How to Include Packing Slips and Attachments with Purchase Orders

Duoplane Retailer accounts
Available on all plans

Duoplane enables you to include packing slips and other attachments when sending purchase orders to your suppliers. This added documentation allows you to provide additional details such as itemized order lists or custom instructions, ensuring accurate fulfillment.

This guide explains how to configure and send packing slips and attachments with your purchase orders. Both of these settings can be enabled/disabled at both a global or vendor level.

Include packing slips

Packing slips are generated automatically with every purchase order, but their inclusion when sending POs is optional. Please note this option is only applicable when sending POs via email.

To update this setting on a global level:

1. Login to your Duoplane retailer account
2. Navigate to Settings > Order Processing
3. Look for the section near the bottom labeled "Other options"
   
4. Toggle the option labeled "Include packing slips" to "Yes" or "No"
5. Click "Save" when done

To update this setting for a specific vendor only:

1. Login to your Duoplane retailer account
2. Navigate to the Vendors directory
3. Locate the Purchase order preferences section and click "Edit"
4. Look for the section labeled "Email preferences" (This section only appears when "Email" is selected as the PO delivery method)
   
5. Toggle the option labeled "Include packing slips" to "Yes" or "No"
6. Click "Save" when done
   
   

Include additional attachments

Please note this option is only applicable when sending POs as a PDF, because the attachments will be appended to the file itself when being sent.

To update this setting on a global level:

1. Login to your Duoplane retailer account
2. Navigate to Settings > Order Processing
3. Look for the section labeled "Purchase order options"
4. Toggle the option labeled "Append PO attachments" to "Yes" or "No"
5. Click "Save" when done

To update this setting for a specific vendor only:

1. Login to your Duoplane retailer account
2. Navigate to the Vendors directory
3. Locate the Purchase order preferences section and click "Edit"
4. Look for the section labeled "Purchase order files"
   
5. Toggle the option labeled "Include attachments" to "Use global default", "Yes", or "No"
6. Click "Save" when done