1. Order Processing

Whether orders are created in CRM or ShareOrder, they are uniformly stored in the CRM order system and follow the same processing workflow.

1) Order Approval
Order administrators can perform approval operations based on the CRM workflow. Both upstream and downstream parties will receive notifications when the order is approved or rejected.

2) Confirm Shipment
After approval, the system automatically sends a notification to the shipping personnel to initiate the shipment process.
Note: If the Shipping Order feature is not enabled, “Confirm Shipment” is merely a status update. However, if you need to record shipped products or handle partial shipments, you must create a Shipping Order.

3) Confirm Receipt
Once the upstream confirms shipment, downstream Distributors, agents, and Accounts will receive notifications in ShareOrder. After receiving the goods, they can confirm receipt. This completes the entire order process.

2. Shipping Order

For physical product shipments, if you need to track shipment quantities, logistics details, or handle partial shipments, you must enable the Shipping Order feature.

1) Enable Shipping Order
The enterprise subscription includes the Shipping Order feature, but it is disabled by default. To enable it, navigate to [CRM] > [CRM Management] > [Distribution Management] and toggle the switch. After enabling, refresh the page to see the Shipping Order object. By default, CRM administrators and shipping personnel have management permissions. Adjust permissions as needed.

2) Create a Shipping Order
There are two ways to create a Shipping Order:
- From a Shipment Notification (Order-Based Creation)
When creating a Shipping Order from an order, the system automatically populates the order number and all ordered products. For full shipments, proceed directly. For partial shipments, specify the shipped quantities. Enter the logistics provider and tracking number to monitor shipment status in real time.

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• From the Shipping Order List
  Shipping personnel can also create Shipping Orders directly from the list. After selecting the order, all ordered products are auto-populated. Simply enter the tracking number to proceed.

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Note:
- If shipping personnel lack order data permissions, configure sharing rules in CRM data permissions.

3) Shipping Order Approval
Administrators can set up approval workflows if needed. The system does not include a default workflow. Without an approval process, Shipping Orders are automatically confirmed upon creation, updating the status to “Shipped.” If an approval workflow exists, the status updates only after approval. Once confirmed, the system notifies downstream parties.

4) Confirm Receipt
When the Shipping Order feature is enabled, receipt confirmation occurs on the Shipping Order—not the original order. For multiple shipments, multiple confirmations are required. Downstream parties can locate the corresponding order and Shipping Order to confirm receipt.

3. Return Order

When Distributors, agents, or Accounts need to return products, upstream sales or logistics personnel can create a Return Order in CRM, which is visible in ShareOrder. Alternatively, Distributors can submit Return Orders directly in ShareOrder.

4. Payment Collection (Optional)

Payment Collection covers standard customer payments and order settlements. The system supports two settlement modes:
1) Order-Based Settlement
Suitable for SMEs or businesses with simpler financial requirements (similar to B2C e-commerce or B2B ordering systems). This mode is preconfigured and aligns with the existing Payment Collection and Payment Details features.

2) Receivable-Based Settlement
Designed for mid-to-large enterprises or businesses with stricter financial controls. This follows mainstream ERP receivable management practices and requires enabling the [Receivables Management] paid plugin.

This section focuses on Mode 1. For Mode 2, refer to [Receivables Management].