Channels allows you to add and manage Channel Concepts available. Channels are used to group accounts by their concept (version/similarity) There is three main groups that are Channels separated in.
- Corporate
- Dealer
- Retail
Create Channel
- Click on Settings
- Click on Channels
- Click on New Item
- From Channel dropdown choose if it is Corporate, Dealer or Retail Channel
- Under Class Name type in concept or channel name
- If your system uses feed for account management please enter CPMS ID otherwise you can leave this blank
- Click Save
Note
- The concept type will only show on the accounts page once you assign an account to it.
- Channels are visible in drop-down when you are creating or managing Channel Outlet Account and in Allocations
- Channels that have no active accounts in them are greyed out
- Count numbers show number of active stores in channel followed by total number of stores including closed
- You can't delete Channels.