Published at: 2026-10-12

Dealer Quick Start

Complete your first core operations in the distributor edition within 30 minutes and build confidence.

Learning objectives and end result

After you complete this tutorial, you can:

Open the FMCG distributor Workstation and learn the six areas: Overview, Basics, Orders, Inventory, Reconciliation, and Procurement.
Create a purchase order and Confirm Receipt against an upstream Shipment Order.
View the inventory records generated after receiving, under Inventory.

Your enterprise enabled the FMCG Distributor edition as the primary edition. Source: an upstream External provisioning quota package, or a self-service purchase.
You have the Login Account and the matching operation permissions for the dealer system.

Sign in to the dealer system. In Enterprise main navigation, view the preset Menus: Overview, Basics, Orders, Inventory, Reconciliation, and Procurement.
Under Overview, view the home page Reports, CRM Reminder, CRM to-dos, and the data Dashboard. This builds an overall picture of your operating metrics.
Under Basics, view the accounts and product records distributed from the brand, or Add accounts and products for your enterprise.
Under Procurement, open Purchase Order, click New, fill in the Supplier and product information, and then click Save.
Under Apps > Partner Portals, select the corresponding Upstream Enterprise, open Shipment Order, and click Confirm Receipt on the upstream Shipment Order.
When procurement business linkage is enabled, confirming receipt requires you to select an Inbound Warehouse. After receiving succeeds, the system automatically generates inventory data for the Downstream Enterprise.
Under Inventory, view the generated inventory records and confirm that the received quantity is counted.

The Purchase Order list displays the order you just created.
Inventory records generated after receiving appear under Inventory. When procurement business linkage is Not Enabled, confirming receipt does not count toward inventory.
The pending receipt Process no longer appears under CRM to-dos.

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