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Customising your system

This page describes the settings that you can use to customise your user account and your plentymarkets system. Of course you can change these settings at any time.

1. Customising your own user account

1.1. Opening the user account

There are two different ways to access your own user account.

  • Move your mouse cursor over the user symbol in the top right corner () and then click on your name.

  • Go to Setup » Settings » User » Accounts. Then click on the button My account.

1.2. Adding a user image

In order to have a user image displayed instead of the empty user button () in your plentymarkets back end, you have to be registered with gravatar.com .

Adding a user image:

  1. Open your own user account.
    → The tab Master data opens.

  2. Enter the email address that you use for gravatar.com in the Email field.

  3. Save () the settings.
    → Reload the system to display the user image.

1.3. Complimentary close

Enter a text into the Complimentary close tab. This text is automatically added to the end of your messages and comments in the ticket system. Generally, this text consists only of a closing and your name. When sending emails from the ticket system, the complimentary close and the signature will automatically be added to the end of the email.

Setting up the complimentary close:

  1. Open your own user account.

  2. Click on the Complimentary close tab.

  3. Enter your complimentary close.

  4. Save () the settings.

1.4. Signature

Enter a text into the Signature tab. This text is automatically added to the end of your messages and comments in the ticket system. Generally, this text consists of your contact details as well as information about where your company is registered and its registration number. Depending on your company’s legal form, the name of the company, the chief executive officer and, if applicable, the European VAT number are all mandatory entries. When sending emails from the ticket system, the complimentary close and the signature will automatically be added to the end of the email.

Template variable for the signature

The template variables $Signature and $SignatureHTML contain the complimentary close.

Setting up the signature:

  1. Open your own user account.

  2. Click on the Signature tab.

  3. Enter your signature.

  4. Save () the settings.

Mandatory entries in emails

Since the beginning of 2007, mandatory entries for email signatures in Germany correspond to those for company business letters. Non-compliance can result in a fine or in a costly warning being issued by a competitor.
Read up on the legal regulations for signatures in your own country or contact a legal adviser for such information.

1.5. Personal settings

Use the Personal settings tab to change the settings of whichever user is currently logged into the system. Therefore, you can only see this tab in your own user account. The tab is divided into 3 tabs with settings that only apply to you personally. These tabs are General, Shortcuts and Favourites.

1.5.1. General

Tabs are marked with a red flag when you made changes, but did not save these changes. If you close a tab without having saved the changes, a window will appear that you have to edit before being able to continue working with your system.

  • Click on Close to close the tab without saving the changes.

  • Click on Cancel to save the settings or to make further changes.

If you do not want to have such warning messages displayed for your user account, deactivate this function in the General tab of your own personal settings. You can also reset the user-specific settings here.

Carrying out general settings:

  1. Open your own user account.

  2. Click on the tab Personal settings » General.

  3. Carry out the settings. Note Table 1.

  4. Save () the settings.

Table 1. General settings
Button Explanation

Reset messages

Users can deactivate certain messages, e.g. the message that is displayed when plentymarkets needs to be reloaded in order for updates to go into effect. This setting is saved for each individual user. Click on this button again to reset all of the relevant settings for the user. For example, all of the messages that were deactivated will be displayed again.

Reset all

Resets all of the user-specific settings, e.g. the messages described above, the content and column widths in tables, any favourites, etc.

Warn if tabs are open and the window is to be closed

Activated = A warning will be displayed if you try to close a window while tabs are still open.
Deactivated = The window will be closed without warning.

1.5.2. Shortcuts

Default shortcuts are saved in this tab. Shortcuts are used for many functions that are carried out on a regular basis. You can use shortcuts to open important menus in plentymarkets or to switch between tabs and tab levels. For example, the shortcut Alt + I opens the item overview. Alt + W is used to close the tab again.

Some shortcut combinations are not possible

Do not use any shortcut that is specific to an operating system. Shortcuts differ from one operating system to the next. For example: the F keys.
The combination cmd / Ctrl + W is reserved for the browser and is therefore not possible.

Setting up shortcuts:

  1. Open your own user account.

  2. Click on the tab Personal settings » Shortcuts.

  3. Set the shortcuts. Note Table 2.

  4. Save () the settings.

Table 2. Shortcuts
Shortcut Explanation

Global shortcuts

Alt + W

Closes the current tab.

Shift + Alt + DOWN (arrow down)

Moves down one tab level.

Shift + Alt + UP (arrow up)

Moves up one tab level.

Shift + Alt + RIGHT (arrow right)

Moves one tab to the right.

Shift + Alt + LEFT (arrow left)

Moves one tab to the left.

Alt + R

Reloads the current tab.

Alt + ESC

Logs out the user account and locks the back end.

Open areas

Alt + I

Opens the menu Item » Edit item.

Alt + O

Opens the menu Orders » Edit orders.

Alt + Y

Opens the menu Item » Category.

Alt + C

Opens the menu CRM » Contacts.

Alt + T

Opens the menu CRM » Ticket system.

Alt + N

Opens the area New contact within the menu CRM » Contacts.

Alt + M

Opens the menu CRM » Quick search.

Alt + S

Opens the online store.

Alt + E

Opens the online store with the inline editing function.

Edit order

Shift + Alt + N

Opens the customer notes in an order; available in all tabs of the order.

Shift + Alt + A

Opens the order notes in an order; available in all tabs of the order.

Restoring the default shortcuts

Click on Reset shortcuts to reset the shortcuts to their default settings.

1.5.3. Favourites

If you use some menus very frequently, you may want to save them to a list of favourites. This allows you to access the menus quickly. Click on in the top right of the plentymarkets back end to display your favourites.

Open up the Favourites tab within the personal settings of your user account to see all of the menu paths that were saved as favourites. Favourites can also be deleted in this menu. Use the Up and Down arrows to sort your favourites. The tab is only visible for your own user account.

Adding a menu to favourites:

  1. Open the menu that you want to add to as favourite.

  2. Click in the tab of the menu on the triangle () and select Add link to favourites.
    Note: Favourites are only visible in this menu once you have saved at least one favourite.

Deleting a menu from favourites:

  1. Click on in the top right of the plentymarkets back end.
    → The list shows the favourites you saved.

  2. Click on x next to the menu path to remove the menu from the favourites.
    Or: Click on Delete all favourites and confirm the security question with Delete to delete all favourites saved in your system.

2. Customising your plentymarkets system

2.1. Personalising the dashboard

The dashboard is shown when you log into the plentymarkets back end. By default, current plentymarkets news and status messages are displayed on the dashboard. By adding optional elements, you can monitor other information from your dashboard.

Read the dashboard area plentymarkets News regularly

Important status information and news are published in the plentymarkets News area of the dashboard. As such, you cannot close the Dashboard tab. Read the information published in this area regularly to stay up to date on new features and issues.

2.1.1. Adding an element to the dashboard

By default, only the plentymarkets news are displayed on the dashboard. Proceed as described below to show additional elements on the dashboard.

Adding an element to the dashboard:

  1. Click on the Dashboard tab.

  2. Choose an element from the drop-down list in the lower left corner. Note Table 3.

  3. Click on New element ().
    → The element is added to the dashboard.

  4. Click on the element’s header and drag it to the desired position.

Table 3. Available elements
Element Explanation

Item(s) below reorder level

Shows which items need to be reordered. The items are listed according to their warehouse.
Tip: Click on the number to open the Reorder menu.

Orders

Shows the number of new orders received today and the number of orders shipped today. It is linked to the Edit orders menu and displays the orders in the order overview.

Listings

Shows the number of new listings today and yesterday. You can also see how many listings ended successfully and how many ended unsuccessfully yesterday and today.

My tasks

Shows your tasks.

Sales statistics

Shows the sales figures by week.
Note: Credit notes are recorded as negative sales figures on the day they were created.
Note: The sales statistics give you a broad snapshot of your current sales. The menu plentymarkets Logo (Start) » Statistics gives you a more detailed statistical analysis.

Payments

Shows an overview of the number of unassigned payments and the number of payments received today and yesterday.

2.1.2. Removing an element from the dashboard

By default, only the plentymarkets news are displayed on the dashboard. Proceed as described below to remove elements from the dashboard.

Removing an element from the dashboard:

  1. Click on the Dashboard tab.

  2. Click on Close for the element you want to remove.
    → The element is removed from the dashboard.
    Note: The plentymarkets News area cannot be removed from the dashboard.

2.2. Adding more functions and menus

You can use active plugins in a plugin set not only to add additional features to your store, but also to add new menu items or user interfaces to your back end. Every user can select their own back end plugin set to load the plugins the set contains for their own back end. This is useful if you only need to be able to access certain functionality, but not all. If you want to change the plugin set for your back end view, proceed as follows.

Selecting a back end plugin set:

  1. In the plentyMarkets back end, click on the account symbol in the upper right corner.

  2. Click on Backend plugin set.
    → The Backend plugin set window opens.

  3. Click on a plugin set.

  4. Save the settings.
    → The selected plugin set is now active in your back end.

Refer to the Plugins chapter for further information about setting up plugins and plugin sets.

2.3. Adjusting the menu layout

Learn in the following sub-chapters how to adjust the overview within a menu and how to order the positions in the menu view.

2.3.1. Customising the layout

You can customise the layout of some menus in the plentymarkets back end, i.e. you can specify which parameters should be displayed in the columns. Figure 1 shows the Item » Edit item menu as an example.

Customising the menu layout:

  1. Move the cursor over the menu’s title bar.
    → The button Customise layout () appears.

  2. Click on Customise the layout ().
    → The window Customise the layout opens.

  3. Activate the parameters that you want to have displayed in the menu.
    → Remove the check mark if you no longer want one of the parameters to be displayed.

  4. Save () the settings.

Customise the layout
Figure 1. Customising the menu layout

2.3.2. Sorting the positions in the menu view

Proceed as described below to sort the positions in the menu view alphabetically or numerically and ascending or descending.

Sorting the positions in the menu view:

  1. Move the cursor over the heading of the column that you want to sort.
    A small triangle () appears.

  2. Click on the triangle () to sort the entries according to this column.
    → If the triangle is pointing down (), the column entries are sorted in ascending order (the highest value is at the top of the list). If the triangle is pointing up (), the column entries are sorted in descending order.

2.4. Choosing your preferred editor

The editors Editor, Syntax editor and Text field are activated in all areas by default. Go to Setup » Settings » Editors » Tab: Areas to deactivate these editors for each area.

Deactivating editors:

  1. Go to Setup » Settings » Editors.
    → The Areas tab opens.

  2. Remove the check mark next to the editors that should not be displayed in the drop-down list of the corresponding area.

  3. Save () the settings.

Changing the CSS of the editor

The editor uses the CSSContent by default. If a background image is used there and this is bothersome or not desired, you can individually edit the CSS in the menu Setup » Settings » Editors » Tab: CSS. Alternatively, you can use the Standard CSS with a white background. You can also create your own customised CSS and specify additional formatting, e.g. fonts.

To change the CSS for the editor, go to Setup » Settings » Editors » Tab: CSS.

Changing the CSS of the editor:

  1. Go to Setup » Settings » Editors.

  2. Click on the CSS tab.

  3. Select the desired CSS. Pay attention to the information given in Table 4.

  4. Save () the settings.

Table 4. Available CSS
Setting Explanation

As in the online store (CSSContent)

The store CSS will be loaded in the editor.

Standard

A simple standard CSS will be loaded in the editor. The background colour is white.

User-defined

The simple standard CSS will be displayed in an editing window and can be customised with the syntax editor.
_Note: Click on Reset to reset the CSS to the standard CSS.

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