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Activity in ChannelOnline
Site Links and Their Usage
Site Links can be used to link to external information or send data from ChannelOnline to an external system. To create site links go to Admin > Company Settings > Site Links located on the left navigation menu. For sending to external locations, yo...
Document Template Design and Delivery
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 Template...
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...
ChannelOnline Terms and Conditions
Please see the attached ChannelOnline Agreement (12-10-2021) and post your questions in the Comments below.
ChannelOnline 8.7.0 Release Notes
This release, version 8.7.0, focuses on the introduction of QuickBooks Online, Floor margin/markup, XML schema updates, minor supplier and integration tweaks, plus fine-tuning core application functions and operational improvements. DocumentsPricing...
ChannelOnline 8.6.5 Release Notes
This release, version 8.6.5, focuses on the introduction of QuickBooks Online (Beta), shipped order detail notification API, minor supplier and integration tweaks, plus fine-tuning core application functions and operational improvements. Integration...
ChannelOnline 8.6.0 Release Notes
This release, version 8.6, focuses on minor Document improvements, updates to Electronic Signatures, Price Profiles, StoreSite 508/ADA compliance, minor supplier and integration tweaks, plus fine-tuning core application functions and operational imp...
ChannelOnline 8.5.0 Release Notes
This release, version 8.5, focuses on minor Document improvements, updates to Electronic Signatures, Quantity break pricing, StoreSite guest checkout improvements, minor supplier and integration tweaks, plus fine-tuning core application functions an...
ChannelOnline 8.4.0 Release Notes
This release, version 8.4, focuses on CRM assistance, sharing of Dashboards, some StoreSite cart improvements, minor supplier and integration tweaks, plus fine-tuning core application functions and operational improvements. CRMReports & DashboardsIt...
ChannelOnline 8.3.0 Release Notes
This release, version 8.3, focuses on fine-tuning core application functions, overall performance, database, and Java updates for operational improvement. Notable functionality includes some StoreSite layout and page improvements, updates to system ...
ChannelOnline 8.2.0 Release Notes
Release 8.2 focuses on backend improvements that will affect overall performance, supplier updates, and file processing. Find out more about the latest features, changes, and fixes in ChannelOnline. DocumentsAdministrationSupplier UpdatesIntegration...
ChannelOnline 8.1.0 Release Notes
Release 8.1 focuses on fine-tuning core application functions, overall performance, database, and java updates for operational improvement. Includes some supplier updates/ enhancements, XML API improvements, SSO support, and other minor fixes. Find ...
ChannelOnline 8.0.0 Release Notes
ChannelOnline 8.0 focuses on some minor improvements that will affect document edit usability, imported file management (documents and images), three-level categorization, and supplier updates. On the backend, we have updated the following Admin sec...
ChannelOnline 7.9.0 Release Notes
ChannelOnline 7.9, released Friday, May 22, focuses on continued CRM improvements for organizer notes and tasks, store site pages and banners, managing system tags, documents, and reporting, plus new suppliers and user preference aids. For release t...
ChannelOnline 7.8.0 Release Notes
Release 7.8 focused on backend improvements that will affect storesite administration and frontend cleanup, user permissions, item rule creation, account editing, supplier purchase order updates, and other minor enhancements. Find out more about the...
ChannelOnline 7.7.0 Release Notes
ChannelOnline 7.7 focuses on a StoreSite refresh with a new look option, plus the ability to create Master (Sales) Orders, supplier enhancements, and other upgrades. Areas of focus include: StoresiteDocumentsQuotes & OrdersRecurring InvoicesAccounts...
ChannelOnline 7.6.0 Release Notes
ChannelOnline 7.6 focuses on backend improvements that will affect site-wide product search, storesite administration, and frontend cleanup, contact address management, recurring billing invoices, automated updates for manual supplier purchase order...
ChannelOnline 7.5.0 Release Notes
Release 7.5 focused on some minor UI and backend improvements, with the addition of two new suppliers. Find out more about the latest features,changes, and fixes in ChannelOnline.Access RightsAccounts & ContactsCatalog & ProductsDocumentsIntegrations...
ChannelOnline 7.4.0 Release Notes
Release 7.4 focuses on backend improvements that will affect how companies can integrate ChannelOnline with 3rd party systems and some key supplierupdates. Find out more about the latest features, changes, and fixes in ChannelOnline in the detailed ...
ChannelOnline 7.3.0 Release Notes
Release 7.3, released June 9, 2017, is the accumulation of many front-end and back-end improvements that will affect how users work within the application.Find out more about the latest features, changes, and fixes in ChannelOnline. Find out more ab...
Channelonline 7.2.0
Channelonline 7.2.0 Release 7.2 is the accumulation of many front-end and back-end improvements and updates that will affect how users work within the application. Find outmore about the latest features, changes, and fixes in ChannelOnline in the de...
ChannelOnline 7.1.0 Release Notes
This release focuses on the refinement of updated Sales document functionality, tiered pricing, two-factor authentication, dashboard improvements, and search auto-complete. DocumentsPricingSecurityReports & DashboardsSuppliers & PartnersImprovemen...
ChannelOnline 7.0.0 Release Notes
Release 7.0 is a LARGE step forward for the application, founded on the accumulation of many front-end and back-end improvements that will affecthow users work and conduct their sales transactions. Highlights of the new and updated functionality: U...
Account and Contact Details
Overview ChannelOnline’s customer relationship management (CRM) allows you a set of customer and partner types that you can use to classify your accounts. Account Types Leads & Prospects – from marketing lead, stage tracking, to convert to customer,...
Custom and Bundle Item Lookup Search
Custom and bundle items can be looked up like all other products by using the Search tool. The Search looks through both Supported Products and Custom Items. There will be a green diamond to indicate Custom Items within a category view and in the pr...
Price Profile Access Permissions
Price Profiles permissions give you the ability to Allow or Deny other users access to use price profiles owned by you. This is helpful if you want to have multiple users have access to the same pricing structure for multiple accounts by sharing a s...
Manage Custom Product, Service and Labor Items.
You can manually add or edit Custom Categories, Manufacturers, and Suppliers by using the following buttons: Manage Custom CategoriesManage Custom ManufacturersManage Custom SuppliersManage Tags (Services and Labor) Use Manufacturer Part # Lookup...
Setting up a Company Hierarchy
You can set up a Company Hierarchy that includes a parent company and an infinite number of associated sub (child) companies under that parent company. For example, if you have multiple companies such as Acme-CA, Acme-NY, and Acme-TX that all bel...
Group Permission Levels
There are 4 permission levels to be assigned to users inside or outside of your group: Deny Others access – Prevents other users from viewing, editing, or deleting your Customers, Contacts, and Documents (not Price Profiles).Allow Read-Only Access –...
Using Paragraphs to Add Text
To use Paragraphs and Folders do the following: Paragraphs are used to place information on a document that is specific to an account, type of order, process, or miscellaneous information. To make a paragraph: Go to Admin | Items Admin | Custom I...
