ChannelOnline Terms and Conditions
Please see the attached ChannelOnline Agreement (12-10-2021) and post your questions in the Comments below.
Knowledge Base Articles
Understanding Advanced Search Functions
Keywords - entering keywords will result in a search that looks for a match found on ALL words anywhere in the following fields: Description, Product Class, Category and Part Number. Multiple words can be used in a single search term, such as "HP no...
Quick Access to Documents & Accounts
For users who work on multiple quotes concurrently in ChannelOnline, a quote saves automatically when the user moves away from or opens another window, but it is still active. To quickly access documents you have three options: Click on the Active d...
Navigation
Navigation is set up into three main zones. Workflow Tabs / Top Navigation – These are used predominantly for most daily activity and document workflow. Those in bold are the most frequently used. The tabs below the main search box are described fro...
Guide to Getting Started with ChannelOnline
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 ...
