Use this page to find the right New B2B workflow for what you need to do in EasyEcom.
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
| If you see / use | Follow |
|---|---|
| Order Batches B2B for invoicing | B2B Order Processing (New) - Process + Speed Optimized Flow |
| Start Invoicing | B2B Order Processing (New) |
In the Process + Speed Optimized Flow, invoicing is done from Order Batches B2B. The consignment is created automatically, and handover is automatically created when Ship Together 2 is enabled.
Choose the method by which you need to create the orders:
Create an individual B2B order - B2B Order Processing (New)
Create multiple B2B orders using a file - Create B2B Orders in Bulk
Receive orders through a B2B integration - use the KB for the relevant integration.
If an imported order is not automatically approved, it will be available under Unapproved Orders for manual inventory assignment and approval.
If you need to change the SKU or quantity before picking:
For the standard operational flow:
For the Process + Speed Optimized Flow:
For handover/dispatch reporting:
Use the cancellation workflow appropriate to the order's current status.
For example, packed orders may need to be unpacked before cancellation, while shipped orders cannot be cancelled through the normal B2B cancellation flow.
For a consolidated B2B return containing items from multiple forward orders or invoices:
Return Business Order → Optional Gate Entry → GRN & QC → Credit Note
These are separate from the normal customer-order lifecycle.
For RGP, NGP or RTV:
Set up the following according to your B2B process:
Use the relevant B2B carrier integration KB for your carrier.
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.
Use this when the IRN/E-Way Bill was generated outside EasyEcom and needs to be uploaded before invoicing.
B2B Customer Return Report
Reports → Reports Dashboard → B2B Customer Return Report
The report contains consolidated customer-return details after a Credit Note has been generated.