Working with reorders (Test phase)

Reorders allow you to efficiently map out merchandise orders with your suppliers. In the reorder overview, you can see important information at a glance and perform some actions directly. This simplifies the entire reordering process and helps you manage your inventory optimally at all times.

1. Using group functions

Use the group functions to perform actions simultaneously for multiple reorders. The group functions in the table below are available for reorders.
Note: You can click on Select all () at the top left to select all reorders on the current page and perform an action.

Figure 1. Group functions: Reorders

Using group functions:

Go to Stock » Reorder (Test phase).
Carry out the Search () to display reorders.
Select () all reorders for which you want to carry out a certain action at once.
Select one of the available group functions. Refer to the explanations given in Table 1.

Select default group functions

In the editing mode () of the reorder overview, you can determine default group functions that will be directly visible when selecting reorders. All remaining group functions will automatically be added to the context menu ().

Table 1. Group functions for reorders
Setting	Symbol	Explanation
Set delivery date		Sets a delivery date for all selected reorders. Enter a delivery date or select a date via the calendar ().
Group reorders		Groups the selected reorders. *Note:* Only reorders with the same supplier and warehouse and without transactions can be grouped. The original orders are deleted after grouping.
Execute reorder		Sets an order date and executes all selected reorders. Enter a date or select a date via the calendar (). You can also click Today to automatically set today’s date.
Close reorder		Allows you to set a finish date for all selected reorders and cancel open quantities.
Change status		Changes the status of the selected reorders. Select another status from the drop-down list.
Delete reorders		Deletes all selected reorders.
Send email		Sends an email for all selected reorders. First, select a Recipient and a Template for the email. As soon as the email is sent, a success message is displayed. Afterwards, you can see the sent emails in the detail view of the email service () and in the Messenger section. *Note:* To see the email in the Messenger section, you have to complete the Messenger configuration assistant and activate the function first.

2. Using additional functions in the reorder overview

On the right side of the overview, additional functions are available for each individual reorder through the context menu (). Through it, you can, for example, change the status or create documents for an individual reorder. Refer to the explanations given in Table 2.

Figure 2. Additional functions in the reorder overview

Table 2. Additional functions in the reorder overview
Setting	Symbol	Explanation
Change status		Changes the status of a reorder. The current status is preselected. Select another status from the drop-down list.
Send email		Sends an email for the selected reorder. First, select a Recipient and a Template for the email. As soon as the email is sent, a success message is displayed. Afterwards, you can see the sent emails in the detail view of the email service () and in the Messenger section. *Note:* To see the email in the Messenger section, you have to complete the Messenger configuration assistant and activate the function first.
Create document		Creates documents for the reorder. The available document types are PO delivery note and External document. Select a document type from the drop-down list. Then select a template for the selected document type. Also enter a creation date for the document or select a date from the calendar ().
Set delivery date		Sets a delivery date for the selected reorder. Enter a delivery date or select a date via the calendar (). You can also click Today to automatically set today’s date.
Execute reorder		Sets an order date and executes the selected reorder. The reorder will be locked for editing after it is executed.
Close reorder		Allows you to set a finish date for the selected reorder and cancel open quantities.

3. Details about the individual sections

All reorder sections and their functions are described in the following sub-chapters. Use the editing mode and decide which fields should be displayed in which section. You can also define in which order the fields should be arranged. This way, you can individually design your reorder view and adapt it to suit your needs. Note that the available fields may vary depending on the reorder type. Once you have opened a reorder, all sections will be displayed on the left in the navigation panel.

By clicking on an entry in the following list, you will be directly forwarded to the corresponding sub-chapter where you can find further details.

Overview
Status and Tags
General
Addresses
Reorder items
Transactions
Documents
History
Notes
Messenger
Procurement costs

How is data being loaded in the individual sections?

If you click on the section that you want to edit on the left side in the navigation panel, this section will shortly be highlighted in blue, the available data for this section will be loaded and you can directly start editing it.
Note: The following sections will be loaded and opened when you open the reorder: Overview, Status and tags, Addresses, General, Reorder items, Transactions.
The following sections will only be loaded and opened after you click on them in the navigation: Documents, History, Messenger and Notes.

Missing rights for certain sections, buttons and functions in the reorder?

If a person without admin rights is not able to see certain actions and/or buttons and functions contained in the order, a person with Admin access rights needs to activate further rights in the Setup » Account management » Roles menu.
All rights that are necessary for single sections, buttons and functions in a reorder are described in the chapter Assigning rights for back end users.

3.1. Functions for single reorders

At the top of each reorder in the toolbar, additional functions are available in the context menu (). Refer to the explanations given in Table 3. Note: If you want to place certain functions for reorders directly in the toolbar, you can set this in the editing mode. Refer to Placing functions in the toolbar for more information.

Table 3. Available functions for single reorders
Setting	Symbol	Explanation
Save		Saves the changes made.
Duplicate reorder		You can copy an existing reorder. The newly created reorder will receive its own unique ID, just like other reorders. The following data will be copied into the new reorder: Supplier Warehouse Exchange rate Currency Reorder items Tags No dates will be copied. You can set these in the newly created reorder. The owner will not be copied either. The current user is set as the owner of the reorder. The status is set to the default status for reorders that you defined.
Reload reorder		Reloads the reorder.
Execute reorder		Sets an order date and executes the selected reorder. The reorder will be locked for editing after it is executed.
Close reorder		Allows you to set a finish date for the selected reorder and cancel open quantities.
New redistribution		Creates a redistribution from the reorder. The booked transactions from the reorder are directly transferred to the redistribution and can be used, for example, to move items to different storage locations or another warehouse.
Calculate delivery date		Calculates the delivery date based on the delivery time value set in the variation. The calculation is applied to all reorder items.
Set delivery date		Sets a delivery date for all reorder items. Choose between Set the delivery date for all item positions or Set the delivery date for item positions without a date.
Delete		Deletes the reorder.
Send email		Sends an email for the selected reorder. First, select a Recipient Type, a Template language and a Template for the email. As soon as the email is sent, a success message is displayed. Afterwards, you can see the sent emails in the detail view of the email service () and in the Messenger section. *Note:* To see the email in the Messenger section, you have to complete the Messenger configuration assistant and activate the function first.
Split reorder		Splits the reorder. Refer to the chapter Splitting reorders for more information.
Transactions		Allows choosing between three options: Add transaction Create complete delivery Cancel open quantities Refer to Additional functions in the reorder items section for more information.

3.2. Section: Overview

The Overview section provides all basic information about a reorder. Table 4 lists all fields that are available in the Overview section of a reorder. Use the Editing mode to choose which settings should be displayed in this section.

Table 4. Settings in the **Overview** section
Setting	Explanation
Ordered items	Displays the number of ordered items.
Open items	Displays the number of open items.
Delivered items	Displays the number of delivered items.
Net value of items	Displays the net value of items.
Cancelled items	Displays the number of cancelled items.
Procurement costs in total	Displays the total amount of procurement costs for goods.

3.3. Section: Status and tags

The Status and tags section provides information about the reorder status and the selected tags.

Table 5. Settings in the **Status and tags** section
Setting	Explanation
Status	Displays the status of the reorder. If needed, select another status from the drop-down list.
Tags	Displays the selected tags. The drop-down list contains all tags that you have created.

3.4. Section: General

The General section provides basic information about your reorder. Use the Editing mode to choose which settings should be displayed in this section.

Table 6. Settings in the **General** section
Setting	Explanation
Warehouse	Displays the target warehouse to which the reorder should be delivered. *Note:* As long as the reorder is unlocked () and does not contain any transactions, you can edit the warehouse. If the reorder is locked () or contains transactions, editing this field is not possible.
Supplier	Displays the supplier. If needed, select another supplier from the drop-down list.
Client	Displays the client. If needed, select another client from the drop-down list.
Owner	Displays the owner (the editing user). If needed, select another owner from the drop-down list.
Order date	Displays the date the order was placed.
Payment due date	Displays the selected payment due date. You can select a different date if needed or click Today to automatically set today’s date.
Finish date	Displays the finish date of the reorder.
Delivery date	Displays the delivery date of the reorder. You can select a different date if needed or click Today to automatically set today’s date.
Currency	Displays the currency of the reorder.
Exchange rate	Displays the applicable exchange rate for the selected currency.
External reorder ID	Displays the external ID of the order. The external ID can be filled in by the merchant.
Main document	Displays the main document of the order.
Status	Displays the current status. If needed, select another status from the drop-down list.
External delivery note number	Displays the external delivery number that can be filled in by the merchant.
Reorder ID	Displays the internal reorder ID from plenty. The internal ID cannot be changed.
Language	Displays the language of the reorder. The default setting is German. Reorder documents as well as emails are generated in the language of the reorder. You can adjust the language via the drop-down list. Note that to generate documents and emails in different languages, the respective templates must be created.
Custom date	Displays a custom date that was created, for example, by a script or a plugin.
Custom property	Select a custom property. *Note:* You can add a maximum of 5 properties.

3.5. Section: Addresses

The Addresses section provides information about the warehouse and supplier address.

Table 7. Settings in the **Addresses** section
Setting	Explanation
Warehouse	Displays the address of the warehouse. Contains the following information: Street House number Postcode Town Country Fax Phone Email
Supplier	Displays the address of the supplier. The default setting contains this information: name, street, postcode and town, country, email address, and ID. *Tip:* Click on Show more to see further address details. Address details Form of address Company (Name 1) First name (Name 2) Last name (Name 3) Additional information (Name 4) Address 1 (Street) Address 2 (House number) Address 3 (Additional address information) Address 4 (Free) Postcode Town Country Region/County Address options: Email Phone Type Value VAT number

3.6. Section: Reorder items

In the Reorder items section, you can see all relevant information about the reorder items. Reorder items are used to restock goods that are low in inventory. Certain fields in the columns are editable, allowing you to make adjustments directly. Additionally, group functions can be applied to multiple items at once to simplify bulk updates. The following table lists the available fields in this section.

Table 8. Settings in the **Reorder items** section
Setting	Explanation
Variation ID	Displays the variation ID of the reorder item. You can open the variation by clicking on the ID. This is a default column.
Supplier information	Displays the information about suppliers that is stored in the variation. Contains the following information: Packaging unit Minimum purchase Purchase price Discount This is a default column.
Supplier item name	Displays the supplier’s item name.
Supplier item number	Displays the supplier’s item number.
Price	Displays the price.
Discount [%]	Displays the discount that was selected for this reorder item.
Discounted price	Displays the discounted price.
Order ID	Displays the ID of the order.
Item name	Displays the item name of the reorder item. This is a default column.
Attributes	Displays the attributes of the reorder item. This is a default column.
Barcode	Displays the variation’s barcode.
Item ID	Displays the item ID of the reorder item. You can open the item by clicking on the ID.
Variation no.	Displays the variation number of the reorder item. This is a default column.
Variation name	Displays the variation name of the reorder item.
Model	Displays the model of the variation.
System purchase price	Displays the system purchase price.
Ordered quantity	Displays the ordered quantity of the reorder item. This is a default column.
Open quantity	Displays the open quantity of the reorder item. This is a default column.
Incoming quantity	Displays the incoming quantity of the reorder item. This is a default column.
Actions	Displays the available actions for the transaction. This is a default column.
Delivery date	Displays the delivery date of the reorder item. This is a default column.
Cancelled quantity	Displays the cancelled quantity of the reorder item.
Ordered total	Displays the ordered value of the reorder item.
Open total	Displays the outstanding value of the reorder item.
Cancelled total	Displays the cancelled value of the reorder item.
Incoming total	Displays the received value of the reorder item.

Editing fields directly in the reorder item table

You can edit some fields directly in the reorder item table. This is called inline editing.

At the moment this feature is available for the following fields:

Item name
Supplier item number
Ordered quantity
Delivery date
Price
Discount
Supplier item name

Proceed as follows to edit the fields in the table.

Edit fields directly in the reorder item table:

Click on in the table header next to the field you want to edit.
→ Several icons will be displayed above the header in the editing mode. Refer to Table 9.

Figure 3. Inline editing: icons in the header

Table 9. Using inline editing in the table header
Symbol	Element	Explanation
	Save	Saves the changes. *Important:* After saving the changes, click (Deactivate the editing mode for all columns) to go back to the overview.
	Undo	Undoes the last change, unless this change has already been saved.
	Redo	Restores the previously undone change.
	Activate the editing mode for all columns	If you click on in a field that has editing mode available, you can click on to activate the editing mode for all columns.
	Deactivate the editing mode for all columns	Click on to deactivate the editing mode for all columns and return to the overview. *Important:* Save the changes beforehand.

3.6.1. Editing reorder items

In the Reorder items section, you can edit the items in the reorders. To do so, click on Edit items () on the right. A new window for editing reorder items will open. The editing items window consists of an item table (in red) and a shopping cart table (in green) as shown in the screenshot:

Figure 4. Editing reorder items

Item table

To add new items to the reorder, you need to first search for them. There are a few ways to start a search.

Searching for items:

Option 1: Click .
Option 2: Start typing in the search field, and select an option from the suggestions.
Option 3: Click to refine your search with filters.

After the search, the items will appear in the table. To add an item to the shopping cart, click the icon at the end of the respective row.

Shopping cart table

The shopping cart table lists all items in the currently open reorder that can still be adjusted. You can directly edit the following fields:

Item name
Supplier item number
Ordered quantity
Price
Discount
Supplier item name

If there are many items in the shopping cart, use the search bar to quickly find one. There are a few ways to start a search.

Searching for items in the shopping cart:

Option 1: Click .
Option 2: Start typing in the search field, and select an option from the suggestions.
Option 3: Click to refine your search with filters.

The following table lists all available fields in both the item and shopping cart tables.

Table 10. Editing items
Setting	Explanation
Item
Item ID	Displays the item ID. You can open the item by clicking on the ID.
Variation ID	Displays the variation ID. You can open the variation by clicking on the ID.
Item ID / Variation ID	Displays both the item and the variation ID. This is a default column.
Variation no.	Displays the number of the variation. This is a default column.
Supplier information	Displays the information about suppliers that is stored in the variation. This is a default column.
Item name	Displays the name of the item. This is a default column.
Attributes	Displays the attributes. This is a default column.
Variation name	Displays the name of the variation. This is a default column.
Purchase price original	Displays the original purchase price. This is a default column.
Availability	Displays the availability of the items. This is a default column.
Net stock	Displays the net stock. This is a default column.
Quantity	Displays the quantity of the items. This is a default column.
Stock status	Displays the stock status. This is a default column.
Status	Displays the status. This is a default column.
Actions	Displays the available actions for the item.. This is a default column.
Shopping cart
Ordered quantity	Displays the ordered quantity of the items. Adjust the quantity if necessary. This is a default column.
Variation ID	Displays the variation ID of the reorder item. You can open the variation by clicking on the ID. This is a default column.
Supplier information	Displays the information about suppliers that is stored in the variation. This is a default column.
Supplier item number	Displays the supplier’s item number.
Supplier item name	Displays the supplier’s item name.
Price	Displays the price. This is a default column.
Discount [%]	Displays the discount in percent.
Discounted price	Displays the discounted price.
Order ID	Displays the ID of the order.
Selection	Allows multiple items to be selected. This is a default column.
Item name	Displays the name of the item. This is a default column.
Attributes	Displays the attributes. This is a default column.
Barcode	Displays the barcode.
Item ID	Displays the item ID.
Variation no.	Displays the number of the variation. This is a default column.
Variation name	Displays the name of the variation.
Model	Displays the model of the variation.
System purchase price	Displays the system purchase price. This is a default column.
Actions	Displays the available actions for the item. This is a default column.
Delete reorder items
Delete ()	You can delete a reorder item by clicking on on the right.

If you’ve made changes, click the Save button () in the top left corner. If you haven’t made any changes, click the X button next to Edit items in the side navigation.

3.6.2. Using group functions for reorder items

When editing reorder items, certain group functions are available that can be applied to all selected items. To use these group functions, proceed as follows.

Using group functions:

In the Edit reorder items section, select () all items for which you want to carry out a group action.
Select one of the available group functions. Refer to the information given in Table 11.

Table 11. Group functions in the reorder items section
Setting	Symbol	Explanation
Apply discount		Allows applying discount. Enter a percentage to be used as a discount for the selected reorder items. *Note:* Only values between 0.1 and 100 are valid.
Change warehouse		Changes the warehouse for all selected reorder items.
Delete		Deletes all selected reorder items.

3.6.3. Additional functions in the reorder items section

In the top right of the reorder items section, additional functions are available. Refer to the information given in Table 12.

Table 12. Additional functions in the reorder items section
Setting	Symbol	Explanation
Create complete delivery		Adds all reorder items as type "Incoming" to the transactions.
Cancel open quantities		Adds all reorder items as type "Cancelled" to the transactions.
Search		Searches for reorder items.
Filter		Filters for reorder items. The following filters are available: Delivery status Variation no. Variation ID Supplier item number

3.7. Section: Transactions

In the Transactions section, you can see the goods movements related to an order. This section is important for tracking partial deliveries, accurate inventory management, and order processing. The following table lists the available fields in this section.

Table 13. Settings in the Transactions section
Setting	Explanation
Variation ID	Displays the variation ID of the transaction. This is a default column.
Variation name	Displays the name of the variation.
Variation no.	Displays the variation number. This is a default column.
Supplier information	Displays the information about suppliers that is stored in the variation. This is a default column.
Supplier item number	Displays the supplier’s item number.
Storage location	Displays the storage location. This is a default column.
Created on	Displays the creation date of the variations. This is a default column.
Booking ID	Displays the ID of the booking. This is a default column.
Quantity	Displays quantity of the items. This is a default column.
Delivery note number	Displays the delivery note number. This is a default column.
User	Displays the user.
Incoming / Outgoing	Displays an outgoing movement from the warehouse or an incoming booking into the warehouse. This is a default column.
Batch	Displays the batch of the product.
BBD	Displays the best before date of the item.
Selection	Allows multiple items to be selected. This is a default column.
Actions	Displays the available actions for the item. This is a default column.

Editing fields directly in the transactions table

You can edit some fields directly in the transactions table. This is called inline editing.

At the moment this feature is available for the following fields:

Storage location
Delivery note number
Batch
BBD (Best before date)

Proceed as described here to edit the fields in the table.

3.7.1. Adding transactions

In the Transactions section, you have the option to record incoming items, for example, when you receive a partial delivery. You can record incoming items by selecting Add Transactions () at the top right. A new window for adding transactions will open. This window includes sections for entering the delivery note number and storage location (in yellow), along with an item table (in red) and a shopping cart table (in green), as shown in the screenshot.

Figure 5. Nachbestellungspositionen bearbeiten

Adding transactions:

Enter the delivery note number and select the storage location to be applied to all items in the cart.
Search () for the desired item.
In the item table, enter the quantity of the items to be added to the cart.
At the end of the respective row, click on Add items to shopping cart () to add the item to the shopping cart.

After selecting the storage location and adding the items to the cart, you can change the storage location if needed.

Changing the storage location:

Click on () next to Storage location.
Click on the search bar.
Select a storage location from the list.
Click on Select.
Select one of the options mentioned in Table 14.

Table 14. Settings for storage
Setting	Explanation
Apply to newly added entries only	The newly selected storage location will only apply to the items added to the cart thereafter.
Apply to all entries in cart	The newly selected storage location will apply to all items in the cart.

Shopping cart table

If there are many items in the shopping cart, use the search bar to quickly find one. There are a few ways to start a search.

Searching for items in the shopping cart:

Option 1: Click .
Option 2: Start typing in the search field, and select an option from the suggestions.
Option 3: Click to refine your search with filters.

The following table lists the available fields in the item and shopping cart tables.

Table 15. Settings in the item and cart tables
Setting	Explanation
Item
Transaction status	Displays the status of the transaction.
Item name	Displays the name of the item.
Supplier information	Displays the information about suppliers that is stored in the variation. This is a default column.
Supplier item number	Displays the supplier’s item number.
Attributes	Displays the attributes. This is a default column.
Barcode	Displays the barcode.
Price	Displays the price.
Discount [%]	Displays the discount in percent.
Item ID	Displays the item ID. You can open the item by clicking on the ID.
Variation ID	Displays the variation ID. You can open the variation by clicking on the ID. This is a default column.
Variation no.	Displays the number of the variation.
Variation name	Displays the name of the variation. This is a default column.
Model	Displays the model of the variation.
Supplier item name	Displays the supplier’s item name. This is a default column.
System purchase price	Displays the system purchase price. This is a default column.
Open items	Displays the number of items not yet delivered. This is a default column.
Ordered items	Displays the number of ordered items. This is a default column.
Quantity	Displays the quantity of the items. If needed, adjust the quantity. This is a default column.
Actions	Displays the available actions for the transaction. This is a default column.
Shopping cart
Quantity	Displays the quantity of the items. If needed, adjust the quantity. This is a default column.
Variation ID	Shows the variation ID of this reorder item. You can open the variation by clicking on the ID. This is a default column.
Supplier information	Displays the information about suppliers that is stored in the variation. This is a default column.
Supplier item number	Displays the supplier’s item number.
Variation no.	Displays the number of the variation. This is a default column.
Variation name	Displays the name of the variation.
System purchase price	Displays the system purchase price.
Storage location	Displays the storage location. This is a default column.
Delivery note number	Displays the delivery note number. This is a default column.
Batch	Displays the batch of the product.
BBD	Displays the best before date of the item.
Actions	Displays the available actions for the item. This is a default column.
Delete reorder items
Delete ()	You can delete a reorder item by clicking on on the right.

3.7.2. Booking items

After adding the transactions as described above, you can now book the items.

You can book items individually or in bulk.

Select () the items you want to book and click on Book selected items at the top left.

If any of the items does not have a delivery note number, a window will open where you need to enter the delivery note number.

Once you’re done, click on Book.

3.8. Section: Documents

The Documents section contains the following settings:

Table 16. Settings in the **Documents** section
Setting	Symbol	Explanation
Create a document		Use this function to generate new documents for the order. The document types available for the order will depend on the order type. Select a document type from the drop-down list. Then select a template for the selected document type. Also enter a creation date for the document or select a date from the calendar ().
Upload a document		Use this function (accessible via ()) to upload external documents for the order. *Note:* You can upload multiple documents at once. Please keep the following in mind: The names of the uploaded documents must be unique. Only one document of the type Invoice can be uploaded per order. The name and date of a document to be uploaded can be edited directly in the upload window. You can upload a maximum of 30 documents for one order.
Matching templates and number ranges		Use this function to verify which templates and number ranges match the order.
Download a document		Use this function (accessible via the context menu () in a document row) to download the respective document.
Archive a document		Use this function (accessible via the context menu () in a document row) to archive the respective document within the order. *Note:* The Archive function () is only available for non-tax-relevant documents. When used, the respective document is moved to the Archived documents folder (on the left side of the overview) and is removed from the main overview. This allows you to create a new document of the same type for the order. In this way, the function enables you to correct and reissue previously generated documents.
Adding tags		You can display an additional column for tags in the table settings. Here you can select tags from a drop-down list by clicking on the icon () and assign them to the document or remove them from a document. Tags can be created under Setup » Settings » Tags.
Table settings		Use this function to configure the columns in the overview to suit your preferences.

The overview in the Documents section allows you to track the documents generated for the order:

The files on the left categorise the generated documents by type.
The overview on the right lists the documents and provides additional information about them. The status-specific information is updated in real-time. So, if a document currently marked as Pending changes status, you will see the update instantly without needing to refresh the page.

Table 17. Settings in the **Documents** section
Folder/column	Explanation
Folders on the left-hand side of the overview:
All documents	Contains all documents generated for the order. Click on the folder to display its documents in the overview on the right.
Archived documents	Contains all documents actively archived for the order using the Archive function (). Click on the folder to display its documents in the overview on the right.
Information on the right-hand side of the overview:
Name	Shows the name of the document.
Number	Displays the number of the document.
Type	Shows the type of the document.
Reference	Displays the reference.
Warehouse	Shows the warehouse.
Owner	Displays the owner.
Last change	Displays the date of the last changes.
Display date	The date that is shown on the document.
Actions	Allows you to archive or download a document via the context menu ().
Status	Shows the document’s status.

3.9. Section: History

In the History section you get an overview of all previous actions as well as the respective status and date. You can configure the columns () as desired.

Table 18. Settings in the **History** section
Setting	Explanation
Date	Displays the date and time.
User	Displays the user.
Action	Displays the procedure that was carried out.
Status	Displays the current status.

3.10. Section: Notes

In the Notes section, you can view internal order notes. The most recent note is always displayed at the top. Additionally, you can add more notes () and edit or delete internal notes by clicking Delete ( ) next to the respective note.

3.11. Section: Messenger

In the Messenger section, you can see all messages that belong to the reorder. You can whisper messages so that they are only internally visible and not for your customers. You can send messages and you can capture minutes for the message and save these minutes as free or paid minutes.

Click on the already created message to open the conversation. In case you want to add a new message, click on Add message () at the top right. Click on (Open messenger) to open the CRM » Messenger menu. For further information, refer to the Messenger page.

3.11.1. Searching for messages

Use the filters Linked to and Whisper mode to find messages quicker and easier. Select Order or Contact in the Linked to filter. Select all, whispered or normal conversations in the Whisper mode filter.

Searching for messages:

Click on Messenger in the detail view of the reorder.
Select one option each from the lists Linked to and Whisper mode.
→ The filters are applied automatically and the results found are shown in the list.

3.11.2. Whispering a message

Proceed as described below to whisper a message.

Whispering a message:

Click on Messenger in the detail view of the reorder.
Click on New message ().
Select one ore multiple recipients.
Note: The ID of the order is already prefilled as recipient. This way, the email will be sent to the email address that is saved in the invoice address.
Enter more recipients, if needed.
Enter a subject.
Enter the text.
→ Double-click on the word to use formatting options for your message.
Click on Add attachments to add a file, if needed.
Click on WHISPER to whisper the message.

3.11.3. Sending a message

Proceed as described below to send a message.

Sending a message:

Click on Messenger in the detail view of the reorder.
Click on New message ().
Select one ore multiple recipients.
Note: The ID of the order is already prefilled as recipient. This way, the email will be sent to the email address that is saved in the invoice address.
Enter more recipients, if needed.
Enter a subject.
Enter the text.
→ Double-click on the word to use formatting options for your message.
Click on Add attachments to add a file, if needed.
Click on Whisper mode to switch off the whisper mode.
Note: The button changes from WHISPER to SEND.
Click on SEND to send the message.

3.11.4. Capturing minutes for the message

Proceed as described below to capture minutes for the message. You can then decide whether the minutes are free minutes or paid minutes.

Capturing minutes is only possible for whispered messages.

Capturing minutes for the message:

Click on Messenger in the detail view of the reorder.
Click on New message ().
Select one ore multiple recipients.
Note: The ID of the order is already prefilled as recipient. This way, the email will be sent to the email address that is saved in the invoice address.
Enter more recipients, if needed.
Enter a subject.
Enter the text.
→ Double-click on the word to use formatting options for your message.
Click on Add attachments to add a file, if needed.
Click on and then activate () the option Capture minutes.
Note: The button changes to CAPTURE MINUTES.
Click on CAPTURE MINUTES to capture the minutes for the message.
→ The Capture minutes window opens.
Adjust the minutes, if necessary.
Select () whether the minutes are Free minutes or Paid minutes.
Assign tags to the message, if needed.
Click on CAPTURE AND SAVE.

3.11.5. Carrying out the group functions

Instead of editing each conversation individually, you can save time and edit multiple conversations at once using the group functions.

For a complete list of group functions and their descriptions, see the Group functions section on the Messenger page.

Editing fields directly in the Messenger overview

You can edit some fields directly in the Messenger overview. This is called inline editing.

At the moment this feature is available for the following fields:

Type
Status
Done
Follow-up date
Tags
Priority
Deadline

Proceed as follows to edit the fields in the overview.

Edit fields directly in the Messenger overview:

Go to CRM » Messenger.
Search for the conversation by means of the filter settings. Note the explanations about the filters in the Searching for a conversation in the Messenger chapter.
Click on in the overview header beside the field you want to edit.
→ Above the header several icons are shown in the editing mode. Note Table 9.

Figure 6. Inline editing: icons in the overview

Table 19. Using inline editing in the Messenger overview
Symbol	Element	Explanation
	Save	Saves the changes. *Important:* After you saved, click on (Deactivate the editing mode for all columns) to go back to the overview.
	Undo	Undoes the last change, unless this change has already been saved.
	Redo	Restores the previously undone change.
	Activate the editing mode for all columns	If you click on at a field that has editing mode available, you can click on to activate the editing mode for all columns.
	Deactivate the editing mode for all columns	Click on to deactivate the editing mode for all columns and return to the overview. *_Important:Save the changes beforehand.

Information on the different table columns in the Messenger section can be found in this chapter.

3.12. Section: Procurement costs

Different costs arise when stock is reordered. These can be added to a reorder in the Procurement costs section. This way, all known additional costs are saved as properties in the reorder and are displayed so that you can see all relevant information. The additional procurement costs are displayed in the same currency as the one selected for the reorder.

Hinweis: The procurement costs section is not displayed in the standard view. If you would like to add this section to a reorder view, refer to the chapter Placing elements.

The following procurement costs can be added:

Brokerage fee
Customs duties
Drayage
Freight charge
Other charges
Packaging charge
Postage
Small quantity surcharges
Transport insurance

The procurement costs can only be entered once the reorder has been created and initiated. Before that, the fields for the various costs in the Procurement costs section of the reorder are locked.

Click directly in the field where you want to add a price, and manually enter the corresponding amount. Amounts with a maximum of 2 decimal places are allowed. The costs will automatically be added in the currency set for the reorder. After adding the costs, Save () the reorder. It will then be updated.

You can also adjust and delete costs by clicking on the corresponding field and making the desired changes. Then click on save () to update the costs.

4. Editing mode

The editing mode allows a high degree of flexibility for positioning content and data in the Stock » Reorder » Reorder (ID) menu.

The editing mode can be accessed by clicking on Edit view () in the upper right corner of a specific redistribution.

This works by intuitively positioning elements via drag-and-drop. You can individually adjust and edit each element. Table 20 contains an overview of the functions available in the editing mode.

Table 20. Available settings in the editing mode
Element	Symbol	Explanation
Edit view		Opens the view for editing. You can move the elements to a different place with drag-and-drop and adjust the size of the elements.
Undo		Undoes the last change, unless this change has already been saved.
Default view		Displays the view that is currently opened. Click on to switch to another view or to create a new view.
Restoring the previously saved state		Resets the view to the state that was last saved.
Save		Saves the changes. By doing so, you can save as many different views as you like. When you want to edit reorders next time, you can open your preferred view via the drop-down list at the top right. Also, using this drop-down list, you can create a new view by clicking on Create new view.
Edit		When you edit the element, you can see in the Elements section on the right side which elements have not been added yet and are therefore still available. Elements that have already been added are disabled and cannot be used again.
Delete		Deletes the element.
Close		Closes the editing mode. If you haven’t saved the changes, a confirmation prompt will appear.

4.1. Creating a new view

To create a new view, proceed as described below.

Do you have admin rights?

Only admin users can create and edit views. If you are not an admin:

Turn to someone with admin rights.
Ask the person to create the necessary views for you and to assign them to your user account.

Creating a new view:

In the editing mode, click on the list of views ().
Click on Create new view.
Enter a name for the view.
Click on Create view.
→ The new view is created and opens automatically, i.e. it is applied. It’s now possible to switch between different views.

4.2. Placing elements

Drag-and-drop the elements to intuitively place them exactly where you want them. In addition, adjust the size of the elements according to your needs.
Proceed as described below to add elements.

Placing and editing elements:

Go to Stock » Reorder (Test phase).
Open the reorder view in which you want to place an element.
Click on Edit view () at the top right.
On the right side, select an element and put it into the right position via drag-and-drop.
Optional: Move your cursor over the border of an element and drag the element to its desired size while holding on to your cursor.
Tip: Do you want to move your elements to another position at a later point in time? You can do so by using drag-and-drop until all elements are placed correctly.
Click on Edit at the top right corner of the placed section ().
→ The settings menu opens.
→ The available elements for the section are displayed.
Depending on the type of element, you will also find additional fields that you can further edit within the element.
To do so, click on Edit at the top right corner of the placed section.
Save the settings.

4.3. Placing functions in the toolbar

Every single reorder contains many different functions that are available in the context menu (). If you want to see specific functions for reorders directly in the toolbar, you can carry out the corresponding settings in the editing mode.

Placing functions in the toolbar:

Go to Stock » Reorder (Test phase).
Open the reorder that you want to edit.
Click on Edit view () at the top right.
→ The editing mode opens.
Click on Edit () in the toolbar.
→ The settings will be visible on the right.
In the settings, select () all Default toolbar buttons from the drop-down list that should be visible by default in the reorder.
Save () the settings.
→ All selected functions are now directly available in the toolbar.

4.4. Detecting unsaved changes

If you have made changes to an reorder, a blue dot appears on the left side of the page navigation. This dot indicates sections where unsaved changes are present. As soon as you save () the changes or reset the changes to the previous state, the dot will disappear.

5. Splitting reorders

You can find the function for splitting reorders in the toolbar of an opened reorder in the Stock » Reorder (Test phase) menu.

When you split a reorder, a new reorder is created.

A reorder can be split if it contains items that haven’t been fully booked in, i.e. items that still have open quantities.

To split a reorder, follow the steps below.

Splitting a reorder:

Open the reorder that you wish to split.
In the toolbar at the top, click on Split reorder ().
A menu for splitting reorders opens.
In the item table select the quantity of items that you wish to split.
At the end of the respective row, click on Add items to shopping cart () to add the item to the shopping cart.
Repeat the steps described above until all items that should be split are included in the cart in the desired quantities.
At the top left click on Save () and choose whether you want to Save and open new reorder or Save and open original reorder.

The new reorder will display the newly added items in the Reorder items section.

The original reorder will list these items as cancelled quantities in both the Reorder items and Transactions sections.

5.1. Assigning rights for splitting reorders

Users with roles that are not of the type Administrator can only see certain sections and menus in PlentyONE. This means they only have limited access to the system. If employees should be able to split reorders, they will need the following rights:

Orders > Update

Tip: How to grant rights

Note that only users with roles of the type Administrator can grant rights.

Assigning rights

Open the menu Setup » Account management » Roles.
→ The roles overview opens.
Click on New ().
→ The role creation menu opens.
Enter a name for the role.
Switch to the advanced mode by toggling Advanced () slider.
Assign the rights for the respective section by ticking the check boxes indicated above.
Note: You can either grant rights for complete sections or limit the rights you grant the user. To only grant limited rights in a certain section, expand the section.
Save () the settings.

The simple mode and advanced mode are connected. If you check menu visibilities in the simple mode, the corresponding permissions in the advanced mode will be checked automatically. The connection only exists in this direction. If you check permissions in the advanced mode, no menu or plugin visibilities will be checked automatically.

Working with reorders (Test phase)

1. Using group functions

2. Using additional functions in the reorder overview

3. Details about the individual sections

3.1. Functions for single reorders

3.2. Section: Overview

3.3. Section: Status and tags

3.4. Section: General

3.5. Section: Addresses

3.6. Section: Reorder items

Editing fields directly in the reorder item table

3.6.1. Editing reorder items

Item table

Shopping cart table

3.6.2. Using group functions for reorder items

3.6.3. Additional functions in the reorder items section

3.7. Section: Transactions

Editing fields directly in the transactions table

3.7.1. Adding transactions

Shopping cart table

3.7.2. Booking items

3.8. Section: Documents

3.9. Section: History

3.10. Section: Notes

3.11. Section: Messenger

3.11.1. Searching for messages

3.11.2. Whispering a message

3.11.3. Sending a message

3.11.4. Capturing minutes for the message

3.11.5. Carrying out the group functions

Editing fields directly in the Messenger overview

3.12. Section: Procurement costs

4. Editing mode

4.1. Creating a new view

4.2. Placing elements

4.3. Placing functions in the toolbar

4.4. Detecting unsaved changes

5. Splitting reorders

5.1. Assigning rights for splitting reorders

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