Published at: 2026-10-12

Enable multi-level ordering and One-Click Transfer


Overview

Open multi-level channel ordering, and turn on One-Click Transfer if needed.

Before you begin

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  • Permissions: You can configure DMS system settings.
  • License: You purchased multi-level ordering.
  • Prerequisites: Inventory management is enabled.
  • Impact: Enablement creates the channel distribution app, roles, and permissions.

Steps

  1. In Distributor Management system settings, find the multi-level ordering switch.
  2. Enable multi-level ordering.
  3. Save the configuration and wait for preset initialization to finish.
  4. Check the Channel distribution app and related roles.
  5. If upstream and downstream users need fast transfer, enable One-Click Transfer.
  6. Save the configuration.
Check inventory management before you enable multi-level ordering.
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How to verify

  • The Channel distribution app is visible.
  • Preset channel distribution roles and permissions are visible.
  • After you enable One-Click Transfer, the related business entries are visible.

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