Channel brands and sales channels

A sales channel is a method, or avenue, through which you generate sales orders, for example, using a website, EPOS or eBay.

A channel brand is a company brand applied across a particular sales channel (or channels), for example, a trading name, logo or design. This enables a single Brightpearl account to manage orders across multiple brands. For each channel brand it possible to define:

  • Company name
  • Company email
  • Company bank details (for use on templates)
  • Logo for documents and emails
  • Default templates for documents and emails

The branding applied to documents and communications used is controlled by sales channels. A sales channel will automatically be applied to orders as they flow into Brightpearl and this will apply the relevant branding; documents use the correct logo and layout, display your correct company address, and emails will come from your correct company email address.

Where no sales channel is associated with an order the default channel brand will be used.

How to create a channel brand

  1. Go to Settings > Company > Company information.
  2. Your default channel brand will be listed, this was created when you entered your details on signing up. To add a new channel brand click the New channel brand button.
  3. Enter the contact information.
  4. Select the logo tab and upload your logo image.
  5. Select the financials tab and enter bank details. You may use these to print on documents.
  6. Select the templates tab and select which templates should be used.
  7. Click the Create channel branding button.

How to create a sales channel and assign a channel brand

  1. Go to Settings > Company > Channels.
  2. Click to add a channel and select the relevant channel type to create.
  3. Enter a name for the channel.
  4. Select the channel brand to apply to orders on this channel.

How to set a default sales channel

  1. Go to Settings > Sales > Sales settings.
  2. Select the default channel for manual sales.
  3. Save

How to make sales channel a required field

  1. Go to Settings > Sales > Sales settings.
  2. Set Require a channel when saving sales to Yes.
  3. Save.

Logos

A logo can be uploaded against a channel brand. By including the logo merge field on templates the relevant logo will be used every time. 

How to optimize your logo

You will need to upload your logo to Brightpearl so make sure you’ve got it saved to your computer. When you upload your logo it will be resized to 200 wide x 120px.

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