Create Retail (B2C) Orders Individually or in Bulk

Overview

EasyEcom allows you to create B2C orders either individually using the Create Retail Order page or in bulk using the Importing Wizard. Bulk order creation supports importing orders as Open or Shipped and also allows importing the Collectable Amount for COD orders.

Creating a Single B2C Order

Step 1: Open the Create Retail Order Page

Click the + icon from the top navigation bar.
Select Create Retail Order.

You are redirected to the Create Retail Order page.

Step 2: Enter Customer and Order Details

Enter the customer's contact details.
Enter the shipping address and billing address.
Click Save.

After saving the customer details:

Reference Number (Order ID) - The system automatically populates the Reference Number with the Order ID. You can edit this value if a different reference number is required before importing the order.
Order Date - The current date is selected by default. Change the date if you want to import orders for a different order date.
Select the Ship by Date, if applicable. This date can be used for operational planning and order prioritization.
Select the required Payment Mode.

Import as Shipped Order

If Import as Shipped Order is selected before creating the order, a confirmation dialog is displayed.

Select:

Proceed to import the order as a Shipped/Closed order. Inventory is deducted if available.
Cancel to return to the order creation page.

Step 3: Add Products

Search and add the required products to the order.

If multiple products need to be added simultaneously:

Click Import Products in Bulk.
Click Download Template.
Enter the required product details in the downloaded template.
Save the completed template.
Click Upload File and upload the template.

The products are added to the order.

Step 4: Complete Order Details

Enter the required product quantity.
Enter the product price.
Apply discount, if applicable.
Enter shipping charges, if applicable.
Click Create Order.

After the order is created successfully, it becomes available under Orders → B2C Orders. Inventory allocation is performed based on the account's configured inventory assignment settings.

Importing B2C Orders in Bulk

Step 1: Navigate to Importing Wizard & Select Marketplace

Go to: Orders → Importing Wizard

Select the required Date Range.
Select the required Marketplace.
Click Next.

Step 2: Select the Import Orders Type

Under the Import Orders section:

Select EasyEcom from the Format drop-down.

The Import Order As dialog is displayed.

Choose the required import type.

Open

Imports the orders as Open orders.

Only orders with available inventory can be processed. Remaining orders are marked as failed.

Shipped

Imports the orders as Shipped/Closed orders.

Inventory is deducted if available.

After selecting the required option, click Close to return to the Import Orders page.

Step 3: Download the Import Template

Click Download Template.

The import template is downloaded to your system.

Step 4: Fill the Import Template

Open the downloaded template and enter the required order details.

Mandatory Fields

Field	Description
Channel Name	Name of the sales channel.
Sale Order Item Code	Enter the Sub-Order Number.
Display Order Code	Enter the Order ID.
Total Price	Total order value, including applicable taxes.
Packet Number	Packet number for the order.
Date (YYYY-MM-DD)	Order date in `YYYY-MM-DD` format.
Item SKU Code	SKU of the product being ordered.
Market Shipped	Specify whether the order is market shipped as per the template requirement.
Shipping Address Pincode	Delivery pincode.
Payment Type	Payment mode (e.g., COD or Prepaid).

Note:

Collectable Amount is optional and applicable only for COD orders.
Other columns in the template are optional unless required for your business process or channel integration.
Enter the Sub-Order Number in the Sale Order Item Code column.
Enter the Order ID in the Display Order Code column.
Total Price should include the applicable tax amount.

You can also enter additional customer details, shipping details, and other supported optional fields available in the template.

Collectable Amount (Optional)

For COD orders, you can optionally enter the Collectable Amount in the Collectable Amount column.

For orders containing multiple items:

Enter the order-level Collectable Amount in the first item/sub-order, or
Enter individual Collectable Amounts for each item/sub-order.

EasyEcom totals the Collectable Amount entered across all items/sub-orders belonging to the same order and displays the total Collectable Amount on the Order Details page. This value is ignored for prepaid orders.

After entering all the required information, save the completed template.

Step 5: Upload the Template & Verify Import Status

Click Choose Files.
Select the completed import template.
Click Submit.

Click View Import Status to verify whether the import completed successfully. If any records fail, review the error message, correct the template, and upload it again.

Important Points

Open Import

Orders are imported as Open orders.
Only orders with available inventory are processed.
Remaining orders are marked as failed.

Shipped Import

Orders are imported as Shipped/Closed orders.
Inventory is deducted if available.

Collectable Amount

Applicable only for COD orders.
The value is entered in the Collectable Amount column of the import template.
For multi-item orders, the complete amount can be entered in a single row or distributed across multiple rows.
EasyEcom totals the values entered across all rows belonging to the same order and displays the total Collectable Amount on the Order Details page.

Order Merge Behaviour

If orders with the same Order ID but different Sub-Order Numbers are imported without an Invoice Number in separate imports, EasyEcom merges them into a single order. The first imported order determines common attributes such as Order Date, Customer Details, and Payment Mode. This behaviour applies only when Invoice Number is left blank.

Separate Orders Using Invoice Number

If orders with the same Order ID are imported with different Invoice Numbers, EasyEcom creates separate orders. Each unique Invoice Number is treated as a separate order even if the Order ID is the same.

Order-Level Information Source

For orders containing multiple sub-orders, EasyEcom uses the values from the first sub-order row for common order attributes such as:

Order Date
Customer Details
Payment Mode

FAQs

1. Can I import orders as Open or Shipped?

Yes. Select the required import type after choosing the EasyEcom format.

2. Is Collectable Amount mandatory?

No. It is an optional field and is applicable only for COD orders.

3. How should I enter Collectable Amount for multiple items in the same order?

You can either:

Enter the complete amount in a single row, or
Enter individual amounts across multiple rows.

EasyEcom totals the values for the order.

4. What happens if inventory is unavailable during Open import?

Only orders with available inventory are processed. Remaining orders are marked as failed.

5. Where can I verify whether the import completed successfully?

Go to Track Progress and Download and review the View Import Status page.

6. What is the difference between Open and Shipped import?

Open

Creates an open order.
Order follows the normal fulfillment process.

Shipped

Creates a completed/shipped order.
Inventory is deducted immediately.