the channel that you are linking to. For more information, please see the following How Tos:

  • How To: Obtain and Enter Channel Specific Values for WooCommerce
  • How To: Obtain and Enter Channel Specific Values for BigCommerce
  • How To: Obtain and Enter Channel Specific Values for Shopify
  • How To: Obtain and Enter Channel Specific Values for eBay
  • How To: Obtain and Enter Channel Specific Values for Amazon

Matching Options

If the Use generic customer setting is a tri-state checkbox, set to the "off" setting unticked (above), then Khaos Control will create a new company record for each new customer that purchases from you. However, depending on how a customer enters their details during their purchase, Khaos Control may identify them as being a new customer when they have previous purchased from you. The matching options identify the key pieces of information that Khaos Control should attempt to match a customer on prior to creating a new company record.

Note: at least one option should be selected else Khaos Control will create new customer records for each sales order imported. Any duplicated would then need to be merged or deduped, see How To: Merge Company Records or How To: De-Dupe Records.

The data that you can match on is the same for Company Matching, Address Matching and Contact Matching:

  • Company Name.
  • Address 1.
  • Address 2.
  • Address 3.
  • Town.
  • Postcode.
  • Surname.
  • Forename.
  • Telephone.
  • Email.
  • URN.

Define how stock items will match when importing orders

Channel specific group values

Contact the Khaos Team