---
title: "Adding Sales Channels"
slug: "adding-sales-channels"
updated: 2026-08-10T20:14:33Z
published: 2026-08-10T20:14:33Z
canonical: "help.idibilling.com/adding-sales-channels"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Sales Channels

To reflect the hierarchical structure of the sales organization, you can add a sales entity at the root (top) level, or as a child of another sales entity.

**Notes:**

- The Channel Partner level can only be added at the root level. You can view them from the Sales Channel Management form, but they cannot be added there. To add a channel partner select **Applications > Customer Management > Special Customers > Channel Partner**.
- A parent's contact information can only be deleted after all of its children have been deleted first.

To add a sales entity:

1. To add at the root level, right-click in the sales entity list (left side of Sales Channel Management form) and select **New**.

OR
2. To add a child, select the parent entity, right-click and select **New Child**. The **Main** tab is displayed on the Add Sales Organization form.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/86642.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A08%3A15Z&se=2026-11-14T12%3A08%3A15Z&sr=c&sp=r&sig=4JhF4h%2BjBhQ7nGOqa4FcZPoWgRpb%2FxLHtd%2BQ%2FykeQcQ%3D)

> [!NOTE]
> Note
> 
> From this point the procedure is the same whether you are adding a child or at the root level.
3. Enter the required information as described below.

| Sales Code | Optional alphanumeric code which may be used in other areas of the system to identify the sales entity. |
| --- | --- |
| Sales Type | > [!NOTE] > Note > > Defaults to Person. The other choice is Organization. Channel Partner Sales Types must be created via Applications > Customer Management > Special Customer. **Notes**: - When editing Channel Partner information, you cannot change the Sales Type. - If the Sales Type is Organization, the Last Name is displayed at the organization level in Customer Management unless a Company Name is entered. |
| Commission | Optional |
| Tax Number | Optional |
| Sales Channel Start/End Dates | Start date defaults to current date. End date lets you mark the sales channel as inactive (for example, when an agent has left the company and is no longer applicable). |

1. Click the **Contact** tab. First and last name are required. **Note**: The Contact tab still has Start/End date fields. These fields do not have any functionality outside of saving these values in the Sales Entity table.
2. Click the **Address** tab, and enter street (use up to three fields if necessary), city, state, ZIP code, and Country.
3. Click the **Phone** tab, and enter up to four phone numbers. First select the Phone type (Fax, Home, Mobile, Pager, or Work), then enter the corresponding number.
4. Click the **Email** tab, and enter up to three E-mail addresses. First select the type (Home or Work), then enter the corresponding address.