Published at: 2026-10-12

Get started as a dealer order clerk

Complete the shortest path for a dealer order clerk and verify the business result.

Learning objectives

Complete the shortest path for a dealer order clerk and verify the business result.

Before you begin

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  • Role and permission: Use an enabled ordering account.
  • Prerequisites: The upstream enterprise has opened the mall and configured sellable products.

Steps

Online ordering

Sign in and complete the first order

  1. Open the Web, App, Mini Program, or service account entry provided by the company.
  2. Sign in with the ordering account and confirm the Enterprise Name and sellable products.
  3. Select products, add them to the cart, verify quantity, price, and Delivery Address, then submit.
  4. Find the new order in the order list and view the processing status.
After External accounts are enabled, downstream dealers can sign in to the ordering mall. The mall supports Mini Program, ShareCRM App, and web sign-in, and it also supports WeChat Service Account binding.
When you create a connected enterprise, choose whether it has a tenant:
  • If you enable a ShareCRM tenant, users with a ShareCRM account can enter ShareOrder from ShareCRM (with tenant).
  • If you do not enable a ShareCRM tenant, users sign in with WeChat scan or Account & Password Login in the Mini Program or service account (tenantless).

WeChat Mini Program

Platform Mini Program
The Mini Program provides a native Mini Program and an H5 shell Mini Program. The H5 shell supports PaaS low-code extensions, including APL and PWC plugins.
Native Mini Program: dealers search for ShareOrder Pro in WeChat Mini Program, bind a mobile number, and authorize sign-in. The Mini Program also provides a trial mode so WeChat users who are not registered contacts can try ShareOrder.
H5 shell Mini Program: dealers search for ShareOrder Lite in WeChat Mini Program, bind a mobile number, and authorize sign-in.

Sign in from the ShareCRM App

Ordering accounts are tenantless by default. The dealer has no CRM tenant and only has an ordering account. In the 1+N model, the dealer has its own CRM tenant, so ordering accounts created by the brand owner can sign in from the ShareCRM App.
For downstream companies with a tenant, the dealer creates User accounts for its employees, and those users receive an SMS notification. After an admin sets the User as a contact of the External Organizations, the User can view ShareOrder in External Management in the ShareCRM App. alt text

Web sign-in

You can also sign in on the web. In a browser, go to https://fxiaoke.com/qd and sign in with WeChat scan or Account & Password Login.
NOTE: Tenantless downstream users can use WeChat scan or mobile number and password. Tenanted users can sign in from the ShareCRM main site.
alt text #### WeChat Service Account sign-in
If the brand owner has its own WeChat Service Account, it can add ShareOrder to the service account menu. Dealers then click the menu to open ShareOrder.
  1. Follow the WeChat Service Account specified by the company.
  2. Click the ordering entry in the service account menu.
  3. Sign in with WeChat Login or the ordering account, then verify the company and mall information.
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The brand owner admin completes service account authorization and menu setup. Order clerks do not need to maintain AppID, page path, or a backup link.
NOTE: Downstream channel ordering still uses the WeChat Mini Program ShareOrder Pro. After the “ShareOrder Mini Program to H5” rollout, it uses the WeChat Mini Program ShareOrder Lite.

Run and verify

  • After you finish, confirm the dealer order clerk result in the related list or details page.
  • Refresh or reopen the page and confirm the status and business data did not change unexpectedly.
  • Confirm the current result can continue into later order or fulfillment steps.

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