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Automate or Schedule PO Processes

In Duoplane's order processing settings you are able to set many rules for what part of the order processing flow is automated, scheduled, or manually approved. This includes automatically creating POs, sending POs to vendors, the send frequency and time, and default file format. Settings in this section are global and applied to all vendors, but some can be overridden on the vendor level. First, navigate to the order processing settings:

  1. In your Duoplane Retailer account, navigate to Main Menu > Settings > Order Processing
  2. At the top section of the page, you will see a section titled Purchase order processing
  3. Below is a list of each option and what it does:

Option

Functionality

Automatically create POs from orders?

As long as Duoplane is connected to an ecommerce store it will by default sync product information and import orders, however you can configure if you'd like Duoplane to create POs from the orders automatically or manually. If switched to manual, you will need to select orders as they come in and approve them for PO creation individually.

This setting applies to all vendors and cannot be overridden on a vendor level.

Automatically send POs to vendors?

In the event you'd like to view POs before sending them off to vendors, this option can be toggled to manual, which would result in a Duoplane user needing to review and approve each one.

This setting applies to all vendors and cannot be overridden on a vendor level.

Default send frequency

This option schedules how often vendors will receive invoices. If vendors would like to receive all POs at a certain cadence, this is where you would set that.

This setting is global but can be overridden at the vendor level.

Next send time

This option allows you to change the next send time. You can also toggle a weekday restriction that only allows POs to be sent on weekdays.

This setting is global but can be overridden at the vendor level.

Default file format

Choose between CSV or PDF for the default file format.

This setting is global but can be overridden at the vendor level.

 

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