Create a sales channel

Create a sales channel to categorize sales transactions for reporting and allocation purposes. Open Menu, and then select Sales > Settings > Sales channels.

Before you begin

You need permission to manage sales channel records.

To create a sales channel

1. Open Menu, and then select Sales > Settings > Sales channels.
2. Select Create sales channel.
3. Enter the required Name and an optional Description.
4. Select Create.

QuickStart creates the channel and makes it available for supported sales transactions.