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Delivery notes

In plentymarkets, you can generate delivery notes, for example if you want to print them or import them into another software. For your customers, delivery notes are important documents for checking their incoming items. Therefore, make sure that important data such as the order date, the list of items and the quantities are displayed correctly.

1. Setting up a document template for delivery notes

Before generating delivery notes, you have to set up a document template. This is done in the menu System » System settings » 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 delivery note

In plentymarkets, you can manually generate a single delivery note directly in the order.

Generating a single delivery note:

  1. Go to Orders » Edit orders.
    → The order overview opens.

  2. Select the order for which a delivery note should be created by clicking on the Order ID.

  3. Open the Receipts tab.

  4. In the Create receipt drop-down menu, select the document Delivery note.

  5. Carry out the settings according to Table 1.

  6. Save the settings to generate the delivery note.
    → A PDF file containing the generated delivery note opens.

Table 1. Options in the Create receipt menu
Setting Explanation

Date

Select the date that is displayed on the delivery note. 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 delivery note by selecting one of the options YES or NO.

Warehouse

Select ALL if all items should be displayed on the delivery note, even if they are delivered from different warehouses. Select a particular warehouse from the list to display only items delivered from this warehouse on the delivery note.

Change order status to status

Select a status that should be applied to the order after generating the delivery note. 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 delivery note. This step is optional.

3. Generating multiple delivery notes

If you wish to generate delivery notes for multiple orders at a time, use the search filter in the Orders » Fulfilment menu to determine the orders for which delivery notes should be generated. In addition, a status change can take place after the delivery notes have been generated.

Generating delivery notes:

  1. Go to Orders » Fulfilment » Generate delivery notes.

  2. Carry out the settings according to Table 2

  3. Click on the gear-wheel icon to generate the delivery notes.
    → A PDF file containing the delivery notes for the previously selected orders opens.

Table 2. Options in the Generate delivery notes submenu
Setting Explanation

Order status

From the list, select the status of the orders for which delivery notes should be generated.

Printout

Determine if delivery notes should only be generated for orders with a delivery address or for ALL orders.

Items shipped on

Select a date from the calendar which should appear as the date of shipment on the delivery notes.

Owner

Select the owner responsible for the orders for which the delivery notes should be generated. Select ALL if delivery notes should be generated for all owners.

Location

Select a location for which the delivery notes should be generated.

Warehouse

Select a warehouse or ALL.

Payment method

Select a payment method or ALL.

Sorting

Determine how the generated delivery notes should be sorted. The options Invoice number, Order ID, Customer ID and Item ID are available for different sorting methods.

Limit

Determine the maximum number of delivery notes generated at a time. There is a maximum of 200 delivery notes.

Delivery note date

Select a date from the calendar which should be displayed as delivery note date on the delivery notes.

Change order status

Select a status that should be applied to the orders after generating the delivery notes.
The status change is an important tool to make sure that the process is not carried out twice for orders that have already been handled.

Comment

Enter a text that is later displayed below the item list on the delivery note. This step is optional.
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