Sales Channel Creation for B2B

Software Plan: Starter, Growth & Enterprise

Account Type : Seller Account

Inventory Type: Serialized & Non-Serialized

Feature description

This feature allows sellers to create distinct "Sales Channels" to categorize orders originating from various platforms or sources under a unified vertical. Once a Sales Channel is created, sellers can map specific B2B customers to it. This mapping enables sellers to associate customers operating within a particular vertical with the corresponding Sales Channel.

Use Case

Scenario:

An e-commerce seller supplies products to multiple B2B customers who operate through different QuickCommerce platforms such as Swiggy Instamart, Zepto, and Blinkit. Managing and tracking orders from each of these platforms individually can become complex and time-consuming.

Solution:

Using the Sales Channel Mapping feature, the seller can create a Sales Channel named “QuickCommerce”. This unified channel represents the entire QuickCommerce vertical. The seller then maps the B2B customers associated with Swiggy Instamart, Zepto, and Blinkit to this Sales Channel.

Outcome:

All orders placed by these customers are now grouped under the “QuickCommerce” Sales Channel. This allows the seller to easily track, manage, and analyze orders based on the business vertical rather than individual platforms. It also simplifies reporting, inventory planning, and performance analysis for that segment of the business.

Workflow

Step 1: Go to Masters (main menu) > Customer Master.

Step 2:  In the "Wholesale Customers" tab, click on the "Hamburger Menu".

Step 3: Select "Create/Update Sales Channels".

Step 4: Enter the Sales Channel Name.

Step 5: Click "Create Sales Channel".

Step 6: Once the sales channel is created, Click "Map".

You can also delete a sales channel by clicking the (x) sign, but only if it's not currently mapped to any B2B customer.

Step 7: Download the template.

Step 8: Add the Sales Channel in the Sales Channel column.

Step 9: Click "Upload CSV" and choose the sheet.

Step 10: Click 'Upload".

Step 11: Go to "Import Section' to check the status of the sheet.

Other Related Articles

1. B2B Order Processing (New)
   
2. Create Customers using Customer Master
   

• Related Articles

• Defining Inventory Threshold Channel Wise

  You can now list a fixed inventory count  (more or less than the actual inventory available at the warehouse)  channel-wise based on your requirement.  With the functionality of listing a higher inventory count, you increase the chances of potential ...

• Quick Commerce integration- Blinkit

  Important Points Sellers must have the EasyEcom webhook enabled in their Blinkit account to complete the API integration. This setup will be handled by Blinkit POCs. Integration is to be done in the primary account, and if the fulfillment needs to be ...

• Track & report sales channels for your B2B business

  In EasyEcom you can easily track the sales order count across various sales channels, this will help you in identifying which channels are generating the highest revenue.  To track B2B orders at sales channel level please follow the below-mentioned ...

• Import and View Payments from Sales Channels, Carriers, and Payment Gateways

  EasyEcom enables you to keep track of payments from both integrated and non-integrated channels, and integrated channels (in case the 3rd party APIs were temporarily down) via a single dashboard. Please follow the below-mentioned process to reconcile ...

• 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 ...