How to set up a Bright Sites Sales Channel [Step-by-step guide]

Modified on Tue, 29 Oct at 6:05 PM

To connect Bright Sites, you will have to, first, create a Sales Channel connection, and then, set up the connection parameters.

Once the connection has been established between the system and techOMS, you will be able to push and update Sales Orders, get stock updates and synchronize inventory.

The process consists in two phases:

1) Create the channel

2) Configure additional parameters

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

CREATE CHANNEL

NOTE: Note as you set up the channel that you will need to provide the Name, Shop Domain and Access Token accordingly besides the generic steps on How to Create a Sales channel detailed below.

To create a Sales Channel you will have to follow the instructions in How to Create a Sales Channel [Step-by-step guide]

Once you have added it, proceed to the following section.

CONFIGURE ADDITIONAL PARAMETERS

To configure additional parameters:

1) Click on the created channel's name in the list

2) Add/Change/Set parameters according to each section as required (click to enhance):

SECTIONS

A) VIEW SELECTION, allows to change the different view modes:

Main settings (default): Allows to review and set the basic connection settings
Advanced settings: Allows to define the Access Token, Order and Inventory options, Timezone, Units of Measurement, etc.

WARNING: The Advanced Settings section details features the option to Update order with last shipment information. If this setting is configured to Yes, techOMS will update orders using the API update order method.

Warehouse Mappings: If available, allows you to bind or modify the connection to a specific warehouse instance, setting or modifying the Warehouse IDs (Warehouse as the techOMS entity, External as the Identifier on the Sales Channel end) to bind both ends
Carrier Mappings: Allows to review and set Carrier name mappings between the Sales Channel connection and techOMS as detailed here: How to map Carriers in a Sales Channel [Step-by-step guide]
SKU Mappings: Allows to review and set SKU mappings between the Sales Channel connection and techOMS as detailed here: How to map SKUs in a Sales Channel [Step-by-step guide]

B) QUICK ACTIONS, allows to perform additional/quick actions:

Health Check: Verifies if the connection is active or not
Sync: Provides manual quick actions to synchronize different sets of data from/to the channel
Save: Saves and commits changes
Delete: Deletes the channel connection

C) GENERAL, displays and/or allows to edit:

Key (locked): API key
Connection name: Display name for the connection, can be edited if required for more convenient identification if there are many
Host: URL of the connection, can be edited if the URL is changed at any point
Shop Domain: Shop Domain URL for techOMS to connect to

D) PRIVACY, displays and allows to set/modify the Personal Identification Information retention threshold

E) SYNC ACTIONS, displays information about the synchronization actions and last activity, as well as allowing manual logging

NOTE: If you wish to set up automations for the channel, follow the steps here: How to configure Recurring Jobs for Sales/Fulfillment channel Automation [Step-by-step guide]