Published at: 2026-10-12

Choose and configure ordering modes

Before you begin

❗

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

Multi-mode ordering

Ordering Mode overview

#### Mall mode (product -> add to cart -> cart checkout -> place order)

Mall mode is the standard ordering flow for FMCG ecommerce. It includes Home, Products, and Cart menus, and follows product selection -> add to cart -> cart checkout -> place order. For businesses that are not very complex but need a high-quality experience, users open the mall menu, view Product Details, and add items to the cart from both the mall home page and the details page.

Mall mode configuration entry

Web: In the web app view, add the Mall menu in menu configuration, and add the Cart component in toolbar configuration.

NOTE: To remove mall mode, remove the matching configuration. Remove the cart and products together.

Mall mode configuration on web and mobile

Web mall card mode result:
Web mall list mode result:

On the web Product Details page, users can browse the product introduction and rich-text details, and add the item to the cart.

Mobile Client: In the Mobile Client app view, add Products and Cart to the bottom navigation.

Mobile Client result:

The mall supports multi-scenario browsing: recently ordered, Promotion Item, Promotion Activity, new arrivals, and favorites:

Product list fields can be configured: to show more fields in the product list, go to Setup > Standard Object management > Mobile Client summary layout and set fields such as Product Code, tags, notes, and brand.

Product cards can be configured: product cards on Home or in the mall also support configuration, such as the title and custom display content.

#### Form mode (create an order directly)

Form mode is a fast Ordering Mode often used in manufacturing. Users create an order from shortcuts on the order list or details page (selecting checkout now in the cart also opens the order submit page). The submit page automatically fills Account Name and the Default Shipping Address. Users complete the order Basic Info, review the final order amount after promotions, and select submit.

Results

Web result

NOTE: Downstream Order Product defaults to Add from product only. There is no Add from Price Book entry. If you need that entry, contact ShareCRM CASM to request a limited rollout. alt text

Mobile Client result #### Category navigation mode

This is a core ecommerce scenario for FMCG, 3C, furniture and building materials, and electrical industries. The mobile mall uses category navigation so users can locate products, add them to the cart, and place orders entirely from categories, in addition to browsing the mall directly.

Category navigation configuration entry

Mobile Client: In the Mobile Client app view, add Product categories to the bottom navigation.

Mobile Client category navigation result:

#### Quick order mode

Use this mode for urgent orders, replenishment, and any scenario that needs a shorter mall path.

The mall adds a quick order entry, and the Mobile Client adds a quick order bottom navigation item. Users skip cart checkout, browse products on this page, and submit the order directly. They can place an order while browsing the product list, which improves replenishment efficiency for channel partners.

Quick order configuration entry

Mobile Client: In the Mobile Client app view, add Quick order to the bottom navigation.

Mobile Client quick order result:

Web: In the web app view, add the Quick order component in toolbar configuration.

Web quick order result:

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.