Become a ChannergySE Affiliate
Introduction The purpose of this page is to provide you guidance on updating your system with a new build. The process is generally as follows: Install Channergy on your server Update the database Update the client systems Here are the details Install Channergy on Your Server The server installation depends on whether or not you […]
Category Archives: Installation and Setup
Introduction The purpose of this documentation is to show you the step by step process of downloading a products file from your Big Commerce store and adding the product information into Channergy using the Big Commerce Product Import utility. Getting the product list from Big Commerce This is the first step in adding your Big […]
Introduction This post is intended to provide some general guidelines on updating/upgrading your Channergy software. There are two process that this post will cover here, updating a build and upgrading to a new version. Updating: This is the process of updating the build of the current version of Channergy you are currently using. Throughout the […]
Introduction Adding and updating the buttons in the POS interface involves the following tasks Defining the Main Menu Defining the Sub menus that will be lauched from the Main Menu Adding the actions to the buttons. This document assumes that you know how to open the POS screen in Channergy POS Defining the Main Menu. […]
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 […]
Introduction The purpose of this document is to show the setup and use of the QuickBooks Integration Export tool. Quickbooks Integration is downloadable from here. Background The Channergy QuickBooks Integration export tool is designed to export an .iif formatted file containing the daily sales (using either the Cash or Accrual accounting method) or bills. This […]
Installing Channergy SE We have streamlined the setup process for Channergy SE. All you need to do is Install the program on your PC with the downloadable file we provide. See the Video Tutorials for help installing Channergy SE. The tutorials also provide a quick start for running Channergy SE and a Full Demo of […]
< 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 POS tab. Channergy includes Point of sale tool (POS) similar to Salesforce or Sugar CRM. If you wish to use this feature you can specify where […]
< 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 […]