Order documents

Font

Select one of the standard fonts Arial /Helvetica, Times New Roman or Courier.
Within the font group Extended alphabets, you can choose between the options East Asian, Arabic and Cyrillic if you wish to set up document templates for languages such as Chinese or Russian.

Character set

Select whether the character set ISO-8859-1 or Unicode should be used. Keep in mind that generating PDF documents takes longer if you select the Unicode option.

Document template

Select whether the document template is only displayed on the first page or on the subsequent pages of the document as well.

Page break

Select whether paragraphs should be continued on subsequent pages or whether there should be a page break.

Structure of the invoice/delivery address

Select the elements that should be included in the invoice and delivery address and in which order these elements should be positioned.
Activate the option Contact person if the information on the contact person saved in the contact data should be included in invoice and delivery addresses.
Activate the option Title if the title saved in the menu point Adresses in the contact data should be positioned in front of the contact name.

Currency of the document

Select whether the standard currency of your plentymarkets system or the Order currency, i.e. the currency saved with the order, is used.

Top

Enter a value (in mm) for the top margin on the page. 44.0 mm are set by default. To avoid overlapping elements, make sure to leave enough space to display a header containing the logo of your company.

Left

Enter a value (in mm) for the left margin on the page. 20.0 mm are set by default.

Bottom

Enter a value (in mm) for the bottom margin on the page. 30.0 mm are set by default. For fulfilment documents, the bottom margin defined here is only displayed on pages linked to a PDF template. Depending on the settings made for the option Document template in the Basic settings area, this applies to either only the first or to all pages of a document.

Address field

Positions the field containing the address of the customer.

Document name/number

Enter a name, such as Invoice or Invoice no.

Date

Displays the current date on the document.

Ordered on

Displays the date on which the order was placed.

Currency

Enter a name. The currency itself is taken from the basic settings (see above).

Order ID

ID of an order

Order ID (2)

For returns, credit notes and delivery orders, the ID of the main order is displayed here.

Customer ID

ID of the customer

Referrer

Referrer of the order

Customer reference

Displays the data saved in the corresponding field in the order settings.

Customer class

Customer class ID

Order responsible

Displays the name of the owner of the order.

Account for financial accounting

Displays the debitor saved in the debitor account area in the customer data

Internal customer number

Displays the customer number saved in plentymarkets (not the customer ID).

VAT number

The VAT identification number of the customer

Own VAT number

Displays the VAT ID of the seller.

Pick list ID

An ID is assigned to a pick list as soon as such a document is generated. The pick list ID is saved with all orders included in the pick list. Use the option ID pick list to display this ID on PDF documents. For example, this makes sense with delivery notes.

Page number

Displays the page number on each page of the document.

Value of items (net)

Net value of the items (excluding VAT) In addition, select whether the value of items is displayed summed up for all VAT rates, summed up per VAT rate or per VAT rate if B2B.
Summed up for all VAT rates = only one total is displayed on the invoice, regardless of how many VAT rates are used in the order.
Per VAT rate = A separate total is displayed for each VAT rate used in the order.
Per Vat rate if B2B = if a VAT number of the customer is used for the order, a total is displayed for each VAT rate. If no VAT number is used, only one total is displayed for all VAT rates.

Subtotal (net, total)

Displays the net total value of the order items at the end of the invoice document. In addition, select whether the subtotal of order items is displayed summed up for all VAT rates, summed up per VAT rate or per VAT rate if B2B.
Summed up for all VAT rates = only one subtotal is displayed on the invoice, regardless of how many VAT rates are used in the order.
Per VAT rate = A separate subtotal is displayed for each VAT rate used in the order.
Per VAT rate if B2B = if a VAT number of the customer is used for the order, a subtotal is displayed for each VAT rate. If no VAT number is used, only one subtotal is displayed for all VAT rates.

Subtotal (net, each page except for the last one)

Displays the net subtotal value of the order items on each page. On documents with several pages, the accumulated subtotal of all listed order items is displayed on all pages except on the last page.

Subtotal (margin scheme)

Only adds sums that are subject to the margin scheme.
Important: The margin scheme setting in plentymarkets is an older customized implementation. The tax rate will be applied to the entire amount of the order items that the margin scheme applies to. In other words, the tax rate will not be applied to the difference between sales price and purchase price.

Coupon amount (net) and Coupon amount (gross)

These fields display the net or gross amount that has been covered by one or more coupons. Make sure to enter a field name in case you offer coupons in the online store. Otherwise, the coupon amount is not displayed on the invoice. Whether the coupon amount is net or gross depends on the kind of coupon and the kind of invoice.

Font size

Select the desired font size for the optional elements below the list of order items.

Column width

Select a column width for all optional elements listed below. These optional elements are positioned below the list of items on the document.

Delivery date

Select whether the Current month, the invoice date, the date of outgoing items or no delivery date should be displayed.

Payment due

Select one of the options YES or NO to determine whether the option is displayed on the document. If you select YES, you also have to indicate a Payment due date in days. When carrying out the setting, keep in mind that the payment due date saved in the customer data takes priority over this setting. If no payment due date is saved in the customer data, the payment due date saved for the customer class takes priority.

Incoming payment

The date is only displayed if the amount of the incoming payment is complete.

Do you want to use the new payment terms?

Select Yes if you want to switch to the new logic for the payment terms. Make sure that you transfer your settings before you switch to the new logic.
Select No if you want to use the old logic. Note that the old logic is switched off on 1st Jan. 2021. Therefore, we recommend switching to the new logic as soon as possible.

Payment terms (new logic)

This field is only displayed if you are using the new logic for payment terms. The old logic will be switched off 1st Jan. 2021. Therefore, we recommend switching to the new logic as soon as possible.
The values saved in the payment terms of the corresponding order are used. The values can be adapted on the order, if necessary.
Important: The payment terms will only be displayed on documents if the corresponding order was paid with the payment method invoice. If you want to use value date and early payment discount, you must enter a payment due. If there is nothing or the value 0 entered for payment due, the payment terms will not be transferred to documents.
Display: Select if the payment terms are displayed on the document. Enter a Title in the free text field for this.

Value date/payment due/early payment discount (old logic)

Attention: This field is only displayed if you are using the old logic for payment terms. The old logic will be switched off on 1st Jan. 2021. Therefore, we recommend switching to the new logic as soon as possible.
The template variables are filled with the values saved in the customer data. Pay attention to sample terms of payment on the Managing contacts manual page.
If a value for value date is saved for the customer data, this value is used for the document. Otherwise, the value saved for Payment due or the value saved in the customer class is used. The last possibility is to use the number of days entered for the Payment due option for the document.

Payment due (old logic)

Attention: This field is only displayed if you are using the old logic for payment terms. The old logic will be switched off on 1st Jan. 2021. Therefore, we recommend switching to the new logic as soon as possible.
Select one of the options YES or NO to determine whether the option is displayed on the document.

Early payment discount (old logic)

Attention: This field is only displayed if you are using the old logic for payment terms. The old logic will be switched off on 1st Jan. 2021. Therefore, we recommend switching to the new logic as soon as possible.
Select the amount in % and the payment due date in days. The following template variables are available: [Date1], [Date2], [Amount1], [Amount2], [Percent].
Use the setting Value date/payment due/early payment discount if you wish to display the early payment discount saved in the customer data on the invoice. Note: The option Payment due has to be set to YES so that the early payment discount entered in this field is displayed on the invoice.

Payable (cash on delivery)

Enter texts for Field name left and Field name right that are displayed on invoices belonging to orders with the payment method Cash on delivery.

Show payment method

Select one of the options YES or NO to determine whether the payment method of the order is displayed.

Designated use

Select one of the options YES or NO to determine whether information on the designated use of the payment is displayed on the document.

Shipping method

Select one of the options YES or NO to determine whether the shipping method of the order is displayed on the document.

Shipping costs

Select one of the options YES or NO to determine whether the shipping costs saved with the order are displayed.

Delivery address

Select one of the options YES or NO to determine whether the payment method of the order is displayed.

Copy missing contact details from the invoice address to the delivery address

Select one of the options YES or NO to determine whether contact data missing in the delivery address should be copied from the invoice address of the customer.

Invoice address

Select one of the options YES or NO to determine whether the invoice address saved with the order is displayed.

External order number

Select one of the options YES or NO to determine whether the external order number of the order is displayed on the document.

External customer number

Select one of the options YES or NO to determine whether the external customer number is displayed on the document.

Print customer wish

Customers can enter specific wishes for their order in the My account area of the online store. Select one of the options YES or NO to determine whether these customer wishes are displayed on the document.

Date/Signature

Select one of the options YES or NO to determine whether a text field for entering a date and signature is displayed on the document.

Tax note 1

Select the desired font size. Select one of the options Normal or Bold for the font style. Enter the desired tax note in the text field.
The tax note is only displayed with for orders consisting of items being delivered into or within the EU for which the customer’s VAT number is known. This sample text valid for German legislation can be entered: Intra-community delivery according go §4 No. 1b in connection with $6 a UStG.

Tax note 2

See Tax note 1.
This note is displayed for orders delivered to a country outside the EU. This sample text valid for German legislation can be entered: Export shipping according to $4 No. 1a in connection with $6 UstG*.

Note for margin scheme

See Tax note 1.
This note is displayed if the margin scheme applies to items in the order.
Important: The margin scheme setting in plentymarkets is an older customized implementation. The tax rate will be applied to the entire amount of the order items that the margin scheme applies to. In other words, the tax rate will not be applied to the difference between sales price and purchase price.

Note on country VAT

Determine whether a note on the country VAT is displayed on the document. This note is displayed if the default VAT rate is used for orders that are delivered abroad.

Standard payment note (debit)

For orders with the payment method direct debit, the note The invoice amount will be gratefully debited from your account is displayed on the invoice and delivery note. Activate the option Hide note if the note should not be displayed on the documents.

Payment instruction of the customer class

Select whether the payment instruction of the customer class is displayed on the document. For further information on the payment instruction of the customer class, refer to the Managing contacts page of the manual.

Payment instruction

Select a Payment method from the drop-down list. Enter the Payment instruction for the payment method in the text field.
The payment instruction is not permanently linked to the payment method. If the payment method is changed via the drop-down list, the instruction entered in the text field remains the same. It is applied to the newly selected payment method.