Customising your system

This manual page describes the settings as well as other areas of PlentyONE you can use to personalise your user account.

1. Customising your own user account

1.1. Opening the user account

There are two different ways to access your own user account.

  • Hover with your mouse over the user icon (account_circle) in the top right, then click on your name.

  • Open the menu Setup » Account management » Accounts. Click on Search (search) and select your account.

1.2. Adding a user image

In order to have a user image displayed instead of the empty user button () in your PlentyONE back end, you need a PlentyONE account.

1.3. Signature

Enter a text into the Signature area. This text is automatically added to the end of your messages in the Messenger. Generally, this text consists of your contact details as well as information about where your company is registered and its registration number. Depending on your company’s legal form, the name of the company, the chief executive officer and, if applicable, the European VAT number are all mandatory inputs.

Template variable for the signature

The template variables $Signature and $SignatureHTML contain the complimentary close.

Setting up the signature:

  1. Open your own user account.

  2. Open the Signature area.

  3. Enter your signature.

  4. Save (save) the settings.

Mandatory entries in emails

Since the beginning of 2007, mandatory entries for email signatures in Germany correspond to those for company business letters. Non-compliance can result in a fine or in a costly warning being issued by a competitor.
Read up on the legal regulations for signatures in your own country or contact a legal adviser for such information.

1.4. Personal settings

You find the personal settings either under PlentyONE logo on the top left or under your profile picture in the top right. In this area, you can change the settings of the user account currently logged into the system. The personal settings are divided into 2 tabs with settings that only apply to you personally. These tabs are General and Shortcuts.

1.4.1. General

Under General you can activate Warn if tabs are open when the window is closed. When this is activated, your browser will show you a warning, if you close a browser window with PlentyONE tabs open.

1.4.2. Shortcuts

Default shortcuts are saved in this tab. Shortcuts are used for many functions that are carried out on a regular basis. You can use shortcuts to open important menus in PlentyONE or to switch between tabs and tab levels. For example, the shortcut Alt + I opens the item overview.+I* the article overview opens. Alt + W is used to close the tab again.

Some shortcut combinations are not possible

Do not use any shortcut that is specific to an operating system. Shortcuts differ from one operating system to the next. For example: the F keys.
The combination *cmd / Strg + The combination *cmd / Ctrl

+ W* is reserved for the browser and is therefore not possible.[.instruction]Setting up shortcuts:

  1. Hover your cursor at the PlentyONE logo at the top left of the screen.
    → a dropdown menu expands.

  2. Click on*Personal settings*.
    → The personal settings opens in the Shortcuts tab.

  3. Carry out the settings. See Table 1

  4. Save (save) the settings.

Table 1. Shortcuts
Shortcut Explanation

General

Alt + W

Closes the current tab.

Shift + Alt + RIGHT (arrow right)

Moves one tab to the right.

Shift + Alt + LEFT (arrow left)

Moves one tab to the left.

Alt + R

Reloads the current tab.

Alt + ESC

The user account is logged out.

Open areas

Alt + I

Opens the menu Item » Edit item.

Alt + O

Opens the menu Orders » Edit orders.

Alt + Y

Opens the menu Item » Category.

Alt + C

Opens the menu CRM » Contacts.

Alt + T

Opens the menu CRM » Ticket system.

Alt + N

Opens the area New contact within the menu CRM » Contacts.

Alt + S

Opens the online shop.

Alt + E

Opens the online shop with the inline editing function.
Restoring the default shortcuts

Click on Reset shortcuts (refresh) to reset the shortcuts to their default settings.

1.4.3. Reset user interface configurations

In the toolbar of the personal settings you can reset user preferences back to default by clicking on Reset user interface configurations (refresh). User preferences include selected MyViews, table settings (column width, results per page and column configurations), favorites and global shortcuts.

Proceed as follows to reset the user interface configurations: . Hover your cursor at the PlentyONE logo at the top left of the screen.
→ a dropdown menu expands. . Click on*Personal settings*.
→ The personal settings opens. . Click on Reset user interface configurations * (refresh). → A pop-Up opens. . Click on *Confirm. . Save (save) your settings.

1.5. Favourites

If you use some menus very frequently, you may want to save them to a list of favourites. This allows you to access the menus quickly. Click on in the top right of the PlentyONE back end to display your favourites.

Open up the Favourites tab within the personal settings of your user account to see all of the menu paths that were saved as favourites. Favourites can also be deleted in this menu. Use the Up and Down arrows to sort your favourites. The tab is only visible for your own user account.

Adding a menu to favourites:

  1. Open the menu that you want to add to as favourite.

  2. Click in the tab of the menu on and select Add link to favourites.
    → Note: Favourites are only visible in this menu once you have saved at least one favourite.

Deleting a menu from favourites:

  1. Click on in the top right of the PlentyONE back end.
    → The list shows the favourites you saved.

  2. Click on x next to the menu path to remove the menu from the favourites.
    → Or: Click on Delete all favourites and confirm the security question with Delete to delete all favourites saved in your system.

2. Adding further menus with plugins

You can use active plugins in a plugin set not only to add additional features to your store, but also to add new menu items or user interfaces to your back end. Every user can select their own back end plugin set to load the plugins the set contains for their own back end. This is useful if you only need to be able to access certain functionality, but not all. If you want to change the plugin set for your back end view, proceed as follows.

Selecting a back end plugin set:

  1. In the plentyMarkets back end, hover over the account icon () in the upper right corner.

  2. Click on Backend plugin set.
    → The Backend plugin set window opens.

  3. Click on a plugin set.

  4. Save the settings.

  5. Reload the page.
    → The selected plugin set is now active in your back end.

Refer to the Plugins chapter for further information about setting up plugins and plugin sets.

3. Personalising the dashboard

The dashboard is displayed when you log into PlentyONE. It shows you helpful statistics, diagrams and notes at a glance.

Admin users can customise the dashboard as needed. In other words, they can decide which elements, statistics and notes should be displayed on the dashboard.

Practical examples

You can decide which information should be displayed on the dashboard. For example, you can add a:

4. Practical example: tracking tasks

You can use the task widget to keep track of your company’s work processes. Simply assign tasks to individual employees and then track the progress of each task. This way you can always keep an eye on current projects.

Practical example: monthly newsletter

Imagine your company sends a monthly newsletter to inform customers of seasonal sales. The marketing department is responsible for writing the texts, creating the graphics and sending the email.

  • Create a newsletter task and assign it to your marketing department.

  • Whenever a step is completed, the marketing team updates the progress.

  • Since the task widget is on the dashboard, all of the participants can track the progress any time.
*Necessary roles

Users without Administrator rights can only access limited areas and menus in the PlentyONE back end. Thus, their access to the system is limited. Should a coworker see the menu PlentyONE Logo (Start) » Tasks a person with Administrator rights needs to assign a fitting role.

Setting the visibility for back end users:

  1. Open the menu Setup » Account management » Accounts.

  2. Use the search function and open the account that you want to edit.

  3. Assign the appropriate role under Assigned roles.
    → Or: create a role with Task visibilities in the simple mode in before.

  4. Save (save) the settings.

4.1. Adding the task widget to the dashboard

If the task widget isn’t already on the dashboard, then an admin will need to add it.

Adding the widget:

  1. Go to PlentyONE logo (Start) » Dashboard.

  2. Click on Edit view ().

  3. Drag-and-drop the My tasks element from the settings menu on the dashboard.

  4. Save () the settings.

Further information about customising the dashboard.

4.2. Creating a new task

Imagine your company sends a monthly newsletter to inform customers of seasonal sales. You can create a newsletter task and assign it to your marketing department.

Creating a task:

  1. Go to PlentyONE logo (Start) » Dashboard » Element: My tasks.

  2. Click on New task ().
    → A pop-up window will open.

  3. Enter information about the task. Refer to the table.

  4. Click on Save.
    → A task ID is automatically assigned by the system and cannot be changed.

Setting Explanation

Title

Enter a title for the task, e.g. "Newsletter".

Description

Enter a description of the task and format the text. For example, you could write a list of the individual steps, such as “texts”, “graphics” and “send email”.

Progress

Move the slider to specify the task’s progress as a percentage.

Note: This is the task’s progress when it is first created. The progress can be updated as the task moves forward.

Priority

Select the task’s priority. The priorities range from one grey star (lowest priority) to two yellow stars (highest priority).

Flag

Select a flag for the task. The flag helps you find tasks again in the future.

Owner

Who is responsible for this task? Select the task’s owner, e.g. your marketing manager.

4.3. Tracking and updating your own tasks

The task widget displays your own tasks on the dashboard when you log into PlentyONE. You can edit your tasks further any time. For example, you can update the progress or add information to the description.

Updating a task:

  1. Go to PlentyONE logo (Start) » Dashboard » Element: My tasks.
    → Your incomplete tasks are displayed by default.

  2. Click on and decide how the task should be changed.

    • Update task = The same pop-up window opens that you already saw while creating the task. Here you can edit the task further.

    • delete Delete = You will need to confirm your decision to delete the task.

    • task_alt Mark task as completed = The progress will be set to 100% and the task will be moved to the Completed area.

    • task_alt Mark task as incomplete = This option is only visible for completed tasks. The progress will be set to 0% and the task will be moved to the Incomplete area.

4.4. Tracking and updating company-wide tasks

It’s not only possible to manage your own tasks, but also to keep track of your employee’s tasks.

Tracking company-wide tasks:

  1. Go to PlentyONE logo (Start) » Dashboard.
    → Your incomplete tasks are displayed by default.

  2. Click on Reset () and select the necessary filters. Refer to the table.

  3. Click on Search ().
    → The tasks that correspond to the search criteria entered are shown.

Filter Explanation

Title/Description

Filters for tasks that have a specific keyword in their title or description. Enter the keyword into the text field.

Note: Enter at least 4 characters. This is a full text search filter.

ID

Filters for the task with a specific ID. Enter the ID into the text field.

Note: The system automatically assigns consecutive task IDs. This ID cannot be changed.

Ticket ID

Filters for the tasks that belong to a specific ticket. Enter the ticket ID. Further information.

Progress

Filters for the tasks that have a specific progress. Select an operator and the progress from the drop-down lists.

Priority

Filters for the tasks that have a specific priority. Select an operator and the priority from the drop-down lists.

Date of creation

Filters for the tasks that were created at a specific time. Select an operator from the drop-down list and a date from the calendar ().

Flag

Filters for the tasks that have a specific flag. Select the flag from the drop-down list.

Owner

Filters for the tasks that are assigned to a specific person. Select the owner from the drop-down list.

5. Configuring table columns

In some meus, the overview is customisable. That means, you can decide:

  • which columns should be displayed.

  • which order the columns should be displayed in.

  • whether the results should be displayed in ascending or descending order.

6. Activating full screen mode

If you want to use more of your screen space for back end views, you can use full screen mode. Activating full screen mode hides the menu bar. You can show the menu bar dynamically by hover the mouse over the top edge of your browser tab.

To activate or deactivate full screen mode, click on in the upper right corner of the PlentyONE back end, then click on either Fullscreen on fullscreen or Fullscreen off fullscreen-exit.

7. Choosing a dark or light theme

There are various themes and options to change the design of your back end. You can change the following elements:

  • Menu bar colour

  • Size of various elements

  • Button colour

To change the design of your back end, carry out the following steps:

Changing the design:

  1. Hover over the user icon ().

  2. Click on Themes.
    → The Themes window opens.

  3. Select the desired design.