Content Solutions DocumentationPublished Date: August 19, 2021 Downloaded: August 19, 2025, 2:44 pm |
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Content Solutions Documentation |
Documentation
Developer Tools
Import And Export
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Used for many different types of manufacturer pricing imports. The main use for the generic template is for […]
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If you need to create multiple accounts and contacts in ChannelOnline and you already have this contact information […]
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Overview Cost Center Import is used to mass import values into a line item level custom field for […]
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Overview Product Attribute Import is used to mass import some values in a product page that would otherwise […]
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Overview The Import/Export Wizard was developed to provide an efficient way to import and export your customer, product, […]
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The Document Export Wizard allows you to export Quotes, Sales Orders, Master Sales Orders, Invoices and Purchase Orders […]
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Shopping Engine Export is an additional paid for service. The Shopping Engine Export (SEE) Wizard allows you […]
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Overview The Contract Pricing Cost Import Wizard allows you to import a list of products with contract pricing […]
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The Price Profile Import Wizard allows you to import Category / Manufacturer Pricing Rules and Part Number Pricing […]
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Overview The Custom Suppliers Import Wizard allows you to import custom suppliers product data or price files that […]
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Overview The Custom Items Import Wizard facilitates the import of custom products that are sourced from non-supported suppliers […]
Supplier Setup
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ChannelOnline can track reseller or custom supplier owned inventory by item with a single item total quantity. Custom […]
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Supplier Contract Uploads (a.k.a Contract Suppliers) are not really suppliers but simply price and availability files for specific […]
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ChannelOnline Supplier Set Up Instructions There are four types of suppliers in ChannelOnline: Supported suppliers (addressed here, wholesalers […]
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A custom supplier is any non-integrated source of items, goods and/or services, that you want to include in […]
Third-party Integrations
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CyberSource Setup Instructions: To setup your online gateway account with CyberSource. You will need to specify your gateway […]
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Authorize.Net Setup Instructions
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Known Issues and Resolutions “invalid cross reference id” on Account sync Delete the mapping from ChannelOnline and export […]
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QuickBooks integration instructions: In QuickBooks: Please ensure that you are using QuickBooks Pro, Premier, or Enterprise. Note that […]
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Salesforce Integration & User Guide Document Version 1.00 Created on January 31, 2017 Last modified on June 20, […]
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ConnectWise User Guide Overview ChannelOnline now offers customers the ability to integrate with ConnectWise. The new ConnectWise integration […]
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Autotask Integration User Guide Preface Autotask integration is a licensed service which began in ChannelOnline version 5.7. For […]
User Guides
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Through the use of ChannelOnline’s in depth XML connectivity it is possible to integrate ChannelOnline into many other […]
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ChannelOnline can track reseller or custom supplier owned inventory by item with a single item total quantity. Custom […]
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Location: Control Panel > Admin > Marketing Overview ChannelOnline offers the ability to generate a coupon or […]
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Location: Control Panel > StoreSite Admin > select store to edit. Contents Overview Settings Layout Appearance Messaging […]
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Overview Electronic signature is another way to convert quotes to orders with your end contact without them having […]
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This feature makes it easier to add contract pricing from multiple bids, manufacturers, and suppliers to a single […]
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Used for many different types of manufacturer pricing imports. The main use for the generic template is for […]
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Location: Admin -> Delivery Methods Delivery Methods Configure which shipping options will be available throughout ChannelOnline for […]
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Location: Admin -> Payment Options Payment options determine how customers can pay for products and services. To enable […]
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Location: Control Panel > Tax Profile Tax Profile options can be set for all U.S. states, U.S. territories, […]
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Overview Price Profiles and Tiers allow you to manage different pricing schemes, or sets of rules, for your […]
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Overview ChannelOnline’s customer relationship management (CRM) allows you a set of customer and partner types that you can […]
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Auto-generated Orders (or Recurring Orders) Auto-generated quotes and orders provides sales representatives and their end customers the ability […]
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Master (Sales) Orders Introducing the ability to generate a master (sales) order, called Master Order in ChannelOnline, from […]
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Through ChannelOnline you can create Bundles and set up Configurations with selectable options for your customers. This capability […]
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Click on the image to download the comparison mapping of categories from the newer three level (Release 7.9.5, […]
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Overview ChannelOnline has upgraded its ability for resellers to control the look and design of the Quotes, Proposals, […]
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Contents Overview General Settings for Service and Labor Items Billing Information Service Items Labor Items Send / Print […]
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Contents Overview Activating RMA Functionality Customer RMAs (RMAs) Supplier RMAs (Supplier RMAs) Granting RMA Access Permissions Managing RMA […]
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Overview A major ChannelOnline primary business function is the capability to facilitate Quote, Proposal, and Sales Order creation […]
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Overview ChannelOnline provides a document within its interface to facilitate the ability to purchase products from a vendor […]
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Overview The Organizer in ChannelOnline provides users a quick and simple way of creating a Note for recording […]