With this feature, you can create bulk orders for multiple customers in one go.
Steps to create B2B orders in bulk:
STEP 1: Click on the plus (+) icon > Add wholesale orders in bulk
STEP 2: Save the template
Click on "Download template". An Excel file will be downloaded.
Use price in sheet: There is a field in the Excel file to enter the price. If you have entered the price in the Excel file, that price will be used for order creation ignoring all the other prices for that product.
STEP 3: Enter the details in the Excel file
Enter all the details in the Excel file. You may refer to the sample data format provided for guidance on how to complete the sheet-
Sample data:
Customer code: Enter the customer code which is on the customer master page-
Price: If you have not entered any price in the Excel sheet, the system will consider the price based on the product master.
Payment Mode: You can enter only two payment modes: "Prepaid" or "COD". If you enter anything else in this field, the system will give an error.
Note: If you do not enter anything in the payment mode, COD will be considered by default.
STEP 4: Upload the Excel file
After entering all the details in the Excel file, upload the file back to the system.
The B2B orders will be created in bulk.