Assistants

When logging in to your system for the first time you are greeted by our virtual helpers: the assistants. You can find them under Setup.
Finally a quick and simple way of setting up your system without having to understand complex contexts? Yes! Our assistants will help you setting up your system step by step without any instructions or prior knowledge.
Just give it a go!

1. Overview of available assistants

In the following section you will find an overview of all currently available assistants and their functions.

Table 1. Assistants and their functions
Assistant	Function
First steps
All assistants for the initial setup	This folder lists all assistants that are necessary for the initial setup of your plentymarkets system. Once you have completed one of these assistants, it disappears from this folder and is moved into another one according to its topic. The following assistants are part of the first setup: Basics Locations Integrations Email accounts Sales prices Shipping settings Domains
Basic setup
Basics	Save your user data and company data including bank details.
Email accounts	Set up your email account in plentymarkets and save the signature that should be displayed in your email templates.
Locations	Determine the accounting settings for the locations you are using. Carry out the settings for the small business owner regulation, the calculation of orders, and intra- and extra-Community EU deliveries.
Integrations	Expand your system with plugins. You can integrate the plentyShop Ceres including payment providers and shipping service providers as well as establish interfaces to other shop systems.
Sales prices	Define conditions for item prices and special reduced prices. For example, do you want to sell items at a lower price in your online store than on Amazon? No problem! Here you can specify the conditions for individual marketplaces, customer classes, countries of delivery, etc. Once you’ve completed the assistant, you’ll need to activate your newly created sales prices for all of the relevant item variations. Then you’ll need to enter the price for each variation.
Item import	Create an import template for item data that is tailored to your needs. You can download the import template, fill in your data and then upload it with the Upload data assistant.
Contact data import	Create an import template for contact data that is tailored to your needs. You can download the import template, fill in your data and then upload it with the Upload data assistant.
Upload data	Upload the import template with your item data and carry out the import. If you do not have an import template yet, use the Item import assistant or the Contact data import assistant to create one.
Domains	Assists you in managing your domains. You can use the assistant for example to create new domains or sub-domains and to migrate existing domains.
EU VAT rates	Create for all locations of a client VAT rates for EU countries.
Omni-Channel
Blog	Blog Migration: Migrate your blog posts from the old CMS to the new blog module.
Amazon Basic settings	Create an Amazon user account in order to sell your items on Amazon with plentymarkets.
Amazon ASIN-Import	Import ASINs (Amazon product numbers) into your plentymarkets system and match them with your variations. This way, listing your variations on Amazon becomes much easier.
idealo Basic settings	Set up your idealo account in plentymarkets and carry out settings for the item data export to idealo and order import from idealo Checkout. Note: The idealo Basic settings assistant is only displayed in the Setup » Assistants » Omni-Channel menu if you have installed and activated the ElasticExportIdealoDE plugin in your plentymarkets system.
OTTO market Basic settings	Create an OTTO market user account to sell your items on OTTO market with plentymarkets.
OTTO market Creating catalogues	Create catalogue templates to export your items to OTTO market.
Payment
Pay upon pickup	Set up the plugin with the assistant in your system to offer your customers the payment method Pay upon pickup. To do so, download the plugin from the plentyMarketplace and install it in a plugin set.
Invoice	Set up the plugin with the assistant in your system to offer your customers the payment method Invoice. To do so, download the plugin from the plentyMarketplace and install it in a plugin set.
Klarna	Set up the plugin with the assistant in your system to offer your customers the various Klarna payment methods. To do so, download the plugin from the plentyMarketplace and install it in a plugin set.
Debit	Set up the plugin with the assistant in your system to offer your customers the payment method Debit. To do so, download the plugin from the plentyMarketplace and install it in a plugin set.
Mollie	Set up the plugin with the assistant in your system to offer your customers the various Mollie payment methods. To do so, download the plugin from the plentyMarketplace and install it in a plugin set.
Payone	Set up the plugin with the assistant in your system to offer your customers the various Payone payment methods. To do so, download the plugin from the plentyMarketplace and install it in a plugin set.
PayPal	Set up the plugin with the assistant in your system to offer your customers the various PayPal payment methods. To do so, download the plugin from the plentyMarketplace and install it in a plugin set.
PayPal Dispute	Set up the plugin with the assistant in order to integrate the PayPal Dispute service directly into your plentymarkets system. To do so, download the plugin from the plentyMarketplace and install it in a plugin set.
Cash in advance	Set up the plugin with the assistant in your system to offer your customers the payment method Cash in advance. To do so, download the plugin from the plentyMarketplace and install it in a plugin set.
plentyPOS payment methods	Set up the plugin with the assistant in your system to activate the default payment methods required for plentyPOS and to rename those payment methods if needed. To do so, download the plugin from the plentyMarketplace and install it in a plugin set.
Integration
Shipping settings	Carry out different settings for shipping service providers and shipping costs.
DHL DE and AT	Set up DHL Shipping (Versenden) in your system for shipping from Germany and Austria. The plugin must be installed in a plugin set. Buy the plugin on plentyMarketplace and install it in a plugin set. Alternatively, complete the Integrations assistant to automatically install the plugin.
DHL Retoure Online	Set up DHL Retoure Online in your system and generate return labels for orders with various countries of delivery. Buy the plugin on plentyMarketplace and install it in a plugin set.
DPD Shipping Services DE	Set up DPD Shipping Services in your system for shipping from Germany. Buy the plugin on plentyMarketplace and install it in a plugin set. Alternatively, complete the Integrations assistant to automatically install the plugin.
DHL Preferred Delivery	Set up the DHL Preferred Delivery services in your plentyShop for shipping from Germany. Buy the plugin on plentyMarketplace and install it in a plugin set. Alternatively, complete the Integrations assistant to automatically install the plugin.

2. Handling of assistants

In the following, you will find some information and tips on how to handle the assistants.

2.1. Navigating in the assistant

Once you have completed a step, the Next button brings you to the next step. However, it is also possible to access the next step via the side navigation. Steps that have already been completed are highlighted in green in the navigation bar and you can jump back and forth between them.

2.2. Carrying out changes in the assistant

If you want to carry out changes in an assistant, it depends on whether they affect the following steps. If your changes do not affect following steps, you can immediately return to the summary and directly finalise the assistant. However, if you carry out changes that affect settings of following steps, you have to click through all following steps once again, as otherwise errors may occur.

2.3. Summary at end of assistant

On the last page of the assistant you will find a summary. Here, you can take a look at all settings that have been carried out in the different steps. If you reopen an assistant that has already been finalised, you get directly to the summary so you can find the setting that you want to edit with just one click.