Channels

Channels represent how sales are made — in-store, online, marketplace, wholesale, etc. Use them to track where your revenue comes from.

Creating a Channel

1. Navigate to Channels in the sidebar
2. Click New Channel
3. Select a type from the predefined list:
   • Walk-in — In-store or in-person sales
   • Shopee, Lazada, Tokopedia, TikTok — Marketplace platforms
   • Facebook, Instagram, WhatsApp, YouTube — Social commerce
   • Custom — Any other channel (enter your own name)
4. Click Create

Using Channels

When creating a transaction, select a channel from the dropdown. This helps you:

• Understand which channels drive the most revenue
• Filter transactions by channel
• Analyze channel performance in reports (Pro plan)

Related

• Transactions — Assign channels to transactions
• Reports & Analytics — Channel performance reports