B2B Order Processing (New) - Start Here
Use this page to find the right New B2B workflow for what you need to do in EasyEcom.
What do you want to do?
1. Process a B2B customer order
Use this when you need to fulfil an order for a B2B customer.
Order lifecycle:
Create / Receive Order → Approve & Assign Inventory → Pick → Pack & Close Boxes → Invoice → Handover → Manifest
Choose the invoicing process used in your account
| If you see / use | Follow |
|---|---|
| Order Batches B2B for invoicing | B2B Order Processing (New) - Process + Speed Optimized Flow |
| Start Invoicing | B2B Order Processing (New) |
Which B2B Operational Flow Should I Use?
The New B2B process can work differently depending on the operational flow enabled for your account.
| Operational Flow | What happens |
|---|---|
| Standard Flow (Flow 1) | Pick → Create Box → Scan Products → Close Box → Start Invoicing → Scan/Add Boxes → Generate Invoice → Create Handover → Scan Consignment → Generate Manifest |
| Process + Speed Optimized Flow 2 | Pick → Pack → Invoice from Order Batches B2B → Consignment is created automatically → Handover is automatically created when Ship Together 2 is enabled |
| One Click Packing – Operational Flow 3 | Use One Click Packing to complete packing and fulfilment. |
How do I identify my flow?
Use the option available in your EasyEcom account:
- If you see Start Invoicing, follow B2B Order Processing (New).
- If you see Order Batches B2B for invoicing, follow B2B Order Processing (New) – Process + Speed Optimized Flow.
- If you use One Click Packing, follow One Click Packing – Operational Flow 3 for the packing process.
Do not assume that all B2B accounts follow the same steps. The options available on your account determine which workflow you should follow.
2. Create B2B orders
Choose the method by which you need to create the orders:
- Receive orders through a B2B integration - use the KB for the relevant integration.
3. Approve orders or assign inventory
If an imported order is not automatically approved, it will be available under Unapproved Orders for manual inventory assignment and approval.
4. Modify an order before picking
If you need to change the SKU or quantity before picking:
5. Pick and pack B2B orders
Using the web
Using an Android HHT
Using One Click Packing
6. Invoice, handover and dispatch
For the standard operational flow:
For the Process + Speed Optimized Flow:
For handover/dispatch reporting:
Need to fix or cancel an order?
Cancel a B2B order
Use the cancellation workflow appropriate to the order's current status.
- Manual Cancellation and Unpack Flow in B2B - Work in Progress
For example, packed orders may need to be unpacked before cancellation, while shipped orders cannot be cancelled through the normal B2B cancellation flow.
Automatically cancel expired B2B orders
Need to process a customer return?
For a consolidated B2B return containing items from multiple forward orders or invoices:
Return Business Order → Optional Gate Entry → GRN & QC → Credit Note
Other B2B processes
These are separate from the normal customer-order lifecycle.
Transfer stock between locations
Send stock out through a Gatepass
For RGP, NGP or RTV:
Create or process kits
Configure B2B before processing orders
Set up the following according to your B2B process:
Customer and pricing
Inventory assignment
Sales channel
Units of Measure
Warehouse storage
B2B processing devices
Document numbering
Shipping
The following carrier integrations have dedicated B2B documentation in EasyEcom:
- Jiffy World Outbound (supports B2C and B2B)
Refer to the relevant carrier integration KB for configuration details.
Note: The available carrier integrations may change. Check the EasyEcom Knowledge Base for the latest supported integrations.B2B account settings
These settings can change how orders are processed:
| Setting | What it controls |
|---|---|
| Auto Assign Inventory For B2B Orders at order import | Automatically assigns inventory and moves imported orders to Open Orders, or leaves them in Unapproved Orders for manual assignment and approval. |
| Auto B2B Assignment | Controls whether inventory assignment is allowed for B2B orders. |
| Activate B2B Packing Material | Enables selection of the box used during B2B packing. |
| B2B Box Dimensions | Controls whether box dimensions are not required, mandatory, or requested during packing. |
| Activate bulk SKU scanning at B2B Order processing | Enables the Bulk SKU Scan module. |
| Auto Picker Assignment | Automatically assigns picklists to logged-in pickers in round-robin order. |
Note: These are configuration options, not additional steps in the B2B order lifecycle.
E-Invoice and E-Way Bill
Generate E-Invoice / E-Way Bill in EasyEcom
Upload an externally generated IRN / E-Way Bill
Use this when the IRN/E-Way Bill was generated outside EasyEcom and needs to be uploaded before invoicing.