How to create and manage custom sales orders?

What is a Custom channel?

A Custom channel lets you post sales from channels Sumtracker doesn't integrate with, such as other online platforms (like TikTok Shop or Temu), phone orders or a trade show. These orders take stock out of your warehouse and count in your sales reports and replenishment, just like orders from your connected stores.

You can add as many Custom channels as you need, and they don't count towards your plan's channel limit. Orders you post to them do count towards your plan's order limit, the same as orders from your connected stores.

Add a Custom channel

1. Go to Sales Channels and click Add New Channel, then pick Custom.
2. Enter a Name, for example Wholesale.
3. Optionally, set an Order Number Prefix (for example WS-) and the Next Number. New orders are numbered from these automatically.
4. Click Add Channel.

Record a return

Once an order is fulfilled, open its Returned Items tab and click Add Return. Pick the item, the quantity and the warehouse it comes back to (the order's warehouse by default). The units go back into stock right away.

You can add several returns to one order, for part or all of each item.

Customer details

Sumtracker doesn't keep customer records. For safety and privacy, there are no customer profiles, addresses or phone numbers. Use the single Customer field for a name, email or any identifier. To link the order to the customer in your own system, add the External Customer ID and External URL.

Points to note

• Discounts apply to the unit price. A 10% discount on a unit price of 20 makes each unit 18. Prices exclude tax, and tax is added on the discounted price.
• Shipping includes tax. No tax is added to the shipping amount, so enter it with any tax already included.
• One warehouse per order, fulfilled in full. An order ships all its items from one warehouse at once and can't be partly fulfilled. If items ship from more than one warehouse, create a separate order for each warehouse.