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OMNIO Local Channel Integration

OMNIO Local Channel

Connect local sales channels and custom order sources in one place

The OMNIO Local Channel lets you bring orders from local sales, retail, POS, phone orders, and custom sources into OmniOrders. These orders flow into the same dashboard as your Shopify, Amazon, and other channels—so you can manage, fulfill, and report on everything from one system.

Why Use OMNIO Local Channel?

Section titled “Why Use OMNIO Local Channel?”

The OMNIO Local Channel gives you a dedicated source for orders that don’t come from automated integrations—so you can track them separately, apply the right automation rules, and get accurate reporting across all your sales channels.

Offline & Retail Sales

Process walk-in sales, POS transactions, trade show orders, and retail purchases in OmniOrders.

Phone & Custom Orders

Enter phone orders, quotes, and special orders manually with full control over pricing and fulfillment.

Import from Spreadsheets

Bulk import orders from CSV or Excel when you don’t have a direct integration.

Unified Reporting

All local channel orders appear in your dashboard and reports alongside marketplace and store orders.

Before You Start

Section titled “Before You Start”

OmniOrders Account

You need an active OmniOrders account. The OMNIO Local Channel is available to all users.

Product Catalog

Add products to your catalog before creating orders. Orders reference products by SKU.

Fulfillment Locations

Set up at least one warehouse or fulfillment location so orders can be routed correctly.

Connect OMNIO Local Channel

Section titled “Connect OMNIO Local Channel”

  1. Go to Integrations

    In OmniOrders, click Integrations in the main menu.

  2. Find OMNIO Local Channel

    Look for OMNIO or OMNIO Local Channel in the list (under E-commerce Platforms or Communication & Utilities).

  3. Enable the Channel

    Click Connect or Enable. No external credentials are needed—it’s a built-in channel.

  4. Configure (Optional)

    If settings are available, choose:

    • Default fulfillment location for local orders
    • Order numbering prefix (e.g., LOC-)
    • Any automation rules that apply to this channel

  5. Start Creating Orders

    Go to Orders → New Order and select OMNIO or Local Channel as the channel. Or use CSV import to bulk add orders.

What Gets Synced?

Section titled “What Gets Synced?”

OMNIO Local Channel focuses on orders. Products and inventory live in OmniOrders—you create or import orders that reference your existing catalog. Fulfillment updates (tracking, status) are stored in OmniOrders and can be used for reporting.

Orders

Section titled “Orders”
  • Order details and line items
  • Customer and shipping address
  • Payment status (manual entry)
  • Order notes and tags
  • Fulfillment status and tracking

Products & Inventory

Section titled “Products & Inventory”
  • Orders pull from your OmniOrders product catalog
  • Inventory deducts when orders are fulfilled (same as other channels)
  • No product sync—you manage products in OmniOrders

Fulfillment

Section titled “Fulfillment”
  • Tracking numbers (entered manually or via carrier integration)
  • Shipment status
  • Return tracking (if applicable)

Managing Your Connection

Section titled “Managing Your Connection”

View Local Channel Orders

Section titled “View Local Channel Orders”
  1. Go to Orders in the main menu
  2. Filter by Channel → OMNIO or Local Channel
  3. View, edit, and fulfill orders like any other channel

Create Orders Manually

Section titled “Create Orders Manually”
  1. Click Orders → New Order
  2. Set Channel to OMNIO or Local Channel
  3. Add line items, customer info, and shipping
  4. Save and process as usual

Import Orders (CSV)

Section titled “Import Orders (CSV)”
  1. Go to Orders or Upload CSV (if available)
  2. Use the CSV template for order import
  3. Map columns to OmniOrders fields
  4. Set channel to OMNIO Local for imported rows

Common Questions

Section titled “Common Questions”

Is this different from manual orders?

OMNIO Local Channel is the recommended channel for manual and local orders. It keeps them separate from other channels for reporting and rules.

Can I use automation rules?

Yes. Create rules that apply to OMNIO Local Channel—for example, route to a specific warehouse or hold for review.

Does it sync with an external system?

No. OMNIO Local Channel is for orders you create or import in OmniOrders. For automated sync, use Shopify, Amazon, or other integrations.

How do I report on local sales?

Filter reports by channel (OMNIO Local) to see sales, fulfillment, and performance for local orders only.

Troubleshooting

Section titled “Troubleshooting”

Orders Not Appearing Under OMNIO Channel

Section titled “Orders Not Appearing Under OMNIO Channel”

Problem: Orders show a different channel or no channel.

Solutions:

  • When creating orders, explicitly select OMNIO or Local Channel in the Channel field
  • For CSV imports, ensure the channel column maps to OMNIO Local
  • Check that the integration is enabled under Integrations

Automation Rules Not Applying

Section titled “Automation Rules Not Applying”

Problem: Rules don’t run for local channel orders.

Solutions:

  • Edit the rule and add OMNIO Local Channel (or equivalent) to the channel filter
  • Verify the rule is active and conditions match your orders
  • Check rule order—earlier rules may take precedence

Can’t Find OMNIO in Integrations

Section titled “Can’t Find OMNIO in Integrations”

Problem: OMNIO Local Channel doesn’t appear in the list.

Solutions:

  • Refresh the Integrations page
  • Contact support—availability may vary by plan
  • Look for “Local Channel” or “OMNIO” under E-commerce Platforms

Best Practices

Section titled “Best Practices”

For New Users

Section titled “For New Users”
  1. Use Consistent Channel: Always select OMNIO Local when entering manual or local orders
  2. Set Order Prefix: Use a prefix like LOC- so local orders are easy to spot
  3. Map Locations: Assign a default fulfillment location for local orders in settings

For Multi-Channel Sellers

Section titled “For Multi-Channel Sellers”
  1. Separate Reporting: Keep local sales in their own channel for accurate analytics
  2. Apply Rules: Use automation to route local orders to the right warehouse
  3. Import in Batches: When importing CSV, validate a few rows first before bulk import

Need More Help?

Section titled “Need More Help?”

Creating Orders

Step-by-step guide for manual order creation. Read Guide →

Integrations Overview

Explore other platforms and integration options. View Integrations →

Contact Support

Our team can help with setup and troubleshooting. Get Support →