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.
Channel Bay also has a Help shortcut at the bottom of its sidebar. Admin-only and internal tools are not covered here.
Find a guide
Search by a task, screen, or Channel Bay term.
Common Tasks
- Quick Start Get from your first login to daily Channel Bay use.
- Add a Product Create a product with one SKU and shared product details.
- Create a Purchase Order Raise a restock request for a supplier.
- Receive a Purchase Order Record the stock you received in a delivery.
- Start a Stocktake Open a stock count for a location.
- Troubleshooting Find the right checks when a workflow or report looks wrong.
Get Started
- What's New Recent customer-facing updates and features in progress.
- Quick Start The fastest path from first login to daily use.
- Glossary Plain-language meanings for common Channel Bay terms.
- Notifications Where notifications appear and how to review them.
Set Up Channel Bay
- Shopify Install and Onboarding Install Channel Bay and walk through every first-run setup step.
Inventory And Purchasing
- Dashboard See which suppliers need buying and what stock is inbound.
- Inventory Manage products, variants, stock, and catalog imports.
- Product Mappings Link Channel Bay variants to the products on your sales channels.
- Suppliers Maintain supplier records, linked products, and purchase history.
- Purchase Orders Raise restock requests, receive stock in batches, and close orders.
- Stock Transfers Move stock between locations, from dispatch through receiving.
- Stocktakes Count stock at a location and export the variance report.
Sales And Customers
- Sales Orders Find synced orders, review their state, and process them in bulk.
- Customers Find customer records, addresses, and order history.
- Returns Record returned items and manage refunds against an existing order.
Reports, Integrations, And Help
- Reports Review sales, adjustments, and inventory analytics, then export.
- Integrations and API Connect stores and service providers, and manage linked stores.
- RP API Read purchase orders and stock transfers programmatically.
- Settings and Billing Manage subscription, locations, profile, and account security.
- Troubleshooting What to check when a workflow or report looks wrong.
How To Use These Guides
- Start with Quick Start if you are new to Channel Bay.
- Complete setup before relying on inventory, purchasing, or reports.
- 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.
- Check Troubleshooting when something does not look right.