Ever wonder if maybe someone else is working on the same document as you? Now you can see which other ChannelOnline user has a document or account in their recent activity. At the top right of the page under the open document dropdown, a small butt...
While on any document, click on the “Activity” button at the top of the document drop-down tab. All activities associated with this document are displayed in chronological order. Note: Not all documents have the same level of activity tracking.
Contents OverviewActivating RMA FunctionalityCustomer RMAs (RMAs)Supplier RMAs (Supplier RMAs)Granting RMA Access PermissionsManaging RMA NotificationsCreatingCustomerRMAsCustomers Creating RMAsApproving RMAsCreating SupplierRMAsCompleting RMAs Over...
When selling a service or labor item that needs recurring billing, or for licensing orders with renewal dates, there are two ways to set a reminder. On the “Renewal Date” field on the sales order documentCreating a task from the document 1) Sales Or...
Overview A major ChannelOnline primary business function is the capability to facilitate Quote, Proposal, and Sales Order creation for end-customers. This guide will focus on the Quote and Sales Order (SO) documents (a separate document is availab...
Need to make a bundle without going into Items Admin? Make it directly on the document. Bundles can be created directly at the document line level by selecting the checkbox next to each item and clicking the “Line Actions” button. From there,...
Overview ChannelOnline provides a document within its interface to facilitate the ability to purchase products from a vendor or supplier. The document type responsible for this is called a Purchase Order (or PO for short) and will allow resellers to...
Users can select specific line items from a document to print or email specific lines from an order. This feature is helpful when creating a Packing Slip or showing only which items have been shipped to a customer. To do this, first select the item...
Placing a quote for a customer and need to see what the cost was or the price you charged them in the past.From the quote, check the box next to the line item you wish to review history on, then select the “Price History” option from the Line Action...
Yes. ChannelOnline’s Company Purchase Approval System (CPAS) is a premium service that allows either the reseller or end customer to set up an approval hierarchy such that some employees at the end customer will need to have their orders approved...
ChannelOnline supports the creation of invoices at either the order level or the item line level. Users can choose which format to use from the document settings in the control panel. ------------------------------------------------------------- Cre...
In ChannelOnline, all sales orders begin as a sales quote. To create a quote: From the "Accounts" tab, select an account. At the Account page, create a quote from either the "Account Actions" module or from the "Create Quote" button at the bottom of...
To convert a Quote to a Sales Order: From the Footer of the Quote, click on the "Convert to Order" button. This will take one to the next screen where the PO NumberTerms of OrderDeliver MethodSpecial Instructions are added to the order. Selec...
ChannelOnline allows the attachment of files to a document (Quote, Sales Order, Invoice, RMA) Each attached file is limited to 10MB or less and each document can have up to 10 files To attach a a file to a document: From the document, scroll down ...
Overview ChannelOnline has upgraded its ability for resellers to control the look and design of the Quotes, Proposals, Sales Orders, Invoices, and Packing Slips that they deliver to their customers. By utilizing the creation of Document Templates t...
