Tips and Tricks


View/Verify changes to a document.

Wednesday, July 24, 2019

While on any of the documents, click on the "Activity" button at the top of the document drop-down tab. All activity associated to this document are displayed in chronological order.  Read More...

View/Verify changes to a document.

Mark Organizer Tasks as Complete

Friday, August 10, 2018

Completed tasks in the organizer can be displayed or removed. This can be done from the task itself by selecting the "Mark Complete" button at the bottom of the page, or by selecting the same button from the organizer search results list. A completed task will still be displayed, but with its Subject title struck-through. Completed tasks can be removed from the organizer simply by selecting the "Delete" button on the bottom of the task page, or in bulk by selecting multiple tasks from the organizer list view and clicking the "Delete" icon button. All deleted tasks can be restored by clicking  Read More...

Mark Organizer Tasks as Complete

Additional Working Space

Monday, July 23, 2018

When working on large quotes or orders with multiple line items, do you feel like the page is getting crowded? Here are some ways you can create a larger working area on the document display. First, enlarge the work space by selecting the Control Panel collapse button icon on the bottom of the Control Panel section. Then, you can increase the work area by clicking on and collapsing the following top sections: Billing and Shipping Custom Fields Company Logo These settings are sticky and apply to all subsequent documents, but can be brought back by clicking on each secti Read More...

Additional Working Space

Email Team Members

Monday, July 02, 2018

To enable this feature, go to the "Company Info" section for the account. Under the "General" section, type in the email address of the individual or group to include on the email. Multiple email addresses can be separated by a comma. Save the changes. With the proper Admin access rights, go to the Control Panel > System Emails > System Generated tab. Nearly all system generated email templates directed at the customer or sales rep support this feature. Click on the "View" icon of the email template you wish to add the names to. From the center "Select Field" drop-down, Read More...

Email Team Members

Who's Viewing My Documents

Monday, June 25, 2018

Ever wonder if maybe someone else is working on the same document as you? Now you can see which other ChannelOnline user has a document or account in their recent activity. At the top right of the page under the open document dropdown, a small button icon will show the user's initials that has the document or account in the active tab of their session. Internal users are shown in the button with the teal background and storesite users have a green background. Hover over the initials to see the user's full name. Read More...

Who's Viewing My Documents

Quick Bundle Creation

Thursday, May 10, 2018

Need to make a bundle without going into Items Admin? Make it directly on the document. Bundles can be created directly at the document line level by selecting the checkbox next to each item and clicking the "Line Actions" button. From there, choose the "Convert to bundle" option, and each item will be grouped into the product bundle. Text fields will open up for a two-line description and part number to be entered for the bundled products. Once the bundle is saved, it will be listed as a bundled item and identified on the quote with an orange icon. This bundle can be used agai Read More...

Quick Bundle Creation

Product Discontinuation and Replacement

Monday, April 16, 2018

Items that will be or are discontinued from a manufacturer or supplier can be labeled as Discontinued at the item level. Both the Discontinued label and the items replacement SKU can be displayed on the product page and on a quote document. To enable this feature: Go to the discontinued item's product page. On the right side of the page and above the Supplier Cost table, click on the "Edit Item" icon link to open the edit page. On the "Products: Edit item" page, under the "Optional" section, locate the "Discontinued" listing and click the "Yes" radio button. If desire Read More...

Product Discontinuation and Replacement

Price and Cost History

Thursday, March 29, 2018

Placing a quote for a customer and need to see what cost was or price you charged them in the past? From the quote, check the box next to the line item you wish to review history on, then select the "Price History" option from the Line Actions tab at the top of the product table. A window will open to show a list of the documents (Quotes, Orders, Invoices and RMAs) that the item was placed on, for this specific customer, and will display the order number, date, cost, sell price and quantity for each document. For more detail, select the order number to access the document for review.  Read More...

Price and Cost History

ID Numbers for Notes and Tasks

Tuesday, October 31, 2017

Notes and Tasks are assigned a unique and permanent identification number for each new entry. This ID number is used to identify each note and task and allow their sorting in the organizer. ID numbers are only used once and cannot be edited. Notes and tasks that are "copied" within the organizer are assigned a new ID number, and a note that has been "converted" to a a task will pass that number to the new task. Read More...

ID Numbers for Notes and Tasks

Printing Individual Lines from a Document

Wednesday, September 06, 2017

Users can select specific line items from a document to print or email specific lines from an order. First, select the items you want to print by using the checkbox next to the line(s). Then, by selecting the "Print Selected" option under the "Line Action" drop-down on the document, the system lets you print specific lines from a quote or order (for example: print packing slips, invoiced items, service items, etc.).> Read More...

Printing Individual Lines from a Document