Add Attachments to Purchase Orders

When using Duoplane to send an order to a vendor, supplier, or warehouse, you have the option to include an attachment with the order. This can be added before the order is sent, or afterward.

This article will show you how to attach a document to the PO in the vendor portal or how to append additional documents to a PO PDF.

    In this article


What are the requirements for PO attachments?

PO attachments must be in PDF, JPEG, PNG, or GIF format, and must be less than 5MB in size

 

Attach documents to a purchase order

When attaching a document to a purchase order in Duoplane, this makes the attachment visible to your supplier through the Vendor portal. It does not send the attachment via email or add it to the purchase order PDF itself. To append a document to the purchase order PDF, please view the How to append attachments to a purchase order PDF section of this article.

  1. In your Duoplane Retailer account, open the purchase order you'd like to send an attachment with by locating it on your Purchase Orders page
  2. When the purchase order is open, click the Add attachment button near the bottom of the page under the Purchase order attachments sectionSnip20200811_9.png
  3. Click Upload file

Append attachments to a purchase order PDF

Duoplane can include the attachment with the purchase order PDF that is sent to your vendor via email or downloadable file. This setting can be toggled on or off at a vendor level or global level:

Vendor level:

  1. In your Duoplane Retailer account, navigate to Vendors > Vendor Directory and select the vendor you wish to change this PO preference for
  2. On the vendor's settings page, go to the section labeled Purchase order preferences and click Edit
  3. Important: under the Purchase order delivery section make sure Delivery method is set to Email
    mceclip1.png
  4. Under the Purchase order files section, toggle Include attachments to Yes
    mceclip0.png
  5.  Click Save

Global level:

  1. In your Duoplane Retailer account, go to Settings > Order Processing
  2. Under the Purchase order options section, toggle Append PO attachments to ON

    mceclip2.png

  3.  Click Save

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.