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Knowledge Base Articles

Supplier Contract Uploads

Supplier Contract Uploads (a.k.a Contract Suppliers) are not suppliers but simply price and availability files for specific end customer contracts. The Contract Supplier import adds supplier cost to the existing product and flags it as a special con...

Product Attribute Import

Overview Product Attribute Import is used to mass import some values in a product page that would otherwise be edited manually and one product at a time by going to the product page on the admin side of ChannelOnline and clicking Edit Item, then goi...

Shopping Enginer Export Wizard

Shopping Engine Export is an additional paid-for service. The Shopping Engine Export (SEE) Wizard allows you to export product catalogs out of ChannelOnline for use on shopping comparison sites or inclusion into an external ERP database. This feat...

Price Profile Import / Export

The Price Profile Import Wizard allows you to import Category / Manufacturer Pricing Rules and Part Number Pricing Rules into ChannelOnline’s Price Profiles & Tiers using the same 3 easy steps (Upload / Import File, Field Mapping / Import, and Impor...

Inventory Management

ChannelOnline can track reseller or custom supplier-owned inventory by item with a single item total quantity. Custom Supplier Inventory Custom supplier inventory feeds with inventory like all custom supplier feeds, are available for Price Profile i...

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Import / Export Wizard Overview

Overview The Import/Export Wizard was developed to provide an efficient way to import and export your customer, product, and document data to/from ChannelOnline.This user guide is a step-by-step guide for using the ChannelOnline Import/Export Wizard...

How Do I Manage Contract Pricing?

There are four ways in ChannelOnline to manage contract pricing: Manually by editing/entering the contract (bid) #, adjusted cost, and price directly on the quote document.Supplier-assigned contracts for usually a specific manufacturer. Account Leve...

Generic Config Imports (Contracts)

Used for many different types of manufacturer pricing imports. The main use for the generic template is for manufacturer-provided configurations or quote lists of items with special pricing. This import ties the pricing to a specific contract number...

Document Export

The Document Export Wizard allows you to export Quotes, Sales Orders, Master Sales Orders, Invoices and Purchase Orders out of ChannelOnline into an Excel spreadsheet format. This export of documents from ChannelOnline creates a zip file containing ...

Custom Items Import / Export

Overview The Custom Items Import Wizard facilitates the import of custom products that are sourced from non-supported suppliers that do not yet exist in ChannelOnline or internal products, services, and labor items. This process saves time manually...

Cost Center Import

Overview Cost Center Import is used to mass import values into a line item level custom field for customers called Cost Centers. Usage of this custom field is optional, so you can utilize it for one customer but not another if you wish.   Cost Cente...

Contract Pricing Cost Import (Supplier)

Overview The Contract Pricing Cost Import Wizard allows you to import a list of products with contract pricing and links that contract cost to suppliers. Once uploaded, the contract pricing needs to have its Contract Pricing Supplier added to the se...

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