Quoting, Sales & Purchasing

Form product inquiry to delivery; submit purchase orders from the same interface you use for your quoting, sales, and sourcing activities.


Quotes & Sales Orders

Flexible and feature rich quoting helps convert sales activities into orders.  Take advantage of time saving tools like copying quotes to the same or different customer, merging two or more quotes into one, importing a quote from excel and creating a list of hot quotes.

Quotes and Sales Orders Screen

Line Item Actions

Manage document lines for comparing products, creating POs, viewing price history, creating on the fly bundles, document formatting, line level shipping addresses and more.

Line Item Actions

Custom Fields & Notes

Generate unique custom fields at the document, line item, company, and contact level to be used to collect additional critical data.  Plus add additional information to products on a quote through the use of line item notes.

Custom Feilds

Payment & Delivery

Collect and store key order information like payment terms (Net 30, credit card, company check) and shipping method (UPS or FedEx Ground) within the company record or on the document at the time of purchase.

Order Options

Supplier Cost & Availability

By pressing the 'Live Cost' button, on a product page, quote or purchase order, ChannelOnline will refresh the supplier cost and warehouse availability for that item in real time.

Supplier Cost Availability

Document Workflow

As a document travels through the system it is labeled with its type and status. This document started out as a quote, and was converted to a sales order when payment information was received. The next stage is to generate a supplier PO and optionally an Invoice.

Document Status

Purchase Orders

Electronically or manually submit purchase orders to your distributors and suppliers.  Manage complex ordering by combining products from multiple sales orders onto a single PO or by spliting products from an order into a specific supplier PO.  Supported suppliers provide the benefit of getting updated price and availanbility before making a purchase and all PO shipping and tracking updates get linked back to the originating sales order.

Purchase Orders