Procedures/control elements

Position

This option is only visible once the control element has been created.
The procedure’s current position in the work step. The procedure with the lowest position number is run first. Use the drop-down list to change the position number if you want the procedures to run in a different order.
Tip: Procedures can also be moved using the context menu. To do so, right-click the procedure and select Move up or Move down.

Display

Decide whether the procedure should be displayed in the work step.
Yes (default setting) = Procedure is shown in the Processes menu.
No = Procedure is not shown in the Processes menu. The procedure runs in the background.

Target

Choose which procedure the control element should jump to. You can choose any of the procedures within the work step.
Tip: You can tell procedures apart by their IDs. The ID is displayed in parenthesis after the name of the procedure. Point your cursor over a procedure to see its ID in the upper left corner.

Title

Enter a name for the question.

Message

Enter a text, for example a question such as “How do you want to continue?”

Add

Use this option to add a button. You can add up to 20 buttons per dialogue.

Name

Enter a name for the button. For example, the name of the target procedure.

Position

Decide which button should appear first, second, third, etc.
Tip: Put the buttons in the same order as their destinations appear in the process for better usability.

Colour

Choose a colour for the button from the drop-down list.

Filter

Various filters are available. Add filters to limit which orders the procedure applies to. For example, use the filter Status if you only want to process orders that are currently in a specific status.

Filter

Choose which filter should be reset with this control element. You can tell the filters apart by their IDs. When you move your mouse over a filter, you can see its ID in the upper left corner.

Condition

Applies to all = The selected filters have to apply to all orders.
Applies to at least one = The selected filters have to apply to one order.

Filter

Various filters are available. Add filters to limit which orders the procedure applies to. For example, use the filter Status if you only want to process orders that are currently in a specific status.

Position

This option is only visible once the procedure has been created.
The procedure’s current position in the work step. The procedure with the lowest position number is run first. Use the drop-down list to change the position number if you want the procedures to run in a different order.
Tip: Procedures can also be moved using the context menu. To do so, right-click the procedure and select Move up or Move down.

Display

Decide whether the procedure should be displayed in the work step.
Yes (default setting) = Procedure is shown in the Processes menu.
No = Procedure is not shown in the Processes menu. The procedure runs in the background.

In case of error

Decide how the process should continue in case of error.
Cancel process = The entire process will be cancelled if an error occurs.
Jump to procedure = The process will continue with the selected procedure. Select the procedure from the drop-down list Jump to procedure.
Continue with next procedure = The process will continue with the next procedure.

Label template

Select a label template from the drop-down list.

Mapping

Decide how you want the label template to be assigned.
One label per order = One label will be generated per order.
One label per order item = One label will be generated per order item.
One label per item = One label will be generated per item.
One label per packing unit = One label will be generated per packing unit.

Box storage rack

Select the box storage rack contains the item that should be registered.

Number of items to scan individually

Scan each item individually = If more than one copy of the item is picked, each item must be scanned individually.
1-100 = After the selected quantity of items was scanned, the rest is added automatically.

Address to be shown

Select whether the invoice address (default setting) or the delivery address of the order should be displayed in the detail view.

Close pick list automatically

Activate to close incomplete pick lists in the process automatically.

Automatically assign processing status to pick list

Sets the pick list in the status In progress. This setting is active by default.

Display execute button

Activate to display a button in the process that allows users to jump to a different procedure.

Jump to procedure

Activate to display a button in the process that allows users to jump to a different procedure.

Show "Split order" button
(plentyBase/Terra only)

Activate to display a button in the process that allows users to split orders. This allows you to send items in stock immediately and any items not in stock later.

Delivery / partial order
(plentyBase/Terra only)

Delivery order = The main order is split into two delivery orders. The invoice and incoming payments are saved with the main order.

Status for 2. Delivery order
(plentyBase/Terra only)

Select the order status to be assigned to the new delivery order.

Number of labels

The number of desired item labels. You can select the options 1 to 10 or Booking quantity. With the option Booking quantity, all those items will be used that were booked by a previous procedure (Incoming items) within the same work step.

Label template

Select a label template from the drop-down list.

Mode

Decide how the order search should work.
Default = The procedure searches for orders and their corresponding returns, credit notes, delivery orders, etc. For example, if the warehouse technician enters an order ID into the search field, then he’ll see the order and its corresponding return in the list of results.
Ignore order relations = The procedure only searches for exact matches. For example, if the warehouse technician enters an order ID into the search field, then he’ll only see the order in the list of results. The corresponding return will not be includes in the search results.
Box search = Is used for box picking. The warehouse employee scans the barcode of a storage location. PlentyONE loads the corresponding order.

Order ID;
Package number;
Customer ID; Invoice number;
Customer number;
External delivery note number

Decide whether this search field should be displayed during the process. In other words, decide whether users should be able to search by this criteria. In other words, you can search for orders by their order ID and by other parameters such as the invoice number.

Automatic focus

Decide which search field your cursor should start out in when you run the process. This allows you to directly scan or type into the search field without having to select it beforehand.

Loyalty program

Select one, several or no loyalty program to only process orders from this loyalty program or orders without a loyalty program.

Order type display

Place check marks next to all of the different order types that should be found. If an order type is not selected, then it will not be displayed in the results, even if the user entered data that otherwise would have been a match.
Important: Order types that are to be further processed need to have a check mark placed for them in the option Order type selection.

Order type selection

Place check marks next to whichever order types you want the ability to select and process further in the next steps.

Item table columns

Decide which columns should be displayed in the list of items found by the order search.

Skip list if only one match

Applies if the search result only consists of one order of the type selected under Order type selection.
Yes = The order that was found will directly be processed further.
No = As with search results that include more than one order, the order will first have to be selected with a check mark before it is processed further.

Include coupon order items (ID -1)

Coupon redemptions are shown as separate coupon order items with the ID -1 in orders. Decide whether coupon order items (ID -1) should be shown in procedures like Create/edit return and Item registration.
Yes = Coupon order items (ID -1) will be shown. No = Coupon order items (ID -1) will not be shown.

Next stock unit;
Next order;
Edit order;
Back to search

Shortcuts allow you to carry out specific commands while running a process. All you need to do is enter the corresponding key sequences.

Document

Choose a document. You can select PDF files that were uploaded in the CMS » Documents menu. The option Employee must have been selected from the drop-down list for these files.

Email template

Shipping service provider

Select the shipping service provider from the drop-down list.

Separator

Choose a separator for the CSV file.

Format

Choose a format.
One data record per stock unit (default) = Lists each individual item included in an order. In other words, each item’s data is displayed in a separate line.
One data record per invoice and VAT rate = One line of the export displays all the data included in an invoice. If an invoice contains items with different tax rates, for example 19% and 7%, then the data will be displayed in two lines.

Last

Only the last or newest document of the type is generated.

First

Only the first or oldest document of the type is generated.

All

All documents of the type are generated.

Sorting

Decide how the items should be sorted on the warehouse pick list. Warehouse pick lists are initially sorted by the racks within the warehouse. The option that is selected here will then sort the items on a rack. Orders can be sorted in ascending or descending order by:
Order ID = Default setting
Invoice number
Item ID
Item number
Storage location position
Note: Only the first item of an order is taken into consideration for the sorting.

Sorting of 2nd level (optional)

Choose a second sorting option. The first option may sort multiple items the same way. In other words, it may not always be completely clear which item should be sorted first, second, third, etc. In these cases, the option that was selected under Sorting of 2nd level will be used to sort the items further. The same sorting options can be selected as above. In addition, the option None is available.

Warehouse

Select a warehouse from the drop-down list in order to create the delivery note for this warehouse only. If you do not select a warehouse, the delivery note is created for all warehouses.

Select dunning letter

Select the dunning letter from the drop-down list that you want to generate. The levels 1 - 4 are available.
Note: Dunning letters can only be selected in ascending order, that means that level 2 can only be selected if a dunning letter with level 1 has already been generated etc. Moreover, a valid invoice needs to exist that was not cancelled. Otherwise, no dunning letter can be generated.

Add variation ID

Enter the variation ID for the dunning letter fee.

Sorting

Decide how orders should be sorted on the packing list. Orders can be sorted in ascending or descending order by:
Order ID = Default setting
Invoice number
Item ID
Item number
Storage location position
Note: Only the first item of an order is taken into consideration for the sorting.

Sorting of 2nd level (optional)

Choose a second sorting option. This second sorting level helps you avoid getting unclear results. For example, you can choose to sort orders by Item ID. If several orders match a specific item ID, then these orders will be listed randomly. It is useful to then sort these orders by their Order ID. The same sorting options can be selected as above. In addition, the option None is available.

Sorting

Select a sorting option from the drop-down list. Data can be sorted in ascending order by:
Item ID = Default setting
Item number
Storage location position
Category name of default category

Sorting of 2nd level (optional)

Choose a second sorting option. This second sorting level helps you avoid getting unclear results. For example, you can choose to sort orders by Item ID. If several orders match a specific item ID, then these orders will be listed randomly. It is useful to then sort these orders by their Order ID. The same sorting options can be selected as above. In addition, the option None is available.

Pick list ID

Display search field = It will be possible to enter and search for an ID while running the process.
Do not display search field = It will not be possible to directly search for an ID.

Trolley tag

Note: This setting only takes effect if pick lists are processed with the PlentyONE Warehouse app.
Display search field = It will be possible to filter for pick lists that have been assigned a specific trolley tag. This setting only takes effect if pick lists are processed with the PlentyONE Warehouse app.
Do not display search field = It will not be possible to search for a trolley tag.

Automatic focus

Specifies which search field should your cursor should automatically be in when the process starts. Typically, this is whichever search field you use the most.

Pick list status

Display filters = It will be possible to search for pick lists with a specific status while running the process.
Do not display filters = It will not be possible to search for pick lists in a specific status.

Owner

Display filters = It will be possible to search for all the pick lists that belong to a specific owner.
Do not display filters = It will not be possible to search for pick lists that belong to a specific owner.

User

Display filters = It will be possible to search for all the pick lists that belong to a specific user.
Do not display filters = It will not be possible to search for pick lists that belong to a specific user.

Online store

Display filters = It will be possible to search for all the pick lists that correspond to a specific online store.
Do not display filters = It will not be possible to search for pick lists that correspond to a specific online store.

Warehouse

Display filters = It will be possible to search for all the pick lists that correspond to a specific warehouse.
Do not display filters = It will not be possible to search for pick lists that correspond to a specific warehouse.

Sort by

Shipping service provider

Select the shipping service provider from the drop-down list that is to receive a polling file.

With header

This is only visible if the shipping service provider DHL EasyLog is selected. Decide whether a header should be displayed.

Sorting

Decide how orders should be sorted within the polling file. Orders can be sorted in ascending or descending order by:
Order ID = Default setting
Invoice number
Item ID
Item number
Storage location position
Note: Only the first item of an order is taken into consideration for the sorting.

Sorting of 2nd level (optional)

Choose a second sorting option. The first option may sort multiple orders the same way. In other words, it may not always be completely clear which order should be sorted first, second, third, etc. In these cases, the option that was selected here will be used to sort the orders further. The same sorting options can be selected as above. In addition, the option None is available.

Separator

Choose a separator for the CSV file. The default separator changes depending on the shipping service provider.

Invoice for delivery order
(plentyBase/Terra only)

Select if invoices are to be created for orders that are split during item registration when delivery orders are created by clicking the Split order button.
Do not generate = An invoice is not created automatically for delivery orders.
Generate in main order = The invoice is created for the main order.

Invoice for delivery order
(plentyBase/Terra only)

Select if invoices are to be created for orders that are split during item registration when delivery orders are created by clicking the Split order button.
Do not generate = An invoice is not created automatically for delivery orders.
Generate in main order = The invoice is created for the main order.

Last

Only the last or newest document of the type is generated.

First

Only the first or oldest document of the type is generated.

All

All documents of the type are generated.

Show reverse stock button

If this option is activated, a button is displayed in the process that allows users to save a return and reverse stock simultaneously.

Show bigger item image preview

If this option is activated, a bigger preview item is displayed for each item while the process is running.

Return status

Select a status so that returns will be assigned this status when they are first created.

Return reason

Select a reason. Returns will receive this reason when they are first created. Go to Setup » Orders » Order types » Return to create reasons for returns.

Print item label

Do not print = No item labels will be printed while the procedure is running.
After booking in items = Item labels will be automatically printed after the returned items have been booked in.
Note: If the option Do not print has been selected, no additional settings are required in the Item labels area.

Printer configuration

Select a printer configuration for plentyBase that you have already saved in the system that should be used for printing item labels.

Label template

Select a label template that you have already saved in the system that should be used for printing item labels.

Number of labels

Select how many labels should be printed per item or variation while the procedure is running.
Booking quantity = One label will be printed for every copy of the item that is booked in.
1 to 50 = The selected number of labels will be printed for each copy of the item that is booked in.

Skip during process

No = The procedure will be displayed in the process and can be carried out.
Yes = The procedure will be skipped while the process is carried out.

Item status

Decide which item status should be used by default when the return is created. Go to Setup » Orders » Order types » Return to create item statuses for returns.

Item value

Enter a percentage. This percentage will be applied to returned items. This value will also be displayed once a return has been created. Open the return and click on the Overview tab. You will find the value next to the order items.

Note

Enter a note. This note will be saved in the returns.

Warehouse

Select a warehouse. Variations will be booked into this warehouse by default if the storage location of the order is not used.

Storage location

Select a storage location. Variations will be booked into this storage location by default if the storage location of the order is not used. For warehouses that have no storage location, you can select the option No storage location. In this case, the default storage location will be used.

Storage location for selected order item

Decide which warehouse individual order items should be reversed to.
Storage location of procedure settings = The combination of Warehouse and Storage location set here (see above) will be used.
Storage location of order = The order item is reversed to the warehouse saved with the order.

Storage location for all order items

Decide which warehouse variations should be reversed to, assuming that all of the order items should be returned.
Storage location of procedure settings = The combination of Warehouse and Storage location set here (see above) will be used.
Storage location of order = The order items are reversed to the warehouses saved with the order.

Item table columns

Select column headers. These columns will be included in the data table within the return.

Generate labels

Select one of the options to generate labels:
Always generate labels: New labels are registered and both existing as well as new labels are printed or saved.
Generate labels if none exist: If labels already exist, these labels will be printed or saved. If no labels exist, new labels will be registered and printed or saved.
Use existing labels: Only existing labels are printed or saved. If no labels exist, an error message is shown.

Return type

The options DHL Retoure enclosed return labels and DHL Retoure Online are available by default.
DHL Retoure enclosed return labels = Generates return labels that you enclose in the package that you send.
DHL Retoure Online = Generates return labels that you can provide customers online, e.g. in their customer account.
If additional shipping service providers for processing returns are integrated in your systems, those additional return types will automatically appear in the list and can then be selected.

Version

The versions supported by banks are listed in the drop-down list. Select the version that your bank can process. If necessary, check with your bank to find out which version format is expected.

Type

Select the file type that meets the requirements of your bank or online banking software.
ZIP archive = A ZIP file is created that contains several compressed XML files.
XML = The file is not zipped and is sent to your bank separately.
*Important:*If you selected XML, you cannot select the option Combine for the Transaction files setting because this combination would result in errors.

Transaction files

Decide whether the transaction files should be compiled into one file. Either way the bank will receive a ZIP file. This ZIP file either contains the combined file or the individual transaction files. If necessary, check with your bank to find out which version format is expected.

Accounting period

Decide when the transaction should actually be initiated. You can select 3, 4 or 5 days. This calculation starts from the time when the file was uploaded.

IBAN

Enter the International Bank Account Number (IBAN).

BIC

Enter the account’s Bank Identifier Code (BIC).

Account holder

Enter the account holder’s first and last name.

Designated use

Enter the designated use. The designated use must include a placeholder.
The following placeholders can be used:
[OID] = Order ID
[CID] = Contact ID
[INV] = Invoice number
[DBT] = Debtor account
The placeholders can be entered next to each other without separators, such as :[OID][CID][INV][DBT].

Do not pay order

Select if the order should be flagged as fully paid in the PlentyONE back end by default or if it should be flagged as unpaid (€ 0.00).

Version

The versions supported by banks are listed in the drop-down list. Select the version that your bank can process. If necessary, check with your bank to find out which version format is expected.
Note: There are two versions of PAIN008.002.02, one labeled “(NON SEPA countries)”. This version adds the required address data to direct debits from bank accounts outside the SEPA and European Economic Area.

Type

Select the file type that meets the requirements of your bank or online banking software.
ZIP archive = A ZIP file is created that contains several compressed XML files.
XML = The file is not zipped and is sent to your bank separately.
Important: If you selected XML as the File type, you cannot select the option Combine because this combination would result in errors.

Transaction files

Decide whether the transaction files should be compiled into one file. Either way the bank will receive a ZIP file. This ZIP file either contains the combined file or the individual transaction files. If necessary, check with your bank to find out which version format is expected.
Important: If you selected XML as the File type, then do not select the option Combine. This combination can result in errors. In this case, select the option Do not combine.

Type of mandate

SEPA core direct debit = Allows a biller to collect funds from a payer’s account, provided that a signed mandate has been granted by the payer to the biller.
SEPA business to business direct debit = Mandate enables business customers in the role of payers to make payments by direct debit.

Payment frequency

One-time payment = Standard orders
Recurring payment = Regularly occurring orders such as subscriptions, etc.

Type of debit

First debit = A customer’s first SEPA direct debit.
Recurring debit = After the first debit, direct debits will be collected as recurring debits.
You need to be able to register both types of direct debits in order for SEPA payments to be made correctly. Set up an individual process for each type of debit. Add the filter Type of debit to the work step to ensure that the direct debits are registered correctly.

Accounting period

Decide when the transaction should actually be initiated. You can select 3, 4 or 5 days. This calculation starts from the time when the file was uploaded.

IBAN

Enter the International Bank Account Number (IBAN).

BIC

Enter the account’s Bank Identifier Code (BIC).

Identification number

Enter the creditor identifier.

Account holder

Enter the account holder’s first and last name.

Designated use

Enter the designated use. The designated use must include a placeholder.
The following placeholders can be used:
[OID] = Order ID
[CID] = Contact ID
[INV] = Invoice number
[DBT] = Debtor account
The placeholders can be entered next to each other without separators, such as :[OID][CID][INV][DBT].

Do not pay order

Select if the order should be flagged as fully paid in the PlentyONE back end by default or if it should be flagged as unpaid (€ 0.00).

Shipping service provider

Select the shipping service provider from the drop-down list.

Default setting storage location

Decide which storage location should be pre-selected when you run the process. You will still be able to change this default setting while running the process. The following options are available:
Suggested storage location = The setting saved for the item under Tab: Stock » Tab: Warehouse will be used.
Available storage location
Storage locations in use

Storage location scan

Display = Select this option if you want the incoming item to be allocated directly to a storage location.
Do not display = Select this option if a random storage location should be allocated (also see Default setting storage location).

Purchase price

Display = The purchase price will be registered together with incoming items.
Do not display = The purchase price will not be registered with incoming items.

EAN

Decide whether the process should include a field that searches for items by their GTIN.

Item ID

Decide whether the process should include a field that searches for items by their item ID.

Item number

Decide whether the process should include a field that searches for items by their item number.

Supplier item No.

Decide whether the process should include a field that searches for items by their supplier item number.

Full text

Decide whether the process should include a full text search.

Automatic focus

Specifies which search field should your cursor should automatically be in when the process starts. Typically, this is whichever search field you use the most.

Destination when finished

Choose which procedure the process should continue with as soon as it has finished registering incoming items.

Default setting storage location

Decide which storage location should be pre-selected when you run the process. You will still be able to change this default setting while running the process. The following options are available:
Suggested storage location = The setting saved for the item under Tab: Stock » Tab: Warehouse will be used.
Available storage location
Storage locations in use
No storage location

Print item label

Select whether item labels for incoming items are to be printed individually After adding item, all at once After booking incoming items or not at all.

Printer configuration

Choose a printer.

Label template

Choose a template for the item labels.

Number of labels

Decide how many labels should be printed for each item. Choose a number between 1 and 10 or print according to the Booking quantity.

Quick intake

Decide whether you want to streamline the registration of incoming items.
No (default setting) = The form for entering item information opens every time an item is registered.
Yes = If the search result for a registered items is unique, the item is placed into the incoming items stack directly. The form for entering item information does not open. You can increase the number by registering/scanning the item again. Click on the item in the incoming items stack to the right to edit item information after items have been added.

Mode

Select Default.
Note: The other modes cannot be used.

Print item label

Do not print = No item label will be printed.
After booking incoming items = Item labels will be printed once the incoming item has been booked.
After adding item = Item labels will be printed once the item has been created.

Printer configuration

Select a printer configuration from the drop-down list.

Label template

Select a label template from the drop-down list.

Number of labels

Booking quantity = The number of labels printed is equivalent to the number of incoming items.
1 to 50 = The chosen number of labels will be printed.

Increase quantity
Decrease quantity
Apply
Apply and search
Book incoming items

Define keyboard shortcuts. No keyboard shortcuts are saved by default.
The shortcuts that you save here take priority over the shortcuts that were saved in the settings for a particular user account. If multiple tabs are available for carrying out a process, then the shortcuts for the active tab take priority.

Payment method

Select the payment method.

Designated use

Enter the designated use. The designated use must include a placeholder.
The following placeholders can be used:
[OID] = Order ID
[CID] = Contact ID
[INV] = Invoice number