When you assign a parent company to an existing company, the storesite already assigned to the parent company will also be assigned to the sub-company by default. All sub (child) companies will inherit the storesite assigned to the parent company. A...
The Customer # (or ID) field is a way for you to add an identification number to a customer record. The number can serve as your internal reference number, or to identify that customer to a third-party system, such as your accounting or CRM package....
A regular expression, or RegExp, is a way of describing a string of text using metacharacters or wild-card symbols. For example, the statement ABCd{6] would require the user to enter a value that contains “ABC” followed by a 6-digit number. You can ...
Several PO statuses can be displayed depending on the stage of the PO and the system. Many PO statuses rely on the information fed back into ChannelOnline from electronically integrated supported suppliers. The following are the available PO statuse...
ChannelOnline automatically generates a PO number upon document creation. You can edit that PO Number as long as the PO has not been submitted to a supplier. Once it has been submitted, you can no longer modify the PO number. Purchase order numberin...
POs are either Manual or Auto-fulfilled in the system. Manual POs are those that are faxed, e-mailed, or verbally submitted to your supplier. Auto-fulfilled POs are submitted electronically through the system to integrated suppliers that support thi...
All shipping addresses created in ChannelOnline have a description generated for them based on the shipping address. This description appearsin the Shipping Info drop-down box under a company’s Billing & Shipping Addresses section and is used on the...
Included items Comment Header is a label used to describe the base items, or groups of items, that are included in the specified configuration or bundle. For example, you can use a label such as “Comes With” for a bundle, or “Base Items Included in ...
When creating or editing a bundle there is a Calculate Customer Price option where you can either use the price profile at the bundle level, or the line item level and apply a discount. Bundle Level – If you use the option to set the bundle level, t...
You have the ability to make any product (Supported or Custom) Public and part of the Full Catalog, or Private by only assigning the product to select custom catalog(s). The available options and their descriptions are below: Public (Add to Full Cat...
Shipping cost calculation dropdown options can include Manual, Global, or Customer (if Customer-specific shipping is active for the account) as a shipping rate option. Manual allows you to key in any value desired as the shipping charge.Global calcu...
The calculator icon near the price field on a line item within a quote launches the Line Item Calculator. Pricing adjustments to the Unit Price of that line can be done by selecting both a rate and a method by which to adjust the customer price bein...
Define how Custom and Supported Categories appear internally and on the StoreSite. These changes help provide the right focus and attention on important categories for internal users and customers. Options: Display custom categories together with su...
Access Rights control the level of access your personnel users have to their accounts, contacts, documents, reporting, and more. To assign or edit these permissions, go to Admin > Personnel > Access Rights located on the left navigation menu. Note: ...
The Notification Email field on the edit Accounts Settings page in the Assigned Personnel section is used for sending notifications to users or groups. These typically are not the assigned account manager, sales rep, or users of ChannelOnline. Separ...
Tags can be used to help label and sort many different types of system items. Create, edit, or delete tags for use across items, item rules, catalogs, price profiles, organizers (notes/tasks), customers, and documents. ChannelOnline follows a root-l...
Access Keys are based on the existing system permissions that get assigned to group users and other group users. The key difference is that these permissions can be applied to a single user (like one outside your group). Use a combination of area pe...
Information for using the Contract Pricing upload file. Product ID or, Mfr Name plus Mfr Part # fields, are required.For best match use the ChannelOnline system item ID when possible.The supplier indicated on the import/edit window will be used as t...
Users can grant access to the accounts, documents, and price profiles that they have created. Each can be accessed and modified by selecting the appropriate dropdown for: Deny Others access – Prevents other users from viewing, editing, or deleting yo...
The following methods can be used when creating price profile rules. MethodMethod field in importRate Value+/- dollarsadd % discount**discount % marginmargin % markupmarkup Sell atsellat ** Caution: Use the ‘Never allow customer price to exce...
