B2B Order Processing (New)

Software Plan : Growth & Enterprise

Account Type : Seller Account & 3PL

Inventory Type : Serialized & Non-Serialized

Overview

This article explains the complete B2B order processing workflow in EasyEcom, from order creation through picking, packing, invoicing, and handover.

Required Settings

UI Settings (Settings > Other Settings)

1. Auto Assign Inventory for B2B Orders at Order Import: Automatically approves orders and assigns inventory.
2. Activate Bulk SKU Scanning: Allows bulk quantity entry for non-serialized accounts.
3. Auto Picker Assignment: Assigns picklists to logged-in pickers in round-robin order.
4. Activate B2B Packing Material: Enables packing material selection before box closure.

Backend Settings

B2B Picklist

• b2bPicklist = 0: Web-based picklist printing.
• b2bPicklist = 1: HHT-based picking.

Handover

• shipTogether: "2": Scan consignment, then boxes.
• box_scan_at_handover: 1: Scan boxes without scanning the consignment.

Packing Slip

• generate_packing_slip_after_invoice: 0: Download after box closure.
  
• generate_packing_slip_after_invoice: 1: Download after invoicing.
  

Workflow

Order Creation, Approval, Picking & Batching

B2B order processing begins with order creation, followed by order approval and inventory assignment.

Use the following KBs for the detailed steps:

Step 1 - Creating B2B Order

To Create a B2B order manually, refer to: Create B2B Orders

or

To Create multiple B2B orders using a bulk upload template refer to: Create B2B Orders in Bulk

Step 2 - Approve the Order & Assign Inventory

After the order is created, it must be approved and have inventory assigned before proceeding to picklist creation.

Depending on the Auto Assign Inventory For B2B Orders at order import setting, approval and inventory assignment may happen automatically or require manual action.

For detailed approval and inventory assignment steps, refer to: B2B Order Approval & Inventory Assignment

Step 3 - Picking and Order Batching

For web-based picklist creation and printing, refer to New B2B Web Picklist Creation & Printing

The referenced KB covers order status, Picklist creation, order batches, picker assignment and web picklist printing

For HHT-based picking and packing, refer to HHT - Pick & Pack Process for B2B Orders

Order Packing & Boxing

Video

Step 1 - Pack the Order

Standard Workflow (Operational Type 0 & 2)

Click the Batch ID or go to Packing & Sorting and scan the Picklist ID.

OR 

Step 2 -  Once the picklist ID is scanned, you will get the option to Create Box

Step 3 -  The box will be created and you will receive the Box ID with the barcode.

Step 4 -  Scan the Box ID & thereafter scan the Product Code

You can scan items individually or, for Non-Serialized accounts, add quantities in bulk by enabling Activate bulk SKU scanning at B2B Order processing under Account Settings > Other Settings.

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 to add the quantity to the box.
   

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

Packing Progress

After scanning the Box ID and adding items to the box, the Packing Station displays the Picklist Overview on the right side of the screen.

The Picklist Overview helps the packer monitor the packing progress for the entire picklist while packing items into one or multiple boxes.

It displays:

• SKU – SKU available in the picklist.
• Assigned Qty – Total quantity assigned for the SKU in the picklist.
• Packed Qty – Total quantity already packed across all boxes created for the current picklist.
• Unpacked Qty – Remaining quantity that is yet to be packed.

The values are updated automatically as additional quantities are packed across all boxes for the current picklist.

You may add the quantities of SKU/EAN/UOM in bulk for Non-Serialized Account

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

Step 5 - Close the box

Closing the box is important so that the invoice can be generated.

Enter the box ID again and click on Proceed

Mention the dimensions and close the box (this is optional).

Box Number
On closing a box, the system automatically generates a Box Number for that box.
For each order, Box Number starts from 1 and increments sequentially as boxes are closed.

Box Number is generated only once, is mapped to the system-generated Box ID, and does not change.

Box Number is printed on the packing slip based on the configuration of "generate_packing_slip_after_invoice".

The generated Box Number is displayed in the View Boxes modal against the corresponding Box ID.

Packing Material

To use Packing Material for B2B orders, enable the "Activate B2B Packing Material" setting. (Settings > Other Settings)

Once you enable it, you will get the option to choose the packing material before closing the box.

Note- To add packaging material, please ensure that it has been created as a product first.

Add the packaging material for the order.

Step 6 - Packing Slip

When generate_packing_slip_after_invoice = 0, the packing slip is automatically downloaded after box closure. When the setting is 1, it can be downloaded after invoicing.

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 by clicing on the barcode icon against the Box ID

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.

Bulk Packing Slip Download

From View All Boxes, you can download packing slips for multiple boxes at once.

1. Select the required boxes using the checkboxes.
2. Click Bulk Packing Slip Download.
3. A confirmation message appears showing the number of boxes included and any packing slips that are not yet generated.
4. Click Proceed to download the available packing slips.
5. Click Close to cancel the download.

Note:

• Packing slips that have not yet been generated cannot be downloaded.
• Packing slips for boxes in Created or Opened status cannot be downloaded.
• If some selected boxes do not have a downloadable packing slip, only the available packing slips are downloaded.
• Packing slips of manifested boxes can also be downloaded if available.
  

Invoicing & Handover

Video

Step 7 - Go to Start Invoicing

Start scanning the Box ID/IDs

If Skip Box Scanning During Invoicing is enabled, then after scanning the first box, click on View All Boxes. This will display all closed boxes associated with the order. Clicking Add To Consignment will add all closed boxes to the consignment at once.
Or else, you can scan each box individually.

Once, all the boxes in the order are scanned or added in the consignment, click Generate Invoice

Check the Export Section to download the invoice

OR

Step 8a- Create Consignment

Go to Manage Consignment and click on Create Consignment

Select the order type as "Business Order" and Customer’s Name and click on Create

A Consignment ID will be created. Click on OK

Step 9 -  Once the consignment is created, click on Action to start the invoicing

Step 10 -  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

Step 11 -  Generate Invoice

Once the required boxes are scanned, click Generate Invoice. The invoice and e-invoice, if generated, can be downloaded from the Export tab.

View Imports

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 12 - 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 13 - Create Handover

Go to Orders (main menu) > B2B Orders > Manage Handover.

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

Step 14 - Scan Consignments

Go to Actions and click on Scan Consignment. You will get the option to scan consignment and then the scan boxes.

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

With shiptogether2 & box at handover enabled

Step 15 - 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.

Shipping information Note:

Shipping information is mandatory if:

• the invoice value of an individual consignment is more than ₹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.

Click on Generate Manifest

What to Do When Handover or Manifest Generation Fails

A handover or manifest may fail if incorrect or invalid information is provided during shipping or E-Way Bill processing.

If the handover or 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 can be downloaded from the View Exports tab

Downloaded Manifest

Auto Batch Closing

Scenario 1: When all orders within a batch are shipped and the manifest is created, the system will automatically close the batch.

Scenario 2: When all orders within a batch are cancelled, the system will automatically close the batch.

Scenario 3: When an order has both shipped and cancelled items, and the manifest is generated, the system will automatically close the batch.

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, Navigate to B2B Orders > View Orders > Shipped Orders. Set the date filter and click on Submit

3PL Complete Workflow Video

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 mandatory 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.

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.

Related Articles

1. Configuring UoM
   
2. UoM Letdown Process
   
3. B2B Order Cancellation

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