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How to Add a Client to a Sales Channel
How to Add a Client to a Sales Channel
Andrew Day avatar
Written by Andrew Day
Updated over 10 months ago

Sales Channels determine which products clients are permitted to purchase; a client can only order a product if both the client and product are part of the same Sales Channel. Follow the steps below to add a client to a Sales Channel.

Required permissions: client_read, sales_channel_read, client_update

  1. In the Clients module, select a client.

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  2. Open the Sales Channels tab.

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  3. Click New to open the Find Sales Channel modal.

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  4. Click on a Sales Channel to select it. This adds the client to the Sales Channel.


Before a client can order a product, the client and product must both be a part of the same Sales Channel. Visit the Products module to Add a Product to a Sales Channel.

A licence holder can customize the list of available Sales Channels to suit the needs of their facility, products, and clientele. Visit the Settings module to Create a New Sales Channel.

The client must be a part of at least one Sales Channel before they can place orders. For more information visit the Client Registration Process Guide.

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