Published at: 2026-10-12

Use multiple ordering modes

Choose mall mode or form mode based on product quantity and ordering habits, then select products, confirm the order, and submit.

Overview

Multiple ordering modes include mall mode and form mode. Use mall mode to browse, compare, and add products to the cart. Use form mode to enter an order directly when you already know the products. This topic covers order-clerk actions only. Admins configure the entry and page layout in advance.

Before you begin

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

Steps

Choose an ordering mode

Multi-mode ordering summary

#### Mall mode (product -> add to cart -> cart checkout -> place order)

Mall mode is the standard ecommerce ordering path, commonly used in FMCG. It includes Home, Products, and Cart menus, and the select products -> add to cart -> cart checkout -> place order process. It fits companies whose process is not highly complex and who need a strong buying experience. Open the mall menu, view product details, and add items to the cart from Home or the details page.

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If you cannot see the mall, cart, or create-order entry, ask an admin to confirm the app view, menu, and permission.

1. Open Mall and find products by category, search, or recommendations. 2. Open Product Details, confirm spec, price, and sellable status, then add to cart. 3. Open Cart, check products, Number of Products, and amount, then check out.

- Web mall card mode result - Web mall list mode result

On the web Product Details page, browse the introduction and rich-text details, then add to cart.

4. On the Mobile Client, continue from the Products or Cart bottom entry. Actual names follow enterprise configuration.

The mall supports recently ordered items, Promotion Item, Promotion Activity, new arrivals, and favorites:

The product list may show Product Code, tags, notes, or brand, depending on admin configuration.

#### Form mode (create an order directly)

Form mode is a fast Ordering Mode often used in manufacturing. Create an order from the order list or details page. The submit page fills Account Name and the Default Shipping Address (Delivery Address). Complete Basic Info, review the promoted amount, and submit.

1. Open the order list or details page and select New order. 2. Confirm the filled Account Name and Default Shipping Address. 3. Add products, complete order Basic Info, and check the promoted amount. 4. Submit the order.

NOTE: Downstream Order Product defaults to Add from product only. There is no Add from Price Book entry. Contact ShareCRM CASM if you need a limited rollout.

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.