Published at: 2026-10-12
Issue store expenses
Issue periodic expenses to stores that meet execution requirements.
Overview
Enterprises issue expenses based on the store’s periodic audit results. Expenses are usually issued monthly through sales orders. The order is associated with the campaign application, campaign agreement, and Store Expense Write-off record for reconciliation.
Before you start
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The current campaign type contains a Store Expense Disbursement node.
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The store completed the audit for the relevant period and met the disbursement requirements.
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You can open CRM > Sales Orders.
Procedure
- Open CRM > Sales Orders and place an order manually on behalf of the store. On mobile, use CRM > Sales Orders or place the order through a field sales action.
- Click New.
- Enter the sales order according to the disbursement requirements. Before submitting, change the order amount to CNY 0.
- Save. 📝
This task supports manual ordering only. The sales representative places a CNY 0 campaign settlement order for the store. This task covers only the store disbursement action in Campaign; it does not describe other Sales Order features.
Expected result
- The sales order records the campaign name and links to the campaign agreement and Store Expense Write-off.
- The store that meets the requirements receives the expense for the period.