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 and if you have not done so already you can Download the Free Demo to use with the tutorials.
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.
RUN CHANNERGY
• Use “Run as Administrator”
• If prompted be sure to Update
• Check out the Welcome tab
• And the Help tab
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
One System &You’re Done.
hat I would have had it a long time ago. Thumbs up on another great product.”
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