Category Archives: Guide

Contact Support

Email Support Submit a support ticket. Email support is free for all current customers (i.e., upgraded to the latest version or on a hosting plan) except the SE version. Free email support includes answers to questions about using the software and verified bug fixes. It does not include remote assistance or backend work required to […]

Using Channergy

Instructions for using Channergy Click a link below for help taking orders, managing customers and working with your inventory. You should have already installed and setup Channergy before referring to this section of the help files. See the Installation and Setup topic for help with setting up Channergy. ORDERS Enter Orders – This topic covers manual […]

Installation and Setup

Instructions for installing and setting up Channergy Follow the steps below for help installing Channergy and setting up including license files, preferences, security and various items you need to enter before using Channergy for you orders, customers and inventory. See the Using Channergy topic for help with using Channergy after it is set up. Channergy Installation […]

Help Files

Channergy Help Files Help is divided into two main categories. Visit the Installation and Setup topic for instructions on installing Channergy. Then go to the Using Channergy section for help on every day tasks like entering orders and creating products. Check out the online Videos as well. Installation and Setup Help installing Channergy and setting […]

Creating Shortcuts

Creating Shortcuts in Channergy You can create shortcuts to run reports from various screens and to launch Channergy scripts or any programs you wish from the Tools menu. Tools In Channergy locate your data directory by clicking File -> Open Database on the text menu at the top of the screen.   In the dialog […]

Setting up the MCM to run as a service

Download and install the Microsoft Window Resource Kit tools from HERE. Open a command prompt window and create the service by typing (do not cut and paste) in the following command:  “C:\Program Files\Windows Resource Kits\Tools\INSTSRV.EXE” MCM “C:\Program Files\Windows Resource Kits\Tools\SRVANY.EXE” Run the Registry Editor from the run command (Rededt32) and locate the Key HKEY_LOCAL_MACHINESYSTEMCurrentControlSetServicesMCM Right […]

Update or Upgrade Channergy Install

We regularly release free updates for the latest version of Channergy that include bug fixes, new features and changes to documentation. You can download and install them from the link in the instructions below. Upgrades have been historically released every year in the first quarter. These are paid releases that include new features and functionality. You […]

Add/Edit a Customer

Quick Jump to: <Back | ^Setup Home | Next> Search for a Customer Add a Customer without Searching Additional Info Tab Special Pricing Tab Orders Tab Contact Log Tab Attachments Tab Instructions Search for an existing customer account before adding a new account or find a customer to edit and enter additional information and contacts. Searching for Existing Customers […]

Ads & Source Keys

Advertising Source Keys    <Back | ^Setup Home | Next> Source codes for tracking the effectiveness of your ads. Instructions You may already be using source keys. They are identification codes you assign to an advertisement. You use them to track where your customers found you. Channergy makes extensive use of source keys. An Original Source Key is assigned […]