Sales Channels
How sales channels work, how to add custom ones, and how to see where your orders come from.
What are Sales Channels?
A sales channel records where an order came from, so your reports can show which sources bring you the most business.
Predefined Channels
Cashvio ships with predefined channels, each with its own icon:
- Web (your online storefront)
- Portal (orders your team creates)
- Telegram
- TikTok
Predefined channels cannot be deleted.
Creating a Custom Channel
For any other source (e.g., "Phone Orders", a marketplace, a delivery app):
- Go to Settings > Channels.
- Click Create Channel.
- Enter the channel name (up to 50 characters) and save.
You can create up to 20 custom channels. Custom channels can be deleted; renaming is not currently supported, so delete and re-create instead.
Enabling Channels per Store
Which channels are usable is controlled per store:
- Go to Settings > Stores, open the store, and select the Channels tab.
- Toggle each channel active or inactive for that store.
Using Channels on Orders
When your team creates a sale in the portal or POS, pick the channel that matches where the sale came from (Portal, WhatsApp, a custom channel, and so on). You can filter the orders list by channel.
Online storefront orders
Orders placed on your online storefront are tagged with the Web channel automatically. You do not need to choose a channel for those orders. This is separate from Order Source, which still shows Storefront for online orders and Web for orders created in the portal.
Viewing Channel Performance
Open Reports > Overview to see the Sales by Channel chart, showing which channels bring the most revenue and orders. Online storefront sales appear under Web. Orders with no channel selected (for example older portal sales) are not included in the chart slices; the report can still show how many orders are missing a channel.
Tip
Set up channels that match your real sales sources. Accurate channel attribution tells you exactly where to invest your marketing effort.