Licence holders use sales channels to match clients with products; before a client can purchase a product, the client and product must be part of the same sales channel. Additionally, a product must be part of at least one sales channel before it appears for sale in the Client Portal. Follow the steps below to add a product to a sales channel.
Required permission(s): product_read, product_update
- In the Products module, select a product to open the Product's Profile.
- Open the Sales Channels tab.
- Click New to open the Find Sales Channel modal.
- Select a sales channel to add the product to the channel.