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...
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 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...
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...
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...
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 –...
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...
From the Full Catalog edit page, do the following. Go to the Manufacturer Part Numbers section.Select the search Operator to determine how to match the Manufacturer Part Number.Type either the partial manufacturer part number or the entire part numb...
The search qualifier dropdown provides you with options based on the query you want to perform. When searching for: Products – you can either use Keyword or Part #. Entering keywords will result in a search that looks for a match found on ALL words ...
Cost Centers are customer-specific fields that can be enabled at the line item level on StoreSite quotes, orders, and shopping carts. They give you the ability to allow your customers to enter an accounting code if necessary or specify which departm...
The Edit Full Catalog function allows you to filter your full catalog of parts to ensure your internal users and your store customers see only the parts that you sell. Some suppliers provide a full database of parts for the system to import, regardl...
Document permissions give you the ability to Allow or Deny other users access to view, edit, or delete Documents owned by you. This is helpful if all users share the same customers. There are two user Groups that have separate permissions: My Groups...
Advanced Search works independently from any information entered into the regular search bar. All the fields in Advanced Search can be used together to reduce the number of potential results. Part Number (autocomplete)KeywordsList Price Range (min-m...
Customer permissions give you the ability to Allow or Deny other Users access to Customers owned by you. This is helpful if your Group (or Sales Team) is configured to share Customer accounts. There are two groups which have separate permissions: My...
This functionality, found only in Full Catalog edit, is useful because the supplier sometimes puts products in the supplier catalog that have a zero cost or a cost of $0.01. In these cases, you may not want those products appearing in your catalog f...
The Keyword(s) filter matches the specified term/word entered for use to exclude those items where they are found among the following fields: description, manufacturer name, and manufacturer part number. Example: If you enter ‘remanufactured’ into t...
You can exchange data with ChannelOnline using either the Import / Export Wizard located under Admin or by communicating directly with ChannelOnline via XML. Download the XML Import / Export Specification for details on how to communicate directly w...
The Store Products Page Layout allows you to define how Custom and Supported Categories appear internally and on the Store. You can display custom categories together with supported Categories, display them separately, and re-order the categories to...
ChannelOnline supports two types of category structures, Supported and Custom. ChannelOnline’s Supported is the default category that appears in ChannelOnline. Under each structure is either a legacy two-tiered (Category /Sub-category) model, or a b...
Enter a brief 1 or 2-line product description (up to 60 characters for line 1 and 100 characters for line 2). This information appears in the quote document as the product description (plus service and labor items). For your custom products to vi...
