Importing B2C Orders Manually

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 "+" icon and select "Create Order" option. 

Once you click on it you will be redirect to the Create Order section. 
Step 2: Select "Retail Order"
Here select "Retail Order" option from the Select Order Type drop-down options. 

Step 2: Enter necessary information
First enter your customer's contact details and billing address. 

Then click on the "Save" button. 
You can later edit these details if required. 
After entering customer contact details, enter the Order ID in reference number, select order date and shipping date, and select payment mode from the drop-down options. 

Now enter the SKU codes of all the products ordered. 

In case there are multiple products, you can upload them in bulk. 
Click on the "Import Products in Bulk" option and then download bulk product template file.

In this template file, enter the SKU codes, order quantity, and price in this excel file. 

Then upload it to EasyEcom by clicking on the "Upload File" button. 
In case you are adding products directly from the system, all the items added to your order will be visible on the "Create Order Section". 

Here enter the product price, discount offered and shipping charges amount. 
Then click on the "Create Order" button. 

Importing  Orders in Bulk

Step 1: In the toggle menu, navigate to “Orders>>Importing Wizard”

Step 2: Download EasyEcom Order Format

On the Importing Wizard section, click on the “Download EasyEcom Order Format” option. 

Once you click on it, the EasyEcom Order Excel file will be downloaded in your system. 

Step 3: Enter necessary information

To help you easily understand what order details you need to enter, we have feed sample data in this excel file. 

The mandatory fields are:  

Channel Name

Sale Order Item Code

Display Order Code

Total Price

Packet Number 


Item SKU Code 

Shipping Pincode

Shipping Address
Shipping State
Payment mode

Please note that you need to enter the Sub-Order Number in the “Sale Order Item Code” column and the Order ID in the “Display Order Code” column. Also the total price will include tax amount. 

You can also enter other shipping details, customer name in “Shipping Address Name” column, contact details and address. 

Once you have filled in all the necessary details, save this file in your system. 

Step 4: Upload file 

To upload your file, first select the date range and marketplace from the drop-down options. 

Then click on the “Next” button”. 

Once you click on it “Import Orders” tab will be opened. 

Here, un-tick the “Auto-Fetch” option and select “EasyEcom” from “Import through Sheet Format” drop-down option. 

Once you select the EasyEcom channel, the “Modal Header” pop-up will be visible on yoru screen. 

If you want to process orders using EasyEcom select “Mark All Orders As Open” option. 

If you are not processing orders using the system, but want to manage inventory using EasyEcom select the “Deduct Inventory To All The Orders” option. 

If you want to record shipped orders status in the system without deducting the inventory, do not select either of the options. 

Click on the “Choose File” button, and select the order excel file you want to upload to EasyEcom. 

Then click on the “Submit” button. 

You can check the order status from the “Imports Job”. 

Your orders are now imported to EasyEcom. 

You have now successfully added B2C Orders one-by-one and in bulk. 

Important points to remember:  

1. Combining Orders with Matching Order Numbers and Different Suborder Numbers (No Invoice Number):

In cases where orders with the same order number and different suborder numbers are imported during separate periods and lack an invoice number, they will be merged into a unified order. The initial upload will dictate the order attributes (such as order date, customer details, and payment).

Example: When orders with the order number ABC123 have suborders P1 and P2 (uploaded on Oct 1st, '23) and later suborders P3 and P4 (uploaded on Oct 2nd, '23) without an invoice number, they will be consolidated into one order with the order number ABC123, containing suborders P1, P2, P3, and P4. The attributes will be inherited from the first upload.

2. Maintaining Separate Orders with Distinct Invoice Numbers:

In cases where orders with the same order number and different suborder numbers are imported during separate periods and are assigned different invoice numbers, they will not be merged. Each order will be treated independently, and attributes from the initial upload will be retained for each.

Example: If orders share the order number ABC123, with suborders P1 and P2 (uploaded on Oct 1st, '23, with Invoice INV1) and later suborders P3 and P4 (uploaded on Oct 2nd, '23, with Invoice INV2), they will be managed as two distinct orders.

3. Inheriting Data from the First Suborder:

When an order contains multiple suborders, the system will inherit information from the first suborder row for specific fields like order date, customer details, and payment mode.

Example: For an order labeled ABC123 with suborders S1 and S2, where payment mode is indicated as Prepaid in S1 and COD in S2, the system will consider this order as Prepaid, as it was stated in the initial row (S1 suborder row). This principle extends to other fields such as order date and customer information.

These guidelines ensure consistent handling of orders, suborders, and their associated attributes within the system based on order and invoice numbers as well as suborder details.

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