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Getting Started with Channergy

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.



​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.

   

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."

Amber Merriman Market Analyst

"It is this type of customer service that sets Channergy above the rest."

John Dogs Unlimited

"The editor is great!!! I wish that I would have had it a long time ago. Thumbs up on another great product."