Unleashed
Unleashed Setup Guide
Obtaining the API keys from Unleashed
You can acquire the credentials by contacting your Unleashed account manager.
Installing the Unleashed Sales Channel
To add the Unleashed sales channel to your Channels account, kindly adhere to the following steps:
- Access your account and go to the left side of the screen. Click the "Stores" button.
- If you already have a store, click "View Store" on the right side of the screen to access it.
- To edit an existing store, click the edit button on the right side. If you need to create a new store, click "+ ADD" above, name it, and use the edit button to make changes.
- Click "+ ADD" in the Channels section to begin the installation.
- A window will appear in the centre of the screen. Choose "Unleashed" from the list of available channels.
- Provide the required information:
- Channel Name: In the provided field, you can enter any name you desire. However, it is recommended to choose a name that has meaning to you, such as "Unleashed", as it will serve as an apparent reference for the source of the order in the future.
- App ID & Key: Please enter the information obtained from the Unleashed platform, as previously instructed. These fields must be filled out correctly to access your account.
- Order Statuses: Only the chosen statuses will be fetched into Channels. For example, if you select "Placed" and "Completed," only orders with those statuses will be integrated into your account, while others like "Parked" or "Backordered" will be excluded. This allows you to control which stages of the order process are imported. Here are the available statuses explained below:
- Parked: The order has been created but has not yet been fully processed. It may require further review or action before it can proceed.
- Placed: The order has been officially placed by the customer and is ready to be processed.
- Backordered: The order contains items that are currently out of stock. The order will be fulfilled once the items are back in stock.
- Completed: The order has been fully processed, fulfilled, and completed. No further action is needed.
- Deleted: The order has been removed from the system because it was cancelled or invalid.
- After filling out the fields, customize other options, then click "Save" in the bottom-right corner.
- You'll be back in the recently installed channel. Activate it at the top of the screen using the "Is Active" button.
Congratulations! You've successfully set up your Unleashed sales channel on Channels. You can now sell products on Unleashed and manage orders from your Channels dashboard.
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