Here you will be able to manage your ChannelOnline user accounts and permissions. The pages in this section needed to manage your sales team properly are:
(security permissions)
ChannelOnline provides a list of built-in access rights profiles, which you can think of as roles within your organization. While the default access rights profiles might be sufficient for your needs, you can create new access rights profiles from scratch or by copying an existing profile.Passwords are needed for all users that access ChannelOnline, internal or external. Create a password that meets industry standard complexity requirements:
If you have forgotten your password or simply wish to change it, navigate to your ChannelOnline log in page and click the "Forgot Password" link.
Storesite users can retireve their password by going to the storesite log in page and click the "Forgot Password" link.
DOCUMENT ACCESS CHECKS |
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Read Access
Edit Access
Delete Access
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ACCOUNT ACCESS CHECKS | |||
Read Access
Edit Access
Delete Access
Create Documents
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PRICE PROFILE ACCESS CHECKS | |||
Read Access
Edit Access
Delete Access
(where delete is allowed only when there are no customers ) |
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User Groups allow the sharing of information/function/permissions among mulitiple users as a single entity.
To create a new user group:
From Control Panel > Admin > Personnel > Groups
Create New Group
Create a new Group (Name)
Move the members from the existing list of users and Save
This new group is now active and available for assignment
Items that are/or being discontinued from the manufacturer
or supplier can be identified and its replacement sku displayed at the product
level and on the quote.
How to enable this feature.
Go to the product on the product
page. On the right above the customer
price, click on the “Edit Item” icon to open the edit page.
On the “Products: Edit Item” page, under the “Optional”
field and from the “Discontinued” listing,
click “Yes”
Type in the replacement (manufacture number) part. This will search for the replacement item from the product
catalog. Select the item.
Search and select the "Item Type" from the list of options
Save the changes.
The old item is now marked as “Discontinued” and display the
replacement sku
When placing a quote.
The item will display the “DISCONTINUED” designation and the replacement
part. Clicking on the replacement part
number will bring up the replacement item.
Once created, Service and Labor support skus can be added to a quote.
From an active quote, from the top of the page
From the "Services" tab, choose either from the Service or Labor selections
To add that selection to the quote
Or view the specifics of the selection
Labor added to the quote
ChannelOnline allows the creation of Labor type jobs to add
to a quote.
To create a new Labor option:
From the Labor Item page, fill in the following:
Job Information
Supplier
Billing Rate(s)
Active or Disabled - Displays the labor job for
assignment
Icon
Categories and Tags
Detail description - Additonal information on the service
Once saved, this labor job is available to be added to a quote.
ChannelOnline allows the creation of Service level jobs to add to a quote.
To create a new Service option:
Control Panel > Items Admin > Service, Select "Create New Service Item"
Enter a preselected number or have the system generate a new sku number for the service and select "OK"
From the Service Item page, fill in the following:
Job Information
Supplier
Billing Rate(s)
Active or Disabled - Displays the service job for assignment
Icon
Categories and Tags
Detail description - Additonal information on the service
Once saved, the service job is available to be added to a quote.
A database of all warehouses per supplier can be set up with one warehouse per supplier selected as your company default. ChannelOnline automatically populates the warehouse database for ChannelOnline supported suppliers. You can also manually enter warehouse information into the warehouse database for Custom Suppliers.
Availability per warehouse is displayed beside the warehouse name in parenthesis for CNET supported suppliers (Ingram Micro, Tech Data, SYNNEX, etc) when selecting the Live Warehouse & Cost Update . The availability quantity will remain in parenthesis beside the warehouse up to (1) hour. If the quantify is empty, it is because it has been over (1) hour since real-time information has been updated. This is to ensure that you have current information when working with and submitting PO(s). Once you update Live Warehouse & Cost the availability will appear in the parenthesis once again. Any previously selected warehouse will stay selected and does not go back to the default warehouse.
Adding Warehouses
Setting a Default Warehouse
To add warehouses for custom suppliers, go to the Supplier View and select the Edit icon on the Supplier Info component. From there go down to the Default Payment Method & Warehouse option
and select the Edit icon to the right of the Default Warehouse field. The warehouses that you enter will then appear in the warehouse drop-down list for the PO line items.
To add set a default warehouse for a supplier, go to the Supplier View and select the Edit icon on the Supplier Info component. From there go down to the Default Payment Method &
Warehouse option and select the desired warehouse from the Default Warehouse dropdown field. Once selected, hit Save at the bottom of the page.
Keywords - entering keywords will result in a
search that looks for a match found on ALL words anywhere in the following fields: Description, Product Class, Category and Part Number. Multiple words
can be used in a single search term, such as "HP notebook", and the results will take into account if the words are in close proximity to one another.
For example, a search on "HP notebook" provides results for "HP Compaq Business Notebook 2510p" before returning results for HP Elitebook 2530p" even
though the term "notebook" is in the attributes of the product.
Starts With - selecting this box enables you to search for terms that begin with what you typed. Example; if you typed "note" it will return results that contain the word "note" in them, such as "notebook".
Description Only - selecting this box searches only for the exact terms used in the description fields only. For example a search for "right hand mouse" will look to match all those terms in the description, they may be in any order and not exactly as you typed them.
List Price Range - narrow the results by entering a minimum and maximum list price range for the product results that you are looking for.
Part Number - These fields allow you to enter in more than one search at a time. The search engine will process these entries as "OR" type searches. For example if you type "CISCO861-K9" in the first box, "mouse" in the second box and "7733pau" in the third box, the search engine will look for "cisco861-k9 OR mouse OR 7733pau" and return all the relative results that match.
Category and/or Manufacturer - these filters allow you to narrow your search query to certain categories and/or manufacturers with your keyword entry. You may choose multiples by using the "Shift" or "Ctrl" keys as you select additional categories or manufacturers. (This text also needs updating on the page itself...to add the Shift part)
In Stock Only - selecting this box limits the displayed results to only products that had a positive stock count within the last 24 hours.
Cost Centers are customer specific fields that can be enabled at the line item level on storesite quotes, orders and shopping carts. They give you the
ability to allow your customers to enter an accounting code if necessary or specify which department should be billed for a given product. To enable
the Cost Center feature for a specific customer:
Assigning Cost Centers to Contacts
Note: Please see the 'What is a Regular Expression?' faq for a detailed definition of the RegExp Field Data Type.