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Getting Started with Channergy
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IMPORTANT: Check your email for a confirmation from Channergy and click to confirm your email address. We will send the link to the free trial and you can continue with the tutorials below.
Need to request the link again? Click here
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 or want to try the online version? Contact us.
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[tcb-script type=”text/javascript” src=”https://s3.amazonaws.com/press-play-v2/2113621/2115106/outer.js”][/tcb-script]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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[tcb-script type=”text/javascript” src=”https://s3.amazonaws.com/press-play-v2/2113621/2115390/outer.js”][/tcb-script]FULL DEMO OF CHANNERGY• Covers all the major features• Orders, Customers, Inventory• Channels, Purchasing/Receiving• Fulfillment, Security, Reports• How to get more help
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[tcb-script type=”text/javascript” src=”https://s3.amazonaws.com/press-play-v2/2113621/2116564/outer.js”][/tcb-script]ADD PRODUCTS• Add a few products to test• Also add listings for each• Or use our import tool• Link a few suppliers
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[tcb-script type=”text/javascript” src=”https://s3.amazonaws.com/press-play-v2/2113621/2116239/outer.js”][/tcb-script]CREATE KITS• Make “on the fly” kits• Set prices and quantities• Make breakout kits too• See Take an Order 02 as well
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[tcb-script type=”text/javascript” src=”https://s3.amazonaws.com/press-play-v2/2113621/2116238/outer.js”][/tcb-script]ADD SUPPLIERS• Create a Product Supplier• Link Suppliers to Products• Link Purchase Orders• Use Suppliers in Multiple Locations
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[tcb-script type=”text/javascript” src=”https://s3.amazonaws.com/press-play-v2/2113621/2116560/outer.js”][/tcb-script]CREATE PURCHASE ORDERS• Manually create a PO• Open the reorder report• Add discounts and change costs• Automatic PO creation
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[tcb-script type=”text/javascript” src=”https://s3.amazonaws.com/press-play-v2/2113621/2116561/outer.js”][/tcb-script]RECEIVE INVENTORY• Receive from open PO’s• Change costs, discounts, fees• Change locations• Cross Docking
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[tcb-script type=”text/javascript” src=”https://s3.amazonaws.com/press-play-v2/2113621/2116563/outer.js”][/tcb-script]TAKE AN ORDER – 01• Basic order entry steps• Use to train new employees• Tips for new users• Continues in the next tutorial
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[tcb-script type=”text/javascript” src=”https://s3.amazonaws.com/press-play-v2/2113621/2116232/outer.js”][/tcb-script]TAKE AN ORDER – 02• Add to and edit orders• Include messages• Different payment methods• Print an invoice
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[tcb-script type=”text/javascript” src=”https://s3.amazonaws.com/press-play-v2/2113621/2116236/outer.js”][/tcb-script]TAKE AN ORDER – 03• Advanced order features• Make Gift Orders• Discounts, Margins and overrides• Copy an order• Get tracking numbers
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[tcb-script type=”text/javascript” src=”https://s3.amazonaws.com/press-play-v2/2113621/2116237/outer.js”][/tcb-script]One System &You’re Done.
JT Lilliput Motor Company
“The team at Channergy was able to import all of our data and walk us through the setup rather quickly. We lost no data, and the new interface was wonderful.”
AmberMerriman Market Analyst
“It is this type of customer service that sets Channergy above the rest.”
JohnDogs Unlimited
“The editor is great!!! I wish that I would have had it a long time ago. Thumbs up on another great product.”
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