Published at: 2025-10-30

Sales and Inventory Implementation Guide

1. Scenario Overview (ERP Integration, B2B Model)

A medium-to-large manufacturing enterprise.
Sales scenario: Selling network equipment to distributors (with serial number control enabled). Sales Orders are managed in CRM, synchronized to ERP for fulfillment, then the fulfillment results are synced back to ShareCRM. Logistics tracking and receipt management are completed in CRM, along with handling distributor returns and exchanges.
Key roles: Sales personnel, Order Administrators, Shipping staff.
Full operational manual: Inventory Management
Sales business process flow:

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2. Prerequisites

2.1 Inventory Management Purchase (Required)

The [Inventory Management] application must be purchased. Contact your sales representative if not yet purchased.

2.2 Logistics Tracking Resource Package (Optional)

To enable logistics tracking on Shipping Orders or other objects, purchase a logistics tracking resource package. Three tiers (Large, Medium, Small) are available with different query limits. Select based on actual business needs.

2.3 ERP Connector Purchase (Optional)

For third-party ERP integration, purchase the corresponding Integration Platform connector. Different ERP systems require specific connectors (e.g., for Kingdee Cloud, purchase [Integration Platform - Kingdee Cloud (Flagship Edition) Connector]).

3. System Configuration

3.1 Enable B2B Integration Inventory

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Path: Admin Console > CRM Platform Management > Business Rules Management > Inventory Management.

If the full version is accidentally enabled, submit a special request to switch to the integration version. Reference: Inventory Module Switching

3.2 Configure Shipping Order Mode

After enabling integration inventory, select a Shipping Order mode. We recommend the Shipping Notice mode. Reference: Shipping Notice

3.3 Configure Roles

Core roles include: Sales personnel, Order Administrators, Shipping staff.

Sales personnel: picture coming soon:

Order Administrators: picture coming soon:

Shipping staff: picture coming soon:

3.4 Master Data Synchronization

Synchronize material master data, warehouses & bins, and inventory data via the Integration Platform connector. Different connectors require specific configurations. Reference: Connector Integration Guide

3.5 Sales Order Configuration

3.5.1 Ordering Modes

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Three ordering modes: 1. No Warehouse Selection: Create Sales Orders without specifying a warehouse; no inventory checks. 2. Single Warehouse: Specify a warehouse for inventory checks when creating Sales Orders. 3. Consolidated Warehouses: System checks inventory across all applicable warehouses. Reference: Warehouse Assignment Rules

Default: Single Warehouse mode. Can be set globally or by Record Type.

3.5.2 Order Validation Rules

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Two validation rules: 1. Block submission when available inventory is insufficient. 2. Allow submission regardless of inventory levels.

Default: Block submission. Configurable globally or by Record Type.

3.5.3 Display Available Inventory

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When enabled, available inventory displays during Sales Order creation. Requires UI event quota. Purchase [UI Event Data Update Package (5 events)] if needed.

3.5.4 ERP Real-Time Inventory

To fetch real-time ERP inventory during Sales Order creation, reference: ERP Real-Time Inventory

3.6 Shipping Rules

3.6.1 Shipping Order Modes

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Shipping Notice Mode: Acts as shipping instructions synced to ERP, with fulfillment results returned as Outbound Orders.
Shipping Order Mode: Directly syncs ERP fulfillment results as Shipping Orders.

References:
Shipping Notice
Connector Integration Guide

3.6.2 Order Product Auto-Population

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Two rules for Shipping Order creation: 1. Auto-populate all shippable order products. 2. Manual population only.

Default: Auto-populate. For custom mapping rules, select manual mode.

3.6.3 Multi-Order Shipping

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Enable the Multi-Order Shipping plugin to ship against multiple Sales Orders for the same Account.
Path: Admin Console > CRM Platform Management > Business Rules Management > Inventory Management > Plugin Management.
Reference: Multi-Order Shipping

3.6.4 ATO/PTO Kitting

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For ATO (Assemble-to-Order) and PTO (Pick-to-Order) concepts and usage, reference:
ATO/PTO Shipping

3.6.5 Logistics Tracking

Purchase a logistics tracking resource package (Large/Medium/Small tiers) to enable tracking on Shipping Orders.
Reference: Shipping Order Logistics

3.6.6 Receipt Confirmation

Three confirmation methods: 1. Manual confirmation 2. Timeout auto-confirmation 3. Auto-confirmation upon logistics delivery
Reference: Receipt Confirmation

3.7 Return Rules

3.7.1 Order-Based Returns

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Two return rules: 1. Allow returns against multiple Sales Orders 2. Single-order returns only
Reference: Order-Based Returns

3.7.2 Shipping Order-Based Returns

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Disabled by default. Enable via: Admin Console > CRM Platform Management > Business Rules Management > Inventory Management > Plugin Management.
Reference: Shipping Order Returns

3.7.3 Source-Free Returns

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Disabled by default. Enable via same path as above.
Reference: Source-Free Returns

3.7.4 Exchanges

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Disabled by default. Enable via same path.
Reference: Exchanges

4. Scenario Overview (Non-ERP, Standalone Model)

A medium-to-large manufacturing enterprise.
Sales scenario: Complete end-to-end sales process management in ShareCRM, including Sales Orders, shipping, inventory management, and returns/exchanges.
Key roles: Sales personnel, Order Administrators, Shipping staff.
Full operational manual: Inventory Management
Sales business process flow:

picture coming soon:

5. Prerequisites

5.1 Inventory Management Purchase (Required)

The [Inventory Management] application must be purchased. Contact your sales representative if not yet purchased.

5.2 Logistics Tracking Resource Package (Optional)

To enable logistics tracking on Shipping Orders or other objects, purchase a logistics tracking resource package (Large/Medium/Small tiers).

6. System Configuration

6.1 Enable Standalone Inventory

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Path: Admin Console > CRM Platform Management > Business Rules Management > Inventory Management.
If the integration version is accidentally enabled, submit a special request to switch. Reference: Inventory Module Switching

6.2 Configure Shipping Order Mode

After enabling standalone inventory, select a Shipping Order mode. We recommend the Shipping Notice mode. Reference: Shipping Notice

6.3 Configure Roles

Core roles include: Sales personnel, Order Administrators, Shipping staff.

Sales personnel: picture coming soon:

Order Administrators: picture coming soon:

Shipping staff: picture coming soon:

6.4 Master Data Maintenance

Maintain data directly in CRM by creating/importing records:

Material master data:
Reference: Product Categories, Products
Warehouse data:
Reference: Warehouses
Inventory data:
Reference: Inventory, Inbound Orders

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For batch/serial number management, enable the Batch & Serial Number plugin:
Admin Console > CRM Platform Management > Business Rules Management > Inventory Management > Plugin Management > Industry Plugins.

6.5 Sales Order Configuration

6.5.1 Ordering Modes

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Three ordering modes (same as Section 3.5.1). Default: Single Warehouse mode.

6.5.2 Order Validation Rules

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Two validation rules (same as Section 3.5.2). Default: Block submission when inventory is insufficient.

6.5.3 Display Available Inventory

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When enabled, shows available inventory during Sales Order creation. Requires UI event quota.

6.5.4 Enable Frozen Inventory Adjustment

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Enable this plugin to adjust frozen inventory after Sales Order submission (for Single/Consolidated Warehouse modes).

6.6 Shipping Rules

6.6.1 Order Product Auto-Population

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Two rules (same as Section 3.6.2). Default: Auto-populate.

6.6.2 Multi-Order Shipping

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Enable plugin to ship against multiple Sales Orders.
Path: Admin

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Channel Inventory Implementation Guide