Published at: 2026-10-12
Brand Quick Start
Complete the brand’s first collaboration configuration within 30 minutes and open the data link with downstream.
Learning objectives and end result
After you complete this tutorial, you can:
- Enable the FMCG ShareTrade suite basic package in Setup.
- Configure delivery and collection strategies to sync master data downstream and to collect downstream operating data.
- Bind the connection relationship between secondary dealers and delivery dealers, and view downstream data insights.
Preparation
- Your enterprise purchased the FMCG ShareTrade suite basic package.
- You have administrator permissions for the brand system, and you can reach Setup and CRM Account Management.
Step-by-step procedure
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In Setup > Business Rule Management > Distributor Management, confirm that the entries for configuring delivery and collection strategies are available.
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On the Distributor Management page, configure the delivery strategy. Select the master data to sync downstream: stores, dealers, secondary dealers, Product Category, products, goods, Specification, and Unit.
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On the same page, configure the collection strategy. Select the downstream operating data to collect: stores, Product Category, products, Specification, Specification Value, Distributor Store Order, dealer Shipment Order, dealer Inventory, and dealer Fieldwork.
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Under CRM > Account Management > Accounts, select the secondary dealer accounts to bind. Multi-Select is supported.
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Click Bind secondary dealer and dealer connection relationship to bind the selected secondary dealers with their dealers in one operation.
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Confirm that the binding conditions are met: the secondary dealer Record Type is “secondary dealer”; both the secondary dealer and the delivery dealer have an Enterprise account; and the distribution Mode is “Level 2”.
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Open data insights to view the collected downstream orders, Inventory, Fieldwork, and other Business Data reports.
Run and verify
- After the delivery strategy becomes Effective, Downstream Enterprises can see the master data synced by the brand.
- After the collection strategy becomes Effective, the brand can view downstream operating data in data insights.
- After the connection relationship is bound, the dealer side can run data sync business directly.
Next steps
- Read the full Configure delivery and collection strategy.
- Learn the detailed conditions in Bind secondary dealer and dealer connection relationship.