Entry certificates
In plentymarkets, you can generate entry certificates (German: Gelangensbestätigungen) as PDF files, for example if you want to print them or send them to your customers as an email attachment.
An entry certificate is required with deliveries from Germany into another EU country. Recipients confirm receipt of the incoming items in the respective EU country e.g. by signing the entry certificate and sending it back to the sender.
Thus, an entry certificate is not only a document that accompanies export deliveries, but may also be a receipt relevant for taxes and accounting.
1. Setting up a document template for entry certificates
Before generating entry certificates, you have to set up a document template. This is done in the menu System » Client » Select client » Locations » Select location » Documents.
For further information and instructions on setting up the document template, refer to the Order documents page of the manual.
2. Generating a single entry certificate
In plentymarkets, you can manually generate a single entry certificate directly in the order.
Generating a single entry certificate:
-
Go to Orders » Edit orders.
→ The order overview opens. -
Select the order for which an entry certificate should be created by clicking on the Order ID.
-
Open the Receipts tab.
-
In the Create receipt drop-down menu, select the document Entry certificate (Gelangensbestätigung.
-
Carry out the settings according to Table 1.
-
Save the settings to generate the entry certificate.
→ A PDF file containing the generated entry certificate opens.
Setting | Explanation |
---|---|
Date |
Select the date that is displayed on the entry certificate. The present date is set by default. |
Number |
The document number is assigned automatically. No entry is required in this field. |
Book outgoing items |
Choose whether outgoing items should be booked after generating the entry certificate by selecting one of the options YES or NO. |
Change order status to status¤ |
Select a status that should be applied to the order after generating the entry certificate. Choose the option No change if a status change is not desired. |
Comment |
Enter a text that is displayed below the item list on the entry certificate. This step is optional. |
3. Generating several entry certificates
If you wish to generate several entry certificates at a time, use the search filter in the Orders » Fulfilment menu to determine the orders for which entry certificates should be generated. In addition, a status change can take place after the entry certificates have been generated.
Generating several entry certificates:
-
Go to Orders » Fulfilment » Generate entry certificate (Gelangensbestätigung).
-
Carry out the settings according to Table 2
-
Click on the gear-wheel icon to generate the entry certificates.
→ A PDF file containing the entry certificates for the previously selected orders opens.
Setting | Explanation |
---|---|
Order status |
From the list, select the status of the orders for which entry certificates should be generated. |
Owner |
Select the owner responsible for the orders for which the entry certificates should be generated. Select ALL if entry certificates should be generated for all owners. |
Location |
Select a location for which the entry certificates should be generated. |
Warehouse |
Select one of the warehouses or the option ALL. |
Payment method |
Select a payment method or ALL. |
Sorting |
Determine how the generated entry certificates should be sorted. The options Order ID, Customer ID and Item ID are available for different sorting methods. |
Limit |
Determine the maximum number of entry certificates generated at a time. There is a maximum of 200 entry certificates. |
Change order status |
Select a status that should be applied to the orders after generating the entry certificates. |
Comment |
Enter a text that is later displayed below the item list on all entry certificates. This step is optional. |