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:
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Go to Setup » Processes » Select folder » Select process.
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Point your cursor over whichever procedure you want to add a sub-procedure to.
→ The procedure’s context menu opens. -
Click on Add.
→ The Add window appears. -
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. -
Save the settings.
→ The sub-procedure is created. -
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:
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Short explanation of the sub-procedure
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Procedures for which the sub-procedure is available
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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.
Setting | Explanation |
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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.
Setting | Explanation |
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Note |
Decide which type of note should be added to the order. |
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.
Setting | Explanation |
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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.
Setting | Explanation |
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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.
Setting | Explanation |
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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. |
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.
Setting | Explanation |
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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:
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Please do not send your promotional product. I have no use for it!
Or you can enter notes yourself. Example:
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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.
Setting | Explanation |
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Visibility |
Decide which notes should be displayed. |
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:
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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.
Setting | Explanation |
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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.
Setting | Explanation |
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New serial numbers |
Permit = Serial numbers that were not registered along with incoming items can still be scanned 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. |
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.
Setting | Explanation |
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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.
Setting | Explanation |
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Target folder |
Click on the pencil icon and specify where the document should be saved. |
File name |
Decide what the file should be named. |
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.
Setting | Explanation |
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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.
Setting | Explanation |
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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.
Setting | Explanation |
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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.
Setting | Explanation |
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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.