⚙️ How to Add Custom Configurations and Distribution Channels

Custom Configurations or Distribution Channels can be added directly within your Library. Once added, these new values immediately become available to use across your workspace adding sales rate conditions, mapping invalid values when processing sales files, filtering and breaking down your data in the Sales Explorer, etc.

📄 Step-by-Step Guide

1. Open the Details panel of any Contract

• Navigate to the Library tab from the main navigation menu.
• Select Contracts from the Library sidebar menu.
• Open your desired contract using one of two methods:
  • Existing Contract: Locate any contract and click Details to open the Details panel.
  • New Contract: Type anything in the Contract Name field to create an empty contract, then click Details to open the Details panel.

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Note: You are using the contract purely as an entry point to introduce new custom values to your workspace. Once your custom term is created, you can safely remove the condition or discard the contract without losing the new value, if you choose.

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2. Access Sales Rates

• Scroll down until you reach the Sales Rates section.
• Select an existing sales rate without a rate condition, or create a new sales rate.
• Click the blue + Add a rate condition button to generate a new condition block.

3. Add Your Custom Term

• In the first dropdown menu next to WHEN, select the attribute type you want to customize (Configuration or Distribution Channel).
• Open the second dropdown menu containing the list of existing options.
• Scroll to the very bottom of the list and click + Add a new [Configuration / Distribution Channel].