Quick Order (Form Mode) is commonly used by manufacturing enterprises to directly create Sales Orders. Similar to creating orders in ShareCRM, it supports complex workflows and logic such as UI events, functions, and validation rules.

1. Creating Orders

1.1 Submitting Orders via Form Mode

Create orders through quick access points like the order list or detail pages (or by clicking “Checkout Now” in the Cart). The submission page automatically populates the Account name and default shipping address. Fill in basic order information, review the final amount (after Promo adjustments), and click “Submit” to complete.

Web Interface:

Mobile Interface:

*Note: Click the dropdown arrow on the right to enter additional information during submission. Required fields left blank will trigger blocking alerts.

Perform quick actions from the Sales Order list or detail page for efficient processing, such as [Reorder] or [Create Shipping Order]:

Web Interface:

Mobile Interface:

After submission, the order detail page provides quick access to view/create Payment Collections, shipping records, and account payments (requires customer account activation):

When the order reaches the Supplier, a successful order notification is sent to the purchaser via service account and ShareCRM simultaneously:

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Web Order Editing:

Scenario: Edit orders directly after submission (e.g., for accidental over-ordering) without withdrawal approval:

1.2 Downstream Order Import

Distributors can import ShareOrder entries from the Sales Order list, significantly improving efficiency for high-volume/multi-product orders:

1.2 Mid-Sales Support: Marketplace Mode Supports Orders from Contracts/Custom Objects

Scenario: Addresses order-from-contract or demand-plan requirements in healthcare/FMCG industries:

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