Packing lists

In PlentyONE. you can generate packing lists as PDF files.
A packing list includes an overview of all order items included in the order. In addition, the order ID is displayed in the form of a barcode. This barcode can be scanned and thus allows outgoing items to be booked directly after the shipping process has been initiated.

1. Displaying item data

Use the options Show or Do not show in the menu Setup » Orders » Documents » Packing list to determine which item data should be displayed on your packing lists, such as Item ID, Quantity or Item image.

You can carry out individual settings for most of the fields described in Table 1 concerning the parameters width, font size and font weight that allow you to choose an individual layout of the packing list. Use the Preview () to check the results of the settings while preparing the document template.

In PlentyONE. the following data is displayed by default on the packing list. Thus, it is not affected by the settings carried out in the menu Setup » Orders » Documents » Packing list:

  • Customer name and address

  • Order ID

  • Order date

  • Item name and quantity

  • Shipping provider

  • Payment method

EN Settings Orders Documents Packing List 01
Figure 1. Options in the Packing list menu

Displaying item data:

  1. Go to Setup » Orders » Documents » Packing list.

  2. Carry out the settings. Pay attention to the information given in Table 1.

  3. Save () the settings.

Table 1. Options in the Packing list menu
Setting Explanation

Top margin

Enter a value (in mm) for the top margin of the page. Adjust this value, if you use a PDF template containing the company information and the logo at the top of the page and you want to position this "header" above the packing list.

Character set

Select a character set that should be used for coding the packing list.

How order information texts are displayed

Determine which information texts should be displayed on the packing list. Select between the options Customer wishes & Order information texts and Customer wishes only. Image 2 shows how the customer wishes (blue arrow) and order information texts (red arrow) are displayed on the packing list.
Customers can enter specific wishes for their order in the My account area of the online shop. This is done in the Notes section of the order history.
Information texts for specific orders can also be saved in the Notes section of the Orders » Orders menu.

Item bundle display

Determine which information about item bundles should be displayed on the packing list. Item bundles and the bundle components of the bundles can be displayed. Either select the option Item bundles and bundle components to display both or only select one of the options (Item bundle only or Bundle components only).

Quantity

Determine how the quantity of items should be displayed on the packing list.

Barcode

Determine how the barcode should be displayed on the packing list. Choose between the options GTIN13 and CODE128.

Item ID

Determine how the item ID should be displayed on the packing list.

Variation ID

Determine how the variation ID should be displayed on the packing list.

Variation No.

Determine how the variation number should be displayed on the packing list.

GTIN

Determine how the GTIN should be displayed on the packing list.

External variation ID

Determine how the external variation ID, e.g. as assigned by your supplier, should be displayed on the packing list.

Order characteristics

Determine how the order characteristics should be displayed on the packing list. For further information on managing properties in general and order properties, refer to the Managing properties page of the manual.

Storage location

Determine how the storage location name should be displayed on the packing list. Choose between displaying the storage location name only and different combinations of warehouse information, such as Warehouse/storage location name.

Item image

Determine how an image of the ordered variation should be displayed on the packing list.
Note: In order to display the main image on the packing list, you have to assign position 0 in the image settings.

BBD

Determine how the best before date should be displayed on the packing list.

Batch

Determine how the batch number should be displayed on the packing list.

Telephone number

Determine how the telephone number should be displayed on the packing list.

Email

Determine whether the email address should be displayed on the packing list.

A packing list based on the settings shown in image 1 looks as follows.

EN Settings Orders Documents Packing List 02

2. Uploading a PDF template

Uploading the PDF template:

  1. Go to Setup » Orders » Documents » Packing list.

  2. Open the PDF template tab.

  3. Open the New template tab.

  4. Click on Choose file.

  5. Select the PDF document template.

  6. Save () the settings.
    → The PDF template appears in the Templates tab. In this tab, you can preview or delete the PDF template.

If your template contains a header, you should position the header above the actual packing list. Make sure that the top margin is wide enough for your header and adjust the value if necessary (see Table 1).

3. Generating a packing list

After having carried out the settings according to Table 1 , you can determine which orders should be included in the packing list in the Orders » Fulfillment menu. In this menu, a Search filter allows you to select the orders and to determine how they should be sorted on the packing list.

To generate a packing list, proceed as follows.

Generating a packing list:

  1. Go to Orders » Fulfilment.

  2. In the line Packing list click on the small plus.

  3. Carry out the settings according to Table 2. Note that the settings comprise Search filters as well as Procedures.

  4. Click on the gear-wheel () to generate the packing list.

Table 2. Options in the Packing list submenu
Setting Explanation

Search filter

Order status

Select the status of the orders for which the packing list should be generated from the drop-down list.

Owner

Select the owner from the drop-down list for which the packing lists should be generated or select ALL if packing lists should be generated for all owners.

Client (store)

Standard = only standard shop
ALL = shop and clients

Warehouse

Select a warehouse from the drop-down list for which the packing lists should be generated or select ALL if packing lists should be generated for all warehouses.

Sorting

From the drop-down list, select the method for sorting the items on the packing list. The options Order ID, Invoice number and Item ID are available for different sorting methods.

Limit

Select how many orders should be handled at a time. Set a value between 50 and 200.
The maximum number that can be handled at a time equals the maximum of orders that can be selected. If more than the maximum number of orders should be handled, repeat the process accordingly. The lower the chosen limit, the more efficient is the system performance.

Procedure

Change order status

Choose an order status to which the orders should to be changed after the packing lists have been created.
The status change is an important tool to make sure that the process is not carried out twice for orders that have already been processed.

The link Change packing list takes you to the settings in the menu Setup » Orders » Documents » Packing list, in which the document settings and the PDF template for the packing list are configured.

Warning: Whenever you carry out changes in this menu and save the settings, other users are logged out automatically and need to log in again. This ensures that the changes also apply to the other user profiles. Thus, make sure to inform other users before making any changes.