Published at: 2025-10-30
Sales Inventory Implementation Guide
- A medium to large manufacturing enterprise.
-
Sales scenario: Selling network equipment to distributors (with serial number control enabled), managing Sales Orders in CRM, synchronizing to ERP, and after outbound completion, synchronizing the outbound results back to ShareCRM. In CRM, complete logistics tracking and receipt management, and handle distributor after-sales returns and exchanges.
- Key personnel roles: Sales personnel, order administrators, shipping personnel.
- Full-featured operation manual: Inventory Management
- The sales business process is as follows:
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II. Prerequisites
2.1 Purchase Inventory Management (Mandatory)
- The “Inventory Management” application must be purchased. If not purchased, please contact the corresponding sales representative.
2.2 Purchase Logistics Query Resource Package (Optional)
- If you need to query logistics information on the Shipping Order or other objects, you must purchase the logistics query resource package, available in large, medium, and small versions. Each version corresponds to a different number of queries. Please purchase according to the actual business needs of the enterprise.
2.3 Purchase ERP Connector (Optional)
- If you need to integrate with a third-party ERP, you need to purchase the corresponding Integration Platform connector. Different ERP systems correspond to different connectors. For example, to integrate with Kingdee Cloud, you need to purchase the “Integration Platform - Kingdee Cloud (Flagship Edition) Connector.”
III. System Configuration
3.1 Enable Type B Integration Inventory
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Enable path: Admin Console -> CRM Platform Management -> Business Rules Management -> Inventory Management.
If mistakenly enabled the full version, you can follow the special customer application process to switch to the integration version. For details, refer to: Inventory Module Switching
3.2 Configure Shipping Order Mode
After enabling the integration version inventory, you can choose the mode of the Shipping Order. It is recommended to choose the delivery notice mode. For details, refer to: Delivery Notice
3.3 Set Related Roles
Core roles include: Sales personnel, order administrators, shipping personnel.
Sales personnel:
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Order administrators:
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Shipping personnel:
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3.4 Basic Data Synchronization
Synchronize material master data, warehouse and location, and inventory data through the Integration Platform connector.
Different connectors correspond to different integrations and configurations. For details, refer to: Connector Integration Configuration Instructions
3.5 Sales Order Placement Rules
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3.5.1 Set Ordering Mode
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There are three ordering modes: No warehouse ordering, single warehouse ordering, and combined warehouse ordering.
- No warehouse ordering: When creating a Sales Order, there is no need to fill in the ordering warehouse, and no inventory query or verification is performed.
- Single warehouse ordering: When creating a Sales Order, the ordering warehouse must be filled in, and inventory query and verification will be conducted from the specified ordering warehouse.
- Combined warehouse ordering: When creating a Sales Order, there is no need to fill in the ordering warehouse, and inventory query and verification will be conducted from all applicable ordering warehouses. For details, refer to: Applicable Personnel, Departments, and Accounts for Warehouses
The system defaults to single warehouse ordering, which can be set uniformly or assigned different ordering modes based on the Record Type of the order.
3.5.2 Set Ordering Verification Rules
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There are two order verification rules:
- When the available inventory quantity is insufficient, the order cannot be submitted; this means that when the quantity of the order Products exceeds the current available inventory quantity of the Products, the Sales Order cannot be submitted.
- When the available inventory quantity is insufficient, the order can still be submitted; this means that when the quantity of the order Products exceeds the current available inventory quantity of the Products, the Sales Order can still be submitted.
The system defaults to not allowing order submission when the available inventory quantity is insufficient. This can be set uniformly or assigned different verification rules based on the Record Type of the order.
3.5.3 Set Available Inventory Display
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After enabling the “Available Inventory Display” parameter, the available inventory quantity of the ordering warehouse can be displayed when creating a new Sales Order.
Enabling this parameter requires occupying the corresponding UI event quota. If there is no quota, you can purchase the “UI Event Data Update Event Count [5 items].”
3.5.4 Obtain ERP Real-time Available Inventory
If you want to obtain ERP real-time available inventory when creating a new Sales Order, refer to: ERP Real-time Inventory and Its Application in Orders
3.6 Shipping Rules
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3.6.1 Set Shipping Order Mode
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- Delivery notice mode: Carries the shipping instructions, which need to be synchronized to ERP, and then the shipping results from ERP are synchronized to the CRM’s outbound order. For details, refer to: Delivery Notice Connector Integration Configuration Instructions
- Shipping order mode: Carries the shipping results, directly synchronizing the shipping results from ERP to the CRM’s Shipping Order. For details, refer to: Connector Integration Configuration Instructions
3.6.2 Set Order Product Filling Rules
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There are two order product filling rules, applicable to creating Shipping Orders in ShareCRM:
- When creating a new Shipping Order, the system automatically fills all shippable order Products into the Shipping Order product detail lines.
- When creating a new Shipping Order, the system does not automatically fill any Products into the Shipping Order product detail lines.
The system defaults to automatic filling. If users wish to set the filling rules themselves, please choose not to automatically fill and then configure the mapping rules.
3.6.3 Set Multi-order Shipping
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By default, the Shipping Order can only ship against a single Sales Order. If you want to ship multiple Sales Orders for the same Account simultaneously, you need to enable the multi-order shipping plugin.
Enable path: Admin Console -> CRM Platform Management -> Business Rules Management -> Inventory Management -> Plugin Management.
For multi-order shipping, refer to: Multi-order Shipping
3.6.4 Sales Order ATO & PTO Combined Shipping
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For the basic concepts, application scenarios, and how to use the Shipping Order ATO/PTO function, refer to: Shipping Order - ATO/PTO Mode Shipping
3.6.5 Logistics Query
If you need to query logistics information on the Shipping Order, you must purchase the logistics query resource package, available in large, medium, and small versions. Each version corresponds to a different number of queries. Please purchase according to the actual business needs of the enterprise.
For logistics queries on the Shipping Order, refer to: Query Logistics Information of Shipping Order
3.6.6 Confirm Receipt
The methods for confirming receipt of the Shipping Order include the following three: manual confirmation of receipt, automatic confirmation of receipt after timeout, and automatic confirmation of receipt after logistics signing.
For confirming receipt of the Shipping Order, refer to: Confirm Receipt
3.7 Return Rules
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3.7.1 Order Return
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By default, the return order supports returning from the order. The return rules include two types:
- Allow multiple Sales Orders to be returned together.
- Each return can only be based on one Sales Order.
For scenarios based on order returns, refer to: Order-based Return
3.7.2 Shipping Order Return
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By default, shipping order return is not enabled. Enable path: Admin Console -> CRM Platform Management -> Business Rules Management -> Inventory Management -> Plugin Management.
For scenarios based on shipping order returns, refer to: Shipping Order-based Return
3.7.3 Return Without Source Document
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By default, return without a source document is not enabled. Enable path: Admin Console -> CRM Platform Management -> Business Rules Management -> Inventory Management -> Plugin Management.
For scenarios of return without a source document, refer to: Return Without Source Document
3.7.4 Exchange
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By default, exchange is not enabled. Enable path: Admin Console -> CRM Platform Management -> Business Rules Management -> Inventory Management -> Plugin Management.
For scenarios of exchange, refer to: Exchange
IV. Scenario Description (Non-ERP Integration, Type A Self-owned Mode)
- A medium to large manufacturing enterprise.
-
Sales scenario: Complete closed-loop management of the sales transaction process in ShareCRM, including from Sales Order to shipping, self-contained inventory management, returns, and exchanges.
- Key personnel roles: Sales personnel, order administrators, shipping personnel.
- Full-featured operation manual: Inventory Management
- The sales business process is as follows:
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V. Prerequisites
5.1 Purchase Inventory Management (Mandatory)
- The “Inventory Management” application must be purchased. If not purchased, please contact the corresponding sales representative.
5.2 Purchase Logistics Query Resource Package (Optional)
- If you need to query logistics information on the Shipping Order or other objects, you must purchase the logistics query resource package, available in large, medium, and small versions. Each version corresponds to a different number of queries. Please purchase according to the actual business needs of the enterprise.
VI. System Configuration
6.1 Enable Type A Full Version Inventory
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Enable path: Admin Console -> CRM Platform Management -> Business Rules Management -> Inventory Management. If mistakenly enabled the integration version, you can follow the special customer application process to switch to the full version. For details, refer to: Inventory Module Switching
6.2 Configure Shipping Order Mode
After enabling the integration version inventory, you can choose the mode of the Shipping Order. It is recommended to choose the delivery notice mode. For details, refer to: Delivery Notice
6.3 Set Related Roles
Core roles include: Sales personnel, order administrators, shipping personnel.
Sales personnel:
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Order administrators:
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Shipping personnel:
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6.4 Basic Data Maintenance
In CRM, maintain data by directly creating/importing the corresponding object data.
For creating material master data, refer to: Product Classification, Products
For creating warehouse data, refer to: Warehouse
For creating and inventory data, refer to: Inventory, Inbound Order
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If you want to perform batch, serial number, and other refined management of Products, you need to enable the batch and serial number plugin. The path is: Admin Console -> CRM Platform Management -> Business Rules Management -> Inventory Management -> Plugin Management -> Industry Plugin.
6.5 Sales Order Placement Rules
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6.5.1 Set Ordering Mode
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There are three ordering modes: No warehouse ordering, single warehouse ordering, and combined warehouse ordering.
- No warehouse ordering: When creating a Sales Order, there is no need to fill in the ordering warehouse, and no inventory query or verification is performed.
- Single warehouse ordering: When creating a Sales Order, the ordering warehouse must be filled in, and inventory query and verification will be conducted from the specified ordering warehouse.
- Combined warehouse ordering: When creating a Sales Order, there is no need to fill in the ordering warehouse, and inventory query and verification will be conducted from all applicable ordering warehouses. For details, refer to: Applicable Personnel, Departments, and Accounts for Warehouses
The system defaults to single warehouse ordering, which can be set uniformly or assigned different ordering modes based on the Record Type of the order.
6.5.2 Set Ordering Verification Rules
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There are two order verification rules:
- When the available inventory quantity is insufficient, the order cannot be submitted; this means that when the quantity of the order Products exceeds the current available inventory quantity of the Products, the Sales Order cannot be submitted.
- When the available inventory quantity is insufficient, the order can still be submitted; this means that when the quantity of the order Products exceeds the current available inventory quantity of the Products, the Sales Order can still be submitted.
The system defaults to not allowing order submission when the available inventory quantity is insufficient. This can be set uniformly or assigned different verification rules based on the Record Type of the order.
6.5.3 Set Available Inventory Display
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After enabling the “Available Inventory Display” parameter, the available inventory quantity of the ordering warehouse can be displayed when creating a new Sales Order. Enabling this parameter requires occupying the corresponding UI event quota. If there is no quota, you can purchase the “UI Event Data Update Event Count [5 items].”
6.5.4 Enable Order Frozen Inventory Adjustment
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When the ordering mode of the Sales Order is single warehouse ordering or combined warehouse ordering, frozen inventory will increase after the Sales Order is submitted. If you want to adjust the frozen inventory after order submission, you need to enable the frozen inventory adjustment plugin, as shown above.
6.6 Shipping Rules
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6.6.1 Set Order Product Filling Rules
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There are two order product filling rules, applicable to creating Shipping Orders in ShareCRM:
- When creating a new Shipping Order, the system automatically fills all shippable order Products into the Shipping Order product detail lines.
- When creating a new Shipping Order, the system does not automatically fill any Products into the Shipping Order product detail lines.
The system defaults to automatic filling. If users wish to set the filling rules themselves, please choose not to automatically fill and then configure the mapping rules.
6.6.2 Set Multi-order Shipping
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By default, the Shipping Order can only ship against a single Sales Order. If you want to ship multiple Sales Orders for the same Account simultaneously, you need to enable the multi-order shipping plugin. Enable path: Admin Console -> CRM Platform Management -> Business Rules Management -> Inventory Management -> Plugin Management. For multi-order shipping, refer to: Multi-order Shipping
6.6.3 Sales Order ATO & PTO Combined Shipping
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For the basic concepts, application scenarios, and how to use the Shipping Order ATO/PTO function, refer to: Shipping Order - ATO/PTO Mode Shipping
6.6.4 Logistics Query
If you need to query logistics information on the Shipping Order, you must purchase the logistics query resource package, available in large, medium, and small versions. Each version corresponds to a different number of queries. Please purchase according to the actual business needs of the enterprise. For logistics queries on the Shipping Order, refer to: Query Logistics Information of Shipping Order
6.6.5 Confirm Receipt
The methods for confirming receipt of the Shipping Order include the following three: manual confirmation of receipt, automatic confirmation of receipt after timeout, and automatic confirmation of receipt after logistics signing. For confirming receipt of the Shipping Order, refer to: Confirm Receipt
6.7 Return Rules
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6.7.1 Order Return
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By default, the return order supports returning from the order. The return rules include two types:
- Allow multiple Sales Orders to be returned together.
- Each return can only be based on one Sales Order.
For scenarios based on order returns, refer to: Order-based Return
6.7.2 Shipping Order Return
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By default, shipping order return is not enabled. Enable path: Admin Console -> CRM Platform Management -> Business Rules Management -> Inventory Management -> Plugin Management. For scenarios based on shipping order returns, refer to: Shipping Order-based Return
6.7.3 Return Without Source Document
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By default, return without a source document is not enabled. Enable path: Admin Console -> CRM Platform Management -> Business Rules Management -> Inventory Management -> Plugin Management. For scenarios of return without a source document, refer to: Return Without Source Document
6.7.4 Exchange
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By default, exchange is not enabled. Enable path: Admin Console -> CRM Platform Management -> Business Rules Management -> Inventory Management -> Plugin Management. For scenarios of exchange, refer to: Exchange
6.8 Set Transfer Rules
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After confirming the Transfer Order, the outbound warehouse will automatically perform outbound operations. For the inbound warehouse, the system defaults to manual transfer confirmation for inbound operations. If you need the system to automatically handle transfer confirmation for inbound operations, you need to set the corresponding parameter to: “After confirming the Transfer Order, the system automatically handles transfer confirmation for inbound operations.”
As one of the core documents in self-owned inventory management, the core value of the Transfer Order is to balance inventory supply and consumption. For how to create a Transfer Order, refer to: Transfer Order
6.9 Set Inventory Check Rules
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The product source of the Inventory Check Sheet defaults to Products, meaning that regardless of whether the Products have inventory records in the inventory warehouse, they can be checked. If you want to set it to only check Products with inventory records in the warehouse, you need to switch the product source of the Inventory Check to Inventory.
6.10 Set Inventory Alert Rules
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You can set inventory alerts in the Basic Settings of Inventory Management, including low inventory alerts, high inventory alerts, and near-expiry inventory alerts. The default sending Role is shipping personnel, but other Roles can be added. Path: Admin Console -> CRM Platform Management -> Business Rules Management -> Inventory Management -> Basic Settings.