Duoplane Retailer accounts
Available on all plans
Normally when a purchase order is created in Duoplane and the settings have the POs configured to send automatically, POs are sent as soon as possible or at the next scheduled PO sending time.
You can, however, delay the sending of a PO until a certain time in the future.
The business reason for doing this is most often because the retailer wants time to review or edit the order before it is sent to the vendor. For example, a retailer might want to hold all POs for 1 business hour to give some time for a customer to request a change or cancellation.
Set a Release Time Using a Set Time Period
The easiest way to set a hold period is by using a set time period. To do that:
-
Go to Settings > Order Processing (https://app.duoplane.com/company/order_processing)
-
Go to the section called “Purchase order options”
-
Set the following 2 fields:
Only send POs created more than = The length of he hold period in hours.
PO hold period is in = Calendar or business hours
Set a Release Time Using a Liquid Template for Advanced Logic
This is an advanced feature is available to Professional plans or higher and must be enabled and configured by the Duoplane team, and is only available on certain plans. Contact support@duoplane.com to see if your account and plan qualify for this feature.