Workflow

Video - Order Creation & Approval (Step 1-5)

Step 1-  Create Order

  

OR

Step 2-  Choose the Order Type as “B2B”

Step 3- Add Customer Details

Step 4-  Fill in the required column to create an order

• Earlier than the appointment – they might refuse or return the shipment.

• Later than the appointment – they might not accept the order or penalize the seller.
  

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.

Notes

• The new Pricing Master is not supported for international customers. Therefore, the Calculate Price from Pricing Master option is not displayed for international customers.
• New B2B does not support Combo Products.
• If Lite Kitting is enabled, users can create and process Lite Kits (Physical Kit or Virtual Kit) as per the Lite Kitting configuration.
  

Order Approval

Order approval is controlled by the setting:

"Auto Assign Inventory For B2B Orders at order import"

1. Auto Approval (Setting Enabled)

When this setting is enabled, orders get approved automatically and inventory is assigned to them.

After approval, the order is available under:
Orders > B2B Orders > View Orders → Open Orders

• If the full inventory is assigned, the order is moved to Assigned status and is ready for picklist creation.
• If only partial inventory is assigned, the order shows Partially Assigned and picklist cannot be created directly.
  

If you try to create a picklist in this case, the system shows a confirmation.
Once you proceed, the order is split into:

• assigned items (used for picklist)
• unassigned items (remain pending) 
  

2. Manual / Sheet Approval (Setting Disabled)

Go to:
Orders > B2B Orders > Unapproved Orders

All unapproved orders will be available here.

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a) Approve from View Order

• Open the order using View Order
• Enter Confirm Quantity
• Click Approve Order

If you enter full quantity, the order is fully approved.
If you enter a lower quantity, the order is partially approved.

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b) Approve by Sheet

• Click Approve by Sheet
• Download the sheet
  

• Fill Confirm Quantity & Save the file/sheet
  

• Upload the sheet & Check Imports for confirmation of uploaded file
  

The approval runs in the background and can be checked in Imports.
Partial quantity approval is allowed based on the quantity entered.

3. Bulk Approval

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

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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)

In both ways, a file with selected orders (entered or basis filters) 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

Step 5-  Once the order is approved, to view the order details

Go to Orders (main menu) > B2B Orders > View Orders

Video - Order Search, Status, Picking & HHT Flow (Step 6-8)

SKU Swapping

Users can replace an existing SKU with another SKU from the Order Details page before picklist creation.

• Allowed in order statuses:
  • Approval Pending (Auto Assign Inventory OFF only)
  • Assignment Pending (Auto Assign Inventory OFF only)
  • Assigned
  • Pending
• Not allowed once picklist is created or picking starts

• Swap is allowed at SKU level only
• Quantity cannot be changed
• Same invoice ID is retained
  
• Swapped SKU's hisotry is available under order's Notes
  

• If pricing is calculated from Pricing Master:
  • New SKU must have pricing defined
  • Swap is blocked if pricing is missing
    
    
    
• If pricing is not calculated from Pricing Master:
  • New SKU uses the price provided during order creation

• Picklist contains only the updated SKU
• Old swapped SKU does not appear

Step 6-  Go to Actions and click on Create Picklist

Step 7- Select Picklist Criteria

Step 8-  Go to Order Batches B2B to view the batch.

You may also sort your batches according to the below mentioned filters. Click on More Filters and choose the filters according to your requirement.

Assign the Picker and the Packer and Print the picklist.



You may also bulk download the picklists.

Step 9-  Click on the Batch ID or Go to Packing and Sorting and scan the Picklist ID

Step 10-  Once the picklist ID is scanned, you will get the option to Create Box

Step 11-  The box will be created and you will receive the Box ID with the barcode.

Step 12-  Scan the Box ID, then scan the SKU/EAN/SERIAL/UOM.

In case of adding quantities in Bulk, kindly enable the setting named  “Activate bulk SKU scanning at B2B Order processing” enabled by going to Account Settings > Other settings. (this will only work for Non-Serialized Account)

For Serialized account, the above mentioned setting will not be enable and an error will be displayed. Hence, you need to scan the items in the box one by one.

Once all the quantities are scanned, all the items will be packed. Click on OK

Step 13-  Close the box.

Packing Material

Step 14- Packing Slip

Packing Slip Behaviour Based on Configuration

If "generate_packing_slip_after_invoice" = 0:

• Packing slip is auto-downloaded immediately after box closure.

• Box Number is printed below the Order Number at the time of packing.

If "generate_packing_slip_after_invoice" = 1:

• Packing slip can be downloaded only after invoice generation.

• Box Number and Box Count are printed after invoice generation.

• Box Number will not print on the packing slip before invoicing.

You may also generate the barcode of the box

For partially processed orders:

If some boxes are invoiced and some are not, Box Number printing follows invoice status.

System prints only closed and invoiced boxes when configuration is set to 1.

Video - Invoicing & Handover (Step 15-23)

Step 15- Go to Start Invoicing

Step 16- Create Consignment

A Consignment ID will be created. Click on OK

Step 17-  Once the consignment is created, click on Action to start the invoicing

Step 18-  Scan the Box ID

Scan the Box ID to add the box to the consignment.

If multi_box_scan_invoice is enabled, scan the first Box ID and click View All Boxes.

1. The system displays all closed boxes associated with the order.
2. Select the required boxes and click Add To Consignment.
3. All selected closed boxes will be added to the consignment at once.
   

If multi_box_scan_invoice is disabled, each Box ID must be scanned individually.

Notes

• Only closed boxes are available for invoicing.
• Boxes that are still open or have incomplete packing are not available for selection.
• One consignment batch can contain a maximum of 5000 boxes.
  

Remove Box from Consignment

1. If a box is added incorrectly, click Remove Box and scan the Box ID again.
2. A confirmation popup will appear.
3. Select the checkbox and click Proceed.
4. The selected box will be removed from the consignment.
   

Bulk invoicing allows the users to scan multiple boxes and print the invoice in bulk

Note- One consignment batch can have a maximum of 5000 boxes

Step 19-  Generate Invoice

To generate the invoice once the box is scanned. Click on Generate You may find the invoice (+einvoice, if generated) in the export tab.

Downloaded Invoice

The status of the consignment will be changed to Invoiced. To view the consignment,  go to Actions and click on View Consignment

Step 20- Generate Packing Slip

You may also generate the packing slip after invoicing which will also have the consignment number.  Go to Action and click on Generate Pack slip post invoice (to enable the setting, please connect with EasyEcom support)

You may download the invoice or the consignment doc. Go to Actions and click on Downloads

Step 21-  Create Manifest

Click on Create Handover and a handover batch will be created.

Step 22- Scan Consignments

Note- One handover batch can have a maximum of 100 consignments.

With shiptogether2 & box at handover enabled

Step 23- Add Shipping Info

Shipping Information

Once the consignment is added to the handover, shipping information must be updated before manifest generation.

Manual Shipping Information

Click Add Shipping Info and enter the required transportation details.

Save the details and proceed with manifest generation.

When ClickPost is Integrated

If ClickPost is integrated on the account, the Add Shipping Info option is replaced with Generate Shipment.

Users will see the following options:

• Generate Shipment (ClickPost)
• Generate Shipment (Manual)

Generate Shipment (ClickPost)

1. Select this option to generate the shipment through ClickPost.

1. Once the shipment is generated successfully, the button changes from Generate Shipment to Edit Shipping Info.

Users can then review or update the transportation details associated with the generated shipment before manifest generation.

Generate Shipment (Manual)

Select this option if shipment creation through ClickPost is not required and transportation details need to be entered manually.

Downloaded Manifest

Auto Batch Closing

Scenario 4: When the order is partially shipped and partially packed, the system will not close the batch automatically but user will get the option to close the batch manually

To view all the shipped orders, go to Orders (main menu) > B2B Orders > View Orders > Shipped Orders. Set the date filter and click on Submit

FAQs

1.How many line items / SKUs are allowed in a B2B order?
Currently, there is no limit of line items/ SKUs in B2B Orders.

2.Is shipping information required for all orders?
No, shipping information is only mandatory for orders above Rs 50,000. If your order value is less than Rs 50,000, you can proceed without providing shipping information and the manifest will be generated automatically.

3. 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.

4. 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.

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