Step 4: Configure Order Processing Automation

(5 minutes)

The last setting to configure is the purchase order processing settings. Duoplane has many features and options in regards to order processing, but the two we will be looking at for initial setup are:

  • Automated purchase order creation 
  • Automated purchase order submission to vendors

Both of these settings have two options: automatic or manual. If set to automatic, Duoplane will immediately create a PO for all orders which are imported from the linked ecommerce store(s); it can also auto-send POs on creation to the appropriate vendors.

For beginners learning Duoplane through the trial we recommend seeing the order process a couple orders at a time, so we suggest enabling automatic PO creation but keeping purchase order submission to vendors set to manual.

These settings can be found by going to the Main Menu > Settings > Order Processing

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