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    • Welcome
      • System requirements
      • First login
      • Where can I get help?
      • Quick start
        • Take a quick tour
          • The Dashboard
          • The Item menu
          • The Orders menu
          • The Automation menu
        • Connect your system to sales channels
          • Connecting sales channels
            • Checklist: Connecting Amazon
            • Checklist: Connecting eBay
            • Checklist: Connecting Kaufland
          • Importing, creating and managing items
          • Preparing order processing
          • Setting up shipping options
        • Additional system setup
          • Automating processes
          • Setting up a warehouse and supplier
          • Booking stock
          • Setting up payment processing
          • Designing your plentyShop
          • Adding plugins to the system
        • Carrying out initial settings
        • Final steps
      • Customising your system
      • What is myView?
    • Item (new PIM UI)
      • Introducing the item structure
        • Items vs. Variations
        • What is inheritance?
        • Searching for items in the back end
      • Customising the detail view
      • Preparatory settings
        • Categories
        • Attribute
        • Properties and characteristics
        • Sales prices and price calculation
        • Manufacturers
        • Item images
        • Availabilities
        • Variation numbers
        • Barcodes and labels
        • Units
        • Tags and flags
        • Free text fields
      • Import, export, manual processing
        • Import
        • Export
        • Creating new items
        • Directory of data fields
        • Mass processing
      • Use cases
        • Multipacks, item bundles and sets
        • Order properties (personalised items)
        • Give-aways
        • Serial numbers
        • Tracking changes
        • Back end search behaviour
      • Appearance in the plentyShop
        • Category isn’t visible
        • Item isn’t visible
        • Search bar
        • Faceted search (filters)
        • Cross-selling
        • Store specials
        • Item templates (not recommended)
      • Item (old PIM UI)
        • Search filters and example items
        • Manually creating items
        • Directory of data fields
        • Mass processing
        • Multipacks, item bundles and sets
      • FAQ: Item management
    • Sales Channels
      • Overview: What are listings?
      • Creating listings
    • Stock management
      • Preparatory settings
        • Planning your warehouse
        • Practical example: Planning a warehouse
        • Saving contact info for suppliers
        • Variations: Enabling stock tracking
      • Stock management
        • Movement: Incoming goods
        • Movement: Transfer goods
        • Movement: Outgoing goods
        • Tracking stock levels
        • Practical guide to inventory
        • Inventory
        • Practical example: Correcting/Transferring/Deleting stock
      • Reorders
        • Working with reorders
        • Managing backlog lists
        • Best Practices: Exporting reorder data
      • Reorders (new UI)
        • Creating reorders
        • Working with reorders
        • Customising the reorder view
        • Searching for reorders
      • Redistributions (new UI)
        • Creating redistributions
        • Working with redistributions
        • Customising the redistribution view
        • Searching for redistributions
      • Use-cases
        • Items with BBD/Batch number
        • Using properties to characterise storage locations
      • The PlentyONE Warehouse app
        • Installation and initial setup
        • Searching for items and storage locations
        • Booking incoming items
        • Redistributing items
        • Reshelving items
        • Taking stock
        • Working with pick lists
        • Box picking
        • Single order picking
        • Printing labels
    • CRM
      • Contacts
        • Carrying out the preparatory settings
        • Searching for a contact
        • Creating a contact
        • Editing a contact
      • Companies
      • Messenger
        • Carrying out the preparatory settings
        • Working with the Messenger
        • Configuring Messenger
        • Automations in Messenger
      • EmailBuilder
        • Carrying out the preparatory settings
        • Working with the EmailBuilder
        • Automating the email dispatch
        • Using the expert mode
        • Using variables and twig expressions
        • Code examples
      • Accounts receivable
      • FAQ: CRM
      • Practical examples
        • Classes: Setting up an individual price for a certain customer class in your plentyShop
        • EmailBuilder: Sending a plentyShop order confirmation to customers
        • EmailBuilder: Sending tracking URLs to customers
        • Messenger: Configuring different marketplaces
        • Messenger: Setting up automations
        • Messenger: Setting up email forwarding
      • Newsletter
    • Orders
      • Preparatory settings
      • Searching for orders
      • Manually creating orders
      • Customising the order view
      • Order statuses
      • Order referrer
      • Order types
        • Order
        • Offer
        • Warranty
        • Credit note
        • Delivery order
        • Repair
        • Return
        • Multi-order
        • Advance order
      • DocumentBuilder
        • Preparatory settings
        • Creating a new template
        • Using default templates
        • Designing templates using the editor
          • Using variables
        • Practical examples
          • Asynchronous document creation
      • Order documents
        • Adjustment form
        • Credit note
        • Custom order document
        • Delivery note
        • Dunning letter
        • E-invoice
        • Entry certificate
        • Invoice
        • Offer
        • Order confirmation
        • Packing list
        • Pick list
        • Pick-up delivery
        • Pro forma invoice
        • Repair slip
        • Return slip
        • Warehouse pick list
        • Defining number ranges
      • Working with orders
      • Accounting
      • Subscriptions
        • Carrying out preparatory settings
        • Creating subscriptions
        • Working with subscriptions
        • Customising the subscription view
        • Searching for subscriptions
      • Coupons
      • FAQ
        • What to do when you exceed a delivery threshold?
      • Old: Scheduler
      • Document archive
    • Payment
      • Managing payment methods
      • Managing payments
      • Managing bank details
      • Managing currencies
      • Payment Plugins
        • Cash in advance
        • Cash on delivery
        • Debit
        • EBICS
        • Invoice
        • Klarna
        • Mollie
        • Online bank transfer
        • Payone
        • PayPal
        • Pay upon pickup
      • FAQ
        • Problems with payment plugins
        • Payment assistant is missing
    • Fulfilment
      • Preparing the shipment
      • Shipping centre
      • Generating documents
      • Package content list
      • Customs numbers
      • Amazon FBA Inbound
      • China Logistic Center (CLC Fulfillment)
      • DHL Shipping
      • eBay Fulfillment by Orange Connex
      • GLS ShipIT (test phase)
      • Zalando Fulfillment Solutions (ZFS)
      • Shipping service provider plugins
        • DHL Preferred Delivery
        • DHL Retoure Online
        • DPD Shipping Services
        • DPD Shipping UK
        • PostNL
      • FAQ
      • Practical examples
        • DHL Shipping (Versenden)
        • Geoblocking
      • Error messages
        • DHL
        • UPS
    • Data
      • Importing data
        • Introduction to the Import tool
        • Using the import tool
        • Import types
          • Item
          • Attribute
          • Orders
          • Postings
          • Properties
          • Properties: Selection values
          • Facet
          • Parts compatibility listing
          • Coupon codes
          • Manufacturers
          • Campaigns
          • Categories
          • Contacts, companies and addresses
          • Warehouse
          • Market listing
          • Characteristics
          • Newsletter
          • Notes
          • Stock
          • Incoming items
          • Assignment taric code
        • Practical examples: Import tool
          • ASIN and ePID
          • Order items
          • Importing new postings
          • Cross-selling links
          • Creating eBay properties
          • Importing properties
          • Importing new facets
          • Creating parts compatibility listings
          • Importing new categories
          • Contact data
          • Adjusting storage locations
          • Creating listings
          • Client links
          • Characteristic links
          • Importing package numbers from shipping service providers
          • Creating variations
      • Exporting data
        • Elastic Export
          • Using elastic export
          • Practical example: Drop shipping and Elastic export
        • FormatDesigner
          • Format types
            • Item
            • Item images
            • Attribute
            • Orders
            • Order items
            • Purchase order items
            • Newsletter Recipient
            • PurchaseOrder
            • Properties
            • facet
            • facetValue
            • facetValueReference
            • Manufacturers
            • Categories
            • Warehouses
            • Contacts
            • Listing
            • Active listings
            • stock
            • stockMovement
        • Catalogues
          • Getting to know catalogues
          • Using marketplace formats
          • Marketplace formats
            • Listing
          • Using standard formats
          • Standard formats
            • Item (new)
            • Orders
            • Manufacturers
            • Shipping/Fulfillment
            • Practical example: orders and order items
            • Practical example: purchase orders
            • Warehouses
            • Stocks
            • Stock movements
            • Payments
          • Channel maps
          • Managing catalogues
          • Checking export status
      • Cleansing or backing up data
        • Data cleansing
        • Database backup
      • Monitoring changes and events
        • Tracking changes
        • Data log
      • Interfaces
        • Setting up REST API
        • FTP access (older systems only)
      • Functions
      • Internal IDs in PlentyONE
      • Deprecated tools
        • Dynamic data exchange (old function)
          • Exporting data with the dynamic export (old function)
          • Data formats
            • Attribute
            • Campaign
            • CampaignCoupon
            • CampaignCouponContact
            • Category
            • CreditNote
            • CampaignCouponOrder
            • Customer
            • CustomerNewsletter
            • CustomerNote
            • CustomerProperty
            • CustomerPropertyLink
            • EbayTitleMatch
            • EbayPartsFitment
            • Facet
            • FacetReference
            • Item
            • ItemImage
            • ItemImageName
            • ItemImageReference
            • ItemListingMarket
            • ItemListingMarketEbay
            • ItemListingMarketHistory
            • ItemListingMarketText
            • Order
            • OrderComplete
            • OrderItems
            • OrderListForFulfillment
            • Producer
            • SerialKeys
            • Stock
            • StockMovement
            • Variation
            • VariationAdditionalSKU
            • VariationBarcode
            • VariationBundle
            • VariationCategories
            • VariationMarketLink
            • VariationSalesPrice
            • VariationSKU
            • VariationSupplier
            • VariationWarehouse
        • Statistics (old function)
    • Shop
      • Setting up a shop in PlentyONE
      • The shop editor
      • Plugin compatibility
      • Shop Best Practice
      • plentyShop LTS area
        • Setting up plentyShop LTS
        • Setting up IO
        • Setting up the ShopBuilder
        • plentyShop preview
        • ShopBuilder content widgets
        • Best Practices: plentyShop LTS
        • Reference
          • Image sizes in plentyShop LTS
          • ElasticSearch result fields
      • Managing feedbacks
      • Setting up clients
    • External online shops
      • Shopify app
      • Shopify plugin
      • Migration to Shopify app
      • WooCommerce
    • Markets and price search engines
      • Price search engines
        • Basic Price Search Engine
        • Awin.com
        • BeezUP
        • belboon
        • billiger.de
        • Criteo
        • econda
        • Geizhals.de
        • Google Shopping
        • guenstiger.de
        • Kelkoo
        • KUPONA
        • MyBestBrands
        • Shopping.com
        • Shopping24
        • Shopzilla
        • tracdelight
        • treepodia
        • Twenga
      • Amazon
        • Setting up Amazon
        • Amazon: Migration guide
          • Amazon migration best practice: Creating offers for existing Amazon items
        • Amazon: Preparing variations
        • Amazon: Setting up variation export
        • Amazon: Legal requirements
        • Amazon: Setting up fulfilment
          • Amazon FBA vs. MFN
          • Amazon: Using the FBA service
          • Amazon Prime with MFN
            • Processing Amazon Prime orders
            • Best practice: Amazon Prime
        • Amazon: FAQ and solutions
          • Amazon: FAQ collection
          • Amazon Best practice: Item data export
          • Amazon Best practice: Amazon FBA stock display for EU and UK
          • Amazon Best practice: Error Request is throttled
          • Amazon Best practice: Order import
          • Amazon best practice: Using Amazon’s VAT calculation service VCS
        • Amazon: Using the Amazon gift service
        • Setting up Amazon Business
        • Amazon: Setting up Amazon Pay
        • Amazon plugins
          • AmazonVCSDashboard
      • eBay
        • Setting up eBay
        • eBay Fulfillment by Orange Connex
        • eBay: FAQ and solutions
          • Best practice: Activating listings
          • Best practice: Use out of stock-option
          • Best practice: Set up eBay Seller Managed Services
          • eBay: FAQ
        • eBay Plugins
          • eBay Analytics
          • eBay Feedback
          • eBay Marketing
      • ABOUT YOU
      • bol.com
      • Octopia: Cdiscount Integration
      • Check24
      • Conrad Core Integration
      • Decathlon
      • eMAG
      • Etsy
      • Fruugo
      • Galaxus.ch
      • Galaxus.de
      • idealo
        • Setting up idealo
        • idealo: Setting up the catalogue export
        • Best practice: idealo
      • Kaufland
        • Setting up Kaufland
        • Best practice: Integration of shipping groups
        • Best practice: Linking characteristics to attributes
        • Best Practice: Automatically uploading invoices
      • Kauflux
      • limango
        • Setting up limango
        • Best practice: Reporting partial deliveries
      • MediaMarktSaturn Core Integration
      • Metro
      • Metro Layer Integration (closed beta)
      • Neckermann.at/Topagers.de
      • Netto
      • OBI Layer Integration (open beta)
      • OTTO Market
        • Setting up OTTO Market
        • OTTO OAuth
      • Temu
      • Voelkner Core Integration
      • Wayfair
      • XXXLutz Core Integration (open beta)
      • Zalando
    • The plentymarkets App
      • Installation and setup
      • App functions
        • Key performance indicators
        • Searching for items, customers and orders
        • Mobile warehouse management
          • Box picking
          • Booking in and redistributing items
          • Reshelving items
          • App stocktaking
    • Point of sale system PlentyONE POS
      • Demo mode
      • Integrating PlentyONE POS
      • Processing online orders with PlentyONE POS
      • PlentyONE POS for POS users
      • PlentyONE POS and legal compliance
    • Plugins
      • Adding plugins to the system
      • Installing added plugins
      • Configuring installed plugins
      • Updating installed plugins
      • Removing installed plugins
      • FAQ: Plugins
      • Developers guide
    • Automation
      • PlentyONE Flow
        • Preparatory settings
        • Work with PlentyONE Flow Studio
          • Create an event-based flow
          • Create a time-based flow
          • Create a manual flow
          • Use the Flow actions
          • Use the Flow controls
        • Work with PlentyONE Flow Tracker
        • FAQs: PlentyONE Flow
      • Event procedures
      • Procedure manager
      • Practical example: Procedure manager and event procedures
      • Migrate procedures to Flow Studio
      • Processes
        • plentyBase
        • Managing printers
        • Setting up processes
        • Running processes
        • Work steps
        • Procedures/control elements
        • Sub-procedures
        • FAQ: Processes
    • Business decisions
      • Your contract with PlentyONE
      • User accounts and access
        • User account
        • PlentyONE account
        • Roles and user rights
        • Admin area
      • Product Information Hub
      • plentyBI
        • Dashboard
        • Performance
          • Sales dashboard
        • Key figures
          • Sales volume
          • Items below reorder level (Live)
          • Orders
          • Orders (Live)
          • Average number of order items
          • Average order value
          • Incoming items
          • Listings (Live)
          • Marketplace variation validation
          • Marketplace stock information
          • Contacts
          • Messages
          • Return rate
          • Gross profit
          • Revenue
          • Revenue today (Live)
          • VAT total
          • Cloud usage
          • Tops & Flops
          • Service usage
          • Traffic usage
          • Shipping revenue
          • Payments (Live)
        • Raw data
          • Managing reports
          • Data formats
            • accountContacts
            • accounts
            • categories
            • feedbacks
            • itemManufacturers
            • itemVariations
            • itemVariationSuppliers
            • marketplaceStockMovement
            • messages
            • messageTagRelations
            • orderDocuments
            • orderItemAmounts
            • orderItemProperties
            • orderItems
            • orderProperties
            • orderStatuses
            • orders
            • paymentOrderRelations
            • payments
            • properties
            • propertyRelations
            • stockManagementStockMovements
            • stockManagementStock
            • stockManagementWarehouses
            • tagRelations
            • tags
            • users
            • variationValidation
        • Practical examples
          • Incorporating the old sales statistics into the new dashboard
          • Displaying net revenue on the dashboard
      • System administration
        • Domains
        • PlentyONE status
        • Version (Beta, Early, Stable)
        • DNS self-help
        • SSL certificates
        • Usage data
        • System relocation
        • Managing mailboxes
        • Own cloud infrastructure
        • Practical examples
          • Connecting an external front end with the PlentyONE back end
          • 301 forwarding
      • Legal requirements
        • Procedural documentation
        • GDPR
    • PlentyONE glossary
    • Videos
      • Basics
        • Welcome to PlentyONE
        • Omni-channel sales from one, central command centre
        • Item structure and import options
        • Let PlentyONE help you fulfil orders and ship packages
      • Personalisation
        • Introduction to personalisation
        • User accounts
          • Defining custom password rules for your staff members
        • Emails
          • Creating mailbox.org email accounts
          • Linking your email account with PlentyONE
          • Creating email templates
          • Template variables and if queries for emails
          • Automatically sending email templates
        • Accounting and invoicing
          • Locations - An introduction
          • Locations - Accounting
          • Set up your invoice
          • SEPA direct debit mandate
          • Managing numbers
      • Items
        • Introducing the item structure
          • Item structure and import options
          • Inheritance
        • Preparatory settings
          • Attributes
          • Sales prices
          • Categories
        • Import, export, manual processing
          • Mandatory settings and important item data
          • Manually creating an item
          • Item - Tab: Main variation
          • Item - Tab: Global
          • Practical example: Importing items and variations
      • Order processing
        • Introduction: Order processing step-by-step
        • Configuring the settings
          • Using statuses to keep track of orders
          • Taking a glance at your order settings
        • Processing orders
          • Getting started with fulfilling orders
          • How do you deal with locked orders? Create a reversal document!
          • Quicklinks in your order overview
          • Fulfill your orders with a PlentyONE process
          • Creating and managing partial deliveries
        • Shipping
          • Configuring shipping options
          • Creating and editing shipping profiles
          • Using tables of shipping charges
          • Putting it all together with an example: DPD UK
        • Returns and Cancellations
          • Return or cancellation? The path to great customer service
          • Cancelling orders
          • Customising your return settings
          • Manually creating returns
          • Automating returns
          • Compensating customers
      • plentyShop
        • Take the first step toward opening your plentyShop!
        • Customising the look of your plentyShop
        • Featuring specific items on your homepage and other pages
      • eBay
        • eBay in three easy steps
        • Settings
          • Linking your eBay account to PlentyONE
          • Saving eBay business policies
        • Listings
          • Importing item and listing data from your eBay account
          • Manually creating eBay listings
          • Manually editing eBay listings
          • Starting, restarting and ending listings
          • Modifying several listings at once
          • Use layout templates to individualise your eBay listings
          • Processing and automating eBay returns
        • Plugins
          • Analysing your eBay sales activity
          • Creating sales promotions with the eBay Marketing plugin
          • Creating eBay promoted listings with the eBay Marketing plugin
          • Improving your ranking with the eBay SEO plugin
          • Import and reply to eBay feedback in your system
      • Amazon
        • Introduction to the Amazon module
        • Items
          • Preparing items to be sold on Amazon
          • Adding custom fields to your item data with properties
          • Exporting items to Amazon
          • A guide to inventory file templates (flat files)
        • Orders
          • The difference between MFN and FBA
          • Fulfilling your own orders with MFN
          • Managing MFN returns
          • Setting up Amazon Prime as an MFN seller
          • Keeping track of your FBA orders
          • Having Amazon fulfil orders from any platform with multi-channel FBA
      • Automation
        • Introduction
        • Event procedures
          • Introduction to event procedures
          • Using event procedures to automatically fulfill orders
          • Event procedure for sending tracking URLs
          • Event procedure for adding free gifts
        • Processes
          • Installing plentyBase
          • Linking your printer to PlentyONE
          • Creating and starting processes
          • What are work steps?
          • What are procedures and sub-procedures?
          • Importing and exporting processes
          • Introduction to control elements in processes
          • Loop - The cyclical control element
          • Split - Sending processes down two different paths
          • Filter - Sift through input in a process
          • Dialogue - Letting employees decide how a process continues
          • Example process - Multi-order picking
          • Example process - Single order picking
      • Data transfer
        • Basics
          • First steps with the import tool
          • One-time import (manual)
          • Recurring import (automatic)
        • Extra features
          • Own value: Adding information
          • Own assignment: Exchanging information
          • Regular expression: Modifying information
          • Importing and exporting templates
        • Practical examples
          • Importing items and variations
          • Importing orders
      • PlentyONE POS
        • Introduction
        • Setting up PlentyONE POS
          • Setting up your point of sale system
          • Installing the plentymarkets App and linking it to your POS system
          • Linking credit and debit card terminals to your PlentyONE POS system
          • Selling miscellaneous items that aren’t in your system
        • Working with the app
          • Ringing up customers with the plentymarkets App
          • Booking cash deposits and withdrawals
          • Documenting your cash on hand
          • Creating Z reports
      • Stock management
        • Setting up and managing storage locations
  • Versions
    • Roadmap
    • EOL
PlentyONE manual main
  • PlentyONE manual
    • main
  • PlentyONE manual
  • Welcome
  • Quick start
  • Additional system setup

Additional system setup

Welcome to the section Additional system setup. Here you will learn how to set up a shop in PlentyONE, adjust your system settings to suit your needs, and optimise your processes:

  • Automate processes

  • Set up a warehouse and supplier

  • Book stock

  • Set up payment processing

  • Set up a shop

  • Add plugins to the system

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