1. Kladana
  2. Sales & Purchases
  3. Sales Workflow

Sales Channels

If you sell goods simultaneously on different platforms, such as through a website, marketplaces, and social networks, sales channels are automatically indicated in the transactions. This allows you to evaluate the success of trading on each platform.

Create sales channel

Kladana automatically creates a new sales channel when you create a new online store connection. Sales channels are automatically specified in Sales Orders when they are uploaded from the online stores. sales order_sales channel.png

You can also create a new sales channel in the Sales Channel section or add it in the transaction.

To create a new sales channel:

  1. In the Kladana workspace, click on the user icon and select Settings → Lists → Sales сhannels.
  2. Click +Sales channel.
  3. Enter the name and select the type of the channel.
  4. Add description if necessary.
  5. Click Save.
    create sales channel.png

To add a new sales channel in a new transaction:

  1. Create a transaction. You can create sales channels in the following transactions: Sales Order, Sales Invoice, Sales Return, Shipment, Incoming Payment, Incoming Cash Payment, Outgoing Payment, Outgoing Cash Payment.
  2. Click + next to the Sales Channel field. create sales channel in transaction.png
  3. In the opened window, specify the information about the channel as described above.
  4. Click Save.

Sales channels in transactions

Sales channels can be specified in transactions in several ways:

  • Automatically via online store connection — when uploading Sales Orders from an online store, during retail sales, or returns from a point of sale. The channel is then marked in Sales Orders and related transactions: Sales Invoices, Shipments, Sales Returns.
  • Manually in each Sales Order — you can select the sales channel from the list or add a new one.
  • Bulk editing of Sales Orders — you can edit the sales channel in multiple transactions at once.
  • Automatically via workflows.

Sales channels reports

To view the sales results by channels, navigate to Sales → Profit → By Sales Channels.

You can also control revenue and operating expenses in the Financials → Profit and Loss report using the Sales Channel filter.