Overview

Start here for a clear map of ChannelWeave docs and first actions.

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What ChannelWeave does

ChannelWeave keeps stock, listings, and orders in sync across connected channels, with a unified Inbox for supported channel messages and offer actions.

Safe exploration

You can explore ChannelWeave safely. Opening pages, cards, filters and help links does not contact buyers, publish listings or send changes to a Channel. Live changes happen only when you choose a clear action such as Connect, Publish, Send, Dispatch, Import, Delete or Disconnect.

The Getting started page always includes Start calmly. It also appears in Control Centre until you dismiss it, and stays dismissed wherever you sign in. Choose Ask ChannelWeave what to do first whenever you want practical guidance. Dismissing Start calmly affects only that reassurance card; it does not complete or hide your setup checklist.

How Getting started works

ChannelWeave maintains a live setup checklist from work saved to your account and successful syncs. You do not tick the steps manually.

  • Getting started contains the complete checklist. It keeps unfinished steps prominent, lets you review completed steps and remains available after setup is complete.
  • Control Centre shows a compact Setup & onboarding card with your progress and next unfinished step. The card is hidden when your visible checklist reaches 100%.
  • Settings → Help & onboarding is the permanent way back. Its action changes to Review getting started after setup is complete.
  • Listings and Stock pages may also show a relevant prompt while a related step remains unfinished.

The core checklist has eight steps. People who can manage users also see Invite your team, so their checklist contains a ninth step. When every visible step is finished, the checklist changes to Setup complete.

Switching from another system

If another system already manages your live Channels, agree the handover before following the setup sequence below. Connecting a Channel can enable supported imports and stock updates; it is not an observation-only step. Free setup and the live trial do not make a live connection read-only.

  1. Choose one stock writer. Agree how stock updates will pass from your existing system to ChannelWeave for the affected listings. Do not let both systems update the same stock. If ownership is unresolved, do not connect the live Channel yet.
  2. Prepare a small sample. Review a CSV in Inventory → Data exchange before committing it, or use a supported Channel import after agreeing the handover. A stock CSV import is not a complete migration of listings, open orders or fulfilment history.
  3. Check quantities manually. Compare SKUs and on-hand, allocated and available quantities against your existing records. Account for orders and stock movements since the export; matching snapshots alone do not prove continuing synchronisation. Resolve differences before relying on the new stock position. The AI assistant can explain recorded ChannelWeave facts and import warnings, but does not automatically reconcile two systems' stock figures.
  4. Check orders and the first updates. Decide who will handle existing open orders and dispatch. Confirm the first supported stock updates and investigate failures before adding more Channels or retiring the old workflow.

The interruption, sequencing and checks needed depend on your Channels and existing operation. This is planning guidance, not a guarantee of a downtime-free switch or a managed migration service. Review your existing subscription terms before cancelling it. See Data exchange for file-import boundaries.

You do not need to finish setup in one sitting. Start with one useful step, then come back when you are ready. This sequence combines related checklist steps to keep the first setup pass manageable.

  1. Connect your first Channel. Open Control Centre and use a Channel card to connect.
  2. Prepare the stock basics. Add a location and bin, then confirm the stock unit and save the SKU and barcode rules your team expects.
  3. Confirm your tax setup. Open Settings → Tax codes. Create the account codes and rates used for manual sales and purchasing, or explicitly confirm that your account does not require tax codes. UK accounts can review and create the offered T0, T1, T2 and T5 starter set; other countries receive guidance without ChannelWeave guessing a rate.
  4. Try a small stock sample. Use Data exchange for a CSV import, import from a connected Channel, or create one stock item manually. Then confirm the first successful sync in Control Centre.

When you are ready to continue, organise items into stock groups and prepare Warehouse by labelling bins, relabelling existing stock and marking Warehouse ready. If you manage users, invite a colleague or choose Not now when you are setting up ChannelWeave on your own.

Tip

Start with one Channel and one small stock sample before scaling.

Find your way

  • Control Centre shows Channel connections, health and current priorities.
  • Inbox brings together supported messages and offer actions.
  • Listings is where you prepare drafts and manage live listings.
  • Sales covers orders, buyers and dispatch health.
  • Inventory covers stock items, locations, bins, purchasing and Warehouse.
  • Shipping keeps carriers separate from fulfilment services.
  • Media library lets you upload product images once and reuse them.
  • Settings contains account, billing and inventory setup. Users with the right access can also manage people and permissions there.

Use Shortcuts at the top of the desktop sidebar, or press ⌘K / Ctrl+K, to find quick links, pinned views and recent destinations. On mobile, open Shortcuts from the navigation drawer.

Shortcuts, the user and Settings menus, and mobile navigation share the same solid, theme-coloured background in both light and dark appearance. Eden uses its green menu colour; other themes keep their own menu palette. Page content does not show through these menus.

Ask ChannelWeave for help

Choose Ask ChannelWeave what to do first on Getting started whenever you are unsure what to do next. The AI assistant is also available from page help across the app. Useful questions include:

  • What should I do first?
  • Am I set up properly yet?
  • What is safe to click?
  • Which warnings should I fix first?

The AI assistant keeps the answer practical and explains what is known and what still needs checking.

Key terms

  • SKU: your internal item code for a stock item.
  • SKU policy: the rule that warns or blocks item codes that do not match your chosen format.
  • Barcode policy: how ChannelWeave creates warehouse barcodes and treats manufacturer barcodes.
  • Stock location: where stock is held, such as a room, shop, or warehouse.
  • Warehouse: the stock and fulfilment workspace for locations, bins and warehouse preparation.
  • Bin: a shelf, box, rack, or position inside a stock location.
  • Sync: ChannelWeave checking or sending updates with a Channel.