Skip to main content

Procedures/control elements

This page of the manual contains information about the control elements and procedures you can add to work steps of processes in the Setup » Processes menu.

Tool plentyBase required

You need plentyBase to create and run processes. You can download the installation files for plentyBase in the plentyMarketplace.

1. Adding a procedure/control element to a work step

Proceed as described below to add a procedure or a control element to a work step.

Adding a procedure or a control element to a work step:

  1. Go to Setup » Processes » Select folder » Select process.

  2. Point your cursor over whichever work step you want to add the procedure or the control element to.
    → The context menu for the work step opens.

  3. Click on Add.
    → The Add window appears.

  4. Choose the procedure or the control element from the drop-down list.
    Carry out additional settings as desired. Note the information in the index of procedures and control elements.

  5. Save the settings.
    → The procedure or control element will be created.

  6. Point your cursor over the procedure or control element if you want to edit the Position or any other settings.

Use the context menu

If the work step already includes a procedure, then you can use the context menu to add additional procedures or control elements. Simply right-click on a procedure and select Insert procedure before or Insert procedure after.

2. Index of procedures and control elements

The control elements and procedures are listed in alphabetical order. You can find the following information for each control element/procedure:

  • Short description of the control element/procedure

  • Which work steps the control element/procedure is available for

  • Additional settings that are available for this control element/procedure

  • For procedures: Which procedures are available in case of error

  • For procedures: Which sub-procedures are available for the procedure

This page serves as a reference for users who already have a basic understanding of plentymarkets processes. If you’re looking for basic information about processes, refer to the Setting up processes page of the manual.

2.1. Control elements

This chapter deals with the control elements that can be configured for processes. You can use control elements to determine how individual procedures should interact with each other within a work step.

2.1.1. General settings for control elements

Some settings are available for every control element. Table 1 describes these settings. The settings Show and Destination are not available for every control element. However, they are also described here. You can check whether or not the settings are available for a given control element by reading the explanations further below.

Table 1. Information about the general settings for control elements
Setting Explanation

Position

This option is only visible once the control element has been created.
The procedure’s current position in the work step. The procedure with the lowest position number is run first. Use the drop-down list to change the position number if you want the procedures to run in a different order.
Tip: Procedures can also be moved using the context menu. To do so, right-click the procedure and select Move up or Move down.

Show

Decide whether the procedure should be displayed in the work step.
Yes (default setting) = Procedure is shown in the Processes menu.
No = Procedure is not shown in the Processes menu. The procedure runs in the background.

Destination

Choose which procedure the control element should jump to. You can choose any of the procedures within the work step.
Tip: You can tell procedures apart by their IDs. The ID is displayed in parenthesis after the procedure’s name. Point your cursor over a procedure to see its ID in the upper left corner.

2.1.2. Dialogue

Use the Dialogue control element to ask your employees a question. Depending on how they answer, the process will then jump to a specific point.

Learn about the control element in our playful tutorial:

Dialogue control element

Similar to the control element Split, the process can continue in one of several different ways.

You can individually customise the question that you ask your employees. Not only can you give it a title, but you can also write a message and give your employees different options to choose from. For example, you can use the Dialogue control element to ask your employees which shipping service provider they’re using for the order. The various services will then be displayed as buttons. The user clicks on one of the buttons to select the appropriate service.

Work steps

This control element can be selected for the following work steps:

Settings

Table 2 explains the additional settings for the control element. The general settings for control elements are described in Table 1. Because input from the user is required, the setting Destination is not available for this control element.

Table 2. Settings for the control element Dialogue
Setting Explanation

Setting

Title

Enter a name for the question.

Message

Enter a text, for example a question such as “How do you want to continue?”

Button

Add

Click on the green plus icon to add a button. You can add up to 5 buttons per dialogue.

Name

Enter a name for the button. For example, the name of the target procedure.

Position

Decide which button should appear first, second, third, etc.
Tip: Put the buttons in the same order as their destinations appear in the process for better usability.

Colour

Choose a colour for the button from the drop-down list.

2.1.3. End

The control element End finishes a work step or a process. For example, the control element End is required to end a loop.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this control element. The general settings for control elements are described in Table 1. Since this ends work steps or processes, the setting Destination is not available for this control element.

2.1.4. Filter

The control element Filter opens a filter within a process. It allows you to filter specific orders and only carry out the procedure for these orders. The procedure will not be carried out for orders that do not meet the filter criteria. Once the steps have been completed, use the procedure Reset filter to end the filter.

Learn about the control element in our playful tutorial:

Filter control element

Work steps

This procedure can be selected for the following work steps:

Settings

Table 3 explains the additional settings for the control element. The general settings for control elements are described in Table 1.

Table 3. Settings for the control element Filter
Setting Explanation

Filter

Various filters are available. Add filters to limit which orders the procedure applies to. For example, use the filter Status if you only want to process orders that are currently in a specific status.

2.1.5. Reset filter

The control element Reset filter closes a filter within a process. This allows you to merge the filtered and non-filtered orders back together for the next work step or the next procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 4 explains the additional settings for the control element. The general settings for control elements are described in Table 1. The setting Destination is not available for this control element.

Table 4. Settings for the control element Reset filter
Setting Explanation

Filter

Choose which filter should be reset with this control element. You can tell the filters apart by their IDs. When you move your mouse over a filter, you can see its ID in the upper left corner.

2.1.6. Jump

The control element Jump allows you to skip to a specific part of the process. For example, you need to include a jump within a loop. This allows you to jump back to a specific part of the process until all elements of the process have been completed.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this control element. The general settings for control elements are described in Table 1.

2.1.7. Loop

A Loop is used to repeat a procedure or chain of procedures. It is repeated as many times as necessary until all of the elements, e.g. orders, have completed the process.

Learn about the control element in our playful tutorial:

Loop control element

Settings

There are no additional settings for this control element. The general settings for control elements are described in Table 1.

2.1.8. Split

A Split divides the process. Here you can save a condition for the destination. If the condition is not met, i.e. if the order is not in a specific status, then the process will continue. If the condition is met, then the order will jump to the destination that was selected.

Learn about the control element in our playful tutorial:

Split control element

Work steps

This procedure can be selected for the following work steps:

Settings

Table 5 explains the additional settings for the control element. The general settings for control elements are described in Table 1.

Table 5. Settings for the control element Split
Setting Explanation

Condition

Applies to all = The selected filters have to apply to all orders.
Applies to at least one = The selected filters have to apply to one order.

Filter

Various filters are available. Add filters to limit which orders the procedure applies to. For example, use the filter Status if you only want to process orders that are currently in a specific status.

2.2. Procedures

This chapter deals with the procedures that can be configured for processes. Procedures are added to work steps. Then sub-procedures are added to the procedures.

Learn about procedures in our playful tutorial:

Split control element

2.2.1. General settings for procedures

Some settings are available for every procedure. Table 6 describes these settings. The setting In case of error is not available for all procedures. However, it is also described here. You can check whether or not the settings are available for a given procedure by reading the explanations further below.

Table 6. Information about the general settings for procedure
Setting Explanation

Position

This option is only visible once the procedure has been created.
The procedure’s current position in the work step. The procedure with the lowest position number is run first. Use the drop-down list to change the position number if you want the procedures to run in a different order.
Tip: Procedures can also be moved using the context menu. To do so, right-click the procedure and select Move up or Move down.

Show

Decide whether the procedure should be displayed in the work step.
Yes (default setting) = Procedure is shown in the Processes menu.
No = Procedure is not shown in the Processes menu. The procedure runs in the background.

In case of error

Decide how the process should continue in case of error.
Cancel process = The entire process will be cancelled if an error occurs.
Jump to procedure = The process will continue with the selected procedure. Select the procedure from the drop-down list Jump to procedure.
Continue with next procedure = The process will continue with the next procedure.

2.2.2. Pick-up/delivery note

Use the Pick-up/delivery note procedure to generate pick-up/delivery notes for orders. These pick-up/delivery notes can be printed or saved with a sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.3. Address label

The Address label procedure assigns a label template to an order, an order item, an item or a packing unit. The labels can then be processed with a sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 7 explains the additional settings for the procedure. The general settings for procedures are described in Table 6.

Table 7. Address label procedure
Setting Explanation

Label template

Choose a label template from the drop-down list.

Assignment

Decide how you want the label template to be assigned.
One label per order = One label will be generated per order.
One label per order item = One label will be generated per order item.
One label per item = One label will be generated per item.
One label per packing unit = One label will be generated per packing unit.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.4. Offer

Use the Offer procedure to generate offers for the orders. These offers can be printed or saved with a sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.5. Item registration

Use the Item registration procedure to select the box storage rack that contains the desired items. The procedure also allows you to split orders into two delivery orders during item registration.

Showing coupon order items

Coupon redemptions are shown as separate coupon order items with the ID -1 in orders. To show these coupon order items in this procedure, open the Item search procedure and set the Include coupon order items (ID -1) option to Yes.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 8 explains the additional settings for the procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Table 8. Item registration procedure
Setting Explanation

Box storage rack

Choose whichever box storage rack contains the item to be registered.

Number of items to scan individually

Scan each item individually = If more than one copy of the item is picked, each item must be scanned individually.
1-100 = After the selected quantity of items was scanned, the rest is added automatically.

Close pick list automatically

Activate to close incomplete pick lists in the process automatically.

Display execute button

Activate to display a button in the process that allows users to jump to a different procedure.

Jump to procedure

Activate to display a button in the process that allows users to jump to a different procedure.

Show "Split order" button
(plentyBase/Terra only)

Activate to display a button in the process that allows users to split orders. This allows you to send items in stock immediately and any items not in stock later.

Delivery / partial order
(plentyBase/Terra only)

Delivery order = The main order is split into two delivery orders. The invoice and incoming payments are saved with the main order.

Status for 2. delivery order
(plentyBase/Terra only)

Select the order status to be assigned to the new delivery order.

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

  • None

2.2.6. Item label

Use the Item label procedure along with a sub-procedure to print or save a selected label template for an item.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 9 explains the additional settings for the procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Table 9. Item label procedure
Setting Explanation

Number of labels

The number of desired item labels. You can select the options 1 to 10 or Booking quantity. With the option Booking quantity, all those items will be used that were booked by a previous procedure (Incoming items) within the same work step.

Label template

Choose a label template from the drop-down list.

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.7. Item search

Use the Item search procedure to register items with the sub-procedure Scan item.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.8. Order

Use the Order procedure along with a sub-procedure to process orders. For example, you can change the status of selected orders or scan package numbers.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.9. Order confirmation

The Order confirmation procedure generates order confirmations for selected orders in the process. They can then e.g. be printed or saved with the corresponding sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.10. Order search

Use the Order search procedure to search for individual orders that you wish to process afterwards.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 10 explains the additional settings for the procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

  • None

2.2.11. Reorder search

Use the Reorder search procedure to search reorders and book their incoming items using a barcode scanner within the scan reorder sub-procedure. Note the procedure Incoming items (reorder).

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.12. Documents

Use the Documents procedure to automatically print or save one document of your choice to the clipboard with the corresponding sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 11. Documents procedure
Setting Explanation

Document

Choose a document. You can select PDF files that were uploaded in the CMS » Documents menu. The option Employees must have been selected from the Rights drop-down list for these files.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.13. Email

Use the Email procedure along with a sub-procedure to send an email or play a sound.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 12 explains the additional settings for the procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Table 12. Email procedure
Setting Explanation

Email template

Select the template to be sent from the drop-down list.

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.14. Export document

Use the procedure Export document to generate a DHL export document. This export document can be printed, saved and/or saved to the clipboard by selecting the appropriate sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 13. Export document procedure
Setting Explanation

Shipping service provider

Select the shipping service provider from the drop-down list.

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.15. Finance export

Use the Finance export procedure to create a CSV file that can be imported into several financial accounting solutions. You can choose between two formats: One data record per stock unit (default) or One data record per invoice and VAT rate. The Finance export can be saved with a sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 14 explains the additional settings for the procedure. The general settings for procedures are described in Table 6.

Table 14. Finance export procedure
Setting Explanation

Separator

Choose a separator for the CSV file.

Format

Choose a format.
One data record per stock unit (default) = Lists each individual item included in an order. In other words, each item’s data is displayed in a separate line.
One data record per invoice and VAT rate = One line of the export displays all the data included in an invoice. If an invoice contains items with different tax rates, for example 19% and 7%, then the data will be displayed in two lines.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.16. Entry certificate (Gelangensbestätigung)

The Entry certificates (Gelangensbestätigung) procedure generates entry certificates for selected orders in the process. They can then e.g. be printed or saved with the corresponding sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.17. Credit note

The Credit note procedure generates credit notes for selected orders in the process. They can then e.g. be printed or saved with the corresponding sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.18. Note

Use the Note procedure along with a sub-procedure to show a note or play a sound.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.19. Adjustment form

The Adjustment form procedure generates adjustment forms for selected orders in the process. They can then e.g. be printed or saved with the corresponding sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.20. Warehouse pick list

The Warehouse pick list procedure generates warehouse pick lists for selected orders in the process. They can then e.g. be printed or saved with the corresponding sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 15 explains the additional settings for the procedure. The general settings for procedures are described in Table 6.

Table 15. Warehouse pick list procedure
Setting Explanation

Sorting

Decide how the items should be sorted on the warehouse pick list. Warehouse pick lists are initially sorted by the racks within the warehouse. The option that is selected here will then sort the items on a rack. Orders can be sorted in ascending or descending order by:
Order ID = Default setting
Invoice number
Item ID
Item number
Storage location position
Note: Only the first item of an order is taken into consideration for the sorting.

Sorting of 2nd level (optional)

Choose a second sorting option. The first option may sort multiple items the same way. In other words, it may not always be completely clear which item should be sorted first, second, third, etc. In these cases, the option that was selected under Sorting of 2nd level will be used to sort the items further. The same sorting options can be selected as above. In addition, the option None is available.

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.21. Delivery note

Use the Delivery note procedure to generate delivery notes for the orders. These delivery notes can be printed or saved with a sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.22. Dunning letter

Use the Dunning letter procedure to generate dunning letters for the orders. These dunning letters can be printed or saved with a sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.23. Packing list

Use the Packing list procedure to generate a list of items that have already been picked and are now ready for shipping. The packing list can be printed or saved with a sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 16 explains the additional settings for the procedure. The general settings for procedures are described in Table 6.

Table 16. Packing list procedure
Setting Explanation

Sorting

Decide how orders should be sorted on the packing list. Orders can be sorted in ascending or descending order by:
Order ID = Default setting
Invoice number
Item ID
Item number
Storage location positionNote: Only the first item of an order is taken into consideration for the sorting.

Sorting of 2nd level (optional)

Choose a second sorting option. This second sorting level helps you avoid getting unclear results. For example, you can choose to sort orders by Item ID. If several orders match a specific item ID, then these orders will be listed randomly. It is useful to then sort these orders by their Order ID. The same sorting options can be selected as above. In addition, the option None is available.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.24. Pick list

Use the Pick list procedure along with a sub-procedure to print or save a pick list. The pick list is generated as part of batch picking. Orders in status 5 Cleared for shipping and higher will be dealt with. An incoming payment has already been booked for these orders (change from status 3 to 4). The items are also in stock (change from status 4 to 5).

Work steps

This procedure can be selected for the following work steps:

Settings

Table 17 explains the additional settings for the procedure. The general settings for procedures are described in Table 6.

Table 17. Pick list procedure
Setting Explanation

Sorting

Select a sorting option from the drop-down list. Data can be sorted in ascending order by:
Item ID = Default setting
Item number
Storage location position
Category name of default category

Sorting of 2nd level (optional)

Choose a second sorting option. This second sorting level helps you avoid getting unclear results. For example, you can choose to sort orders by Item ID. If several orders match a specific item ID, then these orders will be listed randomly. It is useful to then sort these orders by their Order ID. The same sorting options can be selected as above. In addition, the option None is available.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

The procedure needs at least one sub-procedure to generate a pick list. Add the sub-procedure Save online if you want to generate a pick list for the plentymarkets app.

2.2.25. Pick list search

Use the Pick list search procedure to search for individual pick lists that you wish to process.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 18 explains the additional settings for the procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

  • None

2.2.26. Polling

Use the Polling procedure to generate a polling file in CSV format. You need this file for certain shipping providers. You can save this file with a sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 19 explains the additional settings for the procedure. The general settings for procedures are described in Table 6.

Table 19. Polling procedure
Setting Explanation

Shipping service provider

Select the shipping service provider from the drop-down list that is to receive a polling file.

With header

This is only visible if the shipping service provider DHL EasyLog is selected. Decide whether a header should be displayed.

Sorting

Decide how orders should be sorted within the polling file. Orders can be sorted in ascending or descending order by:
Order ID = Default setting
Invoice number
Item ID
Item number
Storage location position
Note: Only the first item of an order is taken into consideration for the sorting.

Sorting of 2nd level (optional)

Choose a second sorting option. The first option may sort multiple orders the same way. In other words, it may not always be completely clear which order should be sorted first, second, third, etc. In these cases, the option that was selected here will be used to sort the orders further. The same sorting options can be selected as above. In addition, the option None is available.

Separator

Choose a separator for the CSV file. The default separator changes depending on the shipping service provider.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.27. Invoice

Use the Invoice procedure to generate invoices for the orders. These invoices can be printed or saved with a sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 20 explains the additional settings for the procedure. The general settings for procedures are described in Table 6.

Table 20. Invoice procedure
Setting Explanation

Invoice for delivery order
(plentyBase/Terra only)

Select if invoices are to be created for orders that are split during item registration when delivery orders are created by clicking the Split order button.
Do not generate = An invoice is not created automatically for delivery orders.
Generate in main order = The invoice is created for the main order.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.28. Repair slip

Use the Repair slip procedure to generate repair slips for the orders. These repair slips can be printed or saved with a sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.29. Create/edit return

Use the procedure Create/edit return to create returns. You can also edit the number of items afterwards.

Showing coupon order items

Coupon redemptions are shown as separate coupon order items with the ID -1 in orders. To show these coupon order items in this procedure, open the Item search procedure and set the Include coupon order items (ID -1) option to Yes.

Work steps

This procedure can be selected for the following work steps:

Settings

You will choose settings while creating the procedure. These settings will become the default settings for returns. However, you will still have the opportunity to modify the default settings if needed. Table 21 explains the additional settings for this procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Table 21. Create/edit return procedure
Setting Explanation

Default values: Item registration

Skip during process

No = The procedure will be displayed in the process and can be carried out.
Yes = The procedure will be skipped while the process is carried out.

Item status

Decide which item status should be used by default when the return is created. Go to Setup » Orders » Order types » Return to create item statuses for returns.

Item value

Enter a percentage. This percentage will be applied to returned items. This value will also be displayed once a return has been created. Simply open the return and click on the Overview tab. You will find the value next to the stock units.

Note

Enter a note. This note will be saved in the returns.

Warehouse

Select a warehouse. Variations will be booked into this warehouse by default if the storage location of the order is not used.

Storage location

Select a storage location. Variations will be booked into this storage location by default if the storage location of the order is not used.

Storage location for selected order item

Decide which warehouse individual order items should be reversed to.
Storage location of procedure settings = The combination of Warehouse and Storage location set here (see above) will be used.
Storage location of order = The order item is reversed to the warehouse saved with the order.

Storage location for all order items

Decide which warehouse variations should be reversed to, assuming that all of the order items should be returned.
Storage location of procedure settings = The combination of Warehouse and Storage location set here (see above) will be used.
Storage location of order = The order items are reversed to the warehouses saved with the order.

Show Reverse stock button

Select to display a button in the process that allows users to save a return and reverse stock simultaneously.

Item table columns

Select column headers. These columns will be included in the data table within the return.

Default values: Create return

Return status

Select a status. Returns will be assigned this status when they are first created.

Reason for return

Select a reason. Returns will receive this reason when they are first created. Go to Settings » Orders » Order types » Return to create reasons for returns.

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

  • None

2.2.30. Return label

Use the Return label procedure along with a sub-procedure to automatically print or save a return label.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 22 explains the additional settings for the procedure. The general settings for procedures are described in Table 6.

Table 22. Return label procedure
Setting Explanation

Return type

Choose between DHL Retoure Online and DHL Retoure with enclosed return labels.
DHL Retoure enclosed return labels = Generates return labels that you enclose in the package that you send.
DHL Retoure Online = Generates return labels that you can provide customers online, e.g. in their customer account.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.31. Return slip

Use the Return slip procedure along with a sub-procedure to print or save a return slip automatically. This return slip is attached to the item in case customers might need it for a return.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.32. SEPA Pain001

Use the SEPA Pain001 procedure to export transaction files of your SEPA bank transfers to a ZIP file. Provide your bank with this file after you saved it with a sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 23 explains the additional settings for the procedure. The general settings for procedures are described in Table 6.

Table 23. SEPA Pain001 procedure
Setting Explanation

Version

The versions supported by banks are listed in the drop-down list. Select the version that your bank can process. If necessary, check with your bank to find out which version format is expected.

Transaction files

Decide whether the transaction files should be compiled into one file. Either way the bank will receive a ZIP file. This ZIP file either contains the combined file or the individual transaction files. If necessary, check with your bank to find out which version format is expected.

Accounting period

Decide when the transaction should actually be initiated. You can select 3, 4 or 5 days. This calculation starts from the time when the file was uploaded.

IBAN

Enter the International Bank Account Number (IBAN).

BIC

Enter the account’s Bank Identifier Code (BIC).

Account holder

Enter the account holder’s first and last name.

Designated use

Enter the designated use. The designated use must include a placeholder.
The following placeholders can be used:
[OID] = Order ID
[CID] = Contact ID
[INV] = Invoice number

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.33. SEPA Pain008

Use the SEPA Pain008 procedure to export transaction files of your SEPA direct debits to a ZIP file. Provide your bank with this file after you saved it with a sub-procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 24 explains the additional settings for the procedure. The general settings for procedures are described in Table 6.

Table 24. SEPA Pain008 procedure
Setting Explanation

Version

The versions supported by banks are listed in the drop-down list. Select the version that your bank can process. If necessary, check with your bank to find out which version format is expected.

File type

Select the file type that meets the requirements of your bank or online banking software.
ZIP archive = A ZIP file is created that contains several compressed XML files.
XML = The file is not zipped and is sent to your bank separately.
Important: If you selected XML as the File type, you cannot select the option Combine because this combination would result in errors.

Transaction files

Decide whether the transaction files should be compiled into one file. Either way the bank will receive a ZIP file. This ZIP file either contains the combined file or the individual transaction files. If necessary, check with your bank to find out which version format is expected.
Important: If you selected XML as the File type, then do not select the option Combine. This combination can result in errors. In this case, select the option Do not combine.

Type of mandate

SEPA core direct debit = Allows a biller to collect funds from a payer’s account, provided that a signed mandate has been granted by the payer to the biller.
SEPA business to business direct debit = Mandate enables business customers in the role of payers to make payments by direct debit.

Payment frequency

One-time payment = Standard orders
Recurring payment = Regularly occurring orders such as subscriptions, etc.

Type of debit

First debit = A customer’s first SEPA direct debit.
Recurring debit = After the first debit, direct debits will be collected as recurring debits.
You need to be able to register both types of direct debits in order for SEPA payments to be made correctly. Set up an individual process for each type of debit. Add the filter Type of debit to the work step to ensure that the direct debits are registered correctly.

Accounting period

Decide when the transaction should actually be initiated. You can select 3, 4 or 5 days. This calculation starts from the time when the file was uploaded.

IBAN

Enter the International Bank Account Number (IBAN).

BIC

Enter the account’s Bank Identifier Code (BIC).

Identification number

Enter the creditor identifier.

Account holder

Enter the account holder’s first and last name.

Designated use

Enter the designated use. The designated use must include a placeholder.
The following placeholders can be used:
[OID] = Order ID
[CID] = Contact ID
[INV] = Invoice number

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.34. Serial numbers

Use the Serial numbers procedure and the Register serial numbers sub-procedure to register items using a barcode scanner during the process. This assigns the serial numbers to items. Afterwards, you can use another procedure, e.g. to book the items as outgoing.

Serial numbers for selected items

If you only want to register serial numbers for selected items, then open the item and select Yes for the Serial numbers option in the Other tab. Create a filter before the procedure in the process and select the filter type Serial number. Within the filter select Yes for the option.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.35. Shipping centre

Use the Shipping centre procedure along with a sub-procedure to automatically print or save a shipping order.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 25 explains the additional settings for the procedure. The general settings for procedures are described in Table 6.

Table 25. Shipping centre procedure
Setting Explanation

Shipping service provider

Select the shipping service provider from the drop-down list.

Procedures in case of error

Available procedures in case of error:

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.36. Outgoing items

Use the Outgoing items procedure along with a sub-procedure to book the outgoing items of an order or reset the booking automatically.

Work steps

This procedure can be selected for the following work steps:

Settings

There are no additional settings for this procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.37. Incoming items (reorder)

The Incoming item (reorder) procedure books all items of a reorder at once. However, this will only work if an order is found with the Reorder search procedure.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 26 explains the additional settings for the procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Table 26. Incoming item (reorder) procedure
Setting Explanation

Default setting storage location

Decide which storage location should be pre-selected when you run the process. You will still be able to change this default setting while running the process. The following options are available:
Suggested storage location = The setting saved for the item under Tab: Stock » Tab: Warehouse will be used.
Available storage location
Storage locations in use

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

2.2.38. Single incoming item

Use the Single incoming item procedure to register single incoming items and directly allocate the item to a storage location or print a label for the item.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 27 explains the additional settings for the procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Table 27. Single incoming item procedure
Setting Explanation

Settings

Storage location scan

Display = Select this option if you want the incoming item to be allocated directly to a storage location.
Do not display = Select this option if a random storage location should be allocated (also see Default setting storage location).

Purchase price

Display = The purchase price will be registered together with incoming items.
Do not display = The purchase price will not be registered with incoming items.

EAN

Decide whether the process should include a field that searches for items by their GTIN.

Item ID

Decide whether the process should include a field that searches for items by their item ID.

Item number

Decide whether the process should include a field that searches for items by their item number.

Supplier item No.

Decide whether the process should include a field that searches for items by their supplier item number.

Full text

Decide whether the process should include a full text search.

Automatic focus

Specifies which search field should your cursor should automatically be in when the process starts. Typically, this is whichever search field you use the most.

Destination when finished

Choose which procedure the process should continue with as soon as it has finished registering incoming items.

Default setting storage location

Decide which storage location should be pre-selected when you run the process. You will still be able to change this default setting while running the process. The following options are available:
Suggested storage location = The setting saved for the item under Tab: Stock » Tab: Warehouse will be used.
Available storage location
Storage locations in use
No storage location

Print item label

Select whether item labels for incoming items are to be printed individually After adding item, all at once After booking incoming items or not at all.

Printer configuration

Choose a printer.

Label template

Choose a template for the item labels.

Number of labels

Decide how many labels should be printed for each item. Choose a number between 1 and 10 or print according to the Booking quantity.

Quick intake

Decide whether you want to streamline the registration of incoming items.
No (default setting) = The form for entering item information opens every time an item is registered.
Yes = If the search result for a registered items is unique, the item is placed into the incoming items stack directly. The form for entering item information does not open. You can increase the number by registering/scanning the item again. Click on the item in the incoming items stack to the right to edit item information after items have been added.

Pallets and cartons

Mode

Default is what you should select.
Note: The other modes cannot be used.

Item labels

Print item label

Do not print = No item label will be printed.
After booking incoming items = Item labels will be printed once the incoming item has been booked.
After adding item = Item labels will be printed once the item has been created.

Printer configuration

Choose a printer configuration from the drop-down list.

Label template

Choose a label template from the drop-down list.

Number of labels

Booking quantity = The number of labels printed is equivalent to the number of incoming items.
1 to 50 = The chosen number of labels will be printed.

Keyboard shortcuts

Increase quantity
Decrease quantity
Apply
Apply and search
Book incoming items

Define keyboard shortcuts. No keyboard shortcuts are saved by default.
The shortcuts that you save here take priority over the shortcuts that were saved for a particular user account. If multiple tabs are available for carrying out a process, then the shortcuts for the active tab take priority.

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

  • None

2.2.39. Register incoming payment

Use the Register incoming payment procedure to register incoming payments with their date and payment method in the Orders » Incoming payments menu. This provides you with an overview and proof of payments that you receive as SEPA direct debits.

Work steps

This procedure can be selected for the following work steps:

Settings

Table 28 explains the additional settings for the procedure. The general settings for procedures are described in Table 6. The setting In case of error is not available for this procedure.

Table 28. Register incoming payment procedure
Setting Explanation

Payment method

Select the payment method.

Designated use

Enter the designated use. The designated use must include a placeholder.
The following placeholders can be used:
[OID] = Order ID
[CID] = Contact ID
[INV] = Invoice number

Procedures in case of error

Available procedures in case of error:

  • None

Sub-procedures

The following sub-procedures are available for this procedure:

  • None

To top