Published at: 2026-10-12
Process channel inbound and outbound
Overview
Update channel inventory from shipping and inbound/outbound records.
Before you begin
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Permissions: You can work with orders, Shipment Orders, and channel outbound orders.
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Prerequisites: The dealer order is submitted and in the shipping stage.
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Manufacturer scenario: The manufacturer outbound order is synced from ERP to CRM.
Generate a channel inbound order
A dealer orders from the manufacturer
After the manufacturer ships, confirm that the ERP outbound order synced to CRM. After a successful sync, the system creates the dealer’s channel inbound order from that outbound order.
A dealer orders from an Parent Channel
After the Parent Channel ships the order, the system generates an outbound order with outbound type Sales Outbound, and automatically creates the downstream dealer’s channel inbound order.
Create a channel outbound order
- In the channel outbound order list, click New.
- For goal type, select dealer or hospital.
- If you select dealer, choose one target dealer.
- If you select hospital, enter one or more hospitals in the details.
- Add products, lots, and quantities.
- Save and Submit the outbound order.
Expected result
- Shipping creates the matching channel inbound record.
- The channel outbound order records a dealer or hospital by goal type.
- Inbound and outbound records update channel inventory and enter flow details.