If you are the first user to access this account, or were assigned to the highest administration access right (Admin SalesRep – Buyer), you will be able to configure your account instance settings. As an administrator you will access these areas by going to the left Control Panel Here are a few things that need to be in place to start conducting business through ChannelOnline.

• Supplier Information. Supplier e-commerce credentials are necessary to enable supplier feeds into your instance to build your catalog.
  • Learn more at How to Add Suppliers.

• Tax Profile. This allows you to setup how tax calculations are done for the States/Provinces which your company does business in.
  • Learn more at Tax Profiles.

• Price Profile(s). Price Profiles and Tiers allow you to manage different pricing schemes, or sets of rules, for your customers.
  • Learn more at Price Profiles and Tier Administration.

• Payment Options. Payment options determine how customers can pay for products and services (credit cards, P.O. numbers, credit limits, leasing, and etc.).
  • Learn more at Payment Options.

• Delivery Methods. Configure which shipping options will be available throughout ChannelOnilne for accounts, documents and storesites.
  • Learn more at Delivery Methods & Shipping.

• Document Template. Customize your document template to match your logo, brand colors and marketing messaging and legal disclaimers (Ts&Cs).
  • Learn more at Document Template Design and Delivery

• Document Settings. For things like, reminders, expiration dates, renewal dates, auto-generated documents, stages and probability defaults.
  • Learn more at Quote and Sales Order.

• Personnel. Setup your companies users: Administrators, Representatives, Sales Groups (teams), Purchasers (buyers) and non-user Employees.
  • Learning more at Managing Personnel & Access Rights.

• StoreSite. When you activated your ChannelOnline account you made some store setup selections, these should be updated to reflect how your company is viewed be store visitors.
  • Learn more at StoreSite Admin.

Keep in mind that ChannelOnline does come with some defaults to help you get started.  More details can be found on Getting Started ABCs.