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:

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

This section allows you to specify additional codes that the channels integration should attempt to match the products on during sales order import, for example Other References, website codes, Amazon ASINs and eBay SKUs. During the import process, Khaos Control will review all of the options configured here to match the stock item on the sales order. If no match can be found, the sales order will fail to import. For more information on how to setup additional codes against your stock items, please see [ System Data | Stock | Stock Barcode Type ] and the Barcodes button on the [ Stock | Detail | Properties ] tab of a stock item.

Matching Stock Items Actions Buttons

  • Add New button: adds a new Stock Barcode Type to match products on.
  • Delete button: removes a Stock Barcode Type from the grid.
  • Move Up Up and Move Down Down arrows to reorder the sequence in which Khaos Control should attempt to match the codes.

Grid Columns

Adding a New Stock Barcode Type to Match On

  1. Click the Add New button.
  2. On the Match Type popup, select the type of value you wish to match on from the drop-down:
    • Barcode Code.
    • Other Ref.
    • SKU.
  3. Click OK.
    Note: if you have selected Barcode Code, you will be presented with the Barcode Type popup on which you can select the Stock Barcode Type you wish to match on, as defined in [ System Data | Stock | Stock Barcode Type ] and the Barcodes button on the [ Stock | Detail | Properties ] tab of a stock item.

Channel specific group values

This section is broken down into two grids and allows you to define additional options to populate information against the sales orders that are imported into Khaos Control such as the Classification that should be used when creating new customers and a Sales Source for the order. The left-hand Group grid determines the options that will appear in the right-hand Values grid.

Channels Setup - Channel Specific Group Values

Every channel type has four key values that can be defined by:

  1. Focusing on the (Global) group in the left-hand grid.
  2. Focusing on the Value column for the field that you wish to define and pressing F4.
  3. Selecting the appropriate value and clicking OK.


  • Site: the site the sales order should be imported against and where the stock will subsequently be despatched from.
  • Classification: the company classification that new customers should be created with.
  • Courier: the courier that will be used to deliver the sales order.
    Note: if no courier is defined when you save the channel sales orders may fail to import.
  • Sales Source: the sales source that will be listed against the sales order which can be used for searching and reporting on sales orders.


Additional values can also be assigned against the (Global) group by clicking the Add New button. The options are:

  • Order Header Brand: to define a brand that should be assigned to an imported sales order.
  • Order Header Courier Group: to define the courier group that should be assigned to an imported sales order.
  • Order Header Invoice Prio.: to define an invoice priority that should be assigned to an imported sales order.
  • Order Header Keycode: to define a keycode that should be applied to the imported sales order.
  • Payment Bank Account: to define the bank account that the customer's payment should be posted to.
  • Customer Mailing Flag: to define the mailing flag or data protection level that newly created customers should be assigned.


eBay and Amazon Specific Values

Both the eBay and Amazon platforms provide a variety of different delivery options and you may wish to set different values to be applied to the sales order in Khaos Control depending on the delivery method, for example assigning a different invoice priority to Amazon Prime orders so that they can be easily identified in Sales Invoice Manager for picking, packing and despatch.

If you are creating an eBay or Amazon channel within Khaos Control, you will see the various options listed in the left-hand Group grid. For each type of delivery method you are able to specify the same values mentioned above.

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team