Key Scenario Capability | Order Placement with Sellable Range Filtering (Beta)

1. Background

When different order types have different product scopes — for example, a complete-unit order can only purchase complete units while a Parts-only order can only purchase Parts — or when orders must select a Contract or Project before ordering and product availability must be filtered by that Contract or Project, ShareOrder offers a configurable sellable-range filtering capability.

This capability is implemented as a standardized function-based plugin toggle and applies to both Upstream and Downstream. Once enabled, the Downstream ordering storefront adapts automatically with no special handling required.

Some pilot customers are already using this capability:

Note: This capability is released as a staged (gray) feature and requires submission through the standard product gray-rollout request process. The gray-rollout item name is “Configurable sellable-range filter conditions.” For questions, contact ShareCRM CSMs.

2. Detailed Capability Description

2.1. Sellable-Range Filter Toggle

Path: Admin Console > Price Management > Sellable Range Settings > Filter sellable range by Record Type or Project.

2.1. Sellable-Range Filter Configuration

After enabling the toggle, select the field to filter by (the field is sourced from Sales Order). Currently, only single-select or lookup fields are supported, and each must be mapped to a corresponding custom function.

Note: For example, to filter by Record Type, configure a lookup field on the sellable range that references the Sales Order’s Record Type.

Appendix: Example sellable-range filter functions are available — contact internal product/engineering CSMs to obtain them.

2.1. Sellable-Range Filter — End-User Behavior

1) Mobile behavior (no separate mobile config required; adapts automatically):

When sellable-range filtering is enabled, users must first select the active filter value (for example, Record Type) when they enter the mini-app or create a new order.

Users can change the active Record Type in Profile > Switch Record Type, as shown below:

2) Web configuration entry:

In the ShareOrder Web application view, add the “Filter Sellable Range” component.

Web behavior:

That concludes the introduction to the Order-Based Sellable-Range Filtering capability. Feel free to try it.

Full manuals: - https://help.fxiaoke.com/b2b6/de6c/8b20/8310 (ShareOrder — Admin Manual) - https://help.fxiaoke.com/b2b6/de6c/8b20/01cd (ShareOrder — User Guide)