1. Business Use Case Examples

Channel partners, after purchasing Products, need to store the Products in one or more designated Channel Warehouses. When creating a Channel Inbound Order, select the inbound Warehouse first, then choose the Products to be received, set the received quantity for each Product, and generate the Channel Inbound Order. Similar to a Sales Order, inbound stock can require a formal approval workflow before it is posted to Inventory. Managing Channel Inbound Orders helps channel managers track Product procurement and inbound statuses.

2. Create a New Channel Inbound Order

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

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• When creating a Channel Inbound Order, fill in the Warehouse (the inbound Warehouse), Record Type (Inbound Type), and other required fields.
• The Warehouse must be selected from Warehouses of Channel type only; non-channel Warehouses are not available for selection.
• Inbound Order Products can be added from Products, from Batches, or from Serial Numbers.
• When you click Add from Products, the Products list opens. Select Products and enter the inbound Quantity. For Products under Batch or Serial Number management, also provide the corresponding Batch or Serial Number.
• When you click Add from Batches, the Batches list opens. After selecting a Batch, the system automatically fills the Inbound Order product lines with the selected Batches and their corresponding Products; you only need to enter Quantities.
• When you click Add from Serial Numbers, the Serial Numbers list opens. The system filters out Serial Numbers already linked to Inventory and those in states “Allocated” or “Used.” After selecting Serial Numbers, the system auto-populates the Inbound Order product lines with the chosen Serial Numbers and their corresponding Products; Quantity is fixed at 1.
• Channel Inbound Orders can be configured with an approval workflow. Once the approval is confirmed, the system increases the actual Inventory of the inbound Warehouse.

3. System-Automated Creation of Channel Inbound Orders

Channel Inbound Orders serve as both business documents and underlying system records. Any business action that increases Channel Inventory ultimately maps to a Channel Inbound Order. The system can automatically generate Channel Inbound Orders to increase Channel Inventory, including but not limited to:

• Transfer Orders: After confirming a Transfer Order inbound, the system automatically generates a Channel Inbound Order.
• Inventory Check Sheets: When an Inventory Check results in an Inventory Gain, clicking Generate Inventory Gain Inbound Order will automatically create a Channel Inbound Order.
• Custom Objects: If a custom object needs to increase Channel Inventory, it can do so by creating and linking a Channel Inbound Order (either manually or via functions) to the target inbound Warehouse, which increases that Warehouse’s Channel Inventory.