Published at: 2026-10-12

Configure channel distribution and One-Click Transfer

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

Channel Distribution settings

Channel Distribution is a new External Apps item. Like ShareOrder, you can set page templates, add objects, configure Record Types and layouts, and configure business parameters.

NOTE: Business parameters currently only support restarting channel inventory. If channel inventory initialization fails, you can restart it.

If enabling channel inventory fails, you can restart it manually.

The system presets page templates. Admins can also adjust them. Like ShareOrder, objects and menus that a page template can configure come from object management.

Preset page template

2. The system presets the Channel Distribution object list, including Standard Object Record Types and data permission. You can add Standard Object records in the allow list, or add custom objects. When you add a custom object, the system automatically adds a Partner field.

Orders, Shipment Orders, Payment, invoicing, and inventory Standard Object records are assigned the channel Record Type by default.

Use the Partner field to set external Related Teams.

### One-Click Transfer

One-Click Transfer settings

In Setup guide > Business Plugins, turn on the One-Click Transfer plugin. After enablement succeeds, the system sends a CRM notice. Admins can select Set field mapping to configure mapped fields and brought-in fields.

NOTE: When you enable One-Click Transfer, existing sales orders and Shipment Orders need the Deliver-to party field refreshed. The system decides whether to enable immediately or at 01:00 the next day based on the current tenant order volume. After enablement succeeds, the system can automatically send a CRM notice.

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.