Content Solutions DocumentationPublished Date: August 19, 2021 Downloaded: December 22, 2024, 6:24 am |
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Content Solutions Documentation |
Getting Started
ABC's Of ChannelOnline
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If you are the first user to access this account, or were assigned to the highest administration access […]
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Navigation is set up into three main zones. Workflow Tabs / Top Navigation – These are used predominantly […]
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Getting Started with ChannelOnline Things that need to be in place to start conducting business through ChannelOnline. Prerequisites […]
How-to
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Overview Companies can activate global custom fields at both the account, contact, document level and the line item […]
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In Admin under Personnel is a page called Quota Management that will list all users with a quota […]
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Users have the ability to assign multiple product catalogs to the same or different client(s). Each catalog can […]
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Sales Orders can be held for review and approval before they are processed to Submitted. The option to […]
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Users have the ability to set discount-off list pricing in two ways on a document. First is line […]
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Overview Account Types Leads & Prospects – tracking, to convert to customer, send prospects a quote Customers – […]
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Tags are available within ChannelOnline to identify, group, and sort similar or related items. Tags follow a root […]
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Tasks that have been completed can be displayed as complete by having its status changed. This is done […]
Quick Start Guides
Tips-n-Tricks
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When you are working on a document you often need to see all pricing profitability options: Margin, Markup […]
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While on any document, click on the “Activity” button at the top of the document drop-down tab. All […]
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Completed tasks in the organizer can be displayed or removed. This can be done from the task itself […]
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When working on large quotes or orders with multiple line items, do you feel like the page is […]
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To enable the Notification Email feature, go to an account, from account view select the edit icon next […]
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Ever wonder if maybe someone else is working on the same document as you? Now you can see […]
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Need to make a bundle without going into Items Admin? Make it directly on the document. […]
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Having a hard time distinguishing one document number from the next? Add a suffix or prefix to help […]
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Items that will be or are discontinued from a manufacturer or supplier can be labeled as Discontinued at […]
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Placing a quote for a customer and need to see what cost was or price you charged them […]
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When selling a service or labor item that needs recurring billing, or for licensing orders with renewal dates, […]
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For users who work on multiple quotes concurrently in ChannelOnline, a quote saves automatically when the user moves […]
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Access to the online Help Center is located at the top right and bottom left of every page. […]
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Notes and Tasks are assigned a unique and permanent identification number for each new entry. This ID is […]
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Users can select specific line items from a document to print or email specific lines from an order. […]
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Leads & Prospects can be tracked on a dashboard tab by selecting the “Add to Dashboard” button under […]
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Important information is just a click away. Creating Notes in ChannelOnline is easy and can be done almost […]
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The control panel can be collapsed from its default size to an “icons only” display by selecting the […]
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To have a newly created item added on a quote immediately, create and save a new custom item […]
Videos