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Monthly Archives: April 2012
< Back | ^Setup Home | Next > When you set up Channergy you can either manually enter your data or have us import your data from one or more sources. We call this service a Data Conversion and your data can come from multiple source including: Another back office system QuickBooks Various channels – e.g., Amazon […]
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the Orders tab. This is the most detailed Preferences section. Make your changes as described below and then click the OK button to save them. Field DefaultsPay […]
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the Channels tab. This section is covered in the MCM Setup section which is covered later in the implementation topic. < Back | ^Setup Home | Next >
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the CRM tab. Channergy includes a full Customer Relations Management (CRM) tool similar to Salesforce or Sugar CRM. If you wish to use this feature you can […]
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the Printers tab. Default PrintersOrder Invoice Printer – Select the default printer you wish to use when printing an invoice from the Order screen (a single invoice).Invoice […]
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the ECheck tab. ECheck InterfaceWe have used Authorize Net as an example ECheck service for this tutorial. Authorize.Net is a web based gateway. You will need a […]
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the Data Entry tab. Name and Address Formatting – Select how you want fields updated when you enter data. When you type a field and then press […]
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the Products tab. PreferencesShow product weight in grams – Check this box to display grams instead of ounces on the Channergy product screen. This simply changes the […]
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the Customers tab. Alternate Customer Number Formula – You can specify what portions of a customer’s name and address make up the Alternate Customer Number found on […]