Receiving goods and replenishing stock

Not only can you receive goods and replenish stock in the plentymarkets back end, but you can also do so with the plentymarkets app.

This pages of the manual guides you through the process step by step. It teaches you how to set up and use these functions.

1. Receiving goods

You can book in stock using the plentymarkets app. Note that the user needs to have the right to book in stock. In addition, users can be granted the right to edit the purchase price when booking in items. Alternatively, either the Net purchase price saved in the Settings tab of the variation or the average net purchase price is inserted.

Hardware for the plentymarkets app

Check the system requirements page of the manual to see current hardware recommendations for booking in items using the plentymarkets app.

1.1. Assigning rights for incoming items

Users with admin rights can book in items in the plentymarkets app by default. Users with Back end access must be assigned the necessary rights.

Assigning the right to book in items in the plentymarkets app:

Open the menu Setup » Settings » User.
Open the account.
Click on the Mobile tab.
Tip: If this tab is not shown, the account has admin rights.
In the Visible functions area, activate the option Incoming items.
→ The individual rights for booking in items are shown.
Optional: Assign additional individual rights. Pay attention to the information given in Table 1.
Save the settings.

Table 1. Booking in items in plentymarkets app; individual rights
Setting	Explanation
Show purchase price	Select if the user is allowed to see the purchase price when booking in items in the app.
Edit purchase price	Select if the user can edit the purchase price when booking in items in the app.

1.2. Personalising booking in stock with the plentymarkets app

Users can personalise the booing in process using the plentymarkets app settings.

Personalising booking in stock with the plentymarkets app:

Log into the plentymarkets App.
In the menu bar, tap the menu symbol.
Tap Settings.
Tap Incoming items.
→ The settings menu Incoming items opens.
Carry out the settings. Pay attention to the information given in Table 2.
Tip: The settings are saved when you exit the menu.

Table 2. Incoming items; app settings
Setting	Explanation
Item search fields	Activate the search fields to show in the Incoming items menu. *Tip:* Select the order in which search fields are shown by tapping the arrows to the left of the search field name. Tap the up arrow to push the search field up one level. Tap the down arrow to push the search field down one level.
Focus on search field	Tap the search field to which the cursor jumps automatically when the menu opens. If no search field is selected, you must tap a search field every time to enter a search value.
Suggested storage location list	Select the storage locations that are suggested. *Tip:* Select the order in which suggested storage locations are shown by tapping the arrows to the left of the suggested storage location. Tap the up arrow to push the suggested storage location up one level. Tap the down arrow to push the suggested storage location down one level. Suggested storage location = Activate to show the storage locations that are linked to the variation. Used storage locations = Activate to show the storage locations in which the variation is stored already. Empty storage locations = Activate to show all available storage locations. *Note:* Depending on the number of storage locations, activating the setting Empty storage locations can reduce the speed of the booking in process significantly. As such, we recommend that you link variations to storage location and only activate Empty storage locations only if strictly necessary.
Focus on target storage location
Set focus on target storage location	Activate to jump to the input field Storage location automatically after the item is selected.
Purchase price
Insert purchase price	Select if the purchase price saved for the variation is inserted. Not activated = The average purchase price is inserted for the variations. Activated = The Net purchase price saved in the Settings tab of the variation is inserted. *Tip:* If you activate Show purchase price and have been assigned the right Edit purchase price, you can change the purchase price that is inserted automatically.
Show purchase price	Select whether or not the Net purchase price saved in the Settings tab of the variation is shown. Not activated = The purchase price is not shown. Instead, it is inserted automatically based on the setting selected for Insert purchase price. Activated = The purchase price is shown to users with the necessary rights. *Tip:* The option only is visible to users with the necessary rights to see the purchase price.
Show net stock	Activate to show the net stock at the storage location when booking in items using the app. Deactivated = Only the physical stock of the item at the storage location is shown when booking in items using the app. Activated = Both the physical stock and the net stock of the item at the storage location is shown when booking in items using the app.

1.3. Booking in stock with the plentymarkets app

Proceed as described below to book in items using the plentymarkets app.

Labelling storage locations

Label your storage locations to book in items even more quickly. This allows you to scan the label of a target storage location when you want to book in items.

Booking in stock with the plentymarkets app:

Open the plentymarkets App.
In the menu bar, tap the menu symbol.
Tap Incoming items.
→ The variation search will be displayed.
Enter a search criterion.
Tap Search.
→ The variations are shown.
Tap the variation.
Tip: If only one result is found, the variation is opened automatically.
Enter the quantity to be booked in.
Optional: Enter the purchase price.
Tap the green button of the storage location to which you want to book the stock.
Tip: If your storage locations are labelled, scan the label of the storage location instead. If you are using a Bluetooth scanner, you need to tab the Barcode field first.
→ (Version 1.7.11 and higher) If best before dates, batches or both are managed for the variation in the selected warehouse, you are asked to enter a date, a batch or both.
(Version 1.7.11 and higher) Optional: Select the best before date and/or enter the batch and tap Book items.
Note: By default, you cannot book in variations with more than one best before date/batch to the same storage location.
→ The stock is booked in.

2. Replenishing stock

If you work with plentymarkets, you also can redistribute stock using the plentymarkets app. Users with Back end access must be assigned the necessary rights. The rebooking templates and app settings allow you to personalise redistribution to suit your warehouse processes.

Hardware for the plentymarkets app

Check the system requirements page of the manual to see current hardware recommendations for redistributing stock using the plentymarkets app.

2.1. Assigning rights for redistributing stock

Users with admin rights can redistribute stock in the plentymarkets app by default. Users with Back end access must be assigned the necessary rights.

Assigning users the right to redistribute stock:

Go to Setup » Settings » User.
Open the account.
Click on the Mobile tab.
Tip: If this tab is not shown, the account has admin rights.
In the Visible functions area, activate the option Rebooking.
Save the settings.

2.2. Creating a redistribution template

In the plentymarkets back end, you can create templates for redistributing stock using the plentymarkets app. Use these templates to define the fields and field order that users are shown when redistributing stock using the app.

Default template

If you do not create a template, the default template is selected automatically.

Creating a template for redistributing stock using the app:

Go to Setup » plenty App » Rebooking.
Click on New template.
→ The New template window opens.
Enter a name for the template.
Save the settings.
→ The template is created and opened for editing.
Select how variation data is shown in the Item layout. Note Table 3.
Select how variation data is shown in the Item list view, i.e. in the list of search results. Note Table 3.
Save the settings.

Table 3. Template for redistribution
Setting	Explanation
Description	Enter a description for the field. Users see this description as the name of the field. If you do not enter a description, no description is shown. *Example:* If you enter Barcode into the description field Barcode, the following is shown in the app during redistribution: Barcode: 12345. If the description field is empty, only the value 12345 is shown.
Line	Select the row in which the variation data is to be shown. Alternatively, select Do not show.
Row priority	Select the order in which variation data is to be shown. Variation data with a priority of 1 are shown at the very top.
Column	Select how variation data is shown in the search results. Left = The data is shown in the left column. Right = The data is shown in the right column. Full row = The data is shown across the full width.
Font size	Select the font size for the variation data from the drop-down list. The sizes XS to XXL are available.
Font style	Click into the field and select the formatting for showing variation data from the selection list.
Specific settings	Item price » Price selection = Select the sales price from the drop-down list. Barcode » Barcode selection = Select the barcode type from the drop-down list. Item image » Image size = Select a size for displaying the item image. The sizes XS to L are available.

2.3. Personalising redistribution with the plentymarkets app

Users can personalise the process of redistributing stock using the plentymarkets app settings.

Personalising redistribution with the plentymarkets app:

Log into the plentymarkets App.
In the menu bar, tap the menu symbol.
Tap Settings.
Tap Rebooking.
→ The settings menu Rebooking opens.
Carry out the settings. Note Table 4.
Tip: The settings are saved when you exit the menu.

Table 4. Redistribution; app settings
Setting	Explanation
Item search fields	Activate the search fields to show in the Rebooking menu. *Tip:* Select the order in which search fields are shown by tapping the arrows to the left of the search field name. Tap the up arrow to push the search field up one level. Tap the down arrow to push the search field down one level.
Focus on search field	Tap the search field to which the cursor jumps automatically when the menu opens. If no search field is selected, you must tap a search field every time to enter a search value.
Suggested storage location list	Select the storage locations that are suggested. *Tip:* Select the order in which suggested storage locations are shown by tapping the arrows to the left of the suggested storage location. Tap the up arrow to push the suggested storage location up one level. Tap the down arrow to push the suggested storage location down one level. Suggested storage location = Activate to show the storage locations that are linked to the variation. Used storage locations = Activate to show the storage locations in which the variation is stored already. Empty storage locations = Activate to show all available empty storage locations. *Note:* Depending on the number of storage locations, activating the setting Empty storage locations can reduce the speed at which stock is redistributed significantly. As such, we recommend that you link variations to storage location and only activate Empty storage locations only if strictly necessary.
Storage location redistribution quantity
Suggest total quantity	Select if all stock for the variation is to be suggested for redistribution. Not activated = No quantity is suggested. The quantity needs to be entered manually. Activated = All stock at the storage location is automatically inserted.
Set focus on target storage location	Activate to jump to the input field Storage location automatically after the variation is selected.
Fast rebooking	Activate to skip selecting a source storage location. *Tip:* Only activate this option if only one possible source storage location exists.
Show net stock	Activate to show the net stock at the source storage location when redistributing stock using the app. Deactivated = Only the physical stock of the item at the source storage location is shown when redistributing stock using the app. Activated = Both the physical stock and the net stock of the item at the source storage location is shown when redistributing stock using the app.
Template	Tap a template. Templates are created in the Setup » plentymarkets App » Rebooking menu of the plentymarkets back end.

2.4. Redistributing stock with the plentymarkets app

Proceed as described below to redistribute items using the plentymarkets app.

Labelling storage locations

Label your storage locations to redistribute stock even more quickly. You can then scan the label of the source and target storage locations when redistributing stock.

Redistributing stock with the plentymarkets app:

Open the plentymarkets App.
In the menu bar, tap the menu symbol.
Tap Rebooking.
→ The variation search will be displayed.
Enter a search criterion.
Tap Search.
→ The variations are shown.
Tap the variation.
Tip: If only one result is found, the variation is opened automatically.
→ The stock quantity of the variation per storage location is shown in the Item to rebook view.
Tap the green bar of the storage location you want to remove stock from.
Tip: If your storage locations are labelled, scan the label of the storage location instead. If you are using a Bluetooth scanner, you need to tab the Barcode field first.
→ The storage location and stock quantity is shown in the Rebook from area.
Optional: Modify the quantity to be redistributed.
Tap the green button of the storage location to which you want to book the stock.
Tip: If your storage locations are labelled, scan the label of the storage location instead. If you are using a Bluetooth scanner, you need to tab the Barcode field first.
→ (Version 1.7.11 and higher) If best before dates, batches or both are managed for the variation in the new warehouse but not saved in the old warehouse, you are asked to enter a date, a batch or both.
(Version 1.7.11 and higher) Optional: Select the best before date and/or enter the batch and tap Rebook.
→ The stock is redistributed.