Edit or inactivate a sales channel

Update a sales channel or make it inactive when it should no longer be selected on new transactions. Open Menu, and then select Sales > Settings > Sales channels.

Before you begin

You need permission to manage sales channel records.

To edit a sales channel

1. Open Menu, and then select Sales > Settings > Sales channels.
2. Select the sales channel to open it.
3. Select Edit.
4. Update Name or Description.
5. Select Update.

To inactivate a sales channel

1. Open the sales channel.
2. Select More actions > Set as inactive.
3. Confirm the action.

QuickStart marks the channel Inactive. The channel remains available for historical transactions and can be displayed by using the Inactive filter.