Cost Centers are customer-specific fields that can be enabled at the line item level on store site quotes, orders, and shopping carts. They give you the ability to allow your customers to enter an accounting code if necessary or specify which depart...
Important information is just a click away. Creating Notes in ChannelOnline is easy and can be done almost everywhere. Wherever you see the “+ Add” link, on view pages, in headers, or quick access tabs, you can create a note or task for; Accounts, ...
Users have the ability to assign multiple product catalogs to the same or different client(s). Each catalog can be customized and directed towards a particular customer market or target categories. Catalogs can be assigned to an account in two ways....
Yes. The tax profile module in ChannelOnline includes the tax rates for all 50 states, The District of Columbia, and Puerto Rico. Settings in the tax rate allow you to enable the tax rate for both bills to and ship-to addresses.
When working on large quotes or orders with multiple line items, do you feel like the page is getting crowded? Here are some ways you can create a larger working area on the document display. First, enlarge the work space by selecting the Control P...
If you need to create multiple accounts and contacts in ChannelOnline and you already have this contact information in an existing file such as a spreadsheet, then you will want to take advantage of ChannelOnline’s ‘Account Import’ feature. Generat...
ChannelOnline supports the creation of Leads to help manage the customer database. Leads are potential but unqualified opportunities that have been gathered from a trade show, networking event etc., or from associates or customers and hold the potent...
Once a Lead passes from an unknown potential into a qualified business opportunity, it can be converted to either of the following categories within ChannelOnline: Prospect, Partner, Vendor, Customer or Other. To convert a lead to another account ty...
Overview Account Types Leads & Prospects – tracking, to convert to customer, send prospects a quoteCustomers – where the magic happens!Partners & Vendors – companies you do business with outside of suppliersOther – generic designation for internal u...
This feature makes it easier to add contract pricing from multiple bids, manufacturers, and suppliers to a single account. Uploading: Getting contract pricing at the account level can be initiated in two locations. A link labeled “Upload Contract Pr...
Overview ChannelOnline’s customer relationship management (CRM) allows you a set of customer and partner types that you can use to classify your accounts. Account Types Leads & Prospects – from marketing lead, stage tracking, to convert to customer,...
