Overview

This article explains how to process B2B orders using Process + Speed Optimized Flow.

In this flow:

• Invoicing is done from Order Batches B2B
• Consignment is auto-created
• Handover is auto-created
  

This article covers Process + Speed Optimized Flow only. For Operational Flow 1, refer to this link.

When to Use This Flow

Use Process + Speed Optimized Flow when:

1. You want minimal manual intervention after packing
2. You want faster invoice-to-dispatch turnaround

Required Settings

These settings impact order processing behavior.

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🔹 Order Processing Settings (UI)

1. Auto Assign Inventory for B2B Orders
   • ON → Orders auto-approved
   • OFF → Manual approval required
     
     
2. Activate Bulk SKU Scanning while Packing
   • ON → Enter quantities in bulk
   • OFF → Scan items one by one

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🔹 Handover Settings

• "shipTogether": "2"

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🔹 Packing Slip Settings

• "generate_packing_slip_after_invoice": 1
• "generate_packing_slip_after_invoice": 0
  • Packing slip generated at box closure

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🔹 Picklist

• "b2bPicklist": 0 → Web print
• "b2bPicklist": 1 → HHT-based picking

Quick Process

1. Create Order
   
2. Approve Order
3. Create Picklist
4. Pack items and close boxes
5. Generate invoice (Order Batches B2B)
6. Process handover
7. Generate manifest
   

Important:

“Packed” means boxes are closed, not just items scanned

Workflow

Order Creation

Step 1: Go to (+) icon and Click on 'Create Bulk Order'

Step 2: Select Order Type as “B2B”

Step 5: View Order

Order Approval

Order approval depends on the setting: “Auto Assign Inventory For B2B Orders at order import”

1. Auto Approval (Setting Enabled)

When this setting is enabled:

• Orders are approved automatically
• Inventory is auto-assigned

Approved orders are available under:
Orders > B2B Orders > View Orders → Open Orders

If full inventory is assigned:

• Order moves to Assigned status
• Picklist can be created

If inventory is partially assigned:

• Order shows Partially Assigned
• Picklist cannot be created directly
  

When picklist creation is attempted:

• System shows a confirmation
• Assigned items move for picklist creation
• Unassigned items remain pending

2. Manual / Sheet Approval (Setting Disabled)

Orders > B2B Orders > Unapproved Orders

All unapproved orders are available here.

a) Approve from View Order

1. Open the order using View Order
   
2. Enter Confirm Quantity
   
3. Click Approve Order
   

Behavior:

• Full quantity → Fully approved
• Lower quantity → Partially approved
  

b) Approve by Sheet

1. Click Approve by Sheet
   
2. Download the sheet
   

1. Enter Confirm Quantity in the right column
   
   
   
2. Save the file
3. Upload the sheet
   

Partial quantity approval is supported in this flow.

3. Bulk Approval

Navigation:
Orders > B2B Orders > Unapproved Orders → Hamburger icon → Bulk Approve Orders

1. Click on Bulk Approve Orders
   
   

2. Select orders using one of the following:

   Option A: Enter Order IDs

   • Enter Order IDs one per line
   • Maximum 50 orders
     
   • Click Download sheet (option on the right)

      Option B: Use Filters

• Select order date
• Select Customer (or All)
  
• Click Download sheet (option on the right)

Ultimately a file with selected orders is downloaded on the system.

1. Open the file and enter ConfirmQuantity
   • Quantity must match order quantity
   • Partial quantity approval is not allowed
2. Save the file
   

If error is found, download error file, correct and upload the original CSV file and upload again

SKU Swapping (Optional)

• Approval Pending (Auto Assign OFF)
• Assignment Pending (Auto Assign OFF)
• Assigned / Pending

• SKU-level swap only
• Quantity unchanged
• Same invoice retained

• Pricing Master ON → SKU must exist
• Pricing Master OFF → old price retained

Packaging Material (Optional)

1. Available only if enabled
   
2. Can be selected before closing the box
   

Add the packaging material for the order & Click on 'update packing material'

Box Details

Box Dimensions (L×W×H, Weight):

- Optional

Box Number:

- Auto-generated per order

- Sequential (starts from 1)

- Fixed once created

Info:

- Box ID → used for scanning

- Box Number → used in packing slip

Packing Slip

Automatically downloaded after box closure

Behavior:

1. If setting = 0 → generated after box closure
2. If setting = 1 → generated after invoice

For partial orders:

1. Only invoiced boxes are included
   

Common Failure Points

Invoice will NOT generate if:

1. No boxes are closed
   
2. All boxes are already invoiced
   

1. System shows confirmation before proceeding
   

• Invoice is generated for all closed boxes together
  
• Only closed boxes are considered for invoicing
  
• Individual Box selection is not supported
  

1. Check invoice status
2. Handover is created only after successful invoice generation

What to Do

• Open the handover
  
• Verify:
  • Handover Number
  • Consignment Number
  • Order Number
    

Status Flow

• Created → Completed

Dispatch & Handover

Step 15: Manage Handover & Dispatch Order

1. Go to Manage Handover
   
2. Identify handover
   
3. Click Actions > Scan Boxes
   
   
   
4. Generate Shipment (Boxes are already auto-added)
   
1. Select Carrier (if integrated)
   
2. Or Select Manual and enter shipment details
   

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System Behavior

• Shipping information is updated
  
• Confirmation message is shown
  

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Final Step

Click Generate Manifest.

Manifest will be completed and Handover doc can be downloaded from Download button on the handover page

Additional System Behavior (Optional)

Batch is auto-closed when:

1. All orders are shipped and manifested
2. All orders are cancelled

If order is partially packed:

1. Batch is not auto-closed
2. User can close manually
   

Video

FAQs

• If “Start Invoicing” is available → Operational Flow 1
• If invoicing is done from “Order Batches B2B” → Process + Speed Optimized Flow

1. Configuring UoM
   
2. UoM Letdown Process
   
3. B2B Order Cancellation
   
4. Create Customers using Customer Master