We’ve introduced a new B2B order processing flow to simplify and streamline how sellers handle B2B orders. No more switching between multiple tabs or clicking around the dashboard repeatedly. Now, you can manage the entire B2B order process from start to finish directly from the B2B Orders tab — all in one place.
Use Case Scenario
Imagine a warehouse executive handling a stack of B2B orders. Earlier, processing each order meant opening multiple tabs—one for order details, another for invoice generation, another for manifest, and yet another for updating dispatch. This repetitive navigation not only slowed down the workflow but also increased the chances of missing steps.
Now, with the new B2B order processing flow, the executive simply opens the B2B Orders tab and completes the entire process—viewing, invoicing, and dispatching—on a single page. It saves time, reduces manual effort, and keeps the workflow smooth and error-free.
Applicability
Version: Standard, Professional and Enterprise clients
Traceability: None, SKU and Item Trace
Procedure
Order Creation
- Login in your uniware account.
- Navigate to the Order > Orders.
- You will be directed to the Orders page
- From the top right corner, click on the CREATE button.
- Enter all the fields as required. For the Channel config, select the CUSTOM_B2B option from the dropdown.
- Note: New B2B order will only be created only against existing Uniware customers. The billing address and shipping address of any customer cannot be changed. In case of any change, you will have to make a new customer in Uniware.
- Enter all the other details as per the existing flow.
Order Processing
- Login in your uniware account.
- Navigate to the Order > B2B Orders.
- First, go to the Unverified tab. You can verify the order by clicking on the VERIFY button here.
- You can also verify your order by clicking on the order id from the Order ID column and then clicking the VERIFY button here.
- Now, go to the Unallocated tab. You can alloacte inventory for the order by clicking on the ALLOCATE INVENTORY button here.
- You can also allocate inventory by clicking on the order id from the Order ID column and then clicking on the ALLOCATE INVENTORY button.
- Now, go to the Allocated tab. You can create a picklist for the order by clicking on the CREATE PICKLIST button here. (Note: Now, you can make multiple picklist for a single shipment.This can be done by only adding partial quantity, creating a picklist, and then again adding the rest quantity and creating a separate picklist for the remaining shipment.)
- Now go to the Pick Released tab. Here, you can view your picklist by clicking on the GO TO PICKLIST button.
- Next, go to the Pending Invoice/Label tab. Here, click on the GO TO SHIPMENT button. You will be redirected to the B2B shipments page for that order. Here, you can print the invoice and label for the order.
- To create a manifest for the order, go to the Ready To Ship tab. Here, click on the GO TO MANIFEST button. You will be directed to the Manifests page, from where you can create your manifest as per the existing flow.
- To check the status of the Order after creating a manifest, go to the Manifested tab. Here you can see the status of the order as MANIFESTED after a manifest is successfully created for the same.
- After dispatching the shipment, you can check the status from the Dispatched tab. Here you can see the status of the order as DISPATCHED after a the shipment is sucessfully dispatched.
