How To Use Canals

There are two ways you can split a quote in Canals: 1 - Directly in the product card Navigate to the product card (line item) where you would like to ...

The Placeholder Product acts as a temporary stand-in for "true non-stocks", or products that do not yet exist in your ERP database but are required fo...

To view another user's inbox in Canals, the user whose inbox you'd like to view must first enable the "Allow all yourorganization users to view my C...

Click the "Filter" button and then click into the "Status" field, there you will be able to select status "Deleted". Once viewing your deleted jobs, ...

Jobs (Quotes/Orders) can be sent to your Canals inbox by: Forwarding emails to new@orders.canals.ai Manual Upload (top center of inbox page): manuall...

Here's how to locate the ERP order number associated with your job in Canals: Navigate to your Canals Inbox and look for the "Order Number" Column: Th...

To add a delivery address that will override the job level 'Ship To' that is associated with your selected customer (Quote To): In the job header at t...

Any Canals user can send a New User Invite to a colleague who needs to create a Canals user account, regardless of whether they have an "Admin" or "Me...