I. Business Use Case Examples

As a critical component of channel Inventory Management, distributors must specify the exact Warehouse when handling outbound operations such as sales or transfers. When creating a channel Outbound Order, users first select the channel Warehouse, then choose Products from its Inventory list, set the outbound quantities, and generate the Outbound Order. Similar to Inbound Orders, outbound operations may require strict approval workflows before execution. Managing Outbound Orders helps administrators track sales and stock movements.

II. Creating a Channel Outbound Order

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• Navigate to the CRM, search for “Channel Outbound Order,” and access the list page.
• Click the New button in the upper-right corner to create an Outbound Order with the channel Record Type.

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• When creating a channel Outbound Order, specify the Warehouse (outbound location) and outbound type.
• Products can be added from:
  • Channel Inventory: Displays a filtered list of Products with available stock (>0) in the selected Warehouse. Enter quantities; for batch/serial-tracked Products, specify batch or serial numbers.
  • Channel Batch Inventory: Shows batches with available stock (>0) in the selected Warehouse. Selecting a batch auto-populates Product details; only quantities need input.
  • Serial Numbers: Filters serial numbers under the selected Warehouse, excluding “Occupied” or “Used” statuses. Each selection adds one unit (fixed quantity).
• The system validates stock availability upon submission; insufficient Inventory blocks approval.
• Upon confirmation, the system deducts stock from the designated Warehouse.

III. System-Generated Outbound Orders

Channel Outbound Orders serve as both transactional documents and system-level records. Any operation reducing channel Inventory (e.g., transfers, adjustments) automatically generates an Outbound Order, including:

• Transfer Orders: System creates an Outbound Order upon transfer confirmation.
• Inventory Check Sheets: Generates an Outbound Order for Inventory Loss during stock reconciliation.
• Custom Objects: To reduce Inventory, custom objects can manually or programmatically create and link Outbound Orders.