How to Automate and Schedule Purchase Order Sending

Duoplane Retailer accounts
Available on all plans

Automating and scheduling the sending of purchase orders in Duoplane can significantly streamline your order processing, ensuring suppliers receive POs accurately and promptly for fulfillment. You can set up Duoplane to send POs immediately upon creation or schedule them to be sent at specific intervals to better align with your business needs.

This article explains how to set up manual, immediate, or scheduled purchase order sending in Duoplane, and also how to set POs to be batched or sent individually.

This setting can be configured at a global level as the default behavior, and/or overridden at a vendor level for your suppliers' varying needs

Send purchase orders manually

When set to "manual", POs will not be sent until a user deliberately updates a PO to "send to vendor"

1. Login to your Duoplane retailer account
2. Navigate to Settings > Order Processing
3. Look for the option labeled "Automatically send POs to vendors?" and make sure it is toggled to "Manual" (not "Automatic")
4. Click "Save"

Set a schedule for sending purchase orders automatically

1. Login to your Duoplane retailer account
2. Navigate to Settings > Order Processing
3. Look for the option labeled "Automatically send POs to vendors?" and make sure it is toggled to "Automatic" (not "Manual")
4. Choose a sending schedule using the options in the drop down labeled "Default send frequency"
5. Click "Save"
   
   

Setting PO send schedule at a vendor level

When changing the schedule at a vendor level, this will override the global setting configured in your Order Processing preferences, for that particular vendor.

1. Login to your Duoplane retailer account
2. Navigate to the vendor directory by clicking Vendors
3. Search and choose the vendor you'd like to edit
4. On the vendor's detail page, click "Edit" in the "Purchase order preferences" section
5. Choose a sending schedule using the options in the drop down labeled "Send frequency"
6. Click "Save"

Batch or send POs individually

Batch sending is useful if you prefer to send POs once a day at a consistent time, reducing the number of emails suppliers receive.

On the same Order Processing page, you can choose whether you want POs batched or sent individually. This option is near the bottom labeled "Always send POs individually" and should be can be toggled to Yes or No.

Like the send schedule, the default that is set on this page can be overridden at a vendor level by visiting the vendor's purchase order preferences.