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Customising the user account

On this page, you will find all the information about the settings in plentymarkets that you only have to set up once in order to customise your user account. Of course you can change these settings at any time.

1. Setting the complimentary close

Go to the System » Settings » User » Accounts menu and enter a text in the My account area. This text is automatically added as a complimentary close at the end of your messages and comments in the ticket system. Generally, this text consists only of a closing and your name. When sending emails from the ticket system, the complimentary close and the signature will automatically be added to the end of the email. You will find a description of how to set up your signature in the next chapter.

Setting the complimentary close:

  1. Go to System » Settings » User » Accounts.

  2. Click on My account.

  3. Open the Complimentary close tab.

  4. Enter your complimentary close.

  5. Save the settings.

2. Setting the signature

Go to the System » Settings » User » Accounts menu and enter a text in the My account area. This text is automatically added as a signature at the end of your messages and comments in the ticket system. Generally, this text consists of your contact details as well as information about where your company is registered and its registration number. Depending on your company’s legal form, the name of the company, the chief executive officer and, if applicable, the European VAT number are all mandatory entries. When sending emails from the ticket system, the complimentary close and the signature will automatically be added to the end of the email.

Template variable for the signature

The template variables $Signature and $SignatureHTML contain the complimentary close.

Setting the signature:

  1. Go to System » Settings » User » Accounts.

  2. Click on My account.

  3. Open the Signature tab.

  4. Enter your Signature.

  5. Save the settings.

Mandatory entries in emails

Since the beginning of 2007, mandatory entries for email signatures in Germany correspond to those for company business letters. Non-compliance can result in a fine or in a costly warning being issued by a competitor.
Read up on the legal regulations for signatures in your own country or contact a legal adviser for such information.

3. Changing personal settings in the My account area

Go to the System » Settings » User » Accounts menu and open the My account » Personal settings area to change the settings of the user account currently logged into the system. Therefore, you can only see this tab in your own user account. The tab is divided into 3 tabs with settings that only apply to you personally. These tabs are General, Shortcuts and Favourites.

3.1. Changing general settings

In the General tab you determine whether you want to receive a warning if tabs are open and you try to close the window. You can also reset all user-specific settings.

Changing general settings:

  1. Go to System » Settings » User » Accounts.

  2. Click on My account.
    → Your account settings open.

  3. Click on the Personal settings tab.

  4. Click on the General tab.

  5. Carry out the settings. Pay attention to the information provided in Table 1.

  6. Save the settings.

Table 1. Options in the tab Personal settings » General
Button Explanation

Reset messages

Users can deactivate certain messages, e.g. the message that is displayed when plentymarkets needs to be reloaded in order for updates to go into effect. This setting is saved for each individual user. Click on this button again to reset all of the relevant settings for the user. For example, all of the messages that were deactivated will be displayed again.

Reset all

Resets all of the user-specific settings, e.g. the messages described above, the content and column widths in tables, any favourites, etc.

Warn if tabs are open and the window is to be closed

Activated = A warning will be displayed if you try to close a window while tabs are still open.
Deactivate = The window will be closed without warning.

3.2. Setting up shortcuts

Default shortcuts are saved in this tab. Shortcuts are used for many functions that are carried out on a regular basis. You can use shortcuts to open important menus in plentymarkets or to switch between tabs and tab levels. For example, the shortcut Alt + I opens the item overview. Alt + W is used to close the tab again.

Some shortcut combinations are not possible

Do not use any shortcut that is specific to an operating system. Shortcuts differ from one operating system to the next. For example: the F keys.
The combination cmd / Ctrl + W is reserved for the browser and is therefore not possible.

Setting up shortcuts:

  1. Go to System » Settings » User » Accounts.

  2. Click on My account.
    → Your account settings open.

  3. Click on the Personal settings tab.

  4. Click on the Shortcuts tab.
    Tip: The Shortcuts tab is only visible in your own user account. You are the only person who can edit your shortcuts.

  5. Set the shortcuts. Pay attention to the information given in Table 2.

  6. Save the settings.

Table 2. shortcuts
Shortcut Explanation

Global shortcuts

Alt + W

Closes the current tab.

Shift + Alt + DOWN (arrow down)

Moves down one tab level.

Shift + Alt + UP (arrow up)

Moves up one tab level.

Shift + Alt + RIGHT (arrow right)

Moves one tab to the right.

Shift + Alt + LEFT (arrow left)

Moves one tab to the left.

Alt + R

Reloads the current tab.

Alt + ESC

Logs out the user account and locks the back end.

Open areas

Alt + I

Opens the Item » Edit item menu.

Alt + O

Opens the Orders » Edit orders menu.

Alt + Y

Opens the Item » Categories menu.

Alt + C

Opens the CRM » Contacts menu.

Alt + T

Opens the CRM » Ticket system menu.

Alt + N

Opens the area New contact in the CRM » Contacts menu.

Alt + M

Opens the Customer data.

Alt + S

Opens the online store.

Alt + E

Opens the online store with the inline editing function.

Edit order

Shift + Alt + N

Opens the customer notes in an order; available in all tabs of the order.

Shift + Alt + A

Opens the order notes in an order; available in all tabs of the order.

Restoring the default shortcuts

Click on Reset shortcuts to reset the shortcuts to their default settings.

3.3. Managing favourites

All menu paths saved as favourites in your user account settings are displayed in the Favourites tab. Favourites can also be deleted in this menu. Use the Up and Down arrows for sorting your favourites. The tab is only visible for your own user account. For further information about adding and deleting favourites, refer to the Setting up general functions page of the manual.

4. Personalising the dashboard

The dashboard is shown when you log into the plentymarkets back end. By default, current plentymarkets news and status messages are displayed on the dashboard. By adding optional elements, you can monitor other information from your dashboard.

Read the dashboard area plentymarkets News regularly

Important status information and news are published in the plentymarkets News area of the dashboard. As such, you cannot close the Dashboard tab. Read the information published in this area regularly to stay up to date on new features and issues.

4.1. Adding an element to the dashboard

By default, only the plentymarkets news are displayed on the dashboard. Proceed as described below to show additional elements on the dashboard.

Adding an element to the dashboard:

  1. Open the Dashboard tab.

  2. Select an element from the drop-down list at the bottom left. Pay attention to the information given in Table 3.

  3. Click on New element.
    → The element is added to the dashboard.

  4. Click on the element’s header and drag it to the desired position.

Table 3. Available elements
Element Explanation

Item(s) below reorder level

Shows which items need to be reordered. The items are listed according to their warehouse.
Tip: You have to click on the document template link in order to open the Reorder menu.

Orders

Shows the number of new orders on the current date and the number of orders shipped today. It is linked to the order menu and displays the orders in the order overview.

Listings

Shows the number of new listings on the current date and the day before. Additionally, you can see how many listings ended successfully and how many ended unsuccessfully yesterday and today.

My tasks

Shows your tasks.

Sales statistics

Shows the sales figures by week.
Note: Credit notes will be recorded as negative sales figures on the day that they were created.
Note: The sales statistics offers a broad snapshot of your current sales. The Start » Statistics menu allows you to perform more detailed and accurate statistical analyses.

Payments

Shows an overview of the number of unassigned payments and the number of payments received on the current day and the previous day.

4.2. Adding an element to the dashboard

By default, only the plentymarkets news are displayed on the dashboard. Proceed as described below to show additional elements on the dashboard.

Removing an element from the dashboard:

  1. Open the Dashboard tab.

  2. Click on Close for the element you want to remove.
    → The element is removed from the dashboard.
    Note: The plentymarkets News area cannot be removed from the dashboard.

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