Published at: 2026-10-12
ShareOrder overview
Learn the location, roles, and usage method of ShareOrder.
Overview
This page describes how ShareOrder is positioned and how it runs. The content comes from ShareOrder product materials.
Core concepts
ShareOrder connects brand owners with downstream accounts. Products, prices, inventory, and orders form one ordering loop.
Product positioning
ShareOrder connects brand owners with downstream ordering customers. Brand owners maintain products, prices, orders, and fulfillment rules in the admin console. Dealers select products, place orders, pay, and receive goods in the ordering client.
Core capabilities
| Capability area | Main contents |
|---|---|
| Ordering mall | Product browsing, category navigation, cart, form ordering, and bundle configuration |
| Products and prices | Products, merchandise, SKUs, Price Book, saleable scope, promotions, and coupons |
| Order fulfillment | Orders, shipping, logistics, receipt, returns and exchanges, and invoicing |
| Funds collaboration | Online payment, Customer Fund Accounts, rebates, Payment, and channel statements |
| Channel operations | Portal decoration, announcements, online customer service, and channel reports |
Professional Edition supports standard single-level ordering. Group Edition adds multi-level channel relationships, One-Click Transfer, and channel inventory. International Edition adds multi-currency, multi-language, and multi-timezone capabilities.
Detailed description
What ShareOrder is
ShareOrder is an enterprise channel ordering system on CRM and PaaS. It provides a dedicated omnichannel ordering platform and one-stop ordering so upstream and downstream teams can collaborate on orders more efficiently.
Downstream dealers can order anytime in the WeChat Mini Program or ShareCRM App. Order, information, logistics, and funds flows interact across the upstream and downstream enterprise on one platform.
ShareOrder supports these centralized ordering modes:
a. Mall ordering:
Mall mode is the standard ecommerce path. It includes home, product, and cart menus, and the select products > add to cart > cart calculation business process. It fits companies whose process is not highly complex and who need a strong buying experience. In the mall menu, users can open product details and add items to the cart from the home page or detail page. The path is mall -> add products to the cart -> cart checkout -> submit order.
You can disable mall mode after you enable it. Path: Order Management > Mall Settings > Business Parameters > Mall mode.
b. Form mode:
Form mode creates a sales order directly, like creating an order in CRM. It supports complex process logic such as UI events, functions, and validation rules.
c. Quick order
Scenario: The mall adds quick order so users can skip cart checkout and place an order while browsing the product list. This helps dealers replenish urgent orders.
Value: Improve urgent replenishment efficiency for dealers.
d. Category navigation ordering:
Scenario: Mobile malls use category navigation so users can find products by category, then add them to the cart and order.
Function: Mobile adds a category navigation menu and bottom navigation. Users can view the category tree, browse third-level category images, and add products to the cart from a category.
Value: In addition to browsing the mall, users can locate products completely from category navigation.
Enable ShareOrder
After purchase, ShareOrder sends a notice to the ordering admin through the ShareOrder service account. The admin opens the link and enters the Order Management app.
Ordering admins can view business notices such as order and Payment approval in the service account. The service account also includes Latest announcements for new ShareOrder features and notes, a Help center with the product manual, and a View orders entry.
After purchase, the admin opens mall configuration in Order Management, enables ShareOrder manually, and confirms again to reduce automatic-enablement risk.
You can also view purchased External Apps in Setup > External Management > External Apps.
Initialization notes
After ShareOrder is enabled, the system initializes related in-process selling capabilities. It adds some logic and slightly limits some existing capabilities. See the table in the screenshot.
Quick setup
The first time you sign in to ShareOrder, the system shows a setup guide. If you select Do not show again, the window does not appear next time. The page introduces core functions. Click Go to setup guide to open the quick setup guide and start using ShareOrder in a few steps.
The system also notifies Order Management admins to open the page and configure the channel mall.
Setup guide
Click Go to setup guide to open the basic guide. Complete these 5 steps before you use ShareOrder.
Note: Step 2, enable saleable scope, is required. If you skip it, later usage is affected.
Quick setup area:
Click each step to open the matching page. For example, Enable Saleable Scope opens the Saleable Scope switch.
Hover Web ordering client or Mini Program ordering client to see sign-in guidance.
Note: You can expand or collapse the Quick setup area.
Advanced configuration area
This area provides shortcuts for high-frequency ShareOrder settings in three groups: product/merchandise maintenance (categories, images, multi-unit), order management (fields, layouts, process), and ShareOrder management (web portal, mobile, and more).
FAQ area
The left side answers high-frequency ShareOrder usage and configuration questions. Click view more to open the full ShareOrder manual.
The right side shows configuration videos plus admin and user manuals.
Full configuration tab
This tab lists ShareOrder settings by business module: product/merchandise maintenance, saleable scope and Price Book maintenance, order management, ShareOrder management, enable more modules, and other settings. Click a link to open the configuration page.
Web client guide
The first time a downstream user opens the web client, a beginner guide introduces app channels, the shortcut toolbar, function menus, and home components.
Maintain master data
e. Link a Micropage to the ShareOrder Mini Program
Function: Users can open a campaign Micropage from a promotion channel such as a WeChat QR code or SMS link. Clicking the ShareOrder component opens the ShareOrder Mini Program. Guests can browse the mall. They sign in or register only when they add items to the cart and place an order. Later External self-registration can close the loop for new downstream accounts.
Opening the Micropage link in a browser can also launch the ShareOrder WeChat Mini Program.
Pricing policy
For industries such as FMCG, agriculture, electronics, and apparel, you can enable promotions. After you enable promotions, the system adds promotion and advertising modules. There are old and new promotion versions. The new version is called pricing policy. The new ShareOrder supports pricing policy only.
Home advertising banners on web and mobile can open product, merchandise, or new-promotion links. Example for a promotion:
Web client
Mobile client
Rebate
After you enable the customer fund account, rebates become available. Rebates can return amount or products.
Usage boundary
- Edition check: Confirm the tenant edition and enabled capabilities first.
- Permissions: Exact entries depend on role and data permissions.