Create and Use Vendor Templates

For multiple vendors that have the same order delivery, shipment feed, or inventory feed preferences, vendor templates can be utilized in Duoplane to save time when setting up new vendor accounts. A common use case for this is when vendors send shipment information via FedEx or UPS or require similar CSV order files to be sent to them.

 

This article will show you how to create and use vendor templates.

    In this article

 

Create a vendor template

Decide first if you'd like to use an existing vendor or create a new vendor to use as a template. 

  1. In your Duoplane Retailer account, navigate to Vendors > Vendor Directory
  2. Select the vendor you wish to modify templated settings for and and select Details
  3. On the Vendor's page you will see several settings you can choose to customize:
      • Purchase order preferences
      • Inventory feed and sync
      • Purchase order confirmation feed
      • Shipment feed
  4. Select one of the above and change the settings as you wish. On saving these settings, they will be available to use as a template for another vendor's settings in the following instructions
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Use a vendor template

  1. In your Duoplane Retailer account, navigate to Vendors > Vendor Directory
  2. Select the vendor you wish to edit and select Details
  3. On the Vendor's page select the settings you wish to copy from a template (i.e. inventory feed, shipment feed, etc.) and click Edit
  4. On the settings page under Advanced, check the box labeled Inherit settings from another vendor
  5. Select the vendor you would like to use as a template from the dropdown
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