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ChannelOnline
Welcome to the ChannelOnline Community Space
The ChannelOnline Community space is where you can find all of the helpful content you need, while giving you access to peer-to-peer and direct support collaboration. We are working to further develop more content and training, and look forward to working with you in the Community.

Getting Started - Welcome
Steps to get you up and running quickly within ChannelOnline

Channel Online Training Opportunities
If you haven’t had a chance to follow this introductory training or have but would like to take a refresher course, we strongly encourage you to participate in one of our training courses to make sure that you take full advantage of ChannelOnline’s many features.

Accounts
Manage Accounts (customers, leads, prospects, and vendors) and all your contacts.

Catalog Admin
Learn how to create rules for including and excluding structured catalogs, including the use of item rules.

Company Settings
Establish how your company operates with the main features of the platform, including documents, custom fields, messaging, links, and more internal settings.

Delivery Methods
Activate common carriers like UPS, FedEx, USPS, and custom delivery methods, plus control how they are presented on the e-commerce store.

Documents
Learn how to manage the documents that you use. From quote to order, from purchase order, fulfillment to Invoice. Establish how to use reminders, sales funnel tracking, auto-generated documents, address validation, and much more.

Import & Export
Use the ChannelOnline Import/Export Wizard to handle bulk accounts/contacts, items, suppliers, and documents.

Integrations
ChannelOnline has some primary built in integrations with applications like: Autotask (a leading hosted MSP business software), ConnectWise (a major provider of Professional Service Automation (PSA) software for the IT services industry), QuickBooks Desktop, Hosted (cloud), and Online accounting packages, and Salesforce (a world leading CRM Industries platform). Please also see how to connect via our XML API.

Items Admin
Set up your own custom, service, and labor items. Additionally, create bundles, configurations, drop-in paragraphs, custom manufacturers, and custom categories. If needed, set UNSPSC codes by category, global search ranking, and make your exportable ledger codes for accounting.

Marketing
Generate coupons and promotion codes to be used on quotes, orders, and carts on the store.

My Preferences
Determine how you want to see your dashboards, search results, and primary language.

Organizer
The Organizer provides users a simple way of creating a Note or Task for recording documents (Quotes, Proposals, Sales Orders, Purchase Orders, Invoices & RMAs), account events, and business-related information. Tasks help manage complex document transactions for an individual or through assigned delegated users.

Payment Options
Activate payment options and leasing that you want to make available to your customers. After they are created, they can be enabled/disabled at the account level.

Personnel
Manage your employees, groups, and access rights for what they can do within ChannelOnline.

Price Profile
Understand how to manipulate pricing rules, the difference between a Profile and a Tier, quantity breaks, and assign suppliers for determining cost and price calculations. Plus, how to apply global price rules.

Products
Like in Items Admin, you will find more information on how to work with service/labor items and additional item attributes.

Release Notes
Read our upcoming or past release notes, detailing new features, bug fixes, and helpful tips.

Reporting / Dashboards
Various reports can be run across all types of transactional information from document, item, category, and manufacturer sales, to leads and prospects, to store site activity. Use reporting to understand what’s happening in your business.

Storesite Admin
Leverage the built-in e-commerce store site, plus a preview store for testing settings before migrating them to your store. Admin users may select layout, colors, fonts, components, and messaging for stores. Some ChannelOnline accounts will have more than one store enabled for use (contact your sales representative for additional stores).

Suppliers
Adding supported and custom product suppliers increases the breadth of products that you can provide to prospects and customers. Find out how to enable suppliers, their items, and manage contracts.

Suppliers / Import and Export
Assign or export for manipulation of your supplier-related items (when available).

System E-mails
ChannelOnline has a significant number of prebuilt email templates for document delivery, store sites, and users that can be enabled and edited to reflect your business and processes.

System Status / Downtime
Check system status and maintenance notifications.

Tax Profile
Maintain tax and e-waste selections where you conduct business across the states and provinces that matter to you.

XML
Integrate with ChannelOnline via XML for importing, updating, and exporting a variety of information. This service is often used for EPR and accounting implementations.

Unfamiliar with ChannelOnline? Click here to learn more about the platform.


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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...

Can I Add Custom Items Into ChannelOnline?

Yes. You can create new custom items one at a time or by importing them through a spreadsheet or CSV file. In addition, you can also customize the product using a custom manufacturer, custom categorization, or custom images."

Shopping Engine 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...

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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 a specific manufacturer. For more details, re...

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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