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Knowledge Base Articles

What are Ledger Codes

Ledger Codes offer support for accounting.  This allows resellers to take internal accounting ledger codes for product categories, services, and labor and map them to supported categories in ChannelOnline.  When mapped it allows for these values to ...

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Tag Creation, Assignment & Management

Tags are available within ChannelOnline to identify, group, and sort similar or related items. Tags follow a root directory format and are used for the sorting of custom products, services, and labor items along with notes and tasks in the Organizer...

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Quickly Add New Custom Items to Quotes

To have a newly created item added to a quote immediately, create and save a new custom item from the Products tab under “Items Admin” in the Control Panel. Then view that item by clicking on its description.   Steps: First, make sure that the docu...

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How is MSRP / List Price determined in ChannelOnline?

Manufacturer Suggested Retail Price, or List Price, becomes available from the multiple supplier feeds integrated into ChannelOnline. MSRP does not come from 1WorldSync's DataSource service, the service we use for product data, or from any direct ma...

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