bf9bf7abff
* added overview user guide * added manage user guide
140 lines
6.2 KiB
Plaintext
140 lines
6.2 KiB
Plaintext
import UiIcon from '@site/src/components/UiIcon';
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# Manage Sales Channels
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In this document, you’ll learn how to view and manage sales channels in your Medusa Admin.
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## View Sales Channels
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To view sales channels:
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- Click on Settings in the sidebar.
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- Choose Sales Channels from the list of settings.
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This opens the Sales Channels page where you can see the list of Sales channels on the left and the products in the selected sales channel on the right.
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For the products list, you can use the [same filters that are available in the Products page](../products/index.mdx#filter-products).
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## Search Sales Channels
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To search sales channels:
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- Go to Settings → Sales Channels
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- In the Sales Channels section on the left, click on the <UiIcon lightIcon="https://i.imgur.com/k0U0wpO.png" darkIcon="https://i.imgur.com/IdKjFak.png" alt="magnifier" /> icon next to the title of the section.
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- This shows an input to search sales channels by title and description.
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- To clear the search, click on the <UiIcon lightIcon="https://i.imgur.com/kvGRHQR.png" darkIcon="https://i.imgur.com/RJ4SLIu.png" alt="X" /> icon in the search input.
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## Create a Sales Channel
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To add a new sales channel:
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- Go to Settings → Sales Channels
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- In the Sales Channels section on the left, click on the <UiIcon lightIcon="https://i.imgur.com/1hL8NiW.png" darkIcon="https://i.imgur.com/8LtkPqW.png" alt="plus" /> icon next to the title of the section.
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- The form to create a new sales channel will open. The name of the sales channel is required, but the description is optional.
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- Once you’re done, you can either:
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- Click Save as draft to save the sales channel as disabled.
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- Click Publish channel to save the sales channel as enabled.
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## Change the Status of a Sales Channel
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A sales channel can be enabled or disabled. If a sales channel is disabled, that means it’s saved as a draft. If it’s enabled, that means it’s published.
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To enable or disable a sales channel:
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- Go to Settings → Sales Channels
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- In the sales channels list on the left, choose the sales channel you want to enable/disable.
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- At the top right of the right section, you can find the status of the sales channel, with a <UiIcon lightIcon="https://i.imgur.com/yrTcDO4.png" darkIcon="https://i.imgur.com/yrTcDO4.png" alt="green" /> icon if it’s enabled or a <UiIcon lightIcon="https://i.imgur.com/0lUln3B.png" darkIcon="https://i.imgur.com/0lUln3B.png" alt="grey" /> icon if it’s disabled.
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- Click on the status, and a dropdown will show to toggle the status. For example, if the status of the sales channel is Enabled, the dropdown will show a Disabled status.
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- Choose the status in the dropdown, and the status of the sales channel will change.
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## Edit Sales Channel’s Information
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To edit a sales channel’s information:
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- Go to Settings → Sales Channels
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- In the sales channels list on the left, choose the sales channel you want to edit.
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- At the top right of the right section, click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon.
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- Choose from the dropdown list “Edit general info”.
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- This opens a form in a window where you can edit the name and description of the sales channel.
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- Once done, click Save.
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## Delete a Sales Channel
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:::warning
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If you delete a sales channel, you won’t be able to restore it. Orders and Products associated with the sales channel will not be affected.
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:::
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To delete a sales channel:
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- Go to Settings → Sales Channels
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- In the sales channels list on the left, choose the sales channel you want to delete.
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- At the top right of the right section, click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon.
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- Choose from the dropdown list “Delete channel”.
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- Confirm deleting the tax rate by clicking the “Yes, delete” button in the pop-up.
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## Manage Products in Sales Channels
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### Add Products to Sales Channels
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:::info
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You can also add a product to a Sales Channel from the product’s edit page.
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:::
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To add products to a sales channel:
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- Go to Settings → Sales Channels
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- In the sales channels list on the left, choose the sales channel you want to add products to.
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- At the top right of the right section, click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon.
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- Choose from the dropdown list “Add products”.
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- This opens a window to add products with [filters](../products/index.mdx#filter-products) and [search](../products/index.mdx#search-products) functionalities similar to those of a product page.
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- Select the products you want to add to the sales channel.
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- Click Save.
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:::info
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Products in the list that are grayed out are products that are already added to the sales channel.
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:::
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### Remove Product from Sales Channel
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:::note
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If you remove a product from a sales channel, it will still be available in your ecommerce store, just not in that sales channel. You can also add the product again to the sales channel.
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:::
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To remove a product from a sales channel:
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- Go to Settings → Sales Channels
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- In the sales channels list on the left, choose the sales channel you want to remove the product from.
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- Find the product you want to remove from the sales channel.
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- Click the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon at the right side of the product’s row.
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- Choose from the dropdown list “Remove from the channel”.
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:::info
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You can also remove a product from a Sales Channel from the product’s edit page.
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:::
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