refurbed (Setup via Channel Control Centre)

The marketplace refurbed offers renewed products at a reduced price that are more sustainable than new products. This includes for example mobile phones, laptops, tablets or smartwatches.

Channel Control Centre

This page explains the setup process for refurbed via the menu Sales Channels » Channel Control Centre. If your system features the Sales Channels » Accounts menu instead, then you can find instructions on how to set up refurbed via the menu Sales Channels » Accounts here.
Open beta phase

The refurbed integration is currently in the open beta phase. If you want to register, send an email to seller@refurbed.com.

1. Becoming a seller at refurbed

Send an email to seller@refurbed.com in order to register as a seller with refurbed so you can offer your products on refurbed. Afterwards, you will receive your access data that are required for the setup in PlentyONE.

2. Frequency of data exchange

After you have set up refurbed in PlentyONE, data is exchanged with the market in the intervals described in Table 1.

Table 1. Frequency of data exchange
Data Interval

Order import

every 15 minutes

Import returns

hourly

3. Setting up the data exchange

In order for the interface to successfully carry out the order import and the import of returns, at least the settings in the following table are required.

Table 2. Mandatory settings for refurbed
Settings section Settings

Order import

Basic settings for the sales channel in the menu Sales Channels » Channel Control Centre:

  • refurbed is added as a sales channel to your system.

  • The following channel settings for refurbed are carried out:

    • The account has been connected via the CONNECT button by entering the token.

    • The toggle button Order import has been activated.

    • An AfterShip carrier has been selected.

  • The following general settings for refurbed are carried out:

Import returns

Basic settings for the sales channel in the menu Sales Channels » Channel Control Centre:

  • refurbed is added as a sales channel to your system.

  • The following channel settings for refurbed are carried out:

    • The account has been connected via the CONNECT button by entering the token.

    • The toggle button Import returns has been activated.

    • An AfterShip carrier has been selected.

  • The following general settings for refurbed are carried out:

4. Setting up refurbed in PlentyONE

First, add refurbed as a sales channel in the Channel Control Centre and carry out the channel settings to set up the sales channel in PlentyONE. To do so, proceed as described below.

4.1. Sales channel overview

In the Channel Control Centre you can find an overview of the sales channels set up in your system.

Table 3 explains the different tiles visible in the Sales Channels » Channel Control Centre menu.

Table 3. Tile components in the Sales Channels » Channel Control Centre menu
Component Explanation

Name

The name of the sales channel.

more_vert More

Click here to display more actions for a sales channel.

list Listings

Opens the overview of the product and offer listings for this sales channel.

settings Settings

Opens the respective Settings menu of the sales channel.

delete Delete sales channel

Deletes the sales channel from the overview.

4.2. Adding the sales channel

First, add refurbed as a sales channel in the Channel Control Centre.

Adding a sales channel:

  1. Open the Sales Channels » Channel Control Centre menu.

  2. Click Add sales channel (add).
    → The menu Add sales channel opens.

  3. Click Continue in the tile of refurbed.

  4. Enter a name for the sales channel.

  5. If asked to, select the Client (Shop) from the drop-down list.

  6. Click add Add refurbed.
    → The sales channel for refurbed is added.

4.3. Carrying out the channel settings

Next, carry out the channel settings for refurbed.

Carrying out the channel settings for refurbed:

  1. Go to Sales Channels » Channel Control Centre.

  2. Click on the tile for refurbed.
    → The tab General settings opens.

  3. Switch to the tab Channel settings.

  4. Carry out the settings. Pay attention to the explanations given in Table 4.
    Note: You can only carry out the settings in the General, Orders, Shipping zone and Shipping label creation sections once you have correctly entered the token that you received from refurbed in the CONNECT section and clicked CONNECT.

  5. Click Save (save).
    → The settings are saved.

Table 4. Channel settings for refurbed
Setting Explanation

CONNECT (link)

Click here to connect to refurbed. Enter the token you received from refurbed and click CONNECT (link).

General

Active

Activate (toggle_on) the account in order to enable the data exchange with refurbed.

Orders

Order import

Activate the order import (toggle_on) to import orders from refurbed in PlentyONE.
For the order import, can optionally select a start date and start time. This is especially helpful if you have used the refurbed plugin before and now want to change to the marketplace integration. By using these settings, you can import your orders starting from the time of the change.

Assign VAT rates via PlentyONE

Activate this option if VAT rates should be calculated by PlentyONE based on the variations contained in the order during order import. This will overwrite the VAT rate set by refurbed.
This option is deactivated by default. This means that by default, refurbed orders are imported into PlentyONE using the VAT rate set by refurbed.

Importing returns

Activate the import of returns (toggle_on) to import returns from refurbed in PlentyONE.
In the Status for confirmed refunds field, you can optionally select a status for orders that have been refunded.

Shipping zone

AfterShip carrier

Select an AfterShip carrier from the drop-down list.

Shipping label creation
The settings in this section are required if you want to use the shipping service provider Refurbed Shipping to ship your items.

Warehouses
Delivery address

Map your PlentyONE warehouse to the corresponding refurbed delivery address.
Note: You can obtain the refurbed delivery address from your refurbed account manager. It is required for shipping label creation.

4.4. Adjusting the general settings

In the menu General settings you may adjust how the sales channel appears and behaves in your system. The functions in this menu are explained in detail in this chapter.

4.4.1. Renaming the sales channel

You can rename the sales channel at any time via the general settings. To do so, proceed as follows.

Renaming a sales channel:

  1. Go to Sales Channels » Channel Control Centre.

  2. Open the sales channel for refurbed.
    → The General settings menu opens.

  3. Enter a new Channel name.

  4. Click Save (save).
    → The new channel name is saved.

4.4.2. (De)activating the data exchange

You can completely activate or deactivate the data exchange of a sales channel with its respective marketplace via a single toggle in the general settings. To do so, proceed as follows.

(De)activating the data exchange:

  1. Go to Sales Channels » Channel Control Centre.

  2. Open the sales channel for refurbed.

  3. Switch to the menu settings General settings.

  4. Activate the Data exchange active toggle to activate the data exchange between your PlentyONE system and the marketplace.
    OR: Deactivate the Data exchange active toggle to deactivate the data exchange between your PlentyONE system and the marketplace.

  5. Click Save (save) to save your settings.

4.5. Deleting the sales channel

In the overview of the Channel Control Centre, you can delete the refurbed sales channel and the account associated with it. Note that only inactive sales channels that do not have any orders connected can be deleted. Before deleting the sales channel, make sure that no orders exist anymore for that sales channel and that the data exchange is deactivated.

Deleting the sales channel:

  1. Go to Sales Channels » Channel Control Centre.

  2. Click More (more_vert) in the tile for refurbed.
    → A drop-down list with further options appears.

  3. Click Delete sales channel (delete).
    → A pop-up for deleting the sales channel opens. If you want to delete the sales channel, confirm the pop-up by clicking delete DELETE SALES CHANNEL.
    → The sales channel is deleted.

4.6. Activating the order referrer

Go to Setup » Orders » Order referrer to activate the order referrer. This ensures that orders are assigned to the correct sales channel.

What is an order referrer?

An order referrer tags an order with the sales channel on which the order was generated. Sales channels can be e.g. your online shop or markets on which you sell your items. Each sales channel has an individual order referrer. Some order referrers are available by default in your PlentyONE system. Further order referrers are added e.g. if you install a new plugin. For further information about the order referrer, see the page Order referrer of the PlentyONE manual.

Activating the order referrer for refurbed:

  1. Go to Setup » Orders » Order referrer.

  2. Click Search (search).

  3. In the list, navigate to the option refurbed with the ID 183.00.

  4. On the right of the referrer’s line, click Edit (edit).
    → The window Edit referrer opens.

  5. Activate the option Visible in selection (toggle_on).

  6. Click SAVE (save).
    → The referrer is active.

Change to new referrer required for plugin users

If you are already using the refurbed plugin and you want to change to the marketplace integration, it is required to use the new referrer.

5. Order processing

This chapter first provides an overview of the order and return workflows for refurbed. It then covers features for shipping and return tracking.

5.1. Workflow of an order

  • Your items are listed on refurbed.

  • Customers place an order on refurbed.

  • The order is imported in PlentyONE and already contains all data.
    Note: Orders with differential taxation are imported with a VAT rate of 0%
    Tip: You can optionally accept or reject orders via flow. If you don’t use a flow, orders are accepted automatically.

  • The order is shipped.

  • The shipping confirmation must be sent to refurbed by flow.

  • The invoice must be uploaded to refurbed via flow.
    → The invoice is sent to the customer via flow.

Further notes on the order process:

  • In order to send items, make sure that a package number exists on the order.

  • If you want to have different serial numbers for specific items, create two separate delivery orders.

  • Even if an order is split into several delivery orders, you can only create an invoice for a complete order.

  • If a return label exists, you can find it in the Notes section of the respective order.

  • If your customer has provided a private VAT ID, you can find it in the Additional information (Name 4) field in the Addresses section of the respective order.

5.2. Workflow of a return

  • Your items are listed on refurbed.

  • Customers place an order on refurbed.

  • The order is imported in PlentyONE and already contains all data.
    Note: Orders with differential taxation are imported with a VAT rate of 0%
    Tip: You can optionally accept or reject orders via flow. If you don’t use a flow, orders are accepted automatically.

  • The order is shipped.

  • The shipping confirmation must be sent to refurbed by flow.

  • The invoice must be uploaded to refurbed via flow.
    → The invoice is sent to the customer via flow.

  • Customers can return the entire order or individual items.

  • The return is imported into PlentyONE.
    Note: To import returns, you must activate the toggle Import returns in the channel settings and select an AfterShip carrier.

  • You must provide the customer with a return label or coordinate the return via email.

  • Customers send the return to you.

  • Once you have received the return, the return must be reported to refurbed by flow.

  • The refund is initiated.

  • When the refund amount is sent to refurbed, a debit payment for the refund amount is added to the order in PlentyONE.
    Note: You can find the payment under Orders » Orders » [Open order] in the Assigned payments section. Click on the Payment ID to view the payment details. The payment contains:

    • the refunded Amount,

    • the Status,

    • the Received on date,

    • and in the Reason for payment field, the Order ID or, in the case of a partial return, the Order Item ID.

5.3. Optional: Using Refurbed Shipping (DHL Express)

You can use the shipping service provider Refurbed Shipping to ship your items. Currently, only DHL Express is supported.
Note: If you want to sell items via refurbed Switzerland, using Refurbed Shipping is mandatory. For more information, see Setting up sales to Switzerland.

Using Refurbed Shipping:

  1. Go to Sales Channels » Channel Control Centre.

  2. Click on the tile for refurbed.
    → The tab General settings opens.

  3. Switch to the tab Channel settings.

  4. In the Shipping label creation section, map your PlentyONE warehouse to the corresponding refurbed delivery address.
    Note: You can obtain the refurbed delivery address from your refurbed account manager. It is required for shipping label creation.

  5. Confirm the order on refurbed.
    Tip: You can use a flow for this.

  6. Go to Orders » Shipping centre.

  7. Open the required order.

  8. Click Register shipment () in the top left of the toolbar.
    → The window Register shipment opens.

  9. Select Refurbed Shipping from the Shipping service provider drop-down list.

  10. Optional: Select an Order status in case of success and an Order status in case of error.

  11. Click REGISTER SHIPMENT (save).
    The shipping label and package number are automatically saved to the order. You can download the label in the Packages section of the order and then print it.

5.4. Setting up sales to Switzerland

You can also sell your items via the sales channel refurbed Switzerland. To do so, proceed as follows.

Setting up sales to Switzerland:

  1. Contact your refurbed account manager to have sales to Switzerland enabled.
    Note: The activation process includes the following steps:

    • Your account manager enables shipping via DHL Express. This is required because Refurbed Shipping must be used for shipments to Switzerland, and currently only DHL Express is supported by Refurbed Shipping.

    • The information required for customs clearance is collected.

    • You participate in an onboarding session for selling to Switzerland.

  2. Set up Refurbed Shipping by mapping a warehouse in PlentyONE to the corresponding refurbed delivery address in the channel settings.
    Important: Using Refurbed Shipping is mandatory for shipping to Switzerland.

5.5. Assigning serial numbers

You can assign an IMEI number (International Mobile Equipment Identity) (for smartphones) or a serial number (for items in any other category) to each item. This number allows you to track shipped items and identify your returns. To do so, enter the IMEI number or the serial number in the item data record and allow the item to be scanned during picking. The IMEI number or serial number is then automatically assigned to the order.

Entering serial numbers:

  1. Go to Item » Items » [Open item].
    → The data record opens.

  2. At the top in the toolbar, click More (more_vert).
    → A drop-down list with further options appears.

  3. Click Item serial numbers (123).
    → The Item serial numbers window opens.

  4. Click Add an item serial number (add).
    → The input field for the serial number opens.

  5. Enter the IMEI or serial number under Serial number.
    Note: IMEI numbers must have 15 digits.

  6. Click NEXT.
    → A summary of the input is displayed.

  7. Click CREATE SERIAL NUMBER.
    → The IMEI or serial number is saved and you can track your return.

  8. Click CLOSE.

Enable your warehouse employee to scan the serial number of the item by activating the function in the item data record.

Making it possible to scan an item:

  1. Go to Item » Items » [Open item].
    → The data record opens.

  2. Select the setting Yes for the option Serial number in the Settings section.

  3. Click Save (save).
    → The settings are saved.

To track your return by serial number, go to Orders » Orders and search the order using the Serial number filter. If the serial number filter is not displayed, you can add it in the editing mode.

Note: Whenever a return from refurbed is imported in PlentyONE, the tracking URL of the returned item will be attached as an order note, too.

5.6. Preparing a document template for commercial invoices

Orders from Switzerland require the issuing of commercial invoices. Commercial invoices are a special type of invoice that is primarily used in customs procedures. A commercial invoice must contain some additional information that would not be required in a regular invoice.

You can prepare a template for commercial invoices in the DocumentBuilder. Use either a copy of the default template for invoices or a custom template and add all additional mandatory details. To do so, carry out the four steps described in the instructions below.

Tip: Are you new to order documents? Then read up on order documents first.

5.6.1. Step 1: Creating a template for commercial invoices

Create a separate template for commercial invoices and adjust it until it includes all mandatory information, for example:

  • Customer VAT number

  • Delivery date

Note: The following example uses a copy of the default template for invoices. If you have already created your own template for refurbed invoices, you may need to add the required widgets via drag-and-drop.

Creating a template for commercial invoices:

  1. Go to Setup » Documents » DocumentBuilder.

  2. Open the template you use for refurbed invoices.

  3. Click More (more_vert) in the toolbar and select the option Copy template.

  4. In the Copy template window, select the document type Invoice or Custom order document.
    → A copy of the template is created in your system and opened immediately.

  5. Click Open Editor (edit).
    → The editor opens and the widgets are loaded.

  6. Adjust the template until it includes all mandatory information.

  7. Click Save (save).
    → The necessary information is shown on invoices.

5.6.2. Step 2: Enabling the template

To ensure the template is only used for refurbed orders from Switzerland, you only enable it for the refurbed order referrer and the delivery country Switzerland.

Enabling the invoice template for Refurbed:

  1. Go to Setup » Documents » DocumentBuilder.

  2. Open the template you use for refurbed commercial invoices.

  3. Click Referrer in the Order settings section.
    → A drop-down list with all active referrers opens.

  4. Deselect all referrers except Refurbed.

  5. Click Delivery country in the Order settings section.
    → A drop-down list with all delivery countries set up in your system opens.

  6. Deselect all delivery countries except Switzerland.

  7. Click Save (save).
    → The invoice template is exclusively used for orders from Switzerland with the order referrer Refurbed.

5.6.3. Optional: Step 3: Checking the preview

Before activation, check whether all information is displayed correctly on the delivery note.

Displaying the preview:

  1. Go to Setup » Documents » DocumentBuilder.

  2. Open the template you use for refurbed commercial invoices.

  3. Click Show preview (visibility) at the top.

5.6.4. Step 4: Activating the template

Activate the template so that it can be used for refurbed orders.

Activating the template:

  1. Go to Setup » Documents » DocumentBuilder.

  2. Click the context menu (more_vert) on the far right side in the row of your refurbed template for commercial invoices.

  3. Click task Activate template.

  4. Confirm your decision.
    Or: Open the template and click the Activate Template toggle (toggle_off) at the top.
    → The template is activated.
    Note: You can only activate a template if no other template in DocumentBuilder has exactly the same settings. Moreover, if a template is in an activated state, you cannot make changes to it (except to the name).

6. Automating order processing

Create event-based flows to automatically inform refurbed about changes to the order status. The following actions are available for refurbed in the PlentyONE Flow Studio:

  • Automatically inform refurbed that the order was confirmed. (How?)

  • Automatically inform refurbed that the order was rejected. (How?)

  • Automatically inform refurbed that the order was cancelled. (How?)

  • Automatically inform refurbed that the items have been shipped. (How?)

  • Automatically upload invoices to refurbed. (How?)

  • Automatically upload commercial invoices to refurbed. (How?)

  • Automatically inform refurbed that an item was refunded. (How?)

  • Mark serial numbers that have become available again due to returns and can be reused. (How?)

What is PlentyONE Flow?

With PlentyONE Flow (short: "Flow"), you can automate workflows for your business processes. Flow provides you with two functions in the Automation menu:

  • In Flow Studio, you create and configure automated workflows. Depending on the trigger type, there are three flow types: event-based, time-based or manual.

  • In the Flow Tracker, you can monitor running or completed workflows.

The central element in both functions is the Canvas – a graphical interface on which the workflows are visualised with Actions and Controls. In Flow Studio the canvas can be edited, in Flow Tracker it is only used for visualisation and is therefore read-only.

6.1. Reporting order confirmation to refurbed

Create an event-based flow to automatically inform refurbed about the order confirmation.

Creating an event-based flow

  1. Go to Automation » Flow Studio.

  2. Click Create flow (add).
    → A stepper opens and guides you through the following three steps.

    1. General

      1. Enter a unique name and, if necessary, a description for the new flow.

      2. Click Next.

    2. Trigger

      1. Select Event-based as the trigger.

      2. Click Next.

    3. Settings

      1. If desired, select a UI from the optional drop-down list Flow available in.
        → The option to manually trigger the flow directly from the selected UI is added to the group functions in that UI.
        Note: UIs currently selectable: Order UI.

      2. From the drop-down list Trigger selection, select the event according to Table 5.
        Note: If the trigger event has additional settings, then these are invariably mandatory. Without performing these settings, you will not be able to save the flow.

      3. Save () the settings.
        → The flow is created.
        → The Flow Studio Canvas appears, on which two elements are already displayed: The trigger type and the placeholder for the next step.
        Note: With some event-based flows you cannot save the flow if it consists of only a trigger. In such cases, you need to add at least one further step.

  3. Configure the new flow according to Table 5.

  4. Save () the settings.

Note: The selected statuses, controls and filters in Table 5 only serve as an example. Select the statuses, controls and filters for the flow which best suit your workflow.

Table 5. Event-based flow to report an order confirmation to refurbed
Setting Option Selection

Trigger selection

Select a trigger, for example:

  • Order > Order status changed

Select an order status, for example:

  • [5] Cleared for shipping

Controls

Branch

  • Object type: Order

  • Filter settings for the branch:

Note: If you want to use multiple filters, add the additional filters as conditions (playlist_add). Select AND as the relationship between the conditions.

Filter Operator Input field

Order > Order type

Is in (IN)

Sales order

Order > Order referrer

Is in (IN)

refurbed

Actions

Plugin (Legacy) > Refurbed

refurbed: Send order confirmation to refurbed

6.2. Reporting order rejection to refurbed

Create an event-based flow to automatically inform refurbed about the rejection of an order.

Creating an event-based flow

  1. Go to Automation » Flow Studio.

  2. Click Create flow (add).
    → A stepper opens and guides you through the following three steps.

    1. General

      1. Enter a unique name and, if necessary, a description for the new flow.

      2. Click Next.

    2. Trigger

      1. Select Event-based as the trigger.

      2. Click Next.

    3. Settings

      1. If desired, select a UI from the optional drop-down list Flow available in.
        → The option to manually trigger the flow directly from the selected UI is added to the group functions in that UI.
        Note: UIs currently selectable: Order UI.

      2. From the drop-down list Trigger selection, select the event according to Table 6.
        Note: If the trigger event has additional settings, then these are invariably mandatory. Without performing these settings, you will not be able to save the flow.

      3. Save () the settings.
        → The flow is created.
        → The Flow Studio Canvas appears, on which two elements are already displayed: The trigger type and the placeholder for the next step.
        Note: With some event-based flows you cannot save the flow if it consists of only a trigger. In such cases, you need to add at least one further step.

  3. Configure the new flow according to Table 6.

  4. Save () the settings.

Note: The selected statuses, controls and filters in Table 6 only serve as an example. Select the statuses, controls and filters for the flow which best suit your workflow.

Table 6. Event-based flow to report an order rejection to refurbed
Setting Option Selection

Trigger selection

Select a trigger, for example:

  • Order > Order status changed

Select an order status, for example:

  • [8] Cancelled

Controls

Branch

  • Object type: Order

  • Filter settings for the branch:

Note: If you want to use multiple filters, add the additional filters as conditions (playlist_add). Select AND as the relationship between the conditions.

Filter Operator Input field

Order > Order type

Is in (IN)

Sales order

Order > Order referrer

Is in (IN)

refurbed

Actions

Plugin (Legacy) > Refurbed

refurbed: Send order rejection to refurbed

6.3. Reporting order cancellation to refurbed

Create an event-based flow to automatically inform refurbed about the cancellation of an order.

Creating an event-based flow

  1. Go to Automation » Flow Studio.

  2. Click Create flow (add).
    → A stepper opens and guides you through the following three steps.

    1. General

      1. Enter a unique name and, if necessary, a description for the new flow.

      2. Click Next.

    2. Trigger

      1. Select Event-based as the trigger.

      2. Click Next.

    3. Settings

      1. If desired, select a UI from the optional drop-down list Flow available in.
        → The option to manually trigger the flow directly from the selected UI is added to the group functions in that UI.
        Note: UIs currently selectable: Order UI.

      2. From the drop-down list Trigger selection, select the event according to Table 7.
        Note: If the trigger event has additional settings, then these are invariably mandatory. Without performing these settings, you will not be able to save the flow.

      3. Save () the settings.
        → The flow is created.
        → The Flow Studio Canvas appears, on which two elements are already displayed: The trigger type and the placeholder for the next step.
        Note: With some event-based flows you cannot save the flow if it consists of only a trigger. In such cases, you need to add at least one further step.

  3. Configure the new flow according to Table 7.

  4. Save () the settings.

Note: The selected statuses, controls and filters in Table 7 only serve as an example. Select the statuses, controls and filters for the flow which best suit your workflow.

Table 7. Event-based flow to report order cancellations to refurbed
Setting Option Selection

Trigger selection

Select a trigger, for example:

  • Order > Order status changed

Select an order status, for example:

  • [8.1] Cancelled by customer

Controls

Branch

  • Object type: Order

  • Filter settings for the branch:

Note: If you want to use multiple filters, add the additional filters as conditions (playlist_add). Select AND as the relationship between the conditions.

Filter Operator Input field

Order > Order type

Is in (IN)

Sales order

Order > Order referrer

Is in (IN)

refurbed

Actions

Plugin (Legacy) > Refurbed

refurbed: Send order cancellation to refurbed

6.4. Sending shipping confirmation to refurbed

Create an event-based flow to automatically inform refurbed when you have shipped the items of an order.

Creating an event-based flow

  1. Go to Automation » Flow Studio.

  2. Click Create flow (add).
    → A stepper opens and guides you through the following three steps.

    1. General

      1. Enter a unique name and, if necessary, a description for the new flow.

      2. Click Next.

    2. Trigger

      1. Select Event-based as the trigger.

      2. Click Next.

    3. Settings

      1. If desired, select a UI from the optional drop-down list Flow available in.
        → The option to manually trigger the flow directly from the selected UI is added to the group functions in that UI.
        Note: UIs currently selectable: Order UI.

      2. From the drop-down list Trigger selection, select the event according to Table 8.
        Note: If the trigger event has additional settings, then these are invariably mandatory. Without performing these settings, you will not be able to save the flow.

      3. Save () the settings.
        → The flow is created.
        → The Flow Studio Canvas appears, on which two elements are already displayed: The trigger type and the placeholder for the next step.
        Note: With some event-based flows you cannot save the flow if it consists of only a trigger. In such cases, you need to add at least one further step.

  3. Configure the new flow according to Table 8.

  4. Save () the settings.

Note: The selected statuses, controls and filters in Table 8 only serve as an example. Select the statuses, controls and filters for the flow which best suit your workflow.

Table 8. Event-based flow to send shipping confirmations to refurbed
Setting Option Selection

Trigger selection

Select a trigger, for example:

  • Order > Order status changed

Select an order status, for example:

  • [7] Outgoing items booked

Controls

Branch

  • Object type: Order

  • Filter settings for the branch:

Note: If you want to use multiple filters, add the additional filters as conditions (playlist_add). Select AND as the relationship between the conditions.

Filter Operator Input field

Order > Order type

Is in (IN)

Sales order and Delivery order

Order > Order referrer

Is in (IN)

refurbed

Actions

Plugin (Legacy) > Refurbed

refurbed: Send fulfillment to refurbed
Deliveries to Switzerland

When the delivery country for an order is Switzerland this flow exports some additional information required for deliveries to Switzerland for each item in the delivery. Table 9 contains information on what data that is and where it is stored in your PlentyONE system.

Table 9. Additional item data required for deliveries to Switzerland
Information Data field in PlentyONE

Weight

  • Item » Items » [Open variation] » Tab: Product details » Section: Dimensions and content » Gross weight in grams

  • Item » Items » [Open variation] » Tab: Product details » Section: Dimensions and content » Net weight in grams

Manufacturing country

Item » Items » [Open item] » Tab: General » Section: Settings » Manufacturing country

HS code

Item » Items » [Open variation] » Tab: Pricing » Section: Costs » Customs tariff number

Make sure to keep these data fields up to date for any items you want to offer in Switzerland.

6.5. Sending invoice to refurbed

Create an event-based flow to automatically upload invoices to refurbed.

Creating an event-based flow

  1. Go to Automation » Flow Studio.

  2. Click Create flow (add).
    → A stepper opens and guides you through the following three steps.

    1. General

      1. Enter a unique name and, if necessary, a description for the new flow.

      2. Click Next.

    2. Trigger

      1. Select Event-based as the trigger.

      2. Click Next.

    3. Settings

      1. If desired, select a UI from the optional drop-down list Flow available in.
        → The option to manually trigger the flow directly from the selected UI is added to the group functions in that UI.
        Note: UIs currently selectable: Order UI.

      2. From the drop-down list Trigger selection, select the event according to Table 10.
        Note: If the trigger event has additional settings, then these are invariably mandatory. Without performing these settings, you will not be able to save the flow.

      3. Save () the settings.
        → The flow is created.
        → The Flow Studio Canvas appears, on which two elements are already displayed: The trigger type and the placeholder for the next step.
        Note: With some event-based flows you cannot save the flow if it consists of only a trigger. In such cases, you need to add at least one further step.

  3. Configure the new flow according to Table 10.

  4. Save () the settings.

Note: The selected statuses, controls and filters in Table 10 only serve as an example. Select the statuses, controls and filters for the flow which best suit your workflow.

Table 10. Event-based flow to send invoices to refurbed
Setting Option Selection

Trigger selection

Select a trigger, for example:

  • Document > Document created

Select a document type, for example:

  • Invoice

Controls

Branch

  • Object type: Order

  • Filter settings for the branch:

Note: If you want to use multiple filters, add the additional filters as conditions (playlist_add). Select AND as the relationship between the conditions.

Filter Operator Input field

Order > Order type

Is in (IN)

Sales order

Order > Order referrer

Is in (IN)

refurbed

Order > Delivery country

Is not in (NIN)

Switzerland

Actions

Plugin (Legacy) > Refurbed

refurbed: Send invoice to refurbed

6.6. Uploading commercial invoices to refurbed

Create an event-based flow to automatically upload commercial invoices for orders from Switzerland to refurbed.

Creating an event-based flow

  1. Go to Automation » Flow Studio.

  2. Click Create flow (add).
    → A stepper opens and guides you through the following three steps.

    1. General

      1. Enter a unique name and, if necessary, a description for the new flow.

      2. Click Next.

    2. Trigger

      1. Select Event-based as the trigger.

      2. Click Next.

    3. Settings

      1. If desired, select a UI from the optional drop-down list Flow available in.
        → The option to manually trigger the flow directly from the selected UI is added to the group functions in that UI.
        Note: UIs currently selectable: Order UI.

      2. From the drop-down list Trigger selection, select the event according to Table 11.
        Note: If the trigger event has additional settings, then these are invariably mandatory. Without performing these settings, you will not be able to save the flow.

      3. Save () the settings.
        → The flow is created.
        → The Flow Studio Canvas appears, on which two elements are already displayed: The trigger type and the placeholder for the next step.
        Note: With some event-based flows you cannot save the flow if it consists of only a trigger. In such cases, you need to add at least one further step.

  3. Configure the new flow according to Table 11.

  4. Save () the settings.

Note: The selected statuses, controls and filters in Table 11 only serve as an example. Select the statuses, controls and filters for the flow which best suit your workflow.

Table 11. Event-based flow to send commercial invoices to refurbed
Setting Option Selection

Trigger selection

Select a trigger, for example:

  • Document > Document created

Open the template you use for refurbed commercial invoices.

Controls

Branch

  • Object type: Order

  • Filter settings for the branch:

Note: If you want to use multiple filters, add the additional filters as conditions (playlist_add). Select AND as the relationship between the conditions.

Filter Operator Input field

Order > Order type

Is in (IN)

Sales order

Order > Order referrer

Is in (IN)

refurbed

Order > Delivery country

Is in (IN)

Switzerland

Actions

Plugin (Legacy) > Refurbed

refurbed: Send commercial invoice to refurbed

6.7. Reporting refund to refurbed

Create an event-based flow to automatically inform refurbed of a refund.

Note: A refund is not carried out automatically and should therefore always be used in combination with the order cancellation flow. In case you only want to refund part of an order, this needs to be done per order item.
Note: When the refund amount is sent to refurbed, a debit payment for the refund amount is added to the order in PlentyONE.

Creating an event-based flow

  1. Go to Automation » Flow Studio.

  2. Click Create flow (add).
    → A stepper opens and guides you through the following three steps.

    1. General

      1. Enter a unique name and, if necessary, a description for the new flow.

      2. Click Next.

    2. Trigger

      1. Select Event-based as the trigger.

      2. Click Next.

    3. Settings

      1. If desired, select a UI from the optional drop-down list Flow available in.
        → The option to manually trigger the flow directly from the selected UI is added to the group functions in that UI.
        Note: UIs currently selectable: Order UI.

      2. From the drop-down list Trigger selection, select the event according to Table 12.
        Note: If the trigger event has additional settings, then these are invariably mandatory. Without performing these settings, you will not be able to save the flow.

      3. Save () the settings.
        → The flow is created.
        → The Flow Studio Canvas appears, on which two elements are already displayed: The trigger type and the placeholder for the next step.
        Note: With some event-based flows you cannot save the flow if it consists of only a trigger. In such cases, you need to add at least one further step.

  3. Configure the new flow according to Table 12.

  4. Save () the settings.

Note: The selected statuses, controls and filters in Table 12 only serve as an example. Select the statuses, controls and filters for the flow which best suit your workflow.

Table 12. Event-based flow to report a refund to refurbed
Setting Option Selection

Trigger selection

Select a trigger, for example:

  • Order > Order status changed

Select a status, for example:

  • [9.6] Return accepted

For example, you can create a new status for this:

Controls

Branch

  • Object type: Order

  • Filter settings for the branch:

Note: If you want to use multiple filters, add the additional filters as conditions (playlist_add). Select AND as the relationship between the conditions.

Filter Operator Input field

Order > Order type

Is in (IN)

Order / Return / Credit note

Order > Order referrer

Is in (IN)

refurbed

Actions

Plugin (Legacy) > Refurbed

refurbed: Send refund to refurbed

6.8. Mark free serial numbers

With refurbed, you can assign a serial number to each item to track the items you’ve sent and clearly identify your returns. Create an event-based flow to mark serial numbers that have become available again due to returns and to use them again for a new item.

Creating an event-based flow

  1. Go to Automation » Flow Studio.

  2. Click Create flow (add).
    → A stepper opens and guides you through the following three steps.

    1. General

      1. Enter a unique name and, if necessary, a description for the new flow.

      2. Click Next.

    2. Trigger

      1. Select Event-based as the trigger.

      2. Click Next.

    3. Settings

      1. If desired, select a UI from the optional drop-down list Flow available in.
        → The option to manually trigger the flow directly from the selected UI is added to the group functions in that UI.
        Note: UIs currently selectable: Order UI.

      2. From the drop-down list Trigger selection, select the event according to Table 13.
        Note: If the trigger event has additional settings, then these are invariably mandatory. Without performing these settings, you will not be able to save the flow.

      3. Save () the settings.
        → The flow is created.
        → The Flow Studio Canvas appears, on which two elements are already displayed: The trigger type and the placeholder for the next step.
        Note: With some event-based flows you cannot save the flow if it consists of only a trigger. In such cases, you need to add at least one further step.

  3. Configure the new flow according to Table 13.

  4. Save () the settings.

Note: The selected statuses, controls and filters in Table 13 only serve as an example. Select the statuses, controls and filters for the flow which best suit your workflow.

Table 13. Event-based flow to mark free serial numbers
Setting Option Selection

Trigger selection

Select a trigger, for example:
Order > Order created

Select an order type, for example Return

Controls

Branch

  • Object type: Order

  • Filter settings for the branch:

Note: If you want to use multiple filters, add the additional filters as conditions (playlist_add). Select AND as the relationship between the conditions.

Filter Operator Input field

Order > Order type

Is in (IN)

Return

Order > Order referrer

Is in (IN)

refurbed

Actions

Plugin (Legacy) > Refurbed

refurbed: Mark free serial numbers

7. Viewing the data log

Error reports of the export are logged in the Data » Log menu. In order to view the data log and search for specific errors, proceed as follows.

Viewing the data log:

  1. Go to Data » Log.
    → The data log overview opens.

  2. At the top, click on Filter (tune).

  3. For the Identifier filter, select the option refurbed.
    Tip: For a more detailed search, you can additionally use the Integration filter in order to search for a specific path.

  4. Click Search (search).
    → The error reports are shown according to the filter settings.