Adding a channel customer is the first step in the Channel Invoice workflow. This feature lets you create a channel invoice based on the shipped orders for a date range in Sellercloud so you can reconcile the channel’s invoice against Sellercloud data, and apply the channel’s payment to that invoice.
To add a channel customer:
- Go to Customers > Channel Customers > Add New Channel Customer.
- Complete the following fields (red asterisk = required):
FIELD DESCRIPTION Company* Choose the company. Channel* Choose the channel customer. You can only have one channel customer for each channel.
The values in this field depend on which channels are enabled for the selected company.
Display Name* Enter your unique preferred name for the channel customer, if desired. This can be the same as the channel name. QuickBooks Customer Name Enter the name you assigned the channel customer as their customer name in QuickBooks.
This field will not appear unless you select the Enable QuickBooks Workflow setting in your company’s Client Settings.
Account Number The account number assigned by the channel for the selected company. Enter the channel customer-contact’s email address. Email CC Enter the channel customer’s additional email contact. Website Enter the channel customer’s website. Payment Term Choose one of the payment terms that are set up here. Item Allowance Enter the amount ($) or percentage (%) the channel deducts from what they will pay you for each item.
Note: For channel customers that do not auto-generate channel invoices – requiring you to invoice them to release the amounts owed – you can always enter an item allowance when creating each individual channel invoice. Also, if the item allowance often fluctuates, you can leave this field blank and enter it when creating your channel invoice.
Shipping Allowance Enter the additional item allowance the channel deducts to cover their shipping cost.
Note: Some channels pay for shipping or do not deduct shipping cost; if so, you can leave this blank.
Include Shipping Check this box to see a Shipping Total line on the channel invoice (not applicable for Groupon).
Note: This is unrelated to the Shipping Allowance.
- Click Save. You are now ready to create a channel invoice for the channel customer.