Customer Management

Account Workflow

Convert your accounts from lead to prospect to customer with additional support for managing technology and vendor partners.

Accounts & Contacts

Create and edit customer company information, billing and shipping addresses, settings, individual contacts and special notes within each company.

Assign Catalogs

From the full catalog of supplier-provided products and custom items, you can create new catalogs by using either Include or Exclude rules at the category, manufacturer or product level. Support for multiple catalogs means you can designate which catalogs your customers have access to.

Assign Pricing

The customer's assigned Price Profile determines, based on rules you define, what pricing they will receive when you generate a quote or when they log into a store.

Delivery Methods

Use ChannelOnline's established connections with the major carriers  (UPS, FedEx and USPS), or add your own, and assign specific delivery methods for each customer.

Notes & Tasks

Users can create Notes or Tasks on the fly as they are working on documents or in a specific account. Set reminders and due dates as well as delegate tasks to other users within the application.

Payment Options & Taxation

Establish payment methods, including net terms and credit cards, for orders and invoices. Set a specific tax rate or systematically calculate a customer's tax rate based on their city and zip code.