Three types of orders can be created-

How to create retail (B2C) orders?

Step 1- Navigate to the + (plus) icon and select "Create Order"

Step 2- Select order type >> Retail Orders

Step 3- Fill in the asterisk (*) marked details 

1. Contact Person

2. Shipping Address

3. Billing Address

(In case the billing address is same as the shipping address, you may checkmark the option "Copy Shipping Address to Billing Address" )

Step 4- Enter reference number (Order number)
(Note: The reference number is automatically generated but can be edited for customization while ensuring uniqueness.)

(All the asterisk (*) marked fields are mandatory) 

Step 5- Select payment mode 

Step 6- Scan/Enter SKU 

(Note: you may enter the initials of SKU and the system will suggest all the related SKUs)

The products can also be imported in bulk by clicking on the “Import Products in Bulk” option>> download template>> Fill in the details >> Upload file

Step 7- Enter Quantity, Price, and Discount (if required) 

Any additional note that needs to be added to this order can be entered in the Additional Notes section and it will be reflected in the Notes section of the order overview page.

Step 8: Click Create Order

Your Retail ( B2C) order has been successfully created.

How to create a business (B2B) order manually?

Step 1:  Navigate to the + (plus) icon and select "Create Order"

Step 2: Select order type >> Business order

Step 3- In Order Contact, search for the company (B2B customer)

Step 4- Enter reference number (Order number) and other details
(Note: The reference number is automatically generated but can be edited for customization while ensuring uniqueness.)

Step 5- Select payment mode 

Step 6- Scan/Enter SKU 

(Note: you may enter the initials of SKU and the system will suggest all the related SKUs)

The products can also be imported in bulk by clicking on the “Import Products in Bulk” option>> download template>> Fill in the details (SKU, Quantity, Price)  >> Upload file

Step 7: Enter Quantity, Price, and Discount (if required) 

Any additional note that needs to be added to this order can be entered in the Additional Notes section and it will be reflected in the Notes section of the order overview page.

Step 8: Click Create Order

Your Business (B2B) order is created successfully.

This order will now be reflected in the bulk order section.
Click here to learn the process of dispatching a B2B order.

How 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.

How to Create Transfer (STN) order?

Step 1:  Navigate to the + (plus) icon and select "Create Order"

Step 2: Select order type >> Transfer order

Step 3: In Order Contact, search by individual location

Step 4: Enter the reference number (Order number) and other details
(Note: The reference number is automatically generated but can be edited for customization while ensuring uniqueness.)

Now, follow Step 5 to Step 8 mentioned above.
Your transfer order has been created successfully.

How to create transfer (STN) 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 STN orders will be created in bulk.