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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 Setup » Client » [Select client] » Locations » [Select location] » Documents » Delivery note.
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. Use the filters to search () for the order for which you want to generate a delivery note.

  3. Open the required order.

  4. Go to the Receipts tab.

  5. Select the document Delivery note from the Create receipt drop-down list.

  6. Carry out the settings according to Table 1.

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

Table 1. Settings for delivery note in Create receipt menu
Setting Explanation

Date

Enter a date to be 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

Choose an order status to which the order is to be changed after the delivery note is created. If you don’t want the order status to change, select No change.

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 » Fulfillment » Generate delivery notes.

  2. Carry out the settings according to Table 2.
    Note that the settings comprise Search filters as well as Procedures.

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

Table 2. Options for Generate delivery notes
Setting Explanation

Order status

Select the status of the orders for which delivery notes are to be generated from the drop-down list.

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 of the orders from the drop-down list for which the delivery notes are to be be generated. Select ALL if delivery notes are to be generated for all owners.

Location

Select a location for which the delivery notes should be generated from the drop-down list.

Warehouse

From the drop-down list, select one of the warehouses or select the option ALL.

Payment method

From the drop-down list, select a payment method or select the option 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 note date

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

Change order status

Choose an order status to which the orders are to be changed after the delivery notes are created.
The status change is an important tool to make sure that the process is not carried out twice for orders that have already been processed.

Comment

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