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Sub-procedures

This page of the manual contains information about the sub-procedures you can add to procedures in the Setup » Processes menu.

Tool plentyBase required

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

1. Adding a sub-procedure to a procedure

Proceed as described below to add a sub-procedure to a procedure. You can find a list of available sub-procedures on the Sub-procedures page of the manual.

Adding a sub-procedure to a procedure:

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

  2. Point your cursor over whichever procedure you want to add a sub-procedure to.
    → The procedure’s context menu opens.

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

  4. Select the sub-procedure from the drop-down list.
    Carry out additional settings as desired. Note the information on the Procedures page of the manual.

  5. Save the settings.
    → The sub-procedure is created.

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

Use the context menu

If your procedure already includes a sub-procedure, then you can use the context menu to add further sub-procedures. Simply right-click on a sub-procedure and select Insert sub-procedure before or Insert sub-procedure after.

2. Index of sub-procedures

The sub-procedures are listed in alphabetical order. You can find the following information for each sub-procedure:

  • Short explanation of the sub-procedure

  • Procedures for which the sub-procedure is available

  • Additional settings that are available for this sub-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. General settings

Some settings are available for every sub-procedure. Table 1 describes these settings.

Table 1. General settings for sub-procedures
Setting Explanation

Position

The sub-procedure’s current position in the procedure. The sub-procedure with the lowest position number is run first. Use the drop-down list to change the position number if you want the sub-procedures to run in a different order.

2.2. Scan item

Use the Scan item sub-procedure to open an entry mask for scanning items with a barcode scanner.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

There are no additional settings for this sub-procedure. The general settings for sub-procedures are described in Table 1.

2.3. Add order notes

Use the Add order notes sub-procedure to add a note to an order.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

Table 2 explains the additional settings for the sub-procedure. The general settings for sub-procedures are described in Table 1.

Table 2. Add order notes sub-procedure
Setting Explanation

Note

Decide which type of note should be added to the order.
Individual input = Allows the user to enter a message while running the process. This message is saved as an order note.
Predefined input = Opens a window. Enter a message into the Message area. This message will automatically be saved for orders while running the process.
None = (Only for the procedure "In case of error") Neither an individual note nor a predefined note is saved. Use this option if you only want to save the error message as the order note.

Save error message as additional note

(Only for the procedure "In case of error") Place a check mark to save the error message displayed in the process as an order note.

2.4. Remove from process

Use the Remove from process sub-procedure to remove orders from the process. The order will also be removed from from filters and previously started box picking.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

There are no additional settings for this sub-procedure. The general settings for sub-procedures are described in Table 1.

2.5. Scan reorder

Use the Scan reorder sub-procedure to open a window where you can book in items with a barcode scanner.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

There are no additional settings for this sub-procedure. The general settings for sub-procedures are described in Table 1.

2.6. Carry out booking

Use the Carry out booking sub-procedure to automatically book incoming or outgoing items.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

There are no additional settings for this sub-procedure. The general settings for sub-procedures are described in Table 1.

2.7. Reset booking

Use the Reset booking sub-procedure to reset outgoing items that were booked for certain orders.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

There are no additional settings for this sub-procedure. The general settings for sub-procedures are described in Table 1.

2.8. Print

Select the desired printer when adding this sub-procedure. This will allow you to print documents, e.g. delivery notes or invoices.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

Table 3 explains the additional settings for the sub-procedure. The general settings for sub-procedures are described in Table 1.

Table 3. Print sub-procedure
Setting Explanation

Printer setting

Choose one of the printer profiles saved in the menu Setup » Settings » Printer.

Copies

Enter the number of copies you’d like to print.

As multi-document

Place a check mark if you want to combine all of the documents into one, single document. This single document will be printed.

2.9. Change owner

Use the Change owner sub-procedure to change the owner. You can select from the owners saved in your system.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

Table 4 explains the additional settings for the sub-procedure. The general settings for sub-procedures are described in Table 1.

Table 4. Change owner sub-procedure
Setting Explanation

Owner

Use the drop-down list to decide who should be the new owner. You can choose from all the owners saved in your system.

2.10. Remove order from box

The Remove order from box sub-procedure is used for box picking. This sub-procedure unlinks the order from the box. This makes the box available again, so that it can be re-used on the next trip through the warehouse.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

There are no additional settings for this sub-procedure. The general settings for sub-procedures are described in Table 1.

2.11. Display note

The Display note sub-procedure displays a note that you’ve saved in advance. You can decide how much time should elapse before the note is hidden.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

Table 5 explains the additional settings for the sub-procedure. The general settings for sub-procedures are described in Table 1.

Table 5. Note sub-procedure
Setting Explanation

Title

Enter a title that should be displayed for the note.

Close automatically

Decide whether the note should automatically be closed once it has been displayed.
Never = The user has to click on the note to close it.
After 1-5 seconds = The note will close automatically once the selected time has elapsed.

Message

Enter a text that should be displayed for the note.

2.12. Change flag

Use the Change flag sub-procedure to change the flag. You can choose from the flags saved in your system.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

Table 6 explains the additional settings for the sub-procedure. The general settings for sub-procedures are described in Table 1.

Table 6. Change flag sub-procedure
Setting Explanation

Flag

Use the drop-down list to decide which flag should be assigned.

2.13. Notes concerning order

Use the Notes concerning order sub-procedure together with the Note procedure. This makes the information under Orders » Edit orders » Tab: Overview visible during the process. By displaying this information, your employees can take the appropriate action. Customers can write notes during the order process. Example:

  • Please do not send your promotional product. I have no use for it!

Or you can enter notes yourself. Example:

  • The customer does not want the promotional product. Do not include in the package!

Procedures

This sub-procedure can be selected for the following procedures:

Settings

Table 7 explains the additional settings for the sub-procedure. The general settings for sub-procedures are described in Table 1.

Table 7. Notes concerning order sub-procedure
Setting Explanation

Visibility

Decide which notes should be displayed.
ALL = All of the notes will be displayed.
Customer notes only = The process will only display notes that customers wrote while purchasing items.
Employee notes only = The process will only display notes that employees wrote.

2.14. Notes concerning customer

Use the Notes concerning customer sub-procedure together with the Note procedure. This makes the information under CRM » Contacts » Area: Notes visible during the process. By displaying this information, your employees can take the appropriate action.
Example:

  • The customer does not want to receive advertisements.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

There are no additional settings for this sub-procedure. The general settings for sub-procedures are described in Table 1.

2.15. Save online

Use the Save online sub-procedure to save an online pick list that you can retrieve and process in the plentymarkets app.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

There are no additional settings for this sub-procedure. The general settings for sub-procedures are described in Table 1.

2.16. Scan package number

Use the Scan package number sub-procedure to register a package number.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

Table 8 explains the additional settings for the sub-procedure. The general settings for sub-procedures are described in Table 1.

Table 8. Scan package number sub-procedure
Setting Explanation

Package number format

Select a package number format from the drop-down list.

2.17. Register serial numbers

Use the Register serial numbers sub-procedure to register serial numbers during the process with a barcode scanner. Decide whether you want to allow new serial numbers and whether serial numbers should be saved automatically.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

Table 9 explains the additional settings for the sub-procedure. The general settings for sub-procedures are described in Table 1.

Table 9. Register serial numbers sub-procedure
Setting Explanation

New serial numbers

Permit = Serial numbers that were not registered along with incoming items can still be scanned with outgoing items.
Do not permit = Serial numbers must be scanned with incoming items and again with outgoing items.

Save automatically

Yes = The process will be saved once serial numbers have been registered for all of the stock units. The process will continue automatically.
No: Users have to click on Save once serial numbers have been registered for all of the stock units. The process will not continue until this is done.

2.18. Sounds

Use the Sounds sub-procedure if you want an acoustic signal to be played as confirmation that the procedure was carried out.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

Table 10 explains the additional settings for the sub-procedure. The general settings for sub-procedures are described in Table 1.

Table 10. Sounds sub-procedure
Setting Explanation

Sounds

Decide which acoustic signal should be played when the procedure was carried out.

2.19. Save

This sub-procedure saves documents in a particular folder. If you want more than one person to use the process, then pick a folder that can be accessed by all users.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

Table 11 explains the additional settings for the sub-procedure. The general settings for sub-procedures are described in Table 1.

Table 11. Save sub-procedure
Setting Explanation

Target folder

Click on the pencil icon and specify where the document should be saved.

File name

Decide what the file should be named.
Standard = The file will be given the default name.
User-defined = Enter a name of your choice. Available variable: $PlentyID.
Create subfolder = The documents will be saved in a subfolder. This subfolder will follow the pattern: target_folder/type_date_time/.

As multi-document

Place a check mark if you want to combine all of the documents into one, single document. This single document will be saved.

2.20. Change status

Use the Change status sub-procedure to change the status. You can select from the statuses saved in your system.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

Table 12 explains the additional settings for the sub-procedure. The general settings for sub-procedures are described in Table 1.

Table 12. Change status sub-procedure
Setting Explanation

Status

Use the drop-down list to decide which status should be assigned.

2.21. Change shipping service provider

Use the Change shipping service provider sub-procedure to change the shipping service provider.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

Table 13 explains the additional settings for the sub-procedure. The general settings for sub-procedures are described in Table 1.

Table 13. Order sub-procedure
Setting Explanation

Shipping service provider

Use the drop-down list to decide which shipping service provider should be assigned. You can choose from all the shipping service providers saved in your system.

2.22. Shipping packages

Use the Shipping packages sub-procedure to create and process shipping packages.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

There are no additional settings for this sub-procedure. The general settings for sub-procedures are described in Table 1.

2.23. Change shipping profile

Use the Change shipping profile sub-procedure to change the shipping profile.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

Table 14 explains the additional settings for the sub-procedure. The general settings for sub-procedures are described in Table 1.

Table 14. Change shipping profile sub-procedure
Setting Explanation

Shipping profile

Use the drop-down list to decide which shipping profile should be assigned. You can choose from all the shipping profiles saved in your system.

Checkbox

Place a check mark if you want to use different shipping costs than the ones saved in the selected shipping profile.

Shipping costs

Enter the shipping costs. If you placed a check mark, then the shopping costs entered here will be used.

2.24. Send

Use the Send sub-procedure to send whichever email template was selected in the Email procedure.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

There are no additional settings for this sub-procedure. The general settings for sub-procedures are described in Table 1.

2.25. Change payment method

Use the Change payment method sub-procedure to change an order’s payment method.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

Table 15 explains the additional settings for the sub-procedure. The general settings for sub-procedures are described in Table 1.

Table 15. Print sub-procedure
Setting Explanation

Payment method

Use the drop-down list to decide which payment method should be assigned to the orders.

2.26. Save to clipboard

It can take a long time to print or save a large number of documents. This can cause unnecessary delays while running a process. Use the Save to clipboard sub-procedure to avoid such delays. For example, you can use it before a procedure that takes longer to carry out than it does to save. The information will be saved in the background while the procedure is carried out. You can follow this e.g. by the Print sub-procedure. The printer will access and print the documents that were saved in the background.

Do not combine with a procedure used for handing errors

Do not use “Save to clipboard” together with a procedure that is used for handing errors. Because documents are cached asynchronously, this combination would hinder the processes from being carried out correctly.

Procedures

This sub-procedure can be selected for the following procedures:

Settings

There are no additional settings for this sub-procedure. The general settings for sub-procedures are described in Table 1.

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