Published at: 2026-10-12
Core roles and terms
Learn how ShareOrder roles work and what the core terms mean.
Overview
This page describes ShareOrder roles, trading relationships, and the Business Process terms. The content comes from ShareOrder product materials.
Core concepts
The brand owner sets supply rules. Channel partners handle distribution. Ordering customers submit purchase demand. Trading relationships control Visibility for each party.
Role map
| Role | Main responsibilities | Common entry |
|---|---|---|
| Channel operations admin | Initialize ShareOrder and maintain products, prices, accounts, and the mall. | Order Management and Setup. |
| Dealer order clerk | Browse products, submit orders, pay, and receive goods. | Web, App, Mini Program, or service account. |
| Brand owner | Build a multi-level channel system and manage channel policy. | CRM and Order Management. |
| Channel partner | Manage downstream accounts, place an order on behalf of a customer, or use One-Click Transfer. | Channel Distribution and ShareOrder. |
| Ordering customer | Choose a supplier from the trading relationship and place an order. | ShareOrder. |
Core terms
| Term | Description |
|---|---|
| Price Book | Defines the product prices an account can use. |
| Saleable scope | Defines the products an account can buy. |
| Channel merchant | The channel operating entity in Group Edition. |
| Channel trading relationship | Defines the supply relationship among the brand owner, channel partner, and ordering customer. |
| Channel inventory | Group Edition inventory that stays isolated from direct-sales inventory. |
Detailed description
Multi-level ordering
Channel merchant
- In the account list or detail page, click New Channel Merchant to create a same-name channel merchant profile (Partner object). The create page fills in the account name. Complete the remaining fields as needed.
After you create the channel merchant, the system does the following:
It creates a channel warehouse and presets a default warehouse for the channel merchant (channel merchant partner + warehouse).
- The Warehouse object automatically creates a channel warehouse.
- The Channel Inbound Warehouse Settings object automatically creates a record. That record is the default warehouse for later channel inventory sell-in.
After the External Organizations record is created, the system writes the External Organizations ID into Related Teams of the warehouse and account. The channel merchant can then view its warehouses and accounts in Channel Distribution.
Notes:
- Channel merchant is a Record Type of Partner. Creating a channel merchant creates a partner. Because the merchant also places orders, you must relate an Associated Account profile.
Channel trading relationship
- Trading relationship types
Channel trading relationships have two types: organization direct supply and channel supply. One account can have multiple trading relationships, such as organization direct supply from the brand owner and channel supply from another dealer.
- Organization direct supply: the brand owner supplies a direct-sales account. You can disable the preset Organization Direct Supply relationship, but you cannot delete it.
- Channel supply: a dealer supplies an indirect account.
These two supply types let the brand owner maintain trading relationships by business need and improve channel operating efficiency.
When a salesperson creates a direct-sales account, the system automatically creates an organization direct supply trading relationship. You cannot manually delete or disable that relationship. When the account is deleted or merged, the trading relationship is deleted or merged with it.
After a channel merchant enables an account and creates a channel account, the system automatically creates a channel supply trading relationship. The relationship defaults to Enabled. You can change it as needed.
- For a channel supply trading relationship, the default names come from the account name. Changing the related partner on the account does not change the trading relationship.
- You can edit an automatically generated trading relationship according to your adjustments.
- Other trading relationship actions
When one account has multiple suppliers, you can create a channel trading relationship manually. You can delete and restore the relationship. When the brand owner creates a trading relationship manually, the system automatically adds the channel merchant’s External Organization to the external related team.
- Merchant Business Scope description
Merchant Business Scope helps the brand owner manage dealers more precisely. The brand owner can set a Business Scope for each dealer and authorize the Product Scope that dealer can sell to lower-level channels. The brand owner can choose whether to turn on Business Scope control.
Set whether to enable Business Scope control.
- Create a merchant Business Scope
In brand-owner management scenarios, create a Business Scope for the merchant and enable Business Scope control.
NOTE: After merchant operating control is enabled, the dealer can maintain the allowed sales catalog and pricing for lower-level channels within the authorized Business Scope. Only products in the Business Scope can be sold to a Subordinate Account.
- Enable Business Scope control and send a CRM notification
After you configure the merchant Business Scope, enable Business Scope control and preset the channel merchant’s saleable scope and Price Book. After you enable it, the system can automatically send a CRM notification. The system also notifies the merchant when you disable or change the Business Scope.
Channel saleable scope
In a strong-control model, the brand owner can configure a unified saleable scope for indirect channels.
Direct-sales business uses the standard object entry. Channel saleable scope can be created only from the Channel Saleable Scope menu, and the related Price Book is also a channel Price Book.
As with channel saleable scope, create a unified channel Price Book in the strong-control model. Create the channel Price Book and relate it to the channel saleable scope. For feature details, see the sales Price Book description.
Channel saleable scope
In addition to the unified range created by the brand owner, each channel merchant can create its own saleable scope. If the current merchant has Business Scope control enabled, the channel merchant must maintain the saleable scope.
In addition to the unified Price Book created by the brand owner, each channel merchant can create its own Price Book. If the current merchant has Business Scope control enabled, the channel merchant must maintain the Price Book.
NOTE: To see a Price Book created upstream, add external data permission.
Channel inbound warehouse settings apply when the user receives a purchase order from an Parent Channel or brand owner. If a default warehouse is set, inbound goes to that warehouse. If the system cannot get a default warehouse, it selects the most recently created warehouse.
- Edition check: Confirm the tenant edition and enabled capabilities first.
- Permissions: Exact menus depend on role and data permission.