The Channel Portal primarily configures menus and homepages for both Web and mobile interfaces. Upon activating ShareOrder, the system provides preset Web and mobile page templates. Administrators can modify or create new templates as needed.

1. Web

The Web homepage includes basic information, menu items, toolbars, and the homepage. Administrators can configure these elements through guided steps. Below, we focus on menu configuration and homepage setup.

1.1 Menu Configuration

1) Preset Menus
The system provides default menu items commonly used by Distributors. Administrators can delete, add, or group these items as needed. Note: Available objects or menus are sourced exclusively from the ShareOrder application, not the full CRM object library.

Note: Version 940 adds a [Knowledge Base] menu, allowing downstream users to view designated knowledge base directories.

2) Adding Custom Objects
When administrators add CRM preset objects or custom objects, they must first include these objects in ShareOrder’s [Business Objects] list before configuring them in the Web homepage menu.

3) Custom Menu Items
Use custom menus when CRM objects need to display alternative names for Distributors or when only specific Record Types should be accessible.

Navigation: [Admin Console] > [Interconnection Settings] > [Channel Portal] > [Custom Menus]

1.2 Toolbar Configuration

Drag components from the left toolbar to the top-right corner as needed. Adjust component names and icons accordingly.

1.3 Homepage Configuration

The system offers preset basic and business components. Administrators can configure objects and Reports (including system-preset and custom reports) on the homepage.

2. Mobile

Similar to the Web interface, the system provides preset mobile layouts for ShareCRM App and WeChat Mini Programs.

The mobile interface supports single-page layouts and bottom navigation layouts (default). In bottom navigation mode, administrators can configure tabs. The homepage supports basic components, business components (including custom Reports and Charts).

2.1 Bottom Navigation

Default bottom navigation includes: Home, Products, Orders, Cart, and Profile. Administrators can remove or modify these tabs.

Note: Ordering modes include Storefront Mode and Form Mode. Brands may remove Product List and Cart if Storefront Mode is unnecessary.

2.2 Homepage

The system provides preset basic and business components. Menus support objects, components, and custom menus. Custom menus can be added for extensions.

2.2.1 [Product List] Component

The homepage’s New Arrivals component now supports multiple data sources:

Scenario: Display product lists with specific tags (Top Selling, Rec, New Arrivals, etc.) on the homepage.
Features:
- Upgraded to support click-through details and add-to-cart functionality (mobile only)
- Customizable styles, display count (max 20 items), margins, and cart button styles

2.3 Profile

Note: The [Profile] bottom tab has been upgraded to [Me], now supporting page configuration.

Scenario: Customers may add business components like Transaction Workbench or Account Balance to the profile.
Value: Enhanced configurability for the profile section.
Features:
- Supports drag-and-drop of basic components, business components (e.g., My Orders card), BI components, and menu entries
- Pre-built menus include [Shipping Address], [My Favorites], [My Coupons], [Customer Service], [Product Scope Switch], and [Record Type Switch]

Note: The legacy [Profile] remains available but is mutually exclusive with [Me]. Historical mobile templates retain existing configurations, while new templates default to [Me] (non-removable).