Automate Purchase Order Creation

Duoplane Retailer accounts
Available on all plans

It is always recommended as a best practice to automate as much of the purchase order creation process as possible, as it saves time and reduces manual work. With automated POs, sales orders meeting certain criteria will automatically generate purchase orders for vendors without requiring any manual steps.

This guide will walk you through setting up automated purchase order creation in Duoplane.

Enable automated purchase order creation

1. Login to your Duoplane retailer account
2. Navigate to Settings > Order Processing
3. Look for the option labeled "Automatically create POs from orders?" and make sure it is toggled to "Automatic" (not "Manual")
4. Click "Save"
5. Place a test order in your store to verify a PO is subsequently created, automatically, when the sales order comes into Duoplane