Online Sales Channel
Sales Setup — 4.7 Online Sales Channel
Use Online Sales Channel to connect your EQuip system with external delivery platforms — like GrabFood, Foodpanda, or Shopee. Orders placed on these platforms will flow into your system automatically.
When to use this: When you need to set up or manage online sales channels (e.g., Shopee, Lazada, your own website).
Prerequisites
- Products must exist
- Outlet Setup completed
Channel List
📝 General Description
The list shows all configured online sales channels. In the screenshot above, there is one active channel: EQuipOrdering — the built-in EQuip QR ordering integration.
⚙️ Configuration Guide & UI Elements
- 🔴 1. Add New
- Element Type: Button (Green)
- Function: Opens the form to add a new online sales channel integration.
- 🔴 2. Search Bar
- Element Type: Input Field (
Search in ID) - Function: Filters by channel ID.
- Element Type: Input Field (
📊 Column Descriptions
| Column | Description | Example |
|---|---|---|
| ID | Channel identifier (clickable — opens edit form) | EQuipOrdering, GrabFood |
| Name | Display name of the channel | EQuipOrdering, Grab Food SG |
| Deleted | Hidden/deleted status | ☐ / ☑ |
Add / Edit Channel
Click + Add New or click an ID link to open the form:
Channel Info
| Field | Type | Required | Description |
|---|---|---|---|
| Channel ID | Text | Yes | Unique identifier for the channel. Cannot be changed after creation. |
| Channel Name | Text | Yes | Display name for internal reference. |
| Channel Type | Dropdown | Yes | Integration method — see below. |
| Base URL | Text | No | External API endpoint URL for the channel. |
| API Key | Text | No | Authentication key for the channel. |
Channel Types Explained
| Type | How It Works | Example |
|---|---|---|
| API | EQuip actively pulls/pushes order data to the platform's API. | Shopee, Lazada integration |
| Webhook | The platform pushes order data to EQuip's endpoint. | GrabFood, Foodpanda callbacks |
| Manual | Orders are manually entered by staff from an external source. | Phone orders, WhatsApp orders |
Webhook Settings (for Webhook type)
| Field | Type | Description |
|---|---|---|
| Webhook URL | Text | URL that EQuip exposes for incoming order callbacks from the channel. Share this URL with the platform. |
| Headers | Key-Value pairs | Custom HTTP headers required by the channel for authentication. |
| Authentication Type | Dropdown | How the channel authenticates: API Key, Bearer Token, HMAC. |
Outlet & Payment Mapping
| Field | Type | Description |
|---|---|---|
| Outlet Mapping | Dropdown | Which outlet receives and fulfills orders from this channel. Each channel maps to exactly one outlet. |
| Payment Mode | Dropdown | Default payment mode for orders from this channel (e.g., "Online Payment", "GrabPay"). |
| Settings | Key-Value pairs | Channel-specific configuration parameters (e.g., merchant ID, store ID). |
💡 Example
Scenario: Connecting GrabFood to your restaurant POS.
- Click + Add New.
2. Set Channel ID = GrabFood, Name = Grab Food Singapore.
3. Set Channel Type = Webhook (GrabFood pushes orders to you).
4. Copy the Webhook URL and register it in the GrabFood merchant portal.
5. Set Outlet Mapping = Orchard Road Store (orders go to this outlet).
6. Set Payment Mode = GrabPay (all orders are marked as GrabPay payments).
7. Save — new GrabFood orders will now appear in the Online Sales Order page.
How to Edit a sales channel
- In the Online Sales Channel page, find the sales channel you want to change.
- Click the blue channel name link. The edit form opens — it looks the same as the "Add New" form, but all fields are already filled in with the current values.
-
Change the fields you need to update.
-
Click Save to apply your changes.
✅ Expected Result: The sales channel is saved and ready to receive orders.
[!TIP] To make changes, just click the name of any sales channel in the list — the same form opens with everything already filled in. Change what you need and click Save.
Actions
| Action | When Available | Description |
|---|---|---|
| Save | Always | Saves the channel configuration |
| Save and New | Always | Saves then opens a blank form |
| Delete | Edit mode (not deleted) | Removes the channel. Orders already received are preserved, but no new orders will be accepted. |
| Restore | Edit mode (deleted) | Restores a safely deleted channel |
Access & Permissions
| Role | View | Create | Edit | Delete |
|---|---|---|---|---|
| Admin | Yes | Yes | Yes | Yes |
| Supervisor | Yes | Yes | Yes | No |
| Cashier | No backend access | — | — | — |
[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.
How to Delete a Online Sales Channel
- Navigate to Online Sales Channel from the sidebar menu.
2. Click the name or code link (blue text) of the record you want to delete.
3. In the edit form, scroll down to the bottom.
4. Click the Delete button (red button).
5. A confirmation dialog appears — click Yes to confirm deletion.
Expected Result: The record is soft-deleted — it is hidden from the active list and POS terminals but can be restored later using the "Show Deleted" filter.
[!WARNING] Records linked to active transactions or other modules cannot be deleted. The system will display an error if deletion is not allowed.
How to Add a New Online Sales Channel
- Navigate to Online Sales Channel from the sidebar menu.
-
Click the + Add New button (green button).
-
Fill in the required fields in the form.
-
Fill in any optional fields as needed.
-
Click Save to create the new online sales channel.
✅ Expected Result: The new online sales channel appears in the list and is available for use across the system.
FAQ
Q: Why is this payment mode not appearing on the POS? A: Check that the payment mode is marked as Active and assigned to the correct outlet. The POS also needs to sync.
Q: Can I edit a completed sales transaction? A: No. Completed transactions cannot be edited. You can void the transaction and create a new one if correction is needed.
Q: How do I set up a new tax rate without affecting past transactions? A: Create a new GST rate with a future Commence Date. The system will automatically apply the old rate to past transactions and the new rate from the effective date.
Troubleshooting
| Issue | Possible Cause | Solution |
|---|---|---|
| Cannot save the record | Required fields are empty or invalid | Check all fields marked with * and fill in valid data |
| Record not appearing in POS | POS terminal has not synced yet | Wait for the next sync cycle or manually trigger sync from Terminal Status |
| Cannot delete the record | Record is being used by other modules | Check if the record is linked to active transactions, products, or other settings |
| Changes not taking effect | Browser cache showing old data | Refresh the page (Ctrl+F5) or clear browser cache |
| "Duplicate" error on save | A record with the same name/code already exists | Search the list (including deleted records) for duplicates |
| Page not loading | Session expired or network issue | Log out and log back in. Check your internet connection |
Related Menus
- Product Setup > Product List — products linked to pricing
- Master Data > Outlet Setup — outlet-specific payment modes
- Master Data > POS Setup — POS terminal configuration
- Setting > Feature Setup — enable/disable sales features
Open Questions / Confirmation Needed
[!NOTE] The following items may vary depending on your system version and configuration:
- Exact permission settings depend on your Privileges Setup configuration
- Sync timing to POS terminals depends on network conditions and sync schedule
- Some features may require additional licensing or module activation
- Field behavior may differ between EQuip versions
If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.
Related Articles
Online Sales Order
? Backend — EQuipWebRetail ModeSales Setup Sales Setup — 4.8 Online Sales Order Use Order to manage and configure this feature in your EQuipWeb system. The Online Sales Order page shows all orders coming in from your connected delivery platforms ...Online Menu Setup
? Backend — EQuipWebRetail ModeQR Online Ordering Setup Chapter 9: QR Online Ordering — 9.2 Online Menu Setup Use Online Menu Setup to create the menus your customers see when they scan a QR code to order. You can create different menus for ...Simulate Sales
? Backend — EQuipWebRetail ModeSales Setup Sales Setup — 4.10 Simulate Sales Use Simulate Sales to test how a transaction would look before actually processing it. Enter products and see how discounts, promotions, taxes, and surcharges are applied — ...POS Order Integration
? Backend — EQuipWebRetail ModeMaster Data Setup Chapter 8: Master Data Setup — 8.7 POS Order Integration Use POS Order Integration to connect your POS terminals with external ordering systems. This is where you set up how orders from third-party ...Menu Builder
? Backend — EQuipWebRetail ModeMenu Management Chapter 10: Menu Management — 10.1 Menu Builder Use Menu Builder to design your POS and online ordering menu. Drag and drop items to create categories, arrange your menu layout, and control what ...