B2B Order Processing (New) Process + Speed Optimized Flow

B2B Order Processing (New) Process + Speed Optimized Flow

Software Plan : Growth & Enterprise
Account Type : Seller Account
Inventory Type : Serialized & Non-Serialized

Overview

In this flow:
  1. Invoicing is done from Order Batches B2B tab.
  2. Consignment is auto-created.
  3. Handover is auto-created when Ship Together 2 is enabled (default).
If Ship Together 1 is enabled from the backend, users must create the handover manually before proceeding with dispatch.
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. To request a setting change for your account, contact the Support Team
Order Processing Settings (UI) (Settings > Other Settings)
  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

  3. Auto Picker Assignment
    When enabled, the system     automatically assigns newly created picklists to logged-in pickers in a round-robin sequence.
Handover Settings
  1. shipTogether:2 (Default)
The system automatically creates the handover after invoice generation. During handover, scan the Consignment first and then scan the Boxes.
  1. shipTogether:1 (This setting is enabled from the backend)
- Handover is created manually.
- During handover, only the consignment is scanned.
- After manually creating the handover, complete the remaining Handover and Manifest process by following the Operational Flow 1 process.
  1. box_scan_at_handover:1
Applicable with Ship Together 2.
During handover, users can directly scan Boxes without scanning the Consignment.
Packing Slip Settings
  • "generate_packing_slip_after_invoice": 1
  • "generate_packing_slip_after_invoice": 0
    • Packing slip generated at box closure
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
    1.  Ship Together 2 (Default): Handover is auto-created.
    2.  Ship Together 1: Create the handover manually. 
  7. Generate Manifest
Important:
“Packed” means boxes are closed, not just items scanned

Workflow

Manual Order Creation

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





or
Go to Order (main menu) > B2B Orders > View Orders > Create


Step 2: Select Order Type as “B2B”


Step 3: Add Customer Details

Select from Customer Master (To learn more about Customer Master, click here)


Step 4: Enter Order Details


If required, fill appointment number and date.
Important:

Pricing can be:

  • From Pricing Master
  • Manual entry

Calculate Price from Pricing Master

Info

Select this option to calculate the selling price using the Pricing Master.

If Pricing Master is configured for the customer, the system displays the calculated selling price immediately after the order is created or imported. At this stage, the calculation is based on the Product MRP.

During invoice generation, the final invoice value continues to be calculated using the GRN MRP, as per the Pricing Master configuration.

Optional: Override Inventory Assignment Rule

The system displays the inventory assignment rule applied for the order.
If required, users can select a different inventory assignment rule using the 'Override Inventory Assignment Rule' dropdown before creating the order.
To learn more about Inventory Assignment Rules, click here.
Note-
  1. New pricing master will not work for international customers and 'Calculate price from pricing master' option will not be shown for international customers
  2. When New B2B is enabled, combo product cannot be added while order creation
  3. If Lite Kitting is enabled, combo product creation is available.

Step 5: View Order

Go to Orders (main menu) > B2B Orders > View Orders
In case approval is required, click on Unapporoved orders and approve first

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)

Navigation

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


The approval runs in background and status can be checked from Imports.

Info
Partial quantity approval is supported in this flow.

c) Bulk Approval

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

Steps
  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


Upload the file using Choose File → Upload


The upload will be queued successfully.


To check status, go to View Imports & Verify job status

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

  • Maximum 50 orders per upload
  • Order IDs must be entered line-wise
  • Only full order approval is supported
  • Use the downloaded file for upload
Approved orders are available at:
Orders > B2B Orders > View Orders → Open Orders

SKU Modification (Optional)

Before picklist creation, users can modify an order from the Order Details page by:
  • Swapping an existing SKU.
  • Editing the quantity of an existing SKU.

Availability

Allowed in the following order statuses:
  • Approval Pending (Auto Assign Inventory OFF only)
  • Assignment Pending (Auto Assign Inventory OFF only)
  • Partially Assigned / Assigned / Pending
Not allowed once the picklist is created or picking has started.

SKU Swapping

Rules
  • Swap is allowed at SKU level only.
  • Same Invoice ID is retained.
  • Swapped SKU history is available under Order Notes.
Pricing Validation
  • If Pricing Master is enabled, the new SKU must have pricing configured.
  • Otherwise, the new SKU uses the price entered during order creation.

Edit SKU Quantity

  • Quantity can be edited only before picklist creation.
  • The updated quantity is reflected in the picklist.

Picking and Order Batching

Step 6: Create Picklist


Step 7: Select Picklist Criteria

  1. If you wish to divide the picklist into multiple picklists, keep the box unchecked and choose the zone to divide the picklist as per the zone and click on Submit
  2. If you do not wish to divide the picklist, check the box and click on Submit
  3. After clicking Submit, picklist will be generated and the order will automatically get added to an order batch.

Incase of UoM inventory, user will not be able to select the size of the picklist

Step 8: Go to Order Batches B2B to view the batch






Picker Assignment

When Auto Picker Assignment is enabled, the system automatically assigns the picklist to a logged-in picker in a round-robin sequence. If no picker is available, the picklist remains unassigned.

The assigned picker can be changed manually from the Picker dropdown.

Note: Pickers logged in through
 Web or Android are considered available for automatic assignment. A picker is removed from the assignment queue when they no longer have an active session.

Assign the Packer and print the picklist.

Info
You can apply filters and download picklists from this page

Packing and Box Management

Step 9: Begin Packing

Standard Packing Workflow (Operational Type 0 & 2)

Click on the Batch ID & Scan Picklist ID

OR

Go to Orders > B2B Orders > Packing and Sorting and scan the Picklist ID.

Alternative Packing Flow or One Click Packing is applicable only for Wholesale customers configured with B2B Operational Type 3 (backend, customer-level configuration).

Step 9A: One Click Packing (Operational Type 3)

Go to Order Batches B2B, print the picklist, and click the One Click Packing icon.

NotesNote: This option is available only for Operational Type 3 and is not visible after all items are packed.
Step 9B. Complete Fulfilment

Select one of the following shipment options:

  • Assign shipment via integrated carrier
    • Number of Boxes – Mandatory
    • Common Box Dimensions – Mandatory

  • Continue without assigning shipment via integrated carrier

    • Use Automatic Box Allocation to let the system create boxes automatically (maximum 5,000 quantity per box).
    • Or enter the required Number of Boxes manually.
    Click Submit.

For Automatic Box Allocation, the system packs a maximum of 5,000 quantity per box.

For Manual Box Creation, enter the required number of boxes.

Click Submit.

Notes
  • Batch ID is not displayed as a hyperlink.
  • Packing & Sorting is not supported.
  • One Click Packing is available only after the picklist is printed.
  • Only one UoM can be packed in a box. UoM and Each products cannot be packed together.
  • Lite Kit supports partial packing. The system generates an Auto Lite Kit report and, if required, a Packing Error report.
Then continue normally with: Step 13: Generate Invoice

Step 10: System Automatically Creates the First Box

The first box is created automatically after scanning the Picklist ID (as a Generic type of Box)
Users does not need to manually create & manually scan the Box ID to start packing.


Step 11: Scan the SKU/EAN/SERIAL/UoM

Users do not need to manually create & scan the Box ID before packing.

After scanning the Picklist ID, the system automatically creates the first box as a Generic Box.

Box Type
The box type is identified automatically based on the first product scan.

In case of scanning SKU/Serial/EAN/Inner Pack UoM
  1. the Generic Box is converted into a Packaging Box.
  2. Packaging Boxes remain open and must be closed manually after packing completion.
In case of scanning Case UoM
  1. The Generic Box is converted into a UoM Box and the box is closed automatically after scanning.

Packing Progress

After items are scanned into a box, the Packing Station displays the Picklist Overview for the current picklist.
The Picklist Overview displays:
  • SKU
  • Assigned Qty
  • Packed Qty
  • Unpacked Qty
The values are updated automatically as additional quantities are packed across boxes belonging to the same picklist.
 
  1. If pending quantity is available for the current picklist, the system automatically creates the next Generic Box after the current box is closed.
  2. If all assigned quantities have been packed for the current picklist, the system does not create another box.
  3. Additional Packaging Boxes or UoM Boxes cannot be created once all assigned quantities for the current picklist have been packed.
Bulk Scanning (Non-Serialized only)

If enabled:
  1. Quantities can be entered in bulk
If disabled:
  1. Items must be scanned one by one
To enable:
  1. Settings → Other Settings → Activate bulk SKU scanning at B2B Order processing









Once all items are scanned, system will highlight the Close Box button to Red with a confirmation message.

Step 12: Close the Box

Box Closure Behavior
  1. Packaging Boxes remain open and must be closed manually after packing completion.
  2. UoM Boxes are closed automatically after scanning the Case-type UoM.
  3. If Clickpost integration is enabled OR Packaging Material is enabled:
  4. Packaging Boxes must be closed by scanning the Box ID.


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
If partially packed:
  1. System shows confirmation before proceeding
Invoice is generated for:
  1. All closed boxes together

Invoicing

Step 13: Generate Invoice

Where to perform
  • Orders > B2B Orders > Order Batches B2B
What happens
  • Invoice is generated for all closed boxes together
  • Only closed boxes are considered for invoicing
  • Individual Box selection is not supported
Important
  • Ensure all required boxes are closed before invoicing
  • Once invoiced, boxes cannot be modified
Steps
  1. Go to Order Batches B2B
  2. Locate the required batch
  3. Click 'Click to generate invoice'
  4. Download the queued Invoice from 'View Export'

Use Manage Consignment when:
  • Invoice is not completed
  • Invoice/Consignment verification is required
Status Handling
1. If Status = Invoiced: No action required
2. If Status = Created: Click Actions → Start Invoicing

3. If Status = Invoice Failed: Click Actions → Regenerate Invoice

Output
  • Invoice is generated (View Exports)
  • Consignment is auto-created even if invoice generation fails
  • Handover is auto-created

Step 14: Handover

The Handover process depends on the Ship Together configuration enabled for the account.
1. Ship Together 2 (Default)
  1. Handover is created automatically after invoice generation.
  2. Boxes are automatically added to the handover.
  3. No manual handover creation is required.
2. Ship Together 1
  1. Create the handover manually after invoice generation.
  2. Complete the remaining Handover and Manifest process by following Step 21 onwards in the B2B Order Processing (New) article.
If the handover is not available after invoice generation (Ship Together 2), verify that invoice generation has completed successfully.

Dispatch & Handover

Step 15: Manage Handover & Dispatch Order

In case of Ship Together 1
After creating the handover manually, continue with the remaining Handover and Manifest process as described in the B2B Order Processing (New) article Step 21 onwards.

In case of Ship Together 2 (Default)
Continue with the automatically created handover explained below:

Steps
  1. Go to Manage Handover
  2. Identify handover
InfoThe scanning process depends on the Ship Together configuration enabled for the account.
  1. Ship Together 1 - Scan the Consignment only. 
  2. Ship Together 2 (Default) - Scan the Consignment first, then scan the Boxes.
  3. Ship Together 2 with "box_scan_at_handover":1  Directly scan the Boxes. Consignment scanning is not required.
Click Actions > Scan Boxes

Generate Shipment (Boxes are already auto-added)
    1. Select Carrier (if integrated)
    2. Or Select Manual and enter shipment details

Shipping Information Note:

Shipping information is mandatory before manifest generation if:
  • the invoice value of an individual consignment exceeds ₹50,000, or
  • the combined invoice value of all consignments in the same handover is ₹50,000 or more when Ship Together = 1 is used.
In such cases, the system generates an eWay Bill for each consignment in the handover.
Example
ConsignmentInvoice Value
C1₹10,000
C2₹20,000
C3₹30,000
Total handover value: ₹60,000
Result
  • eWay Bill is generated for C1.
  • eWay Bill is generated for C2.
  • eWay Bill is generated for C3.
Final Step
Click Generate Manifest.
Manifest will be completed and Handover doc can be downloaded from Download button on the handover page

Order Batch Behavior

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

1. Does the new pricing master apply to international customers?
No, the new pricing master is currently not applicable to international customers. Additionally, the "calculate price from pricing master" option will not be available for international orders.
2. Can I add combo products when creating an order in the new B2B system?
Currently, adding combo products directly while creating an order is not supported in the new B2B system.
3. How do I know which operational flow is enabled for my account?
Operational flow is controlled via backend settings.
If you are unsure, contact your account manager or Easyecom support team to confirm.
You can also identify based on behavior:
  • If “Start Invoicing” is available → Operational Flow 1
  • If invoicing is done from “Order Batches B2B” → Process + Speed Optimized Flow
4. In Process + Speed Optimized Flow, should I use Start Invoicing?
No.
Start Invoicing is not available in this flow.
All invoicing must be done from “Order Batches B2B”.
5. What should I do if invoice generation fails?
Go to Manage Consignment and check the status:
  • If status is “Created” → Click Action → Start Invoicing
  • If status is “Invoice Failed” → Click Action → Regenerate Invoice
This will allow you to complete the invoice.
6. After generating the invoice in Process + Speed Optimized Flow, what should I do next?
The next step depends on the Ship Together configuration.
  1. Ship Together 2 – Handover is created automatically. Continue processing the handover and generate the manifest.
  2. Ship Together 1 – Create the handover manually, then complete the remaining Handover and Manifest process by following the Operational Flow 1 article.
7. Is shipping information required for all orders?
No. Shipping information is mandatory before manifest generation when:
  • an individual consignment invoice value exceeds ₹50,000, or
  • the combined invoice value of consignments in the same handover is ₹50,000 or more when Ship Together = 1 is used.