B2B orders include all orders shipped to retailers or wholesalers. This type of order usually requires special treatment (due to order size or other). For perishable goods such as consumables, health, or beauty products, B2B orders require a single lot id per order for traceability. You are now able to select a lot ID per product per B2B order you create.
Important Notes: Please review B2B pricing here.
Create a B2B Order with Lot Selection:
From the ShipBob dashboard click on Orders.
On the top right of the order's page, click on New Order and select Business:
Add the recipient by searching through previously saved contacts, or create a new one. You can now add "Company" field that is associated with a contact. Fill out the form to create a new contact and click on Next.
Select how you would like to ship the order. You can also exit the flow at any point and any completed step will be saved in a draft until you are ready to create the order. To come back, you can go to the New Order option on the Orders page.
How do I know if my shipment is a freight shipment?
Select how you would like to pay for the label. Note, if you like to purchase your own label, we will notify you after the order has been packed. The additional costs associated with this are outlined here.
Note: There is an option to utilize ShipBob's vast network of freight providers by selecting "ShipBob Buys" when creating your B2B order. If this option is chosen as the shipping method, we will not provide a quote and this will be automatically shipped out and billed to your order. By selecting this shipping method, you give consent to have ShipBob use our selected freight providers and fees.
You can now add special packing instructions specific to B2B orders, which will be reviewed in our operations dashboard for B2B orders. You can also upload Vendor Manual, P.O. or any additional attachments you would like to add with the order here (this option is also available later from Order Details page)
The next step will allow you to add products, lot numbers, and lot dates to the order. You can either select a specific fulfillment center that you would like to fulfill the order, or you can let us choose by selecting "Let Shipbob optimize for me". If a Lot product has been added to the order a Lot selection drop-down list will allow you to choose a corresponding lot to pack within the order.
You can also add specific instructions for managing the products, which our operations team will be able to review.
Click Next to select the date for reserving your inventory. Your order will start processing when the reserved date is met. Orders will now be shipped as soon as all requirements are met with an SLA of up to 4 business days, depending on the size of the order.
Click Next to review your order.
Click on Create Order to place the order.
Edit Lot Information on a B2B Order :
You can edit the lot information on B2B shipments that have been automatically imported from your ecommerce platform or manually created in the ShipBob dashboard.
The option to change the lot information will not be available once the order status shows as picked.
To start you will need to navigate to the orders page and select the shipment ID # for the specific B2B shipment you'd like to edit.
Next select "edit items" above Qty on the right side of the page above the product information.
Select the current lot information showing for the product to see a drop down of other lot #s or expiration dates to choose from. The lot option and quantities show for the selected fulfillment center.
Select the correct lot information and "Save items" at the top right of this section.