Create B2B Orders in Bulk

Create B2B Orders in Bulk

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

Overview

Use this feature to create multiple B2B orders for different customers in one go by uploading an order file.

Steps

Step 1: Open Bulk Order Creation

  1. Click the (+) icon.
  2. Select Add Wholesale Orders in Bulk.

Step 2: Download the Template

  1. Click Download Template.


  2. Open the downloaded file.
You can also click Download Sample Data Format for reference.


Step 3: Enter Order Details

Enter the order details in the downloaded file.

The available columns include:

  • CustomerCode (Available in Masters > Customer Master)
  • ReferenceNum (Order ID)
  • OrderItemId
  • Sku
  • Quantity
  • Price
  • OrderDate (In the Sample Format
  • PaymentMode (Prepaid/COD)
  • ItemDiscount
  • ShippingCost
  • OrderNotes
  • EAN
  • AppointmentNumber
  • AppointmentDate
  • POValidityDate
  • MRP

Important Fields

FieldInstructions
Customer CodeEnter the customer code available in Customer Master.
PriceIf no price is entered in the file, the system considers the price based on Product Master.
Payment ModeEnter either Prepaid or COD.
Payment Mode blankCOD is considered by default.


Step 4: Use Price in Sheet

The Use Price in Sheet option is available on the bulk order creation screen.
If the price is entered in the file, that price is used for order creation, ignoring other prices for that product.


Step 5: Upload and Submit

  1. Complete the order file.
  2. Click Upload CSV File.
  3. Select the completed file.
  4. Click Submit.
The B2B orders will be created in bulk.

Important Points

  • Customer Code must be entered from Customer Master.
  • Payment Mode supports Prepaid and COD.
  • If Payment Mode is blank, COD is considered by default.
  • Price entered in the file is used when the Use Price in Sheet option is applicable.