Create an Individual B2B Order

Create an Individual B2B Order

InfoSoftware Plan: Growth & Enterprise
InfoAccount Type: Seller Account & 3PL
InfoInventory Type: Serialized & Non-Serialized

Overview

This article explains how to manually create a B2B order in EasyEcom.

Prerequisites

Before creating the order:
  • The required customer must be available in Customer Master. If the customer is not available, you can add the customer using Add New Contact while creating the order.
  • If you want to calculate the selling price using Pricing Master, the relevant Pricing Master configuration must be available for the customer.
  • Check the Auto Assign Inventory for B2B Orders at order import setting under Settings → Other Settings.
    • Enabled: Newly created B2B orders are automatically approved and inventory assignment is triggered.
    • Disabled: Newly created B2B orders appear under B2B Orders → Unapproved Orders and require approval before inventory assignment.

When to Use

Use this workflow when you need to manually create a B2B order in EasyEcom.
For creating multiple B2B orders through a file, use:

Workflow

In Short: Create Order → Select B2B → Select Customer → Enter Order Details → Create Order

1. Open B2B Order Creation

Go to: Orders → B2B Orders → View Orders → Create
OR
Click (+) → Create Bulk Order.


2. Select B2B as the Order Type

Select B2B as the order type.

3. Select the Customer

Select the required customer from Customer Master.
If the customer is not available, click Add New Contact to add the customer.


4. Enter Order Details

Enter the required order information:

  • Order Reference No. is automatically generated and can be edited if required.
  • Enter the Appointment Number and Appointment Date, when applicable.
  • Appointment Number identifies the delivery appointment.
  • Appointment Date specifies the date of the delivery appointment.
  • Order Date is set to the current date and can be changed if required.
  • Enter Ship by Date and PO Validity Date, when required.
  • Select the Payment Mode.
  • Add products by:
    • Searching by SKU/EAN
    • Using Scan SKU or Scan EAN
    • Using Import Products in Bulk
Important: Combo Products cannot be added directly while creating a new B2B order.

Import Products in Bulk

  1. Click Import Products in Bulk.
  2. In the Import Bulk Products window, click Download Template.
  3. Fill in the template with the required product details.
  4. Upload the completed file using Upload File.
ColumnDescription
SKUProduct SKU
QuantityOrder quantity
PriceSelling price
EANProduct EAN
MRPProduct MRP

Notes
Before uploading: Use the template downloaded from EasyEcom and complete the product details in the corresponding columns. If the upload fails, check the file against the downloaded template and resolve any reported validation errors before trying again.
5. Select the Pricing Method
Choose how the selling price will be determined:
  • Manual pricing: Enter the selling price directly.
  • Calculate price from Pricing Master: Select this option to calculate the selling price using the configured Pricing Master rules. The relevant Pricing Master configuration must be available for the customer.
For B2B orders using Pricing Master:
  • Before invoice generation: The price is calculated by applying the configured discount to the product MRP.
  • After invoice generation: The final price is recalculated based on the GRN MRP, with the same applicable discount.
NotesNote: The Calculate price from Pricing Master option is not available for international customers.
For Pricing Master configuration details, refer to Pricing Master.

6. Override the Inventory Assignment Rule, if Required

If required, select a different inventory assignment rule from Override Inventory Assignment Rule before creating the order.


For configuration details:
https://support.easyecom.io/portal/en/kb/articles/inventory-assignment-rules

7. Create the Order

Review the entered details and create the order.

What Happens After Order Creation

The order's next step depends on the Auto Assign Inventory for B2B Orders at order import setting under Settings → Other Settings.
If the setting is ON:
  • The order is automatically approved and inventory assignment is triggered.
  • The order appears under B2B Orders → View Orders.
  • Assigned: Inventory has been assigned for all items in the order.
  • Partially Assigned: Inventory has been assigned for only part of the order.
If the setting is OFF:
  • The order appears under B2B Orders → Unapproved Orders.
  • The order requires approval before inventory assignment.
Important: Triggering inventory assignment does not, by itself, confirm that all items have been assigned. Check the order's status in the relevant order view.

Video


FAQs

1. Can I create Combo Products while creating a New B2B order?
No. Combo Products cannot be added directly while creating a New B2B order.
2. Can I change the inventory assignment rule while creating the order?
Yes. You can select a different rule using Override Inventory Assignment Rule before creating the order.
3. What happens if Auto Assign Inventory for B2B Orders at order import is disabled?
The newly created B2B order appears under B2B Orders → Unapproved Orders and requires approval before inventory assignment.

  1. Customer Master
  2. Pricing Master
  3. Inventory Assignment Rules
  4. Create B2B Orders in Bulk
  5. B2B Order Approval & Inventory Assignment