Skip to main content

Using general functions

This page of the manual describes the general functions that are found in several different areas of your plentymarkets system.

1. Quick access to general functions

In this chapter you will learn how to use general functions of your plentymarkets system.

  • Full screen mode
    Click on the full screen icon to start full screen mode.

  • Online store
    Click on the plenty ID in the upper right-hand side of the menu to open the start page of your online store.

  • Favourites
    Click on the star symbol to display your favourites. For more information on how to add and remove favourites, see Adding and removing favourites.

  • User
    Within the user icon you can switch to the user account view or log out of the system.
    Click on the user name to switch to the active user account.
    Click on Logout to log out of your plentymarkets system.

2. Adding a user image

To display a user image in your plentymarkets backend, it is required to be registered with gravatar.com.

Adding a user image:

  1. Go to System » Settings » User » Accounts » User name » Tab: Master data.

  2. Open the user.

  3. Enter the email address that you use for gravatar.com in the field Email.

  4. Save the settings.
    → Reload the system to display the user image.

3. Quick access via the Support tab

You can access various support services and partner services within the Support tab.

Service

  • Manual opens the start page of the plentymarkets manual where all functions of your system are described in detail.

  • Video tutorials opens an overview of plentymarkets video tutorials on various topics.

  • Forum opens the start page of the plentymarkets forum.

  • Consulting opens the support website where you can create tickets.

  • Developer guides opens plentyDevelopers. Comprehensive information and documentation for developers is available here.

Partner services

  • Partner agencies opens an overview of partner agencies and access to plentyProjects.

  • Project board opens plentyMarketplace » Tab: Projects. Log into the project board to tender projects and find contacts for your projects.

4. Switching the menu arrangement

You can switch the way the entire menu is arranged as well as customise the layout within a specific menu. Furthermore, you can sort the positions in the menu arrangement.

4.1. Switching the menu arrangement

Select between the horizontal and vertical menu arrangement. Switch the menu arrangement by clicking on the arrow in the upper left corner of your start page.

4.2. Customising the layout

You can customise the layout of every menu individually, i.e. you can specify which parameters should be displayed in the columns. Image 2 shows the Item » Edit item menu as an example.

Customising the menu layout:

  1. Point your cursor over the menu’s title bar.
    → The Customise layout gear-wheel icon will appear.

  2. Click on the gear-wheel icon.
    → The Customise the layout window will open.

  3. Select the parameters that you want to have displayed in the menu.
    → Remove the check mark if you no longer want one of the parameters to be displayed.

  4. Save the settings.

Customising layout window
Figure 1. Customising the layout window

4.3. Sorting the positions in the menu arrangement

Proceed as described below to sort the positions in the menu arrangement alphabetically or numerically and ascending or descending.

Sorting the positions in the menu arrangement:

  1. Move the cursor over the heading of the column that you want to sort.
    → A small triangle will be displayed.

  2. Click on the triangle to sort the entries in this column.
    → If the triangle is pointing down, then the column entries will be sorted in ascending order (the highest value is at the top of the list). If the triangle is pointing up, then the column entries will be sorted in descending order.

5. Accessing the context menu with a right click

The right click on certain tabs and buttons in plentymarkets allows you to quickly carry out actions.

For example, if you right-click on a category in the Item » Categories menu, you can edit, move, copy or delete a category or create a subcategory. In the CMS » Image gallery menu e.g., right-click on an image folder in the directory tree to delete the folder with its complete content.

6. Adding and removing favourites

If you use some menus very frequently, then you may want to save them to a list of favourites. This allows you to access the menus quickly. Click on the star symbol in the upper right-hand corner of the menu to display your favourites.

Adding a menu to favourites:

  1. Open the menu that you want to add as favourite.

  2. In the menu’s drop-down list, click on Add link to favourites.

  3. Check to make sure that the menu was added to the list. To do so, go to System » Settings » User » Accounts under My account in the Personal settings » Favourites tab.

  4. Note: Favourites are only visible in this menu once you have saved at least one favourite.

Removing a menu from favourites:

  1. Click on the star symbol in the upper right-hand corner of the menu.
    → Your saved favourites are displayed in the drop-down list.

  2. Click on the x within the menu to remove the menu from favourites.

  3. Check to make sure that the menu was removed from the list. To do so, go to System » Settings » User » Accounts under My account in the Personal settings » Favourites tab.
    Note: In the drop-down list, click on Delete all favourites and confirm the pop-up with Delete to delete all favourites.

7. Selecting several options

If you have the option to select more than one option at a time in a box, press Ctrl (Windows) or cmd (Mac) and then click on the options you wish to select. Options that are greyed out when opening a box have already been saved. You can now select further options by pressing Ctrl or cmd and then clicking on the desired options. You can also deactivate the options that you have previously selected by clicking on them again. While editing, all selected options - also the ones with the previously grey background - will be shown in blue.

8. Setting up printers

Install the plentyBase plugin first to enable access to printers in your plentymarkets system.

Open the System » Settings » Printer menu to set up local printers or network printers in your plentymarkets system. Further information on the setup and configuration of printers is available on the page printer.

9. Using the drag & drop function

Upload your images and files to your plentymarkets system using the drag & drop function.

10. Displaying unsaved changes

If you made changes e.g. in the CMS » Web design » Layout menu or in the Item » Categories menu that were not saved yet, then a red flag will be displayed in the tabs. This flag is also displayed in the menu structure on the left.

Displaying unsaved changes
Figure 2. Displaying unsaved changed

If you close a category without having saved the changes, a window will appear that you must edit before being able to continue working with your system.

  • Click on Close to close the category without saving the changes.

  • Click on Cancel to save the settings or to make further changes.

If you do not want to have those warning messages displayed any longer, deactivate this function.

Deactivating warning messages:

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

  2. Click on My account.

  3. Click on the Personal settings » General tab.

  4. Deactivate the option Warn if tabs are open and the window is to be closed.

  5. Save the settings.

11. Organising editors

The Editor, Syntax editor and Text field are activated in all areas by default. However, these editors can be deactivated in individual areas. To do so, go to System » Settings » Editors » Tab: Areas and choose which editors should be displayed in the drop-down list within each specific area.

Deactivating editors:

  1. Open the menu System » Settings » Editors » Tab: Areas.

  2. Remove the check mark next to the editors which should not be displayed in the drop-down list of the area.

  3. Save the settings.

Changing the CSS of the editor

The editor uses the CSSContent by default. If a background image is used there and this is bothersome or not desired, then you can individually edit the CSS in the menu System » Settings » Editors » Tab: CSS. Alternatively, you can use the Standard-CSS with a white background. You can also create your own customized CSS and specify additional formatting, e.g. how headings should be displayed.

Open the menu System » Settings » Editors » Tab: CSS to change the CSS for the editor.

Changing the CSS for the editor:

  1. Open the menu System » Settings » Editors » Tab: CSS.

  2. Select the CSS. Pay attention to the explanations given in Table 1.

  3. Save the settings.

Table 1. Available CSS
Setting Explanation

As in the online store (CSSContent)

The store CSS will be loaded in the editor.

Standard

A simple standard CSS will be loaded in the editor. The background color is white.

Custom

The simple standard CSS will be displayed in an editing window and can be customized with the Syntax editor. Click on Reset to reset the CSS to the standard CSS.

To top