1. Business Scenario Example

As a key part of channel Inventory Management, channel partners must specify the outbound Warehouse when performing outbound activities such as sales or transfers. When creating a channel Outbound Order, first select the channel Warehouse to ship from, then choose the Products to be shipped from that Warehouse’s channel Inventory list, set the outbound quantity for each Product, and generate the channel Outbound Order. Like channel Inbound Orders, Product outbound can be configured to require a formal approval workflow before release. Managing channel Outbound Orders helps administrators track Product sales and outbound activity.

2. Create a Channel Outbound Order

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• Go to the CRM, search for and open Channel Outbound Orders to view the Channel Outbound Order list.
• Click the New button in the upper-right to create a new outbound Order with Record Type set to Channel.

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• When creating a Channel Outbound Order, fill in the associated Warehouse (the outbound Warehouse), Record Type, and other fields.
• Products on the Channel Outbound Order can be added from Channel Inventory, Channel Batch Inventory, or by Serial Number.
• When you choose Add from Channel Inventory, the system opens the Channel Inventory list filtered by the selected Warehouse and shows only Inventory records with quantity > 0 for that Warehouse. After selecting a Channel Inventory record, enter the outbound quantity. For Products managed by batch or serial number, also specify the batch or serial numbers for the outbound.
• When you choose Add from Channel Batch Inventory, the system opens the Channel Batch Inventory list filtered by the selected Warehouse and shows only Channel Batch Inventory records with quantity > 0 for that Warehouse. After selecting a Channel Batch Inventory record, the system copies the selected batch, its Product, and related Channel Batch Inventory details into the outbound Order’s Product list; you only need to enter the quantity.
• When you choose Add by Serial Number, the system opens the Serial Number list filtered by the selected Warehouse and excludes Serial Numbers in states “Allocated” or “Used.” After selecting Serial Numbers, the system copies the selected Serial Numbers and their corresponding Products into the outbound Order’s Product list; each selected Serial Number is fixed at quantity 1.
• When submitting a Channel Outbound Order, the system validates the selected Warehouse’s channel Inventory; if channel Inventory is insufficient, the Order cannot pass validation.
• After a Channel Outbound Order is confirmed, the system deducts from the selected Warehouse’s channel Inventory.

3. System-Generated Outbound Orders

Channel Outbound Orders serve both as business documents and as system-level inventory documents. Any business transaction that reduces channel Inventory will ultimately be reflected by a Channel Outbound Order. The system can automatically generate Channel Outbound Orders to reduce channel Inventory, including but not limited to:

• Transfer Order: after a Transfer Order is confirmed, the system automatically generates a Channel Outbound Order.
• Inventory Check Sheet: when an Inventory Check results in Inventory Loss, clicking Generate Inventory Loss Outbound Order will cause the system to automatically create a Channel Outbound Order.
• Custom objects: if a custom object needs to decrement Inventory, it can do so by creating and linking an Outbound Order (manually or via functions) to reduce the corresponding Warehouse’s Inventory.