Once you have created your sales channel you can now add these to orders.
Any orders that are placed by customers on your shop front automatically have the sales channel 'Website'.
For any orders that are added manually and not through the website, you can go into the order and add a sales channel for them. Head to the order in question via the "Orders" tab or create a new order. In the 'order details' section you will see a sales channel section...
Press on the 'Sales channel' option and a pop up will appear of all the sales channels in your system. This will be a mixture of sales channels you have created in settings, along with any that are already in the system i.e. website. From here you can then select where this order came from by selecting on a sales channel, this will then automatically be assigned to the order...
If you want to remove a sales channel from the order you can just select the "None" option from the pop up.
Please note: If no 'Sales channels' are selected for manually created orders, the reports will show the sales channels as 'Unknown'.
Therefore, this will need to be a manual process for your team if you want to add a sales channel to all manual orders.
Filtering orders by sales channels
Sales channels can also be used to filter orders so you will only see orders that were booked through the specific sales channel you selected.
To do this head to Orders > Filters > scroll to Sales channels > select which sales channel you want to filter by via the drop down menu.
This will generate a list of all orders that have been assigned this specific sales channel.
You can transfer the list that has been generated into a spreadsheet by pressing 'Export', this can then be saved or printed.
Top Tip: You can also use the Revenue by sales channel report to see data on orders created via different sales channels.