In this knowledge base article, you will learn how to enable and setup the offline Sales importer. It enables the seamless uploading of CSV files containing offline sales data, a process often relevant for orders conducted via phone or direct mail.
It’s important to note that the Offline Sales Importer becomes accessible to administrators once a default channel has been established in their administrator account. This foundational step ensures that offline sales data can be accurately tracked and recorded within your system.
Prerequisites
- Access to Powered By Jumbo Admin
1. Set Up A Dedicated Channels
In order to track and associate your offline sales, it is important to establish dedicated sales channels. This allows for precise categorisation and monitoring of your offline sales data.
- Start by navigating to Operations > Manage Channels
- Click the “Add new channel”
- Enter a “Channel Key”
- Enter a “Channel Name”
- Click Save
Channel Key – serves as a short form or code, making it easy to associate sales with a particular channel when importing data from CSV files
Channel Name – is a more descriptive and human-friendly label for your sales channel. It is used to provide a clear and detailed understanding of the channel’s purpose and origin.
2. Set A Default Channel In The Administrator Account
The Offline Sales Importer becomes accessible to administrators once a default channel has been established in their administrator account.
- Navigate to Operations > Administrators
- Select the Administrator you want to be able to use the Offline Sales importer
- Assign the sales channel you just created (1)
- Set the Default Sales channel to your newly created channel (2)