Published at: 2026-10-12

Configure inventory display rules

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

Ordering mall business parameters

Product display

Besides the in-process parameters that apply to both Upstream and Downstream, channel ordering has independent parameters. Configure them as needed.

##### Web mall and Mobile Client mall

See ordering mall configuration.

Virtual fields

If you need to show Price Book Price, inventory, and other configurable fields on the product list, enable virtual fields. This capability applies to Web and Mobile Client.

On this page, configure the fields shown in the Mobile Client product list, including virtual fields.

Product range filter

Related capability: Important scenario capability

Filter orders by saleable scope (limited rollout)

Category structure style

Category tree style: tree structure and tiled structure

The web mall and mobile mall can use a tree structure or a tiled structure. The result matches Upstream.

2. Top category style

Besides the standard Product Category, accounts often have product themes and series, such as IP collaboration themes. For theme plus category scenarios, enable a more efficient interaction.

You can enable the top category style and choose whether to show images.

Mobile Client top category example:

Minimum Order Quantity

Related capability: product/merchandise Minimum Order Quantity configuration guide

Product placeholder image

Add a mall parameter so the enterprise can customize its placeholder image. The image is applied to web and Mobile Client pages.

Products without a maintained image use the configured placeholder image.

Shopping cart layout

See shopping cart layout and checkout configuration.

Inventory display (this parameter controls how Downstream sees inventory in ShareOrder)

Inventory display

After you enable the inventory module, configure whether the mall shows inventory.

Do not show inventory
Fuzzy inventory: based on Safety Stock, show out of stock, low, or sufficient
Exact inventory

#### Orders and receiving

Order status tabs

##### Allow orders to select a Price Book

If Downstream does not enable mall mode, needs form mode, and needs to select Price Book Details with the same habit as Upstream, enable this parameter.

After you enable it, downstream sales orders can add products from multiple Price Books.

Orders can select a Price Book.

Automatic receiving

Select the automatic receiving Settings button. The system opens inventory configuration. Enable Confirm receipt and complete the related settings.

##### Add temporary gifts

After in-process Manually add gifts is enabled, mall settings automatically add the Temporary Free Gift / Manually add gifts parameter. It is off by default, so Downstream cannot add a Temporary Free Gift manually by default.

Enable it if needed to keep the same experience as Upstream.

Global parameters

Mall mode

ShareOrder provides mall mode and form mode by default. For a complex Business Scenario that mall mode cannot cover yet, such as complex UI events or CPQ operations, turn off mall mode. Then manually remove the Products and Cart bottom navigation from the Mini Program.

Path: Order Management > Mall Settings > Business Parameters > Ordering Mode

NOTE: Check the FMCG Business Plugins Select product settings switch Select products based on merchandise. SPU enterprises that want the product list to select merchandise by merchandise must turn this on. After it is on, the product list shows the merchandise dimension.

If you do not turn it on, the product list still shows products. You can search the list by product rules.

Mall categories

By default, the mall shows the admin Product Category. That category standardizes merchandise management. For platform operations, mall categories need to be simple so users can filter products and merchants can maintain them temporarily for promotions. Enable Mall categories in that case.

After you enable Mall categories, the Product Category object gets a Mall categories Record Type. The product/merchandise object gets a multi-select Mall categories field. After the switch is on, the mall front end shows the mall category tree instead of the backend category tree.

Turn on the mall categories switch.

Path: Order Management > Mall Settings > Business Parameters > Mall categories
Maintain mall category master data. Use the shortcut next to the switch, or search Mall categories in Order Management, open the list, and maintain the data.

You can create or import mall category data.

Drag the Mall categories field into the Product Details / merchandise detail layout.

4. Maintain mall category data on each product/merchandise.

After these steps, the ordering mall shows the mall category tree. Downstream result:

Mobile Client mall category result

Web mall category result

Data permission

Backend settings add a parameter that filters data by data permission plus account. This helps prevent data leaks and improves data security.

For complete data permission, see external data permission.

Guest settings

Related capability: guest mode and self-registration

Marketing and service integration

Related capability: ordering and marketing integration (ordering promotion) V1.0

How dealers view inventory, and whether they can view it by Warehouse

Inventory is an independent business. An admin must enable it separately. Path: Administration > CRM Platform Administration > Business Rule Management > Inventory Management, find Inventory, assign the Inventory object to Downstream, and configure object permission. The inventory list supports viewing inventory by Warehouse.

After it is enabled, Downstream can view inventory at any time and replenish in time. Submitting an order creates Frozen Inventory. If inventory is insufficient and orders cannot be submitted, replenish in time. Otherwise Sales or Downstream cannot place orders.

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.