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: Select the date range and marketplace
On the Importing Wizard section, select the date range and marketplace from the drop-down options.
Then click on the “Next” button”.
Step 3: Download the Template.
Once you click on it, the EasyEcom Order Excel file will be downloaded in your system.
Step 4: 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
Date
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 channel format as "Easyecom" . You will get a pop up of "Import Order As". If you wish to import unprocessed orders, select "Open". If you wish to import the orders as shipped, select "Shipped".
Upload the file and click "Submit"
You can check the order status from the “Imports”.
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).
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.
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.
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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