Published at: 2026-10-12

One-Click Transfer

Follow these steps to use One-Click Transfer, then confirm the result.

Overview

This page describes the entry, steps, and completion criteria for One-Click Transfer.

Before you begin

❗
  • 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

One-Click Transfer

Transfer with Frozen Inventory

In the Frozen Inventory scenario, the downstream channel order uses Allocated Inventory. After the channel partner transfers the order, they need virtual inbound and virtual shipment.
End customer C places an order with first-level dealer B, creating Sales Order 1. Dealer B transfers the order to brand owner A, which creates Sales Order 2. A ships Sales Order 2. B does virtual inbound. B ships Sales Order 1. C runs Confirm Receipt. B runs Confirm Receipt.
alt text alt text ##### End customer C places an order with dealer B
End customer C places an order with dealer B in mall mode or by creating an order directly.
Dealer B receives the Sales Order and transfers it to brand owner A in Channel Distribution
  1. When the channel partner has no stock or insufficient stock, transfer the order upstream to the brand owner.
alt text A new tab opens the ShareOrder create-order page, brings in products, quantity, and unit, and re-prices based on the current account.
Notes: alt text
  • If the original order has gifts, the system merges the same product during transfer.
  • If the same product has multiple lines with different units, quantities are not merged.
  1. After submit, the system records the source order number and transfer status. The transferred order account is dealer B, and the ship-to party is end customer C.
alt text End customer C can also see the transferred order number on the source order and view the flow history.
alt text ##### After brand owner A receives the transferred Sales Order, Create Shipment Order and ship to dealer B
The brand owner approves the order and arranges shipment.
alt text The Shipment Order account and ship-to party match the order: account dealer B, ship-to party end customer C.
alt text alt text ##### Dealer B does virtual inbound and updates channel inventory (skip this in the no-freeze scenario)
The system generates channel inventory for the account on the Shipment Order (the account has a channel-partner identity).
alt text Virtual inbound creates a Channel Type inbound order. The system fills delivery-note details such as product, quantity, and lot (not editable). Users can add other information.
After channel inventory is updated, ship the original Sales Order
There are two entries:
  1. In the dialog after virtual inbound, select Go to virtual shipment
  2. Create a Shipment Order from ShareOrder order details or the Shipment Order list.
alt text ##### End customer C runs Confirm Receipt on the original order
After receiving the goods, end customer C runs Confirm Receipt on the original order.
alt text ##### Dealer B runs Confirm Receipt on the transferred order
After end customer C confirms physical receipt, the goods flow is complete. The dealer Confirm Receipt completes the document flow.
alt text #### Transfer without Frozen Inventory
alt text In the no-freeze scenario, the downstream channel order does not use Allocated Inventory (set the channel order Ordering Mode to no-warehouse ordering). After transfer, the channel partner only does virtual shipment, not virtual inbound.
The operations are the same except virtual inbound is skipped: 1 -> 2 -> 3 -> 5 -> 6 -> 7.

Expected results

  • After you finish, confirm the Processing Result on the related list or details page.
  • Refresh or reopen the page and confirm that status and Business Data did not change unexpectedly.
  • Confirm that the current result can continue into the later order or fulfillment process.

Related topics

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Handle shipment and inventory after transfer