Return slips

In PlentyONE. you can generate return slips as PDF files, for example if you want to print them or send them to your customers as an email attachment. This way, customers can enclose the return slips to their shipments when returning or exchanging items.

1. Setting up a document template for repair slips

You can create return slips 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 return slip

In some cases it makes sense to generate a return slip for a particular order manually. This is done in the order overview for original main orders and return orders alike.

In PlentyONE. you can manually generate a single return slip directly in the order. The generated return slip then lists all items contained in the order. Use this method to add a blank return slip to every order shipped to your customers. Further information can be found in the create return label chapter.

Generating a single return slip:

Go to Orders » Orders.
→ The order overview opens.
Carry out the search () to display orders.
Open the order for which you want to generate a return slip. Note that orders can only be opened in the list view.
Go to the Documents area.
At the top left, click on Create document ().
Select the Return slip document from the drop-down list.
→ The window Create document: Return slip opens.
Enter a date that should be displayed on the return slip.
Enter an optional comment that will be displayed on the return slip.
Click on Create ().
→ The return slip is created and added to the Documents area.

3. Generating multiple return slips

If you want to generate several return slips at once, use the search filters in the Orders » Fulfilment menu to determine the orders for which return slips should be generated. In addition, you can determine whether a status change should take place after the return slips have been generated.

Generating multiple return slips:

Go to Orders » Fulfilment.
In the line Generate return slips click on the small plus.
Carry out the settings according to Table 1.
Note that the settings comprise Search filters as well as Procedures.
Click on the gear-wheel () to generate the return slips.
→ A PDF file containing the return slips for the previously selected orders opens.

Table 1. Options for **Generate return slips**
Setting	Explanation
Search filter
Order status	Select the status of the orders for which return slips should be generated from the drop-down list.
Owner	Select the owner of the orders from the drop-down list for which the return slips should be generated or select ALL if return slips should be generated for all owners.
Location	Select a location from the drop-down list for which the return slips should be generated.
Warehouse	Select a warehouse from the drop-down list for which the return slips should be generated or select ALL if return slips should be generated for all warehouses.
Payment method	Select a payment method from the drop-down list for which the return slips should be generated or select ALL if return slips should be generated for all payment methods.
Sorting	Determine how the generated return slips are sorted. The options Order ID, Customer ID* and Item ID are available for different sorting methods.
Limit	Determine the maximum number of return slips that should be generated at once. The maximum is 200.
Procedure
Change order status	Choose an order status to which the orders are to be changed after the return slips are 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.
Comment	Optionally enter a comment that should be displayed on the return slips below the order items.