Duoplane Retailer accounts
Available on all plans
When your products are imported into Duoplane, the system will automatically import all product attributes, including your cost. You can continue to use your store to manage your costs; however, you can also utilize Duoplane to update your cost information. You can also allow vendors to update costs in the portal and through inventory feeds dynamically.
Require Wholesale Costs
By default Duoplane will require wholesale costs on items, and track any products that do not have the cost recorded. You can view the products that need a cost by clicking on the Products tab. The "Require wholesale costs" setting can be toggled in the Products & Inventory Settings (https://app.duoplane.com/company/inventory_settings).
Sync Cost from eCommerce Platform
By default Duoplane will sync the costs from your eCommerce platform if they are provided. You can deactivate this or change the field that Duoplane reads costs from in your store's product attribute mapping settings (https://app.duoplane.com/stores).
We recommend using this method to sync costs whenever possible.
Update Cost in the Duoplane Interface
You can also update costs on a per item basis directly in the Duoplane portal. To do this, you can navigate to the item you would like to update in the Products tab and input a new value for the cost.
It's important to note that if you update a cost in the Duoplane interface, Duoplane will lock that field from being synced from your ecommerce store in the future.
Update Cost Using the Product Import Tool
You can also mass update costs in Duoplane by using the product import tool. The support article below walks you through how to accomplish this.
Update Cost on POs
As the retailer you can go into an order and update the cost on an item. This can be done by clicking the pencil icon or the cost amount on the PO.
If a vendor updates cost on orders (more details on this are below), it will require approval by the retailer. You can allow any cost edits made in the retailer account be automatically approved by toggling the "Auto-approve invoices entered by retailer" option in the Accounting settings (https://app.duoplane.com/accounting_settings/edit).
Using an Item Cost Template (Advanced)
Duoplane can dynamically determine the cost of items based on Liquid templates. This is an advanced feature and is not recommended unless you have experience working with Liquid. The Item Cost Template can be accessed in the Order Processing settings (https://app.duoplane.com/company/order_processing).
Allowing Vendors to Update Cost
Vendors can also update cost for items if you provide them with that ability.
On purchase orders
Just like the retailer, the vendor can update cost on orders if you provide them with that ability. The setting to allow or prevent vendors from editing cost on POs can be found in the Order Management settings (https://app.duoplane.com/company/order_management).
After a vendor has edited cost, the retailer will need to approve the cost update. This can be done by navigating to the accounting tab, then clicking "Wholesale cost discrepancies". Once here, you can decide whether you would like to edit the cost for that item on only that order, or if you want to update the cost for all future orders for that item.
Via an Inventory Feed
Vendors can provide costs on inventory feeds - this is a great way to allow vendors to easily update costs on large amounts of items.
To set this up, you can go to the vendor inventory feed settings, and provide a field for Duoplane to read the cost from on the inventory feed.
More information on setting up vendor inventory feeds can be found here.