Packing lists

In plentymarkets, you can generate packing lists as PDF files.
A packing list includes an overview of all order items included in the order. In addition, the order ID is displayed in the form of a barcode. This barcode can be scanned and thus allows outgoing items to be booked directly after the shipping process has been initiated.

1. Displaying item data

Use the options Show or Do not show in the menu Setup » Orders » Documents » Packing list to determine which item data should be displayed on your packing lists, such as Item ID, Quantity or Item image.

You can carry out individual settings for some of the fields described in Table 1 concerning the parameters width, font size and font weight that allow you to individualise the layout of the packing list. Use the Preview () to check the results of the settings while preparing the PDF template.

In plentymarkets, the following data is displayed by default on the packing list. Thus, it is not affected by the settings carried out in the menu Setup » Orders » Documents » Packing list:

Customer name and address
Order ID
Order date
Item name and Quantity
Shipping provider
Payment method

DE Einstellungen Auftraege Dokumente Packliste 01

Figure 1. Options in the Packing list menu

Displaying item data:

Go to Setup » Orders » Documents » Packing list.
Carry out the settings. Pay attention to the information given in Table 1.
Save () the settings.

Table 1. Options in the **Packing list** menu
Setting	Explanation
Top margin	Enter a value (in mm) for the top margin on the page. A larger top margin may be required if you use a PDF template that contains the company information and the logo at the top of the page and you want to position this “header” above the packing list.
Character set	Select a character set used for coding the packing list.
How order information texts are displayed	Determine which information texts are displayed on the packing list. Choose between the options Customer wishes & Order information texts and Customer wishes only. Image 2 shows how the customer wishes (blue arrow) and order information texts (red arrow) are displayed on the packing list. Customers can enter specific wishes for their order in the My account area of the online store. This is done in the Notes section in the order history. Information texts for specific orders are saved in the Orders » Edit orders » Tab: Overview » Tab: Order note menu.
Quantity	Determine how the item quantity is displayed on the packing list.
Barcode	Determine how the barcode is displayed on the packing list. Choose between the options GTIN13 and CODE128.
Item ID	Determine how the item ID is displayed on the packing list.
Variation ID	Determine how the internal variation ID is displayed on the packing list.
Variation No.	Determine how the variation number is displayed on the packing list.
GTIN	Determine how the GTIN is displayed on the packing list.
External variation ID	Determine how the external variation ID, e.g. as assigned by your supplier, is displayed on the packing list.
Order properties	Determine how the order properties are displayed on the packing list. For further information on managing properties in general and order properties, refer to the Managing properties page of the manual.
Storage location	Determine how the Storage location name is displayed on the packing list. Choose between displaying the storage location name only and different combinations of warehouse information, such as Warehouse/storage location name.
Item image	Determine how a picture of the ordered item variation is displayed on the packing list. *Note*: In order to display the main image on the packing list, you have to assign position 0 in the image settings.
Best before date	Determine how the best before date is displayed on the packing list.
Batch	Determine how the batch number is displayed on the packing list.
Telephone number	Determine how the customer’s phone number is displayed on the packing list.
Email	Determine how the customer’s email address is displayed on the packing list.

A packing list based on the settings shown in table 1 looks as follows:

EN Settings Orders Documents Packing List 02

2. Uploading a PDF template

Uploading a PDF template:

Go to Setup » Orders » Documents » Packing list.
Open the PDF template tab.
Click on New template.
Click on Select file.
Select a PDF file as a template.
Save () the settings.
→ The PDF template appears in the Templates tab. In this tab, you can preview or delete the PDF template.

If your template contains a header, you should position the header above the actual packing list. Make sure that top margin is wide enough for your header and adjust the value if necessary (see Table 1).

3. Generating a packing list

After having carried out the settings according to Table 1 , you can determine which orders should be included in the packing list in the menu Orders » Fulfillment. In this menu, a Search filter allows you to select the orders and to determine how they are sorted on the packing list.

In order to generate a packing list, proceed as explained below.

Generating a packing list:

Go to Orders » Fulfillment » Packing list.
Carry out the settings according to Table 2.
Note that the settings comprise Search filters as well as Procedures.
Click on the gear-wheel () to generate the packing list.

Table 2. Options in the **Packing list** menu
Setting	Explanation
Order status	From the list, select the status of the orders that should be included in the packing list.
Owner	In the drop-down menu, select the owner for the orders for which the documents should be generated. Select ALL if documents should be generated.
Client (store)	Standard = only standard store ALL = store and clients
Warehouse	In the drop-down menu, select one warehouse or ALL.
Sorting	In the drop-down menu, select the method for sorting the items on the packing list. The options Order ID, Invoice number and Item ID are available for different sorting methods.
Limit	In the drop-down menu, select how many orders should be handled at a time. Set a value between 50 and 200. The maximum number of orders that can be handled at a time equals the maximum of orders that can be selected. If more than the maximum number of orders should be handled, repeat the process accordingly. The lower the chosen setting, the more efficient is the system performance.
Change order status (Procedure)	Select a status that should be applied to the orders after generating the packing list. 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.

The link Change packing list takes you to the settings in the menu Setup » Orders » Documents » Packing list, in which the document settings and the PDF template for the packing list are configured.

Warning: Whenever you carry out changes in this menu and save the settings, other users are logged out automatically and need to log in again. This ensures that the changes also apply to the other user profiles. Thus, make sure to inform other users before making any changes.