New B2B Web Picklist Creation & Printing
Software Plan : Growth & Enterprise
Account Type : Seller Account & 3PL
Inventory Type : Serialized & Non-Serialized
Overview
This article explains how to view B2B orders, check inventory assignment status, create picklists, and print web-based picklists in EasyEcom.
HHT-based picking and packing are covered in a separate KB (HHT- Pick & Pack process for B2B orders)
Prerequisites
Before creating a picklist:
- The B2B order must be created.
- The order must be approved, if approval is required.
- Inventory must be assigned to the order.
For order creation and approval procedures, refer to the relevant B2B order processing KB.
The web-based picking process is applicable when the b2bPicklist = 0 backend setting is configured for web picking.
View & Filter B2B Orders
View Orders
Go to: Orders → B2B Orders → View Orders
The system opens the Open Orders tab.
- Select the required Order Date range.
- Select Order Type.
- Select Customers.
- Click Submit.
Order Status
Order status indicates the current stage of inventory assignment or order processing.
| Status | Description |
|---|---|
| Assignment Pending | Inventory has not been assigned to any item in the order. |
| Partial Assigned | Inventory has been assigned to some items, while inventory for other items remains unassigned. |
| Assigned | Inventory has been assigned to all items in the order. The user can create a picklist using the order-level action. |
| Picklist Created | A picklist has been created for the order. |
| Invoiced | The order has been invoiced. |
For a Partial Assigned order, the system displays the following confirmation message:
"You are attempting to create a picklist for a partially assigned order. If you go ahead, the system will split the order into two: one with assigned inventory and another for unassigned inventory. Picklist will only be created for assigned items."
If the User Accepts
- The system splits the order into two.
- A picklist is created only for assigned items.
- Unassigned items remain in the separate order for further processing.
If the User Cancels
- Picklist creation is cancelled.
- No picklist is created through this confirmation.
When the user attempts to create a picklist during Assignment Pending status, the system displays the error:
Inventory not assigned, cannot generate picklist. Assign inventory before attempting to create a picklist.
View Order Details and Order-Level Actions
View Quantity Details
The eye icon displayed under the quantity columns allows the user to view the relevant quantity details.
The page displays quantity information such as:
- Total Quantity
- Assigned Quantity
- Unassigned Quantity
View Order Details
- Locate the required order.
- Click the View icon in the order-level action section.
The system opens the order details page in a new browser tab.
Download Order CSV
- Locate the required order.
- Click the Download icon in the row-level actions.
The system downloads the CSV file for the selected order.
Download Open Orders
Click the download icon at the top-right of the B2B Orders page.
The system provides an option to download open order data.
Create a Picklist
Step 1: Select the Order
Locate the required order on the B2B Orders > View Orders page and click the Create Picklist icon.
Step 2: Configure Picklist Criteria
Option A: Divide the Picklist
- Keep Don't divide Picklist unchecked.
- Select the required picklist size or enable Zone Wise distribution, as applicable.
- Click Submit.
Option B: Do Not Divide the Picklist
- Select Don't divide Picklist.
- Click Submit.
UoM inventory: The picklist size cannot be selected when UoM inventory is used.
The system generates the picklist and automatically adds the order to an order batch.
View Order Batch and Print Web Picklist
Step 1: Open Order Batches
Go to: Orders → B2B Orders → Order Batches B2B
Step 2: Locate the Required Batch
Locate the required batch. Use filters if needed.
Step 3: Assign the Picker
Picker assignment depends on the Auto Picker Assignment setting.
Scenario 1: Auto Picker Assignment Enabled
When Auto Picker Assignment is enabled under Settings → Other Settings:
- The system automatically assigns newly created picklists to logged-in pickers.
- Assignment follows a round-robin sequence.
- Pickers logged in through the Web or Android application are considered available for automatic assignment.
- A picker is removed from the assignment queue when they no longer have an active session.
- If no picker is available, the picklist remains unassigned.
Note: The assigned picker can also be changed manually from the Picker dropdown.Scenario 2: Auto Picker Assignment Disabled
When Auto Picker Assignment is disabled, select the picker manually from the Picker dropdown.
Step 4: Print the Picklist
Click Print Picklist to print the web-based picklist.