B2B Order Processing (New)

B2B Order Processing (New)

Software Plan : Growth & Enterprise
Account Type : Seller Account & Aggregator 3PL
Inventory Type : Serialized & Non-Serialized

Feature description

Easyecom announces a significant upgrade to its B2B order processing platform, prioritizing enhanced efficiency, streamlined workflows, and greater automation for businesses. 

Use Case

When a company orders goods from another company in bulk, a bulk order gets created which is known as a B2B order. This article will show the complete workflow of how an order gets created and fulfilled. 

Required Settings for this feature to work :

Settings accessible from UI
1. Auto Assign Inventory For B2B Orders at order import - Enable or Disable
With this setting, the B2B orders will be auto approved, user won't have to approve the orders manually

2. Activate bulk SKU scanning at B2B Order processing - Enable or Disable
This setting will allow the user to add the quantities in bulk instead of scanning one by one

Settings to be done from backend
For Consignment

1. "mic":"1" (multiple invoice consignment) -  Enable or Disable
This setting will allow the user to generate single invoice for multiple orders of the same customer

2. 
"mic":"0" (multiple invoice consignment)- Enable or Disable
This setting will allow the user to generate invoice without merging the orders

For Handover

1. 
"shipTogether":"1" - Enable or Disable
This setting will allow the user to scan the consignment for in the handover

2. 
"shipTogether":"2" - Enable or Disable
This setting will allow the user to scan the boxes one by one in the handover

For Packing slip

1. generate_packing_slip_after_invoice":1
This setting will allow the user to download packing slip after generating invoice showing the box count

2. "generate_packing_slip_after_invoice":0
This setting will disable the option to download the packing slip after generating invoice without showing the box count

For Paper Picklist

1. "b2bPicklist":0,
This setting will allow the user to print the picklist from the web

2.
 "b2bPicklist":1,
This setting will disable the option to print the picklist from the web as HHT will be used in this case

Workflow

Step 1-  Go to (+) icon and click on “Create Bulk Order” or you may go to Order (main menu) > B2B Orders > View Orders > Create

  

OR



Step 2-  Choose the Order Type as “B2B



Step 3-  Mention the customer created from the Customer Master



Step 4-  Fill in the required column to create an order. If you wish to calculate the price using pricing master, you may check the box, if not, you may uncheck the box.



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 6-  Once the order is approved, to view the order details,

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


Step 7-  Go to Actions and click on Create Picklist



Step 8-  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



If you do not wish to divide the picklist, check the box and click on Submit



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

Step 9-  Once the details are submitted, the order will automatically get added to the batch.

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 10-  Click on the Batch ID or

Go to Packing and Sorting and scan the Picklist ID



OR 



Step 11-  Once the picklist ID is scanned, you will get the option to Create Box



Step 12-  The box will be created and you will receive the Box ID with the barcode.



Step 13-  Scan the Box ID then scan the SKU/EAN/SERIAL/UOM. You may scan the item one by one.














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.


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 14-  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).



Step 15-  As soon as the box is closed, packing slip will be auto downloaded. You may also click on View All Boxes and generate the packing slip manually. 







You may also generate the barcode of the box



Step 16-  Go to Manage Consignment

and click on Create Consignment


Step 17-  Select the order type as "Business Order" and Customer’s Name and click on Create


Consignment will be created. Click on OK



Step 18-  Once the consignment is created, click on Action to start the invoicing



Step 19-  Scan the Box ID. Bulk invoicing allow the users to scan multiple boxes and print the invoice in bulk


Enabling the MIC setting allows users to combine different orders from the same customer. This creates a single, consolidated invoice for all the items..  Please get the settings enabled from the Easyecom Support Team.
If  the MIC setting is disabled, users must fulfill each customer's orders one by one. This results in separate invoices being generated for each order. In the invoice. order number will be shown in place of the consignment number.

If user wish to remove the box that has scanned, go to Remove Box and scan the box again to remove it from the consignment. Once the box is scanned, a pop up will appear,  check the box and click on Proceed, the box will be removed.



Step 20-  To generate the invoice once the box is scanned. Click on Generate You may find the invoice in the export tab. After generating the invoice, E-invoice will also be generated






Invoice with MIC enabled
  


Invoice with MIC disabled


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



Step 21-  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)






Step 22-  You may download the invoice or the consignment doc. Go to Actions and click on Downloads



Step 23-  To create Manifest for the B2B order,

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

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



Step 24-  Go to Actions and click on Scan Consignment or Scan Boxes. If shiptogether1 setting is enabled, you will get the option scan consignment. If shiptogether2 setting is enabled, you will get the option to scan boxes

With Shiptogether1 enabled



Multiple consignment can also be scanned




With shiptogether2 enabled





Step 25- Once the package is added to the handover, add the shipping information





Note
  1. If the order invoice value is more than Rs 50,000, shipping information will be mandatory to give. If it is less than Rs 50,000, you may directly generate the manifest

Click on Generate Manifest



If you wish to generate E-way bill, check the box, and click on Yes



Manifest will be downloaded in the export tab



Manifest with shiptogether1 enabled


Manifest with shiptogether2 enabled


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.



In the above image, out of 20 suborder items, 5 suborder items are in "Manifested" stage and 15 suborder items are in cancelled. Hence, the system closed the batch automatically.

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



In the above image, out of 20 suborder items, 5 suborder items are in "Manifested" stage and 15 suborder items are in "Pack Started" stage. In this case, the system will not close the batch, but user can 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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