Getting Started with Channergy

The tutorials below cover the main features in Channergy and take you step-by-step through the process for each topic. Use the Take an Order tutorials to train a new employee, have your product manager watch the product and purchase order videos, a sys admin should watch all the videos and everyone can benefit from the full demo for an overview of Channergy’s features. Start by installing Channergy as described below and have fun. If you need help please feel free to Contact Us.

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​INSTALL CHANNERGY

• Be sure to exit all programs first • Click OK if prompted by Windows UAC or a BDE error • Right click the Channergy icon & choose “Run as Administrator” • If prompted be sure to Update  the database • Need help? Contact us.

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​RUN CHANNERGY

• Use “Run as Administrator” • If prompted be sure to Update • Check out the Welcome tab • And the Help tab

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FULL DEMO OF CHANNERGY

• Covers all the major features • Orders, Customers, Inventory • Channels, Purchasing/Receiving • Fulfillment, Security, Reports • How to get more help

 

​ADD PRODUCTS

• Add a few products to test • Also add listings for each • Or use our import tool • Link a few suppliers

CREATE KITS

• Make “on the fly” kits • Set prices and quantities • Make breakout kits too • See Take an Order 02 as well

ADD SUPPLIERS

• Create a Product Supplier • Link Suppliers to Products • Link Purchase Orders • Use Suppliers in Multiple Locations

CREATE PURCHASE ORDERS

• Manually create a PO • Open the reorder report • Add discounts and change costs • Automatic PO creation

RECEIVE INVENTORY

• Receive from open PO’s • Change costs, discounts, fees • Change locations • Cross Docking

TAKE AN ORDER – 01

• Basic order entry steps • Use to train new employees • Tips for new users • Continues in the next tutorial

TAKE AN ORDER – 02

• Add to and edit orders • Include messages• Different payment methods • Print an invoice

TAKE AN ORDER – 03

• Advanced order features • Make Gift Orders • Discounts, Margins and overrides • Copy an order• Get tracking numbers

Additional Videos

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Multi Channel Manager Customer Database Customer Relations Management Email Notification Order Processing (Fulfillment) Inventory Management Purchasing & Receiving Point of Sale Order Entry & Import Reporting Setup & Tools Operators & Security      

hat I would have had it a long time ago. Thumbs up on another great product.”