Published at: 2026-10-12

Handle shipment and inventory after transfer

Follow these steps to handle shipment and inventory after One-Click Transfer, then confirm the result.

Overview

This page describes the entry, steps, and completion criteria for handling shipment and inventory after transfer.

Before you begin

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Applicable scope: ShareOrder Group Edition.
Role and permission: Use an enabled ordering account.
Prerequisites: The upstream enterprise has opened the mall and configured sellable products.

Steps

After One-Click Transfer

After dealer B completes virtual inbound, Update channel inventory (skip this step in scenario 2.4)

The system automatically generates channel inventory for the account on the Shipment Order. The account has a channel-partner identity.

Virtual inbound creates a Channel Type inbound order. The system fills Shipment Order details automatically, including product, quantity, and batch. These core fields cannot be edited. Users can add other information as needed.

After channel inventory is updated, ship the original sales order (the order before transfer)

After channel inventory is updated, you can ship the original sales order. There are two entries:

In the dialog after virtual inbound, select Go to virtual shipment.
On the ShareOrder order detail or Shipment Order list, create a Shipment Order.

End customer C confirms receipt on the original order

After receiving the goods, end customer C selects Confirm Receipt on the original order.

Dealer B confirms receipt on the transferred order

After end customer C confirms physical receipt, the physical flow is complete. The dealer selects Confirm Receipt to complete the document flow.

Inventory change notes

After the dealer completes virtual inbound, the system updates channel inventory by product, quantity, and batch on the Shipment Order.
After virtual shipment of the original sales order, the end customer selects Confirm Receipt and the physical flow is complete.
The dealer then selects Confirm Receipt on the transferred order and the document flow is complete.
Page templates, object permission, inventory initialization, and report configuration are admin tasks and are out of scope for this topic.

Expected results

After you finish, confirm the Processing Result of handling shipment and inventory after transfer on the related list or detail page.
Refresh or reopen the page and confirm the status and business data did not change unexpectedly.
Confirm the current result can continue into later order or fulfillment processes.