Become a ChannergySE Affiliate
Introduction In order to use the USPS AVS system you will need to set up a Web Tools account with USPS and get an account number for doing that. Procedure The procedure for setting up AVS, Address Verification, in Channergy involves two steps, setting up the account with USPS and then setting it up in […]
Monthly Archives: March 2016
Introduction Although Channergy is designed to minimize the possibility of multiple customers being created, this does happen and the software has a tool that will allow you to combine customers and their related data. It is called the Merge feature. In a nutshell the process is as follows. Locate the record that you want to use […]
Introduction Channergy has the ability to manage multiple companies in one database. The following documentation describes how to set them up and use them. Creating Multiple Company Identities There are several locations that you can set up the company identities in either the Operator ID or the Product (Inventory) screens. The functionality and process are […]
Introduction The order items grid has a tool that allows you to change the order that columns are displayed and add or remove columns. Moving a Column To change the order that a column is displayed simply click on the blue title and drag it to the location that you want. Green arrows will show […]