Site Links can be used to link to external information or send data from ChannelOnline to an external system. To create site links go to Admin > Company Settings > Site Links located on the left navigation menu. For sending to external locations, yo...
Overview Passwords are needed for all users that access ChannelOnline, internal or external. Create a password that meets industry standard complexity requirements: Your password must be at least 8 characters (and no greater than 20).Your password m...
Sales Orders can be held for review and approval before they are processed to Submitted. The option to hold and review all sales orders before processing can be set in three ways. Globally, by setting the “Review All Orders Over to the following do...
Introducing the ability to generate a master (sales) order, called Master Order in ChannelOnline, from which individual Sub-orders can be placed. This feature allows for the ability create a Master Order for fulfilling product order based on a sing...
When you are working on a document you often need to see all pricing profitability options: Margin, Markup and Percent Off List. To view all three options when building a quote, all three of the following options need to be enabled in Admin > Compa...
Having a hard time distinguishing one document number from the next? Add a suffix or prefix to help you out. For example, use the prefix/suffix “INV”, to make invoices stand out from quotes and sales orders. The invoice number would now be “INV1...
Users have the ability to set discount-off list pricing in two ways on a document. First is line by line by using the calculator function next to the price to add a discount percentage. The second way is to do it for multiple lines on a document. F...
Overview Electronic signature is another way to convert quotes to orders with your end contact without them having to login to the store. The system will produce an electronic document with form fields to be completed based on the selected document ...
Auto-generated Orders (or Recurring Orders) Auto-generated quotes and orders provides sales representatives and their end customers the ability to make changes to an autogenerated sales document (quote or order). Setting up documents for auto-genera...
Overview Companies can activate global custom fields at both the account, contact, document level and the line item level for all customers. You can also activate these fields on your StoreSite and/or make them required fields. If they are required ...
An abandoned cart is when a user on the store adds items to the cart and then does not click checkout. The system has the ability to to capture abandoned carts and report on them. Activation To capture Abandoned Carts the feature must be enabled in ...
