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

Background

To address scenarios where different order types require distinct product ranges (e.g., complete machine orders only allow purchasing complete machines, while parts orders only permit parts purchases), or when contract/project selection is required before ordering with product ranges filtered accordingly, Order Connector provides a sellable range filtering capability.

This feature is a standardized plugin toggle based on function capabilities and applies to both upstream and downstream systems. Once enabled, downstream order marketplaces automatically adapt without requiring special handling.

Several pilot customers are already utilizing this capability:

Note: This is currently a beta feature requiring standard product beta application process under the name [Configurable Filter Conditions for Sellable Ranges]. For inquiries, please contact ShareCRM internal CSM personnel.

Detailed Feature Description

2.1 Sellable Range Filter Toggle

Path: Admin Console > Price Management > Sellable Range Settings > Filter Sellable Ranges by Record Type/Project

2.2 Sellable Range Filter Configuration

After enabling the toggle, you must select the filtering fields (from Sales Order) and associate them with corresponding custom functions. Currently only single-select or lookup relationship fields are supported.

Note: For example, to filter by [Record Type], configure a lookup relationship field on the sellable range that references the [Record Type] field in Sales Order.

Reference: CSM personnel can obtain sample sellable range filtering functions from internal R&D.

2.3 Feature Demonstration

1) Mobile Experience (automatically adapts without separate configuration): When sellable range filtering is enabled, both the mini-program entry and new order creation require selecting filtering conditions (e.g., Record Type) first:

Users can switch Record Types in Personal Center:

2) Web Configuration: Add the [Filter Sellable Ranges] component in Order Connector Web application views.

Web Demonstration:

This concludes the introduction of [Order Placement Based on Sellable Range Filtering]. We welcome you to experience it!

Full documentation references:
Order Connector - Administrator Guide
Order Connector - User Manual