Receiving goods and redistributing 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 page 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:
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Open the menu Setup » Settings » User.
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Open the account.
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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. Note Table 1.
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Save the settings.
Setting | Explanation |
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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:
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Log into the plentymarkets App.
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In the menu bar, tap the menu symbol.
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Tap Settings.
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Tap Incoming items.
→ The settings menu Incoming items opens. -
Carry out the settings. Note Table 2.
Tip: The settings are saved when you exit the menu.
Setting | Explanation |
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Item search fields |
Activate the search fields to show in the Incoming items menu. |
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. |
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. |
Show purchase price |
Select whether or not the Net purchase price saved in the Settings tab of the variation is shown. |
Show net stock |
Activate to show the net stock at the storage location 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:
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Open the plentymarkets App.
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In the menu bar, tap the menu symbol.
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Tap Warehouse management » Incoming items.
→ The variation search will be displayed. -
Enter a search criterion.
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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.
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Optional: Enter the purchase price.
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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:
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Go to Setup » Settings » User.
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Open the account.
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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.
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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:
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Go to Setup » plenty App » Rebooking.
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Click on New template.
→ The New template window opens. -
Enter a name for the template.
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Save the settings.
→ The template is created and opened for editing. -
Select how variation data is shown in the Item layout. Note Table 3.
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Select how variation data is shown in the Item list view, i.e. in the list of search results. Note Table 3.
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Save the settings.
Setting | Explanation |
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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. |
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. |
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. |
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:
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Log into the plentymarkets App.
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In the menu bar, tap the menu symbol.
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Tap Settings.
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Tap Rebooking.
→ The settings menu Rebooking opens. -
Carry out the settings. Note Table 4.
Tip: The settings are saved when you exit the menu.
Setting | Explanation |
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Item search fields |
Activate the search fields to show in the Rebooking menu. |
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. |
Storage location redistribution quantity |
|
Suggest total quantity |
Select if all stock for the variation is to be suggested for redistribution. |
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. |
Show net stock |
Activate to show the net stock at the source storage location when redistributing stock using the app. |
Template |
Tap a template. |
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:
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Open the plentymarkets App.
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In the menu bar, tap the menu symbol.
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Tap Warehouse management » Rebooking.
→ The variation search will be displayed. -
Enter a search criterion.
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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.
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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.