Tips and Tricks


Discount Off List Pricing

Thursday, August 17, 2017

Resellers have the ability to set discount-off list pricing in two ways on a document. First is line by line by using the calculator function next to the price to add a discount percentage. The second way is to do it for multiple lines on a document. For multiple lines, from a quote or sales order document select checkbox next to the line items to be discounted and proceed down to the “Revenue Box” on the bottom left side of the document. Enter the percentage amount you want to discount off list price in the Apply field, click the down arrow on the “Margin” drop-down box to sho Read More...

Discount Off List Pricing

Help Is Always Available

Wednesday, August 02, 2017

Access to the online Help Center is located at the top right and bottom left of every page. Clicking on the help button brings you to the ChannelOnline Help Center where you can find various support topics: Contact information for ChannelOnline Support Latest company announcements Featured Frequently Asked Questions (FAQ) section Upcoming live training sessions access to training videos Read More...

Help Is Always Available

Order Review and Approval

Wednesday, August 02, 2017

Sales Orders can be held for review and approval before they process. When enabled, all sales orders for that account will be placed on hold for review and process approval. The option to hold and review all sales orders before processing is located in the "Payment Options" section on the edit page of each account. Once on hold, the account manager will receive an email stating that "An order needs review" with a link to that order. If the user has the "Ability to approve for Credit Hold or Review All Orders" access right, they will see the "Approve this Order" option in the document f Read More...

Order Review and Approval