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. Activating packing lists for the DocumentBuilder

To create packing lists via the DocumentBuilder you have to activate them first in the settings.

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If you activate the packing lists for the DocumentBuilder, you can’t create them in the Orders » Fulfillment menu anymore.

  1. Open the Setup » Documents » Settings menu.

  2. Activate (toggle_on) Packing list in the Document types switch area.

2. Setting up a document template for packing lists

You can create packing lists using the PlentyONE standard templates. If necessary, you can copy the standard template and adjust it for your needs.

2.1. Setting up document templates in DocumentBuilder

We recommend that you set up document templates in DocumentBuilder (menu: Setup » Documents » DocumentBuilder). For more information on how to use DocumentBuilder, refer to the manual page DocumentBuilder.

3. Generating a packing list

In the Orders » Orders menu you determine which orders your packing list should contain.

To generate a packing list, proceed as follows.

Generating a packing list:

  1. Go to Orders » Orders.

  2. Check (check_box) all orders that should be contained in the packing list.
    → The group functions in the header appear.

  3. Click on more_vert by the group functions in the header.
    → A drop-down list opens.

  4. Click on * check_boxCreate packing listcheck_box.
    → The Create packing list menu opens.

  5. Carry out the settings according to Table 1.

  6. Click on Create to create the packing list.

The packing list will be saved as an PDF file on every order that you selected for the packing list. To view the packing list, open one of the order that are on the packing list. In the Documents area you find every packing list that order is on.

Deleting packing lists
=== You delete the packing lists in order detail view. Note that if you delete a packing list in one order, it will be deleted in all orders that are listed in the packing list. ===
Table 1. Options in the Packing list submenu
Setting Explanation

Date

Select a date for the packing list.

This is a mandatory input.

Comment

Enter a comment that is shown on the packing list. The comment is only displayed, if the template in the DocumentBuilder has a*text widget* with the action manual comment. The comment will be displayed where the text widget is placed in the template.

This is an optional field.

Sorting

Determine how the orders are sorted:

* As selected: the orders are displayed in the order you checked them. * Order ID (ascending) * Order ID (descending)