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.