Published at: 2026-10-12

Configure Web, Mini Program, App, and service account entry

Configure the multi-end entries so Channel Users can open ShareOrder.

Before you begin

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Applicable scope: ShareOrder Professional Edition.
Role and permission: Use an admin account with ShareOrder management permission.
Prerequisites: Prepare test accounts, products, and price data.

Steps

Let dealers open ShareOrder from the ShareCRM app

How do users place orders in the ShareOrder mall from the ShareCRM app?

Embed the ShareOrder app in the Partner Portals mobile page. Follow the procedures below.

Brand owner: set the Partner Portals app page

Path: Setup > External Association > Channel Customization > Partner Portals > Custom Homepages

Partner Portals settings page

Create a template.
Enter the portal name, priority, and Applicable Scope.
Select Next.

Basic Info

Set Partner Portals, place the ShareOrder app on the portal, then add other components as needed.

Page configuration

After a channel partner user downloads the ShareCRM app and signs in with the PC account, they can select ShareOrder to open the mobile ordering page.

ShareCRM app mobile result

Brand owner: set the channel distribution page

Path: System Administration > External Settings > External Apps > Channel Distribution

Open the channel distribution mobile app view.
Create a template.
Enter the template name, priority, and Applicable Scope.
Continue to the next step.

Set the page component details.

Downstream dealers sign in with the channel partner account in the ShareCRM app and view the channel distribution portal.

Brand owner: set the ShareCRM app page for terminal ordering users

Follow the Partner Portals app page procedure and assign Partner Portals to ordinary ordering users.

Path: Setup > External Association > Channel Customization > Partner Portals > Custom Homepages

ShareOrder service account

After ShareOrder is purchased, the ShareOrder service account sends a notice to the ordering admin. The admin selects the link and opens the Order Management app.

Ordering admins can view business notices in the service account, such as order and Payment approval notices. The service account also provides Latest announcements (new ShareOrder features and notes), Help center (ShareOrder product manuals), and View orders.

After purchase, the service account notifies the admin. The admin opens mall configuration in Order Management, turns on ShareOrder manually, and confirms again. This second confirmation reduces the risk of automatic enablement.

You can also view purchased apps in Administration > External Management > External Apps.

Initialization notes

After ShareOrder is enabled, the system initializes in-process capabilities. It adds some logic and slightly limits some previous capabilities. See the table.

Expected results

Use a test account to confirm the saved settings take effect on the related pages and records.

Undo or roll back

Return to the configuration entry, restore the previous switch, layout, or rule values, and re-verify with a test account.