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

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.

🔹 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

🔹 Handover Settings

  • "shipTogether": "2"

🔹 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
  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'





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 (To learn more about Pricing Master, click here)
    • Manual entry

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

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

Optional - SKU Swapping

SKU Swapping is possible if required to be done however it must be done before picklist creation.
Allowed under the following order Status:
  • Approval Pending (Auto Assign OFF)
  • Assignment Pending (Auto Assign OFF)
  • Assigned / Pending
Rules:
  • SKU-level swap only
  • Quantity unchanged
  • Same invoice retained
Pricing:
  • Pricing Master ON → SKU must exist
  • Pricing Master OFF → old price retained

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



Note: You can apply filters and download picklists from this page.
Assign the Picker and the Packer and Print the picklist.


Packing and Box Management

Step 9: Scan Picklist & Begin Packing

Click on the Batch ID & Scan Picklist ID

OR
Navigate to 'B2B Orders > Packing and Sorting' and scan the Picklist ID

Step 10: System generates 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'


Step 11: Scan the Box ID > Scan the SKU/EAN/SERIAL/UoM

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.

Box Details
Box Dimensions (LĂ—WĂ—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

Step 12: Close the Box

Box Closure Behavior
  1. If Clickpost integration is enabled OR Packaging Material is enabled:
    1. Box must be closed by scanning the Box ID
  2. If both are NOT enabled:
    1. Box is closed automatically after packing completion


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 (Auto-Created)

Note:
  1. Handover is already created and boxes are automatically added.
  2. No manual handover creation is required.
If handover is missing:
  1. Check invoice status
  2. Handover is created only after successful invoice generation
Navigation
Go to: Orders → B2B Orders → Manage Handover

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

Steps
  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


System Behavior
  • Shipping information is updated
  • Confirmation message is shown
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
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 invoice in Process + Speed Optimized Flow, what should I do next?
Go to Manage Handover.
Handover is automatically created.
You need to process the handover, scan consignments/boxes, and generate the manifest.

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