To optimise your workflow using warehouse redistributions, we recommend carrying out some preparatory settings. Create new order statuses especially for reorders and create tags to keep a good overview. Setting up a document template for the PO delivery note is required as well.
The overview table in the Stock » Reorder management » Purchase order menu as well as the tables in an opened redistribution are customisable. This means that you can decide which information is displayed in the table columns. To do so, proceed as follows.
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Click on Configure columns ().
→ The window Configure columns opens.
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Select which columns are to be displayed.
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Move () the columns, so that they are displayed in the order you need them.
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Click on Confirm to save your settings.
When you have adapted the table, these settings are saved. The table remains editable, you can change it any time.
1.1. Carrying out default settings
You can determine default settings to reduce the workload involved in creating a new redistribution. The default settings are then automatically displayed in the data fields when creating a new redistribution. To do so, proceed as described below.
Carrying out default settings:
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Go to the Setup » Stock » Reorder management » Reorder » Settings menu.
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Carry out the settings according to the information provided in Table 1.
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Save () the settings.
Table 1. Default settings for redistributions
Setting |
Explanation |
Default status |
Select a Default status that should be preselected when creating a redistribution. How to create statuses for redistributions is explained in chapter Creating statuses for redistributions. |
Default owner |
Select one of the available options.
Active user preselected: The user creating the redistribution in the plentymarkets back end is preselected in the Owner field.
No owner preselected: The Owner field remains empty when creating a new redistribution.
Moreover, all users set up in your system are shown in the dropdown-list as well. If you select one of those users, this user is preselected when a new redistribution is created. |
Source for item name |
Select from the drop-down list which item name is displayed in the reorder. Name 1, name 2 and name 3 are assigned in the text tab of the item data of an item or a variation. |
Default sender |
If you select one of your warehouses as default sender, this warehouse is preselected when you create a new redistribution as the warehouse from which items are booked out. |
Default receiver |
If you select one of your warehouses as default receiver, this warehouse is preselected when you create a new redistribution as the warehouse in which items are booked in. |
Preselected filter for item search |
Select a filter from the drop-down list which is preselected for the item search. |
Filter option ‘Only display active items’ is preselected in item search |
Activate this option for it to be preselected in the item search. It means that only activated items are displayed in the search results. |
1.2. Creating order statuses for redistributions
A certain number of statuses are saved in your plentymarkets system by default. Those default order statuses can also be used for redistributions. You can create statuses that are exclusively used for this particular order type. Creating new order statuses is described in detail on the Managing orders page of the manual.
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Creating own order statuses for redistributions
We recommend creating separate order statuses that you only use for working with redistributions. Assign individual names to the order statuses to distinguish between redistributions and other order types. This is particularly important when automating the redistribution with the help of event procedures.
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1.3. Creating tags for redistributions
Tags are keywords that you create centrally before you can use them in different areas of your plentymarkets system. If you want to use tags with redistributions, you need to create those tags beforehand in the Setup » Settings » Tags* menu. For further information, refer to the Tags page of the manual.
1.4. Setting up a template for the PO delivery note
Working with redistributions requires using the document type PO delivery note (PO Purchase order). This delivery note lists all variations included in a redistribution. Warehouse staff and logistics partners can use this document to keep track of the variations included when booking the order items in in the receiving warehouse.
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Document template must be set up
The document template for the document PO delivery note has to be set up before creating the document for the first time. As long as the document template has not been set up, no delivery note can be generated for a redistribution.
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The following instructions describe how to transfer the default document template saved in your plentymarkets system.
Setting up a template for the PO delivery note:
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Go to the Setup » Stock » Reorder management » Reorder » Documents menu.
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Open the Transfer tab.
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Select the language in which the document is to be generated from the dropdown-list above the tab title.
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In the Apply settings from default document template area, click on Accept.
→ When you confirm the message, the default settings are applied to the document. Note that by doing this, other settings you might already have chosen for the document are overwritten.
If you want to individualise the PO delivery note, for example by displaying your company logo or further information, proceed according to the instructions provided on the order documents page of the manual.
1.5. Using the messenger
Use the messenger to create notes about your contacts in the back end. These notes are only visible in your plentymarkets back end and cannot be accessed by your contacts.
To use the messenger, click on Messenger on the left-hand side of the opened redistribution menu or open the messenger in the lower area of the reorder menu.
Proceed as follows to create a new note:
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Click on New message ().
→ A text editing field opens and a timer starts.
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Select one or more recipients.
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Enter the title.
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Enter the text.
→ The editing window also offers you formatting options for the note.
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Use Attach files to attach a file, if required.
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Click on Send ().
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Decide whether this is part of a service and needs to be billed by selecting Billable and entering the corresponding minutes.
The message is automatically linked to the ID of the redistribution as soon as you have sent the message. After you have completed all related tasks, you can mark the message as closed.
Select whether you want to have the messages sorted in descending or ascending order by choosing the Sorting from the drop-down list accordingly.
For further information about the messenger, refer to the Messenger page of the manual.