Published at: 2026-10-12

Get started as a medical device channel operator

Complete the shortest path from initial qualification checks to authorization, ordering, and inventory flow.

Learning objectives

This tutorial helps channel operators build a dealer authorization chain that can validate orders.

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Permissions: You can work with initial qualification documents, registration certificates, authorization agreements, Price Books, and orders.
Prerequisites: An admin enabled the Medical Device DMS plugin.
Master data: Dealer, account, and product records already exist.

In the dealer record, create initial qualification documents such as a business license or operating permit.
In the account record, select and bring in the dealer’s initial qualification documents.
In the product registration certificate list, create a certificate and enter its validity period.
In the product record, associate the applicable product registration certificate.
In the dealer authorization list, create an authorization and select the product, region, or hospital scope.
From the authorization record, push a distribution agreement.
From the approved authorization agreement, sync and create a Price Book.
In sales orders, create a test order and submit it.
After shipment, check flow records in channel inbound orders and inbound/outbound details.

The account record is associated with valid initial qualification documents.
The product is associated with a valid registration certificate.
Dealer authorization, the distribution agreement, and the Price Book are linked.
The order is validated against the GSP rules that the admin enabled.
After shipment, you can query channel inbound and flow records.

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