Wholety User Manual

For system users (operations / purchasing / warehouse / finance / customer service / downstream merchants) — to understand the system and use it well. Part 1 — Understanding the System (modules, features, terms and their relationships) + Part 2 — Usage Guide (scenario-based how-to) + Appendix quick references.

Part 1 — Understanding the System

Chapter 1 System Overview

1.1 Product positioning: a B2B inventory & trade system for import / cross-border trade
1.2 Core business flow: Purchase → Stock-in → Sale → Stock-out → Settlement
1.3 System panorama: five business domains + dashboards + merchant purchase portal + system admin
1.4 Two entry points
- Admin console (for operations / purchasing / warehouse / finance)
- Merchant purchase portal (downstream merchants self-service)
1.5 Login & UI tour (menu, tabs, multi-language switch)

Chapter 2 Core Concepts & Glossary

2.1 Product hierarchy: category / brand / brand category / product (SPU) / SKU / SKU code
2.2 Pricing: purchase price / sale price / discount price / historical price
2.3 Trading parties: supplier (and supplier category) / merchant (and merchant category)
2.4 Document types: supply-chain order / sale order / return order / stock in-out docs / transfer doc / invoices (AP, AR) / tax invoice
2.5 Five-dimension stock: SKU × warehouse × expiry × source supply-chain order × shelf position
2.6 Three stock values: physical / sales-occupied (frozen) / available
2.7 Snapshot: why product info on an order is "frozen" and doesn't follow master data
2.8 State machines: supply-chain order 10 states / sale order 7 states / return order 4 states
2.9 Cross-border concepts: container / container no. / port arrival / customs clearance / transit, volume (m³) & freight allocation, loading calculation
2.10 Finance concepts: finance type (payment method) / AP & AR / settlement / turnover & annualized return
2.11 Tax concepts: province tax zone & tax rates (GST/PST/QST/HST)
2.12 Business timezone & currency conventions

Chapter 3 Module Map & Relationships

3.1 Top-level menu map (overview dashboard / supply chain / sale / warehouse / product / brand / finance / merchant purchase / system admin / personal center)
3.2 Module relationship diagram
3.3 Function list per module
3.4 Dashboard system: metrics definition per dashboard

Chapter 4 Users, Roles & Permissions

4.1 System roles & permission model
4.2 Roles & permissions: page permissions and operation permissions
4.3 Data visibility scope: limit by merchant / supplier
4.4 Field masking: prices shown as * without permission
4.5 Approval mechanism: pending-approval center & order approval flow

Part 2 — Usage Guide

Chapter 5 Quick Start

5.1 First login & change personal info
5.2 New-company setup: base data list & entry order
5.3 Walk-through of a minimal business loop (purchase to sale settlement)

Chapter 6 Product Management

6.1 Maintain product categories
6.2 Maintain brands, brand categories, brand annual target
6.3 Create product (SPU) & SKU: required fields, importance of volume
6.4 Maintain prices: purchase / sale / discount
6.5 Product image maintenance & batch import
6.6 Unlist / delete & recycle-bin recovery
6.7 Query stock distribution

Chapter 7 Supply Chain (Purchasing)

7.1 Supplier profiles & supplier categories
7.2 Create supply-chain order: pick supplier → add SKU → set purchase price
7.3 Submit & process approval (approve / reject)
7.4 Order fulfillment state progression
7.5 Maintain shipping info: container no., ETA, port arrival, link shipping to order lines
7.6 Loading calculation: estimate load by box type & available volume
7.7 Supply-chain purchase dashboard
7.8 Stock-in on arrival (links to warehouse)
7.9 Supply-chain settlement: freight allocation by volume
7.10 FAQ: editing, voiding, partial arrival

Chapter 8 Sales

8.1 Merchant profiles & merchant categories
8.2 Create sale order: pick merchant → add SKU → set sale/discount price → freeze stock
8.3 Submit & process approval
8.4 Stock-out & shipping (links to warehouse), delivery status
8.5 Sale settlement: why the linked supply-chain order must settle first
8.6 Sales return: initiate → return to stock → return finance
8.7 Sales dashboard

Chapter 9 Merchant Purchase Portal (for downstream merchants)

9.1 How a merchant logs in & browses
9.2 Product detail & price display rules
9.3 Cart & submit order
9.4 View own sale orders & status
9.5 How operations handles a merchant-placed order

Chapter 10 Warehouse

10.1 Warehouse profiles & storage-fee params
10.2 Purchase stock-in: pick supply-chain order → qty / shelf / expiry
10.3 Sales stock-out: pick sale order → pick from batch/shelf
10.4 Sales return-to-stock: pick return order → back to warehouse
10.5 Putaway management
10.6 Transfer (cross-warehouse) & shelf move (within warehouse)
10.7 Cycle count (real-time): move shelf / split / mark destroy — no total-stock change
10.8 Stock destruction
10.9 Warehouse view & stock movement log
10.10 Warehouse alerts: near-expiry / stockout / overstock
10.11 Barcode scanning

Chapter 11 Finance

11.1 Maintain finance types
11.2 Supply-chain finance ops: register AP invoice (payment) to cleared
11.3 Sales finance ops: register AR invoice (receipt) to cleared
11.4 Return finance ops: refund registration
11.5 Tax invoice management
11.6 Finance dashboard
11.7 Settlement panorama: the dependency between supply-chain & sale settlement

Chapter 12 System Administration

12.1 Member management: invite colleagues, assign roles & data scope
12.2 Region & tax-rate management
12.3 Pending-approval center
12.4 Exchange-rate query & refresh

Appendix (Quick Reference)

Appendix A Glossary (pinyin order, with English)
Appendix B Status quick-reference: supply-chain / sale / return orders (10 / 7 / 4 states; count is real-time, no state machine)
Appendix C Document-relationship diagram
Appendix D Permission-code list
Appendix E FAQ & troubleshooting
Appendix F Data-entry conventions
Appendix G Historical data import (order / stock / image import) — non-daily module, for go-live / migration

Chapters are written as separate files, screenshots in saas手册/screenshots/.