
An ERP That Masters Sales & Inventory
ChannelSnap ERP stands out from the crowd by providing you with an easy-to-use, cloud-based platform that manages your entire business operations. It seamlessly manages: your purchasing & inventory, online and offline sales from various channels, customer interactions, email marketing, accounting, picking automation, quality control, and of course shipping optimization.
This edition of ChannelSnap is ideal for any sales-oriented company that sells its goods directly to their customers or online using platforms such as Shopify or any other online system. ChannelSnap not only collects your orders from all of your channels into one comprehensive dashboard, it optimizes your business processes, pricing, shipping and fulfillment.
Access From Anywhere
Access ChannelSnap at any time from any browser


Price Bands
Set different price bands for different classes of customers.
Inventory Management
Detailed inventory tracking & movement of items between inventories

Book Your Sales & Deliveries
Create your sales orders, and build your delivery schedules

Workflow Optimization
ChannelSnap can be customized to match your unique company workflows & data requirements

Connect Your eCommere
Sync your inventory and products with Shopify and pull any new orders into ChannelSnap

DASHBOARD
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Notifications & upcoming calendar events that all your team can view
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View your daily, monthly and yearly orders and total sales at a glance
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Can be customized to meet your needs
INTEGRATIONS
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Seamlessly integrate with Quickbooks Online
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Shopify & other e-commerce systems
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SuccessByEmail.com – Email marketing & automation
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Road Warrior - Delivery route optimization
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Google Maps - Map your deliveries
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Capture Credit Cards - Moneris, Clover & Quickbooks Online
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Calendars - Schedule events to your calendars
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Courier integrations - Includes ShipNoble, Ship Station
PURCHASING
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Creation and management of POs
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Track supplier lead times
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Track and communicate with your producers/suppliers
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Detailed PO status and backorder reporting
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Multi-currency support
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Creation of LCBO forms, including mixed case management
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Create POs directly from sales orders
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Manage factors such as supplier surcharges and freight
SUPPLIER MANAGEMENT
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Full producer and supplier management
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View associated products and purchase orders
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Track supplier lead time history and PO status
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Link supplier documents and communication notes
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Support for multiple supplier locations/warehouses
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Detailed product, price and fulfillment history per supplier
INVENTORY
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Multiple Inventories/Warehouses
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Transfer between inventories
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Detailed inventory tracking & movement of items between inventories
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Scan barcodes with smart phone
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Detailed reporting on inventory quantities and reorder points
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Detailed First-In-First-Out (FIFO) inventory management so you can see your true costs and profit for each order
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Detailed Inventory log that clearly shows how your inventory values came to be
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Link inventory consumption to accounting GL
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Tracking of backorders
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Support for negative inventory
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Reserve inventory for customers
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Inventory count sheets and ability to dynamically adjust inventory values
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Parts requisition process & ability to track requested parts/inventory
PRODUCT/SKU MANAGEMENT
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Create new products, product categories and associated details
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Make-To-Stock & mixed cases - Create bundles from existing inventory
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Parent-Child product relationship support
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Accounting integration to GL
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Case lot management
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Product category management
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Retail and trade pricing
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Inventory reorder points and alerts
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Detailed product inventory reports
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Inventory quantity adjustments
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Item back-order management
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Price list creation
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Bundle items
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Define equivalent items (items that could be substituted)
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Price Protection Validation (make sure you get your contract pricing)
CUSTOMER MANAGEMENT (CRM) & MARKETING
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Detailed customer relationship management
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Flexible contract/special pricing management
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Reserve inventory for customers
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Flexible purchasing rules based on terms, AR status, etc.
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Associate customer signatures for easy inclusion on relevant documentation
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Competitor tracking
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Customer purchasing history profile & analysis
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Review customer aging accounts receivables, sales and payments
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Commission management
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Create prospects then convert them into customers
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Customer segmentation and grouping
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Send targeted and measurable emails to your customers and segments
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Track potential customer cold calling efforts
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Track customer sales opportunities
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View quotes, sales and history for any given customer
QUOTATIONS & SALES ORDER MANAGEMENT
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Easy-to-use, rule-based order/quote creation
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Create orders quickly via bulk ordering
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Create individual orders and sales requests
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Auto-calculation of pricing based on preset options (price configurator)
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Pick inventory from multiple warehouses
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Manage and track trade samples
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Capture orders from your website directly into the ERP with ChannelSnap eCommerce and Shopify
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Create detailed customer quotes and easily convert them into orders
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Marketing automation to auto-send reminders if quotes are not opened or acknowledged
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Support for multiple bill-to and Ship-to locations
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Quotation and sales order pipeline
PRODUCT RETURNS
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Easily process returns for any ordered item
- Creation of courier return labels
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Evaluate and reassign returned items to inventory
DELIVERY MANAGEMENT & PRODUCT FULFILLMENT
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Mobile app for drivers that works on any smart phone
- View items to pick up for delivery for any given day
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Track customer deliveries
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Collect customer delivery signatures and POD
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No paper required
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Optimize item pickups: driver/warehouse pick lists organized by product
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Auto-creation of packing/delivery slips for customers
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Define delivery zones and shipping rates
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Create shipping address labels for your deliveries
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Integration with ShipNoble, Ship Station & Road Warrior
SALES REP MANAGEMENT
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Calculate rep commissions & reporting
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Customized dashboard with events and notes
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Customer account transparency to view items such as aging A/R so funds can be collected
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Reps can create sales orders and admins can approve orders and items (no re-entry of orders)
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Customer prospecting
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Mobile-optimized app for sales reps
USER MANAGEMENT
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Unlimited users with dual roles and tailored functionality
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Support for custom reporting
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Multi-company support
ACCOUNTING & HR
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Full integration with Quickbooks Online
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ChannelSnap and Quickbooks data integrity checking and reporting
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Automatic synchronization of orders and credit memos
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COGS & detailed cost tracking
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Track employee time off, vacation, etc.
REPORTING, AI & AUTOMATION
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Over 100 reports for inventory, sales, accounting and more
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AI Predictive modelling and forecasting for sales & inventory, based on past purchasing behavior and current trends
GENERAL ADVANTAGES
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Access ChannelSnap and Quickbooks online from any web browser
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Easy-to-use
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Responsive technical support
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Mobile optimized for delivery & sales staff
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Export all data and reports to Excel
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Customizable to meet your unique business needs
TRANSPARENCY
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Logging & audit of all transactions and actions by user/dates/details
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Inventory in/out logs
SUPPORT
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You’re never alone. Our knowledgeable customer service reps will be able to answer all of your questions regarding the ChannelSnap platform