1. Scenario Overview

• A mid-to-large medical device company.

• Channel context: Serving medical device manufacturers, helping manage Distributor channels, improving operational efficiency and supporting business decisions. The flow of channel Inventory is one of the most critical scenarios.

• Key roles: Channel Manager (manufacturer), Shipper (manufacturer), Distributor Inventory Administrator.
• Product documentation: https://help.fxiaoke.com/b2b6/distribution-stock
• Channel business flow:

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2. Prerequisites

• You must purchase the Inventory Management application. If you have not purchased it, contact your sales representative.

3. System Configuration

3.1 Enable Channel Inventory

Refer to: https://help.fxiaoke.com/b2b6/distribution-stock/7c1f#header-1

3.2 Configure Roles

Core Roles: Channel Manager, Shipper, Distributor Inventory Administrator.

Channel Manager:

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Shipper:

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Distributor Inventory Administrator:

You can reuse the Shipper role. If you prefer not to reuse it, create a custom role and copy the Shipper role permissions.

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3.3 Maintain Master Data

• If you enabled the full (Type A) Inventory, maintain Products in the CRM. See: https://help.fxiaoke.com/1969/81b2/6af6
• If you enabled the connector-backed (Type B) Inventory, sync via the Integration Platform connector. See: https://help.fxiaoke.com/9bfb/c68f

3.4 Define Channel Warehouses

Define Channel Warehouses, including creating warehouses and setting applicable users, Departments, Accounts, etc. See: https://help.fxiaoke.com/b2b6/distribution-stock/bacb

3.5 Channel Inbound (Inbound Order)

After defining Channel Warehouses, you can increase channel Inventory by creating Channel Inbound Orders manually. For how to create a Channel Inbound Order, see: https://help.fxiaoke.com/b2b6/distribution-stock/6769

In some scenarios—for example, when a Distributor submits an order to the manufacturer or an upstream channel—after the manufacturer or upstream channel ships and creates an outbound document, the system can automatically generate the Distributor’s Channel Inbound Order based on that outbound document. See: https://help.fxiaoke.com/b2b6/0bca/bf40#header-20

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3.6 Channel Inventory

After Channel Inbound Orders increase the relevant channel Inventory, you can query channel Inventory quantities. For channel Inventory use cases, see: https://help.fxiaoke.com/b2b6/distribution-stock/f336

3.7 Channel Outbound

When channel operations require outbound processing, create a Channel Outbound Order to complete the outbound. See: https://help.fxiaoke.com/b2b6/distribution-stock/1bdf

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3.8 Channel Transfer (Transfer Order)

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3.8.1 Set Transfer Rules

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After confirming a Transfer Order, the source Warehouse will automatically create an outbound. For the destination Warehouse, the system requires manual confirmation of inbound by default. If you want the system to automatically confirm inbound on the destination Warehouse, set the parameter to: “After Transfer Order confirmation, the system automatically processes Transfer inbound confirmation.”

3.8.2 Create a Channel Transfer Order

As one of the core documents in channel management, the Channel Transfer Order balances channel Inventory supply and consumption. For how to create a Channel Transfer Order, see: https://help.fxiaoke.com/b2b6/distribution-stock/6dfe

3.9 Channel Inventory Check (Inventory Check)

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3.9.1 Set Inventory Check Rules

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The default product source for an Inventory Check Sheet is “Product”—you can count any product regardless of whether it has a stock record in the counted Warehouse. If you want to restrict counts to only products that have stock records in the Warehouse, switch the Inventory Check product source to “Inventory.”

3.9.2 Create a Channel Inventory Check Sheet

To ensure ledger-to-physical consistency, perform periodic physical counts to identify discrepancies and adjust ledger quantities. Use a Channel Inventory Check Sheet to handle discrepancies. For how to create a Channel Inventory Check Sheet, see: https://help.fxiaoke.com/b2b6/distribution-stock/459f