Published at: 2026-10-12
Configure channel inventory and warehouses
Overview
This page describes Inventory Management, Inbound Warehouse settings, and One-Click Transfer.
Before you begin
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Applicable scope: ShareOrder Group Edition.
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Role and permission: Use an admin account with ShareOrder management permission.
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Prerequisites: Prepare test accounts, products, and price data.
Steps
Multi-level ordering handbook
Inventory Management
Channel inventory includes eight objects: warehouse, inbound order, outbound order, inventory, transfer, Inventory Count, and Inbound/Outbound Details.
Channel merchants order from the brand owner and distribute downstream, so inventory has sell-in and sell-out:
- Sell-in: after ordering from the brand owner or Parent Channel in ShareOrder and Confirm Receipt, the system creates a channel inbound order and updates channel inventory.
- Sell-out: after the merchant ships a channel order, the system creates a channel outbound order and updates channel inventory.
Inventory
Channel inventory is updated from channel inbound and outbound orders. Channel partners can create a channel inbound order manually, or increase inventory by confirming a purchase order.
Inbound orders can be created manually or automatically.
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First-level dealer Purchase Inbound: after the manufacturer ships, Confirm Receipt automatically creates a channel inbound order (Shipment Order -> inbound). Prerequisites: - The Shipment Order account must be a channel merchant with a Partner profile - The merchant has a default Inbound Warehouse in Channel inbound warehouse setting - External Organizations must link both account and Partner fields
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Second-level and lower Purchase Inbound: after the Parent Channel ships and issues outbound, the mapping is outbound -> inbound. Prerequisites: - The outbound header Related Documents field stores the Shipment Order ID - The same three conditions as above
After placing an order on behalf of a customer or shipping an online order, channel inventory decreases.
Other objects
Inbound/Outbound Details, Inventory Count, and transfer follow standard inventory and are not repeated here.
Channel inbound warehouse setting
This setting is used when a user does Purchase Inbound from an Parent Channel or brand owner. If it is set, inbound goes to that warehouse. If no default warehouse is found, the system uses the most recently created warehouse.
One-Click Transfer
Business Scenario
In multi-level channel distribution, One-Click Transfer and manufacturer-direct shipment are common.
- Channel partner inventory is concentrated on fast-moving products. When end-customer demand is initiated by the account for a long-tail product, the channel partner purchases from the manufacturer.
- Dealers use on-demand stocking for large equipment.
Feature description
Enterprises enable One-Click Transfer. Sales Order and Shipment Orders get a Ship-to party field. Delivery Address, consignee, and Consignee Telephone follow Ship-to party.
Transfer flow
- Frozen Inventory: Allocated Inventory requires virtual inbound and virtual shipment.
- No freeze: only virtual shipment is needed.
Two closed loops: upstream purchase and original-order sales.
In Setup guide > Business Plugins, turn on One-Click Transfer. After success, the system automatically sends a CRM notification.