1. Scenario Overview

• A medium-to-large medical equipment manufacturer.

• Channel scenario: The company manages Distributors in the medical equipment industry to enhance operational efficiency and support business decisions. Channel Inventory flow is one of the most critical scenarios.

• Key Roles:

  • Channel Manager (Manufacturer)

  • Shipping Personnel (Manufacturer)

  • Distributor Inventory Administrator

• Product Manual: Channel Inventory

• Channel Business Process:

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2. Prerequisites

• The Inventory Management application must be purchased. If not, please contact your sales representative.

3. System Configuration

3.1 Enable Channel Inventory

For details, refer to: How to Enable Channel Inventory

3.2 Configure Relevant Roles

Core Roles include:
- Channel Manager
- Shipping Personnel
- Distributor Inventory Administrator

Channel Manager:

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Shipping Personnel:

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Distributor Inventory Administrator:

By default, this role inherits the permissions of Shipping Personnel. If customization is needed, duplicate the Shipping Personnel role permissions.

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3.3 Maintain Master Data

• Option A (Full Inventory Version): Maintain Products in CRM. Refer to: Product Data Maintenance

• Option B (Integrated Version): Sync via the Integration Platform Connector. Refer to: Connector Integration Configuration Guide

3.4 Define Channel Warehouses

Create Channel Warehouses and configure applicable users, Departments, and Accounts. For details, refer to: Channel Warehouses

3.5 Channel Inbound

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After defining Channel Warehouses, manually create Inbound Orders to increase Channel Inventory. For instructions, refer to: Channel Inbound Orders

In scenarios where Distributors submit orders to manufacturers or upper-level channels, the system automatically generates Inbound Orders for Distributors based on Outbound Orders. Refer to: Auto-Generate Channel Inbound Orders

3.6 Channel Inventory

After adding Inventory via Inbound Orders, query the Inventory levels. For use cases, refer to: Channel Inventory

3.7 Channel Outbound

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Create Outbound Orders for Inventory deductions. Refer to: Channel Outbound Orders

3.8 Channel Transfers

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3.8.1 Configure Transfer Rules

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After a Transfer Order is confirmed, the source Warehouse automatically deducts Inventory. For the destination Warehouse, manual confirmation is required by default. To enable auto-confirmation, set the parameter: “Automatically process inbound transfers upon confirmation.”

3.8.2 Create Channel Transfer Orders

A core document for balancing Inventory supply and consumption. Refer to: Channel Transfer Orders

3.9 Channel Inventory Checks

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3.9.1 Configure Check Rules

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By default, the Inventory Check Sheet includes all Products, regardless of Warehouse records. To restrict checks to Products with existing Inventory, switch the source to “Inventory.”

3.9.2 Create Channel Inventory Check Sheets

Periodic checks ensure Inventory accuracy. Adjust discrepancies using Inventory Check Sheets. Refer to: Channel Inventory Check Sheets