Published at: 2026-10-12

Delivery And Collection Strategy

Set the strategies that let the brand sync master data downstream and collect downstream operating data.

Overview

💡 A delivery strategy syncs the master data maintained by the brand to Downstream Enterprises, keeping data consistent in both directions.

A collection strategy lets the brand Receive downstream operating data, so the brand can adjust its operating strategy in a Timely manner and monitor dealer activity.

Before you begin

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Role permissions: You need administrator permissions for the brand system.
Completion Conditions: The FMCG ShareTrade suite basic package is purchased.
Configuration path: Setup > Business Rule Management > Distributor Management.

Configure a delivery strategy

A delivery strategy syncs the brand’s basic data to Downstream Enterprises. Delivery Content includes:

Stores
Dealers
Secondary dealers
Product Category
Products
Goods
Specification
Unit

In Setup > Business Rule Management > Distributor Management, open the delivery strategy configuration.
Select the types of master data to deliver downstream.
Save the strategy. The system syncs the master data to Downstream Enterprises.

Delivery strategy configuration: sync master data to downstream enterprises

Configure a collection strategy

A collection strategy lets the brand collect operating data from downstream enterprises. Collection Content includes:

Stores
Product Category
Products
Specification and Specification Value
Distributor Store Order
Dealer Shipment Order
Dealer Inventory
Dealer Fieldwork

On the same configuration page, open the collection strategy configuration.
Select the types of downstream operating data to collect.
Save the strategy. The system starts collecting downstream data.

Collection strategy configuration: collect downstream operating data

Expected results and verification

Downstream Enterprises can see the master data synced by the brand, such as stores, products, and goods.
The brand can view the collected downstream orders, Inventory, Fieldwork, and other data in data insights.

Notes

Configure the delivery and collection strategies together. Consistent two-way data is the precondition for later Data Analysis.
After you change a strategy, new data syncs under the new rules. Data synced earlier is unaffected.