V9 - Channels and Customer types
Channels and Customer types are optional but very useful sales features.
Adding and using Channels
Channels allow you to track sales which come in via different methods. For example, some sales might come in via walk-in sales, and some might be online sales. You could set up a channel for each type of sale so that you can track them differently. You can set up channels to represent anything you want. It is simply a way to segment your sales.
To define your channels, go to Tools & settings > Configuration > Lists > Channels and select +Add on the list. Complete the Name and Description fields, then save.
The Channel field is found on sales and shipment transactions. Select the applicable channel for the sale from the field's dropdown list. Channels can also be used as a filter for AOP rules.
Adding and using Customer types
SOS Inventory allows you to distinguish between your different customers—such as wholesale, retail, online, etc.—through the Customer type feature.
If you would like the customer type to sync to QuickBooks, it must first be created in QuickBooks Online and synced to SOS. If you create it in SOS first, the customer type will not sync to QuickBooks Online.
To add a new customer type in SOS Inventory, go to Tools & settings > Configuration > Lists > Customer types. On the Customer type list, select +Add. Enter the name of the customer type, then save.
Once created, the customer type will be added to the dropdown menu of the Customer type field on the Customer edit page. Sales by customer type - summary is available as a report (Operations > Reports > Sales > Sales by customer type - summary), and the customer type can be selected on a variety of other sales reports as a column option.