Importing Sales bills via Sheet or Wizard
Step 1:- Click on “Dashboard” and navigate to “Importing wizard” section.
Step 2:- Select the date range and marketplace for which you want your data to be imported. Once the required parameter, has been selected click on “Next”.
Step 3:- On clicking, you will be in “Import Orders” tab, where a data can be imported either via CSV file or via marketplace API(Supported only for Flipkart, Amazon, Snapdeal and Paytm.).
a. If you want to import the data from CSV, uncheck the “Auto- fetch” option. Select the format as “EasyEcom”. A pop window will appear, where you can choose an option to deduct inventory against order to be imported. If you don’t want this option, close the pop up. Upload the sheet in EasyEcom template and click “Next”.
b. If you want the data to be imported via API, check the “Auto-fetch” option and click on “Next”.
Step 4:- After this there are 3 tabs, “Import returns”, “Import pending returns” and “Import payments”, where you just have to click “Next” and at-last click on “Submit”.
Step 5:- Once you click on the submit button, the progress of that batch can be monitored by clicking “Monitor batch jobs” button present at the top right corner of the page.
Importing B2C Orders Manually
Please follow the below-mentioned process to import your B2C orders in EasyEcom. You can either import and process B2C orders one-by-one or in bulk. Importing Orders One-by-One Step 1: Select "Create Order" On your EasyEcom dashboard, click on the ...
Activating Portal Sync via EasyEcom
Step 1: Please login to your EasyEcom account go to Account settings. Step 2: Click on Sync Channels and the following page will follow (Sync Channel work as a connector between marketplace and EasyEcom user can control all the activity from sync ...
Import and View Payments for Non-Integrated Sales Channels, Carriers, and Payment Gateways
EasyEcom enables you to keep a track of payments from both integrated and non-integrated channels via a single dashboard. Please follow the below-mentioned process to reconcile your payments from non-integrated channels. Import Payments Step 1: In ...
Extracting Sales Data from EasyEcom
Step 1:- After logging in EasyEcom panel, kindly go to Dashboard → Sales details page. Step 2:- Select the criteria, if you want the data to be extracted on “Order date” or “Invoice date” basis. Step 3:- Select the warehouse and date range for which ...
Customize Invoice Formats for Sales Orders
Users can very easily customize their invoice format for sales orders by following the below-mentioned procedure. Step 1: On the dashboard, click on the “Three dots aka meatball menu” Step 2: Click on the “Account Settings” option Once you click on ...