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  2. Orders
  3. Order documents
  4. Return slips

Return slips

In plentymarkets, you can generate return slips as PDF files, for example if you want to print them or send them to your customers as an email attachment.
This way, customers can enclose the return slips to their shipments when returning or exchanging items.

1. Setting up a document template for return slips

Before generating return slips, you have to set up a document template. This is done in the menu Setup » Client » [Select client] » Locations » [Select location] » Documents » Return slip.
For further information and instructions on setting up the document template, refer to the Order documents page of the manual.

2. Generating a single return slip

In some cases, it makes sense to manually generate return slip for particular orders. This is done in the order overview for original main orders and return orders alike.

In plentymarkets, you can manually generate a single return slip for an order. The generated return slip then lists all items contained in the order. Use this method to add a blank return slip to every order shipped to your customers. For further information about this method, refer to the Creating a return slip chapter of the manual.

Generating a single return slip:

  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 return slip.

  3. Open the required order.

  4. Go to the Receipts tab.

  5. Select the document Return slip from the Create receipt drop-down list.

  6. Carry out the settings according to Table 1.

  7. Save () the settings to generate the return slip.
    → A PDF file containing the generated return slip opens.

Table 1. Settings for return slips in Create receipt menu
Setting Explanation

Date

Select the date that is displayed on the return slip. The present date is set by default.

Number

The document number is assigned automatically. No entry is required in this field.

Change order status to status

Choose an order status to which the repair order is to be changed after the return slip is created. 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 return slip. This step is optional.

3. Generating multiple return slips

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

Generating multiple return slips:

  1. Go to Orders » Fulfilment » Generate return slips.

  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 return slips.
    → A PDF file containing the return slips for the previously selected orders opens.

Table 2. Options in the Generate return slips menu
Setting Explanation

Order status

Select the status of the orders from the dropdown-list for which return slips should be generated.

Owner

Select the owner of the orders from the dropdown-list for which the return slips should be generated. Select ALL if return slips should be generated for all owners.

Location

Select a location from the dropdown-list for which the return slips should be generated.

Warehouse

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

Payment method

From the dropdown-list, select a payment method or select the option ALL.

Sorting

Determine how the generated return slips should be sorted. The options Order ID, Customer ID and Item ID are available for different sorting methods.

Limit

Determine the maximum number of return slips generated at a time. There is a maximum of 200.

Change order status

Choose an order status to which the orders are to be changed after the return slips are generated.
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 displayed below the item list on all return slips. This step is optional.
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