Pick-up delivery

Goods are picked-up? Use the document pick-up delivery, also called pick-up/delivery note, for this. You can generate this as a PDF file. for example to print it or to send it as an email attachment to your customers.

1. Setting up a document template for pick-up deliveries

You can create pick-up deliveries directly using the PlentyONE standard templates. If necessary, you can copy the standard template and adjust it for your needs.

1.1. Setting up document templates in DocumentBuilder

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

2. Generating a single pick-up delivery

You can generate a pick-up delivery document manually for different order types. To do so, proceed as follows.

Generating a pick-up delivery document manually:

  1. Go to Orders » Orders. → The order overview opens.

  2. Carry out the search (search) to display orders.

  3. Open the order for which you want to generate a pick-up delivery.

  4. Go to the Documents area.

  5. On the right, click on Create document (add).

  6. Select the Pick-up delivery document from the drop-down list.
    → The window Create document: Pick-up delivery opens.

  7. Enter a date that should be displayed on the pick-up delivery.

  8. Optionally enter a comment that should be displayed on the pick-up delivery.

  9. Click on Create (add).
    → The pick-up delivery is created and added to the Documents area.