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