Set up sub sales channels

A sub sales channel splits one sales channel into finer buckets. Amazon orders, for example, divide into FBA and MFN, and a Shopify store can separate its point-of-sale orders from its web orders. Every order still belongs to its sales channel, and the sub-channel adds a second label you can filter, report, and post to the books by.

Before you begin

• You need the sales channel permissions to view, create, or update sales channels.
• The sales channel must already exist, either a connected app or one of your own channels.

How sub-channels get created

Some channels create sub-channels for you as their orders import, and fill in the External Identifier so later orders land in the same one:

Channel	Sub-channels it creates
Amazon	FBA and MFN, from how each order is fulfilled
Shopify	One per order source, such as the online store or point of sale
Faire	One per order source, such as marketplace orders and Faire Direct orders
Square	Square POS, Square Online, and Square Invoices

You can also create your own, for any sales channel, and pick them on orders yourself.

Create a sub sales channel

1. Go to Orders → Sub Sales Channels. The list shows each sub-channel, its sales channel, its external identifier, and how many accounting overrides it has.

   

2. Click Create Sub Sales Channel.

3. Pick the Sales Channel it belongs to.

4. Type a Name, such as Wholesale Portal.

5. To post this sub-channel's sales to different accounts, open Accounting Overrides and pick any of Sales Nominal Code, COGS Nominal Code, Shipping Revenue Nominal Code, Shipping Refund Nominal Code, and Sales Returns & Allowances Nominal Code. A field left on Use default follows the sales channel's own accounts.

   

6. Click Create.

To change one later, click its edit icon in the list. A sub-channel a channel created for you shows its External Identifier as read-only.

Put orders in a sub-channel

• Orders from a connected channel get their sub-channel from the channel, as in the table above. On these orders the Sub Channel field is locked.
• Orders you create in SKU.io: open the sales order, edit its details, and pick the Sub Channel. The list offers the sub-channels of the order's own sales channel.
• Imported spreadsheets: fill the Sub Sales Channel column when you import sales orders.

Use sub-channels

• Filter orders. On the Sales Orders list, add the Sub Channel filter or show the Sub Channel column.
• Report. The Financial Summaries and Profitability reports can group by Sub Sales Channel.
• Post to the books. A sub-channel's overrides win over its sales channel's accounts for the orders in it. See Use different accounts for each sales channel.

Next steps

• How channel orders sync — how imported orders pick up a sub-channel.
• Connect more than one store or account — when a separate connection fits better than a sub-channel.