Business Use Case Examples

After purchasing relevant Products, distributors need to store them in one or more designated channel Warehouses. When creating a channel Inbound Order, first select the target channel Warehouse, then choose the Products to be received, specify quantities for each Product, and generate the channel Inbound Order. Similar to Sales Orders, product receipt can be configured to require strict approval before completion. Managing channel Inbound Orders helps channel managers track procurement and inventory receipt status.

Creating a New Channel Inbound Order

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

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• When creating a channel Inbound Order, you must specify the receiving Warehouse and inbound type.
• The Warehouse field only displays channel-type Warehouses; non-channel Warehouses are excluded.
• Products can be added via three methods: by product, by batch, or by serial number.
  • By Product: Opens the Products list page. After selection, enter receipt quantities. For batch/serial-tracked Products, provide corresponding batch/serial numbers.
  • By Batch: Opens the batch list page. Selected batches and their associated Products auto-populate the order—just specify quantities.
  • By Serial Number: Opens the serial number list (filtered to exclude already allocated/used serials). Selected serials and linked Products auto-populate with fixed quantities of 1.
• Channel Inbound Orders support approval workflows. Upon approval, the system increases actual Inventory in the receiving Warehouse.

System-Automated Channel Inbound Orders

Channel Inbound Orders serve as both business documents and system foundation records. Any business process that increases channel Inventory will automatically generate corresponding channel Inbound Orders, including but not limited to:

• Transfer Orders: System auto-generates channel Inbound Orders upon transfer completion.
• Inventory Check Sheets: When an Inventory Check results in Inventory Gain, clicking “Generate Gain Inbound Order” triggers automatic creation.
• Custom Objects: To increase channel Inventory via custom objects, manually create or use functions to generate associated channel Inbound Orders.