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Work steps

This chapter deals with the work steps that can be configured for processes. You can create and configure as many work steps as desired for a process. The possibilities for configuration will be more or less detailed depending on which type of work step is selected. These are primarily made up of procedures and sub-procedures that are carried out one after the other and can either run endlessly or be controlled manually. You can set up conditions that act as filters and make it possible to set up very individual configurations for the work steps.

Tool plentyBase required

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

Select the type of work step when you create a new work step.

New work step
Figure 1. Creating a new work step

Click on the green plus sign and carry out the settings as described in the following sub-chapters of the manual.

1. Order group processing work step

You have several options for configuring the Order group processing work step. You can specify which and how many orders should be processed. If needed, you can also select filters to specify which orders should be processed. Furthermore, you can specify if and to what extent changes should be made to the orders by the work step.

1.1. Configuration

First create a work step.

Creating a work step:

  1. Click on New work step.

  2. Select Order group processing as the type.

  3. Save the settings.
    → The configuration window will open (image 1).

Click on the pencil icon to open this window for an already existing work step.

Configuring work step
Figure 2. Configuring the work step
Example configuration

The example in image 1 shows that 30 orders are set as the limit. Orders will be filtered that have a specific flag and date (received yesterday). While being processed, the orders will receive a new status and a new owner.

The submenus shown in image 1 are explained below.

1.1.1. Settings

Here, general settings for the work step need to be carried out, e.g. a name and its position in the process.

The following table explains the settings of the work step:

Table 1. Configuring the work step; settings
Setting Explanation

Name

Select a name that identifies the work step as clearly as possible.

Number

Enter how many orders should be processed per run.

Next step

Select whether an additional work step should be started manually or automatically. This setting is only relevant if at least two work steps are configured.
Awaiting input = The next step or procedure will not be started automatically. Rather, the process will be paused until you click on Start in the menu for carrying out the process.
Start automatically = The next step or procedure will be started automatically.

Change position

If multiple work steps were configured, then the order can be changed here.

Don’t forget to check and save your settings or changes!

1.1.2. Filter

Use filters to select orders according to the criteria available in the filter.

The following table explains the filters available for this work step:

Table 2. Overview of filters; explanations of the configurations
Filter Explanation

Number of order items

Select an operator from the drop-down list and enter a number into the field. This will search for orders that include a certain number of items.

Order warehouse

Select a warehouse from the drop-down list to only search for orders that contain items from this warehouse.

Order type

Select a specific order type if you only want to process this type of order. The list also includes some combinations of order types.

Date

Select a point in time, e.g. Yesterday or e.g. in the past, in order to filter all existing orders. You can select more than one option.

Owner

Select the user whose orders you want to filter.
Active user = User who is currently logged into the system.

Email address

Select an option to only filter for those orders that include an email address in the customer data record or that do not include an email address in the customer data record.

Express shipping

Select whether you want to filter orders with express shipping or not.
Yes = Only orders with express shipping
No = Only orders without express shipping

Total quantity of items

Select an operator from the drop-down list and enter a number into the field. This will search for orders that include a certain number of unique items.

Weight

Orders can be filtered by weight in grams. Enter a value and select the equals sign to filter orders with an exact weight. Enter a value and select the appropriate operator to filter orders within a certain weight range. You can filter two different weight ranges by using both text fields at once.
Example: For a weight of 3.5 kg and higher, enter 3500 into the text field and select the operator >=.

Referrer

Select the order referrer of those orders that you want to filter. You can select more than one option.

Customer class

Select one or more customer classes.

Country of delivery

Select the country of delivery of those orders that you want to filter. All countries of delivery can be selected here. Not only those that you activated in your system.

Client (store)

Select the client (store) of those orders that you want to filter. You can select more than one option.

Flag

Select the flag of those orders that you want to filter. The option None will filter orders that do not have a flag.

Pending pick list

Pending pick lists are those that have not been completely processed yet. In order for the filter to be effective, a pending pick list has to be available in general. If this is not the case, then orders will not be filtered by the specified conditions. Instead, orders will be loaded by other filters set up here only. Options:
Use = Continue processing a pending pick list.
Do not use = Start a new pick list.
If the filter with the setting Use is looking for the corresponding orders and finds a pending pick list, the orders of this pick list will be loaded. All other filters set up for this work step will be ignored then. You have to set up a box storage rack in the item registration procedure as a condition for the following processing of the loaded pick list.
If you deactivate the filter by selecting Do not use, then a new pick list will automatically be created assuming that the previously mentioned condition is fulfilled. However, if there is a pending pick list available when selecting this option, then the process will be canceled and an error message will be displayed. In this case, the pending pick list has to be processed in advance.

Packstation

Select whether you want to filter orders with Packstations or not.
Yes = Only orders with Packstations
No = Only orders without Packstations

Invoice amount

Orders can be filtered by invoice amount. Enter a value and select the equals sign to filter orders with an exact amount. Enter a value and select the appropriate operator to filter orders within a certain invoice amount range. You can filter two different weight ranges by using both text fields at once.
Example: For an invoice amount of 39.90 euros and higher, enter 39.90 into the text field and select the operator >=.

Status

Select a status if you only want to filter orders with this status.

Loyalty program

Select one, several or no loyalty program to only process orders from this loyalty program or orders without a loyalty program.

Shipping service provider

Select a shipping service provider to only filter orders that use this shipping service provider.

Shipping costs

Orders can be filtered by shipping costs. Enter a value and select the equals sign to filter orders with an exact amount. Enter a value and select the appropriate operator to filter orders within a certain shipping costs range. You can filter two different weight ranges by using both text fields at once.
Example: For a shipping cost of 3.90 euros and higher, enter 3.90 into the text field and select the operator >=.

Shipping profiles

Select one or more shipping profiles to only filter orders with this shipping profile.

Shipping region

Select a shipping region to only filter orders from this region.

Outgoing items

Select how you want to filter by outgoing items:
Not booked = only orders without outgoing items booked
Booked = only orders with outgoing items booked
Today = only orders with outgoing items booked today
Yesterday = only orders with outgoing items booked yesterday

Payment

Select the payment status by which you want to filter the orders: Check payment, Unpaid only, Paid only, Partial payment only, Initial payment is complete, Overpaid only or Unpaid and partially paid.
Use the option Check payment to filter all orders in a specific status that should be checked (manually). This means that unpaid, partially paid and overpaid orders will be listed.

Payment method

Select one or more payment methods to only filter orders with this payment method.

SEPA

Type of debit

Select whether you want to filter orders with First debit or Recurring debit.

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 = Enables business customers in the role of payers to make payments by direct debit (Source: European Payments Council).

Payment frequency

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

IBAN & BIC

Select whether you want to filter orders for which IBAN and BIC are available or not available.

SEPA direct debit mandate

If you create the SEPA direct debit mandate filter and select the option available, only orders from customers who confirmed and signed the SEPA direct debit mandate will be selected.

Don’t forget to check and save your settings or changes!

1.2. Select orders

In order for you to recognize those orders that already passed through the process, assign a flag or a new status here. You can also change the user if orders should e.g. be assigned to another department after passing through the process.

The following table explains the flags of the Order group processing work step:

Table 3. Configuring the work step; flagging orders
Setting Explanation

New status

If you want this work step to change the status of the order, then select the desired status from the drop-down list.

New owner

If you want this work step to assign a new user as owner of the orders, then select the user from the drop-down list. You can also select the active user or without changes if you don’t want to change the owner.

New flag

If you want this work step to change the flag of the orders, then select the desired flag from the drop-down list.

Don’t forget to check and save your settings or changes!

1.3. Sorting

Select how the orders should be sorted.

The following table explains the sorting of the Order group processing work step:

Table 4. Configuring the work step; settings
Setting Explanation

Sorting

Select how the orders should be sorted. Orders can be sorted in ascending or descending order by:
Order ID = Default setting
Item ID
Customer ID
Invoice number
Item number
Storage location position

Sorting

Only the first item within an order is taken into consideration for the sorting.

Don’t forget to check and save your settings or changes!

1.4. Overview of procedures and sub-procedures

Once you have carried out all of the settings, add procedures and sub-procedures to the work step.

The following procedures and sub-procedures can be selected for the Order group processing work step. For further information about the elements and their settings, refer to the corresponding page.

2. Order processing

Use the work step Single order processing to define how single orders should be dealt with after they were registered, e.g. scanned with a barcode scanner. This flexible work step can be further defined by using the corresponding procedures and sub-procedures.

2.1. Configuration

First create a work step.

Creating a work step:

  1. Click on the button New work step.

  2. Select Single order processing as the type and click on Save.
    → The configuration window will open (image 1).

Click on the pencil icon to open this window for an already existing work step.

Configuring work step
Figure 3. Configuring the work step

The following table explains the settings of the work step:

Table 5. Configuring the work step; settings
Setting Explanation

Name

The name of the work step. Select a name that identifies the work step as clearly as possible.

Next step

Select whether an additional work step should be started manually or automatically. This setting is only relevant if at least two work steps are configured.
Awaiting input = The next step or procedure will not be started automatically. Rather, the process will be paused until you click on the Start button in the menu for carrying out the process.
Start automatically = The next step or procedure will be started automatically.

Don’t forget to check and save your settings or changes!

The work step will be displayed. Point your cursor to the element to display the configuration elements:

Single order processing
Figure 4. Work step Single order processing, opening the configuration
Adding elements

Click on the green plus icon (image 2) to add a procedure or sub-procedure and select the desired element from the drop-down list.

3. Incoming items

You can use the work step Incoming items to search for and register single incoming items, to search for orders and then book the items contained in the order and to automatically assign reorders.

3.1. Configuration

First create a work step.

Creating a work step:

  1. Click on the New work step button.

  2. Select Incoming items as the type and click on Save.
    → The configuration window will open (image 1).

  3. Pay attention to the explanations given in table 1 and carry out the settings as desired.

  4. Save the settings.

Click on the pencil icon to open this window for an already existing work step.

Configuring work step
Figure 5. Configuring the work step

The following table explains the settings of the work step:

Table 6. Configuring the work step; settings
Setting Explanation

Position

If you configured multiple work steps, then you can use the position to change the order of the steps.

Name

The name of the work step. Select a name that identifies the work step as clearly as possible.

Next step

Select whether an additional work step should be started manually or automatically. This setting is only relevant if at least two work steps are configured.
Awaiting input = The next step or procedure will not be started automatically. Rather, the process will be paused until you click on the Start button in the menu for carrying out the process.
Start automatically = The next step or procedure will be started automatically.

The work step will be displayed. Point your cursor to the element to display the configuration elements:

Incoming items
Figure 6. Work step Incoming items, opening the configuration

For further information about carrying out this process, refer to the Carrying out processes page of the manual and its sub-chapter 4.2 Booking single incoming items.

3.2. Overview of procedures and sub-procedures

The following procedures and sub-procedures can be selected for the incoming items work step. For further information about the elements and their settings, refer to the corresponding page.

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