Published at: 2026-10-12

Configure channel users and Business Scope

Before you begin

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Applicable scope: ShareOrder Group Edition.
Role and permission: Use an admin account with ShareOrder management permission.
Prerequisites: Prepare test accounts, products, and price data.

Steps

Multi-level ordering

Merchant Business Scope

Merchant Business Scope Description

To help brand owners manage dealers more precisely, merchant Business Scope is introduced. The brand owner can set a specific Business Scope for each dealer and authorize the Product Scope that the dealer can sell to lower-level channels. The brand owner can choose whether to turn on Business Scope control.

- Control off: dealers can sell all brand-owner products to lower-level channels - Control on: dealers can sell to lower-level channels only products in the brand-owner authorized Business Scope

Set whether to enable Business Scope control.

Create a merchant Business Scope

Based on brand-owner management scenarios, create a Business Scope for the merchant and enable Business Scope control.

NOTE: After merchant Business Scope control is enabled, dealers can maintain the allowed-sales catalog and pricing for lower-level channels within the brand-owner authorized Business Scope. Only products in the Business Scope can be sold to a Subordinate Account.

Create/edit merchant Business Scope

Enable Business Scope control. The system can automatically send a CRM notice to the channel merchant.

After you configure merchant Business Scope, enable Business Scope control. The system presets the channel merchant saleable scope and Price Book. After enablement, the system can automatically send a CRM notice. Later disablement or Business Scope changes also send notices.

Channel Users

After a channel merchant is generated, you can create an external account and assign the Channel admin and Channel distribution clerk roles. If ordering is also needed, add the Ordering clerk role.

1. On the create External Organizations page, select an account. The partner is filled automatically. In the filled External Users, enter the matching role and password.

NOTE: If you select the Channel Distribution preset Channel admin or Channel distribution clerk, you must Associate a Related Partner.

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.