Create B2B Orders
Software Plan: Growth & EnterpriseAccount Type: Seller Account & 3PLInventory Type: Serialized & Non-SerializedOverview
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
- Searching by SKU/EAN
Import Products in Bulk
- Click Import Products in Bulk.
- In the Import Bulk Products window, click Download Template.
- Fill in the template with the required product details.
- Upload the completed file using Upload File.
| Column | Description |
|---|---|
| SKU | Product SKU |
| Quantity | Order quantity |
| Price | Selling price |
| EAN | Product EAN |
| MRP | Product MRP |
5. Select the Pricing Method
Enter the selling price manually, or select Calculate price from Pricing Master to use the configured Pricing Master.
If Pricing Master is configured for the customer, EasyEcom calculates the selling price after the order is created or imported.
Note: The Calculate Price from Pricing Master option is not available for international customers.
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:
7. Create the Order
Review the entered details and create the order.
What Happens After Order Creation
If Auto Assign Inventory for B2B Orders at order import is ON, the order is automatically approved and inventory assignment is triggered. The order appears in B2B Orders → View Orders.
In View Orders:
- Assigned: Inventory is assigned for all items in the order.
- Partially Assigned: Inventory is assigned for only part of the order.
If the setting is OFF, the order appears under B2B Orders → Unapproved Orders and requires approval before inventory assignment.
Important Points
- Appointment Number and Appointment Date should be entered when applicable to the customer's delivery appointment.
- Calculate Price from Pricing Master is not available for international customers.
- Combo Products cannot be added directly while creating a New B2B order.
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.
Related Articles
Customer Master
Pricing Master
Inventory Assignment Rules
Create B2B Orders in Bulk
B2B Order Approval & Inventory Assignment