Channel Bay Help

Use these guides to keep your catalog and stock accurate, buy from suppliers, receive deliveries, move stock between locations, and complete stocktakes.

See What’s New for recent customer-facing updates and features in progress.

The main guides follow the inventory-and-purchasing workflow in Channel Bay:

• Inventory
• Suppliers
• Purchase Orders
• Stock Transfers
• Stocktakes
• Dashboard

You can also find guides for the supporting parts of Channel Bay:

• Sales Orders
• Customers
• Returns
• Reports
• Integrations
• Settings
• RP API

The app also provides a Help shortcut at the bottom of its sidebar.

Admin-only and internal tools are not included.

Get Started

• What’s New
• Quick Start
• Glossary
• Notifications

Set Up Channel Bay

• Shopify Install and Onboarding

Inventory And Purchasing

• Dashboard
• Inventory
• Product Mappings
• Suppliers
• Purchase Orders
• Stock Transfers
• Stocktakes

Sales And Customers

• Sales Orders
• Customers
• Returns

Reports, Integrations, And Help

• Reports
• Integrations and API
• RP API
• Settings and Billing
• Troubleshooting

How To Use These Guides

1. Start with Quick Start if you are new to Channel Bay.
2. Complete setup before relying on inventory, purchasing, or reports.
3. Follow the inventory-and-purchasing guides in the same order you work in the app, or open the guide that matches the page you are using.
4. Check Troubleshooting when something does not look right.