If you are the first user to access this account, or were assigned to the highest administration access right (Admin SalesRep – Buyer), you will be able to configure your account instance settings. As an administrator you will access these areas by going to the left Control Panel Here are a few things that need to be in place to start conducting business through ChannelOnline.
- Supplier Information. Supplier e-commerce credentials are necessary to enable supplier feeds into your instance to build your catalog.
- Tax Profile. This allows you to setup how tax calculations are done for the States/Provinces which your company does business in.
- Price Profile(s). Price Profiles and Tiers allow you to manage different pricing schemes, or sets of rules, for your customers.
- Payment Options. Payment options determine how customers can pay for products and services (credit cards, P.O. numbers, credit limits, leasing, and etc.).
- Delivery Methods. Configure which shipping options will be available throughout ChannelOnilne for accounts, documents and storesites.
- Document Template. Customize your document template to match your logo, brand colors and marketing messaging and legal disclaimers (Ts&Cs).
- Document Settings. For things like, reminders, expiration dates, renewal dates, auto-generated documents, stages and probability defaults.
- Personnel. Setup your companies users: Administrators, Representatives, Sales Groups (teams), Purchasers (buyers) and non-user Employees.
- StoreSite. When you activated your ChannelOnline account you made some store setup selections, these should be updated to reflect how your company is viewed be store visitors.
Keep in mind that ChannelOnline does come with some defaults to help you get started. More details can be found on Getting Started ABCs.
