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

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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 and homepage configurations.

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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 app, not the full CRM object library.

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

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2) Adding Custom Objects
To include CRM preset objects or custom objects, administrators must first add them to the [Business Objects] list in ShareOrder, then configure them in the Web homepage menu.

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

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1.2 Toolbar Configuration

Drag components from the left toolbar to the top-right corner, and adjust their names or icons as needed.

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1.3 Homepage Configuration

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

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2. Mobile

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

Mobile supports single-page and bottom-navigation layouts, with the latter set as default. Configure bottom navigation tabs and homepage components (including custom Reports and Charts).

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2.1 Bottom Navigation

Default tabs include Home, Products, Orders, Cart, and Profile. Administrators can remove or adjust these tabs.

Note: For brands not requiring e-commerce functionality (e.g., using form-based ordering), the Products and Cart tabs can be removed.

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2.2 Homepage

Configure foundational/business components and menus (objects, components, or custom menus). Custom menus enable extensibility.

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2.2.1 [Product List] Component

The homepage’s “New Arrivals” component now supports multiple data sources (e.g., Top Selling, Rec, New Releases).

Use Case: Display product lists with specific tags on the homepage.
Features:
- Upgraded to support click-to-detail and add-to-cart actions (mobile only).
- Customize styles, display count (max 20), margins, and cart button styles.

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2.3 Profile

Note: The [Profile] bottom tab is upgraded to [Me], now configurable.

Use Case: Add business components (e.g., Payment Workbench, Account Balance) to the Profile.
Value: Enhanced flexibility for personalized configurations.
Features:
- Drag-and-drop foundational/business components (e.g., Order Cards), BI components, or menu entries.
- Legacy features (e.g., [Shipping Address], [Coupons]) are now modular menus.

Note: The legacy [Profile] remains available but is mutually exclusive with [Me]. New templates default to [Me].

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