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Sales Channels

The Sales Channels section allows you to configure and manage the platforms where your products are sold. It currently supports the following sales channels

  • Equotix POS
  • Lazada
  • OpenCart
  • Shopee
  • Shopify
  • TikTok Shop

 

Accessing Sales Channels

  1. Open your Dashboard
  2. Navigate to Integration > Sales Channels

 

Add New Sales Channel

To add a new sales channel:

  1. Click on the "+" button
  2. Select the sales channel you wish to integrate
  3. Follow the setup steps specific to the selected platform

 

Sale Channel Setup

Each channel has its own required and optional fields.

 

Equotix POS

Select Equotix POS to begin setup

General

Field Required Usage
Name Yes The name to identify this sales channel
Status Yes Status of this sales channel
Default Invoice Template Yes The default invoice template to use for each order.
Force Print Invoice Yes Force print the default invoice set above after each order is created or edited.
Platform Language Yes Choose the default language used for this sale channel product listings.
Platform Currency Yes Choose the default currency for orders from this sale channel.
Default Customer Group Yes The default customer group to use for new sign ups.
Default Customer Yes The default customer customer to use for guest orders.

Order Statuses

Field Required Usage
Complete Order Status Yes POS complete order status.
Cancelled Order Status Yes POS cancelled order status.

Shipping

Field Required Usage
Shipping Page Status Yes Enable to manage this channel orders in the shipping management page.
To Ship Order Status Yes The order status for orders to display under To Ship.
Shipped Order Status Yes The order status for orders when marked shipped.

Stocks

Field Required Usage
Inventory Deduct Location Yes Choose the location to deduct stocks from for new orders.
Inventory Sync Location Yes Choose the location to use the stocks quantity for this sale channel.

Quick Access

The Quick Access feature allows you to manage which items are displayed on the POS page for faster and easier selection during checkout.

Field Required  Usage
Items Optional The items that will be displayed on the POS's add order page
Categories Optional The category that will be displayed on the POS's add order page
Coupons Optional The coupon codes that will be displayed on the POS's add order page

Receipt

Field Required Usage
Receipt Header Optional Receipt header to use for the invoice template.

If left empty, the receipt header configured within the company setting will be used
Receipt Footer Optional Receipt footer to use for the invoice template.

If left empty, the receipt footer configured within the company setting will be used

Display

Field Required Usage
POS Banner Optional POS split screen display section

 

 

Lazada

Select Lazada to begin setup

Equotix One would require permission to your Lazada account. To proceed, click on Connect with Lazada

Note: 

You should be using your store's Lazada account

Review the permissions and proceed to login

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Upon completion, you will be redirected back to to complete the setup. You will need to provide the details for the following fields.

Once done, you will be redirected back to Equotix One to complete the setup.

General

Field Required Usage
Name Yes Choose a name for you to easily identify this sale channel.
Status Yes Set the status of this sale channel.
Platform Language Yes Choose the default language used for this sale channel product listings.
Platform Currency Yes Choose the default currency for orders from this sale channel.
Default Customer Yes Choose the default customer being used for all orders from Lazada.
Override Payment Method Yes Choose whether to override the payment method name for all orders imported from Lazada.

Order Statuses

Field Required Usage
Pending Order Status Yes Lazada New order status
Packed Order Status Yes Lazada Packed order status
Repacked Order Status Yes Lazada Repacked order status
Ready to Ship Order Pending Status Yes Lazada RTS pending order status, awaiting courier pickup.
Ready to Ship Order Status Yes Lazada RTS order status
Shipped Order Status Yes Lazada Shipped order status
Failed Delivery Order Status Yes Lazada Failed Delivery order status
Delivered Order Status Yes Lazada Delivered order status
Returned Order Status Yes Lazada Returned order status
Cancelled Order Status Yes Lazada Cancelled order status
Lost By 3PL Order Status Yes Lazada Lost By 3PL order status
Damaged By 3PL Order Status Yes Lazada Damaged By 3PL order status
Shipped Back Order Status Yes Lazada Shipped Back order status
Shipped Back Success Order Status Yes Lazada Shipped Back Success order status
Shipped Backed Failed Order Status Yes Lazada Shipped Back Failed order status

Credit Note Status

Field Required Usage
Open Credit Note Status Yes Lazada Reversed Open Status
Closed Credit Note Status Yes Lazada Reversed Refunded Status
Void Credit Note Status Yes Lazada Reversed Cancelled Status

Stocks

Field Required Usage
Inventory Deduct Location Yes The location to deduct stocks from for new orders
Inventory Sync Location Yes The location to use the stocks quantity for this sales channel

Note: If you want to manage your stock levels on OpenCart directly, you should select the No Synchronisation option

Airway Bill

Field Required Usage
Airway Bill Amount Limit Optional Prevent orders above set amount from generating an airway bill on system. Set to '0' to disable feature.

 

 

OpenCart

Select OpenCart to begin setup

Note: 

In order to complete the integration, you must have the Equotix One extension installed on your OpenCart.

To setup the integration with Equotix One, you will need to provide the following information from your OpenCart account.

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Field Required Usage
Website URL Yes The URL of your OpenCart website
API Key Yes The OpenCart API key generated from the Equotix One extension
API Secret Yes The OpenCart API secret generated from the Equotix One extension

Once the connection is established, you will need to provide the details for the following fields

General

Field Required Usage
Name Yes Choose a name for you to easily identify this sale channel.
Status Yes Set the status of this sale channel.
Platform Language Yes Choose the default language used for this sale channel product listings.
Platform Currency Yes Choose the default currency for orders from this sale channel.
Default Customer Group Yes Set the default customer group for newly created customers.
Override Payment Method Yes Choose whether to override the payment method name for all orders imported from OpenCart.

Order Statuses

Field Required Usage
New Order Status Yes OpenCart New order status
Pickup Order Status Yes OpenCart Pickup order status
Confirmed Order Status Yes OpenCart Confirmed order status
Shipped Order Status Yes OpenCart Shipped order status
Complete Order Status Yes OpenCart Complete order status
Cancelled Order Status Yes OpenCart Cancelled order status

Stocks

Field Required Usage
Inventory Deduct Location Yes The location to deduct stocks from for new orders
Inventory Sync Location Yes The location to use the stocks quantity for this sales channel

Note: If you want to manage your stock levels on OpenCart directly, you should select the No Synchronisation option

 

 

Shopee

Select Shopee to begin setup

Equotix One would require permission to your Shopee account. To proceed, click on Connect with Shopee.

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Login with your store's Shopee account to authorise the connection.

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Once the connection is established, you will need to provide the details for the following fields

General

Field Required Usage
Name Yes Choose a name for you to easily identify this sale channel.
Status Yes Set the status of this sale channel.
Platform Language Yes Choose the default language used for this sale channel product listings.
Platform Currency Yes Choose the default currency for orders from this sale channel.
Default Customer Yes Choose the default customer being used for all orders from Shopee.
Override Payment Method Yes Choose whether to override the payment method name for all orders imported from Shopee.

Order Statuses

Field Required Usage
Pending Order Status Yes Shopee Pending order status.
Yes Shopee To Ship (To Process) order status.
Yes Shopee To Ship (Processed) order status.
Yes Shopee To Ship (Failed Shipping) order status.
Yes Shopee Cancellation Requested order status.
Yes Shopee Cancelled order status.
Yes Shopee Shipped (On Delivery) order status.
Yes Shopee Shipped (Delivered) order status.
Yes Shopee Return / Refund order status.
Yes Shopee Complete order status. Final order status.

Credit Note Statuses

Field Required Usage
Return Requested Credit Note Status Yes Shopee Return Requested credit note status.
Return Accepted Credit Note Status Yes Shopee Return Accepted credit note status.
Return Cancelled Credit Note Status Yes Shopee Return Cancelled credit note status.
Return Judging Credit Note Status Yes Shopee Return Judging credit note status.
Return Refund Paid Credit Note Status Yes Shopee Return Refund Paid credit note status.
Return Closed Credit Note Status Yes Shopee Return Closed credit note status.
Return Processing Credit Note Status Yes Shopee Return Processing credit note status.
Return Seller Dispute Credit Note Status Yes Shopee Return Seller Dispute credit note status.

Stocks

Field Required Usage
Inventory Deduct Location Yes The location to deduct stocks from for new orders
Inventory Sync Location Yes The location to use the stocks quantity for this sales channel

Note: If you want to manage your stock levels on OpenCart directly, you should select the No Synchronisation option

Airway Bill

Field Required Usage
Airway Bill Amount Yes Prevent orders above set amount from generating an airway bill on system. Set to '0' to disable feature.

 

 

Shopify

Select Shopify to begin setup

Equotix One would require permission to your Shopify account. To proceed, fill in the API details and click on Connect with Shopify.

Once the connection is established, you will need to provide the details for the following fields

General

Field Required Usage
Name Yes Choose a name for you to easily identify this sale channel.
Status Yes Set the status of this sale channel.
Platform Language Yes Choose the default language used for this sale channel product listings.
Platform Currency Yes Choose the default currency for orders from this sale channel.
Default Customer Group Yes Set the default customer group for newly created customers.
Override Payment Method Yes Choose whether to override the payment method name for all orders imported from Shopify.

Order Statuses

Field Required Usage
Paid & Unfulfilled Order Status Yes Shopify Paid & Unfulfilled Order Status
Paid & Partially Fulfilled Order Status Yes Shopify Paid & Partially Fulfilled Order Status
Paid & Fulfilled Order Status Yes Shopify Paid & Fulfilled Order Status
Partially Refunded & Unfulfilled Order Status Yes Shopify Partially Refunded & Unfulfilled Order Status
Partially Refunded & Partially Fulfilled Order Status Yes Shopify Partially Refunded & Partially Fulfilled Order Status
Partially Refunded & Fulfilled Order Status Yes Shopify Partially Refunded & Fulfilled Order Status
Refunded & Unfulfilled Order Status Yes Shopify Refunded & Unfulfilled Order Status
Refunded & Fulfilled Order Status Yes Shopify Refunded & Fulfilled Order Status

Stocks

Field Required Usage
Inventory Deduct Location Yes The location to deduct stocks from for new orders
Inventory Sync Location Yes The location to use the stocks quantity for this sales channel

Note: If you want to manage your stock levels on OpenCart directly, you should select the No Synchronisation option

 

 

TikTok Shop

Select TikTok Shop to begin setup

Equotix One would require permission to your TikTok Shop account. To proceed, click on Connect with TikTok Shop.

Once the connection is established, you will need to provide the details for the following fields

General

Field Required Usage
Name Yes Choose a name for you to easily identify this sale channel.
Status Yes Set the status of this sale channel.
Platform Language Yes Choose the default language used for this sale channel product listings.
Platform Currency Yes Choose the default currency for orders from this sale channel.
Default Customer Yes Choose the default customer being used for all orders from Tiktok Shop.
Override Payment Method Yes Choose whether to override the payment method name for all orders imported from Tiktok Shop.

Order Statuses

Field Required Usage
On Hold Order Status Yes Tiktok Shop On Hold order status.
Awaiting Shipment Order Status Yes Tiktok Shop Awaiting Shipment order status.
Awaiting Collection Order Status Yes Tiktok Shop Awaiting Collection from courier order status.
In Transit Order Status Yes Tiktok Shop In Transit order status.
Delivered Order Status Yes Tiktok Shop Delivered order status.
Completed Order Status Yes Tiktok Shop Completed order status.
Cancelled Order Status Yes Tiktok Shop Cancelled order status.

Stocks

Field Required Usage
Inventory Deduct Location Yes The location to deduct stocks from for new orders
Inventory Sync Location Yes The location to use the stocks quantity for this sales channel

Note: If you want to manage your stock levels on OpenCart directly, you should select the No Synchronisation option

 

Delete Sales Channel

To delete a sales channel

  1. Select the Sales Channel(s) to delete
  2. Click on Delete Selected

In the example above, the sales channel East - Equotix POS will be deleted.

Note

  • Orders and items will no longer be synced after deletion
  • Existing imported orders and customers will not be deleted

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