Administrative Management

ChannelOnline streamlines and enhances every aspect of the sales cycle – enabling personalized customer self-service; well-informed salespeople; and profitable pricing and sourcing decisions.

A more efficient sales process means:

• Sales can take on additional deals
• More responsive salespeople deliver higher win rates
• Consistent customer service leads to more repeat business, and
• Optimal pricing and sourcing brings higher profits

But for the solution to provide the maximum benefit to VARs, it must be setup to meet your specific business needs. The person or group you set as ChannelOnline System Administrator (Admin) has full rights to configure application settings and create global system defaults within the solution for your entire company. ChannelOnline does not have a predefined set of parameters, so your Admin has the flexibility and power to establish ChannelOnline prior to granting access to any sales or buying professionals and can easily modify the solution as needed.

Setting these Admin options can save you time and money by significantly reducing business process inefficiencies – while improving customer service, sales productivity, and reinforcing profitable business decisions.

Key Administrative Management Functions:

• Sales Team
  Set up SalesReps' profiles, groups, and access rights profiles
• Price Profiles
  Setup customer pricing schemes
• System E-mails
  Edit default e-mail templates
• StoreSite Admin
  Setup defaults, specials, custom menus, and color scheme to use when your customers access your branded website(s)
• Suppliers
  Setup supplier access rights for price files
• Delivery Methods
  Setup delivery methods, carriers, and shipping defaults
• Tax Profiles
  Setup tax collection methods and defaults
• Payment Options
  Setup customer payment options (P.O., credit card, etc.) Automatic credit card authorization via CyberSource. Setup leases with rate multipliers to auto-calculate monthly lease payments.
• Company Settings
  Set up company information and text to print on Quotes & Orders
• Import / Export
  Setup import / export of customers and orders. Ability to import Price Profile rules into a Price Profile. Support for importing category, manufacturer and part number rules.
• Products Administration
  Setup Custom items / Bundles / Paragraphs and Products page layout
• Bundles
  Create and save bundles of items commonly sold together to the product database and quickly add them to sales documents
• Catalog Administration
  Setup and manage Full Catalog, Custom Catalogs and Company Standards
• Integration
  Download new integration tool - ChannelOnlineConnect™ designed for QuickBooks® - for transferring customers, suppliers and documents from ChannelOnline to QuickBooks
• CPAS (Company Purchase Approval System)
  Setup CPAS user accounts and default admin rights.
• External Links
  Set up external URLs that link to your accounting system, company website, etc.
• Configurator
  Set up configurable products and services, with included options and user selectable options to better service your customers.