Getting started - Channekt documentation

Account creation

Go to app.channekt.com/register. The form asks for six things and every one of them is used:

First and last name. What appears beside anything you change, in the audit trail and on the pick lists you print.
Email address. Your sign-in, and where a password reset goes.
Password. At least twelve characters, with a lower-case letter, an upper-case letter, a number and a symbol. Longer beats more punctuation.
Business name. The organisation everything belongs to. It can be changed later and it is what your team sees in the switcher.
Country. Start typing and pick from the list. It decides how your invoices are taxed and it suggests your reporting currency.
Currency you report in. Filled in from the country. Where a country has no obvious answer you are asked outright.

Press Create account to sign in. The 14-day trial starts immediately, requires no payment card and includes all plan features.

Select the reporting currency carefully. Orders always keep the currency they were sold in and record the rate they were converted at, but your catalogue is priced in the reporting currency. Changing it later offers to convert every price at a quoted rate. Review that rate before confirming the conversion.

Email verification

A message arrives with a confirmation link. The link confirms the address and expires after use. If it does not arrive, check the spam folder and contact support if confirmation is still unavailable.

Forgotten passwords are handled from Forgot your password? on the sign-in page. The link it sends works once and expires in an hour, and choosing a new password signs you out everywhere else.

Navigation

The screen is in four parts, and they are the same on every page.

The sidebar holds Dashboard, Orders, Products, Stock, Warehouses, Channels, Fulfilment, Returns, Reports and Settings. It collapses to icons, and the choice is remembered for your account.
Search, at the top, covers products, orders and the screens themselves. Ctrl K opens it from anywhere, and results appear as you type.
Notifications collect anything that needs a person: a connection that has stopped working, a run that failed, an order that cannot be filled.
Your account menu, at the bottom of the sidebar, holds your own details, the appearance setting (auto, light or dark), the organisation switcher, billing and background jobs.

The Dashboard summarises current operations: recent orders, fulfilment queues, held work, out-of-stock products, failed jobs and connections requiring attention. Each actionable item links to the relevant record or screen.

Initial setup

Complete these steps to establish the first multichannel workflow:

Connect one channel, the one with the best catalogue. See Connecting a channel.
Import it. Products, variants, prices and pictures land in your catalogue. Follow the run on the Jobs screen; a large shop takes a few minutes.
Connect the second channel. One stock figure, two shops: a sale on either lowers the number the other advertises.

Before publishing, map relevant categories, add EU product safety details where required, and configure a warehouse address for shipping calculations.

Team access

Go to Settings › People.
Under Invite someone, type their email address and choose a role.
Press Send invitation. They get a link that works once, choose their own password and land in your organisation.

Roles are sets of permissions rather than labels, and the full table is on the Settings and people page. A picker can pick without being able to see a customer's telephone number; an accountant can see the money without being able to change a listing.

Multiple organisations

One sign-in can belong to several organisations - a second business, a client's account. The switcher is at the bottom of the sidebar, and everything on the screen belongs to whichever one is selected. Products, orders, stock, connections and people are never shared between them.