Customers of ChannelOnline are entitled to free online training sessions!
We invite you to join our weekly open forum sessions, hosted by the ChannelOnline Support and Product teams. These sessions provide an opportunity to ask questions, review key functionality, and gain guidance on best practices in a collaborative, interactive setting.
Whether you are new to ChannelOnline or looking for a refresher, these forums are designed to help you get the most value from the platform.
After registering, you will receive a confirmation email with the Zoom link to add to your calendar and join the session.
Click Here to Register
Topics are flexible and driven by customer questions, but typically include:
Administration & Setup
- Configuring and managing Company Settings
- Editing your full product catalog & creating custom catalogs
- Configuring Tax Profiles
Quotes/Orders/Purchase Orders
- Managing customer accounts and applying specific settings
- Creating quotes, proposals and orders
- Processing purchase orders
- Invoicing (recurring billing)
Price Profiles
- Creating price profiles and assigning them to individual customers
- Managing price profile rules, quantity discounts, and promotions
- Establishing contract pricing and preferred suppliers
Products Admin/Search Engine
- Creating and managing custom products, services and labor items
- Creating bundles and configurations
- Utilizing the search engine, optional attributes and best practices
Storesite Admin/Storesite
- Configuring the Storesite settings and layouts
- Storesite features and functionality
- Private, private, guest checkout, and CPAS (Customer Purchasing Approval System)
