Documentation

CrossOrder operating guides

Learn the supplier-led workflow from sourceable Products and Campaign setup through Order review, fulfillment, and Settlement.

Workflow scope
Guidance is organized around the records and handoffs that supplier, seller, Brand, finance, and fulfillment teams use.

Core documentation

Start here when onboarding an operating team to CrossOrder.

Supplier Setup
Set up the supplier workspace, operating team, Brands, seller access, and default commercial terms in CrossOrder.
Products & Catalogs
Publish sourceable Products and group them into reusable Catalogs for sellers and Campaigns.
Campaign Operations
Create a group purchase, assign sellers and Products, set dates and pricing, then manage its lifecycle.
Order Intake & Review
Enter Orders manually, import spreadsheets, review seller requests, and keep operational states separate.
Shipment Batches
Group approved Orders for direct delivery, a seller hub, or 3PL fulfillment and track each handoff.
Payments & Settlements
Confirm customer and seller payments, calculate Campaign charges, and close Brand and supplier payouts.
What we are building

One Campaign connects every operational handoff.

CrossOrder keeps the commercial and fulfillment context together as seller demand moves through supplier review, payment confirmation, Shipment, and Settlement.

A supplier publishes sourceable Products and groups them into reusable Catalogs.

A Campaign connects its seller, country, dates, Products, pricing, and order link.

Manual, imported, and seller-submitted Orders enter the same supplier review flow.

Approved Orders move into Shipment batches and remain connected through final Settlement.

Role and data guides

Understand who can work with each record and how operational data moves between partners.

Seller Access

What sellers can see, how they submit demand, and which Campaign customer records they can manage.

Brand Access

How Brand users review their Products, Campaigns, performance, and Settlement reporting.

Customer Data

How customer records stay connected to the originating seller, Campaign, Order, and delivery address.

Spreadsheet Imports

Prepare Product, Order, and customer files for review before records are added to the workspace.