Picking and Order Batching

Step 1: Create Picklist

Step 2: 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.
   

Step 3: Go to Order Batches B2B to view the batch

Picker Assignment

When Auto Picker Assignment (Settings > Other Settings) 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.

You can apply filters and download picklists from this page

Packing and Box Management

Step 4: Begin Packing

Standard Packing (Operational Type 0 & 2)

OR

Operational Flow 3 - One Click Packing

1. Open Order Batches B2B.

2. Print the picklist.

3. Click the One Click Packing icon.

4. Complete fulfilment by selecting the shipment option and submitting the required details.

Note: This option is available only for Operational Type 3 and is not visible after all items are packed.

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.

Step 5: System Automatically Creates the First Box

Step 6: Scan the SKU/EAN/SERIAL/UoM

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

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

Scan the SKU, EAN, Serial Number, or UoM to add the item to the box.

Box Type

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

• SKU / Serial / EAN / Inner Pack UoM: The Generic Box is converted into a Packaging Box.
• Case UoM: The Generic Box is converted into a UoM Box, and the box is closed automatically after scanning. 

Bulk SKU Scanning

For Non-Serialized accounts, quantities can be entered in bulk by enabling Activate bulk SKU scanning at B2B Order processing under Settings → Other Settings. When the setting is disabled, items must be scanned one by one.

When bulk SKU scanning is enabled:

1. Scan the SKU, UPC, or UoM.
2. The Bulk SKU/UPC/UoM Scanning window opens.
3. Review the available product details and receiving batch code displayed in the window.
4. Enter the required quantity.
5. Click Submit.

Note: If multiple expiry dates are available for the SKU, the expiry dates are displayed as a comma-separated list.

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.

 

Notes:

If pending quantity is available for the current picklist, the system automatically creates the next Generic Box after the current box is closed.

If all assigned quantities have been packed for the current picklist, the system does not create another box.

Additional Packaging Boxes or UoM Boxes cannot be created once all assigned quantities for the current picklist have been packed.

Step 7: 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
   

Bulk Packing Slip Download

From View All Boxes, users can download packing slips for multiple boxes using Bulk Packing Slip Download.

• Select the required boxes and click Bulk Packing Slip Download.
• The system shows a confirmation message with the number of boxes included and packing slips that are not yet generated.
• Click Proceed to download the available packing slips.
• Packing slips that are not generated cannot be downloaded.
• Packing slips for Created or Opened boxes cannot be downloaded.
• Manifested boxes can also be included if their packing slips are available.
  

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 8: Generate Invoice

Navigate to: Orders > B2B Orders > Order Batches B2B

• 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
  

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'
   

Step 9: Handover

1. Handover is created automatically after invoice generation.
2. Boxes are automatically added to the handover.
3. No manual handover creation is required.
   

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.

Step 10: 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
   

The 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

Consignment	Invoice 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.

What to Do When Manifest Generation Fails

Manifest generation may fail if incorrect or invalid information is provided during shipping or E-Way Bill processing.

If the manifest fails:

1. Check the error message displayed on the screen.

2. Identify and correct the information related to the error.

   - For example, a missing vehicle number or an invalid product name.

3. If required, update the relevant information using the available options, such as Edit Shipping Info or Update JSON.

4. Click Regenerate Manifest

5. Check whether the manifest is generated successfully.

Note: The corrective action depends on the error displayed on the screen.

Once generated, Manifest will be downloaded in the View Exports tab

For completed Manifest 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.
  

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