# Tuplo Studio User Manual

Version 1.5

**Tuplo** is a cloud-based sales platform that offers a highly customizable e-commerce website for online sellers and modern features for in-store sellers. At the core of the Tuplo platform is the user-friendly desktop application **Tuplo Studio**, which enhances the speed and efficiency of product and order management. This manual will provide all the necessary information for setting up and using this fantastic application.

{% hint style="info" %}
**Quick Tips!**

Use <mark style="color:blue;">**Command + K**</mark> to search for information in this user manual quickly.
{% endhint %}


# Interface Fundamentals

Navigating and interacting with Tuplo Studio like a pro.

You can follow these helpful sections to improve your efficiency using Tuplo Studio.

* [Keyboard Navigation](/introduction/interface-fundamentals/keyboard-navigation)
* [Common Controls](/introduction/interface-fundamentals/common-controls)
* [Flags](/introduction/interface-fundamentals/flags)


# Keyboard Navigation

Interface Fundamentals / Keyboard Navigation

Here are some tips to help you control the app using only your keyboard and become a Tuplo Studio power user.

## Navigating with the Tab Key

* Use the Tab key to quickly navigate to the following input instead of manually clicking with the mouse.
* Use <mark style="color:blue;">**Shift + Tab**</mark> to navigate in the opposite direction.&#x20;

***

## Lists & Tables

* Use Arrow Up and Arrow Down to quickly move up and down.
* Use Arrow Left and Arrow Right to fold and unfold items in a list tree.
* Press Return to open a selected item when applicable.
* Select an item in a list or table by typing the desired value.
* Use <mark style="color:blue;">**Command + A**</mark> to select all items.

***

## Text Navigation

* Use <mark style="color:blue;">**Command + Arrow Left**</mark> or <mark style="color:blue;">**Command + Arrow Right**</mark> to move to the beginning or end of a line of text.
* Use <mark style="color:blue;">**Option**</mark> + <mark style="color:blue;">**Arrow**</mark> <mark style="color:blue;">**Left**</mark> or <mark style="color:blue;">**Arrow**</mark> <mark style="color:blue;">**Right**</mark> to move the cursor forward or backward one word.
* Use <mark style="color:blue;">**Command + A**</mark> to select all text in a text input.
* Holding Shift during any of these actions selects the navigated text.


# Common Controls

Interface Fundamentals / Common Controls

<table data-header-hidden><thead><tr><th width="91">Icon</th><th>Name</th></tr></thead><tbody><tr><td><img src="/files/qMz336pNRxAQ8k8sqyan" alt="" data-size="line"></td><td><p><strong>Active Button</strong></p><p>Filters search results by inactive and active statuses to hide inactive items when viewing stored data.</p></td></tr><tr><td><img src="/files/s4oIRNkvF7VSNGHbWd4E" alt="" data-size="line"></td><td><strong>Add to Inventory Tool</strong><br>Sends selected products from the active window to the <a href="/pages/SYu6IMPszswoFhTCEJUL">Inventory Tool</a> when clicked.</td></tr><tr><td><img src="/files/kXSBONKj5egxkbItMX2r" alt="" data-size="line"></td><td><p><strong>Advanced Filters</strong></p><p>Shows additional search parameters depending on the active tab in the Navigator Window when activated.</p></td></tr><tr><td><img src="/files/5mhgQV6YDydLDYfHuDN1" alt="" data-size="line"></td><td><p><strong>Column Visibility</strong> <strong>Button</strong> </p><p>This toggles which columns are visible in an associated table. It is helpful for decluttering tables with many columns, which some users rarely need or use.</p></td></tr><tr><td><img src="/files/hAzs6SG5Dkg1rlQKPyJx" alt="" data-size="line"></td><td><p><strong>Edit</strong> <strong>Button</strong></p><p>Appearing in various windows, clicking this button allows you to modify details shown in that window</p></td></tr><tr><td><img src="/files/O6VncY4bghJyI15un0c2" alt="" data-size="line"></td><td><p><strong>Flag Button</strong></p><p>Marks items with a flag to make them easier to search for and identify when they need special attention. For example, you might flag orders with a red flag when they need review by a co-worker.</p></td></tr><tr><td><img src="/files/rKf1YHnhC8XGtemY4ITP" alt="" data-size="line"></td><td><p><strong>ID Search Button</strong> </p><p>When activated, ID Search Mode allows you to search for products using their corresponding product ID or by scanning a barcode.</p></td></tr><tr><td><img src="/files/Tqr1FKr8lhfguhOGBBJd" alt="" data-size="line"></td><td><p><strong>More Options Menu</strong> </p><p>Indicates additional actions for an associated window or view. These actions are often also available by <mark style="color:blue;"><strong>right-clicking</strong></mark> an item.</p></td></tr><tr><td><img src="/files/FhD0VZIObtHaeasOJFzI" alt="" data-size="line"></td><td><p><strong>Refresh</strong> <strong>Button</strong> </p><p>Clicking this button will refresh the information displayed in the current window.</p></td></tr><tr><td><img src="/files/RRQtvTIJEuAF6uKMXdM2" alt="" data-size="line"></td><td><p><strong>Section Hide/Show</strong> <strong>Button</strong> </p><p>Collapses or expands a section of a window when clicked.</p></td></tr><tr><td><img src="/files/YJdgVfjKxsWHhszFrBPU" alt="" data-size="line"></td><td><strong>Show All</strong> <strong>Button</strong> <br>When activated, it shows all records associated with the current window. For example, voided or canceled items in an order are hidden unless this button is activated.</td></tr><tr><td><img src="/files/WTX1XELWecSatJtOpMZf" alt="" data-size="line"></td><td><p><strong>Target-Window Button</strong></p><p>When activated, items you select in the Navigator Window will open in their respective windows without changing the active window. </p></td></tr><tr><td><img src="/files/FIxtMSDo53AEeKJGoew9" alt="" data-size="line"></td><td><p><strong>View in Browser Button</strong> </p><p>When clicked, it opens the webpage for the product group currently opened in the Product Group Window.</p></td></tr></tbody></table>


# Flags

Interface Fundamentals / Flags

**Flags** are a way to label items with additional context.&#x20;

You can assign meaning to each flag color. For instance, you could use red flags to indicate that a new product image is needed and blue flags to show that a vendor price adjustment is pending.&#x20;

When assigned, items appear with a flag icon in their specific window and are identified with a colored dot in list views.

***

## Assign a Flag

<figure><img src="/files/im0AAuBgAVPWzV1n0VIG" alt=""><figcaption><p>Flag Options as seen in the Product Group Window.</p></figcaption></figure>

When accessing a detailed view of an item, such as in the Product Group Window or the Order Details Window, the Flag button displays the current flag color and allows for adjusting it.

To **assign** a flag:

1. **Click** the Flag button.
2. **Select** a flag color.

If you select the empty flag at the top of the list, the flag will be removed from that item.

***

## Mass Assign Flags

Flags can be quickly assigned to multiple items when viewed in the Products tab of the Navigator Window.

To quickly **assign** or **update** flags on multiple items:

1. **Select** the desired items.
2. **Choose** <mark style="color:blue;">**More Options Menu > Flags**</mark>.
3. **Select** a flag color.

***

## Search by Flags

<figure><img src="/files/5aQqMzPJ782ticHMmDSC" alt=""><figcaption><p>Searching by flag in the Navigator Window.</p></figcaption></figure>

You can click the Flag button to open a drop-down menu and select a flag to filter search results when browsing items in the Navigator Window.


# Getting Started

How to start using Tuplo Studio

After onboarding, you should begin building your product catalog in Tuplo Studio. Below are some software requirements and steps to download and install Tuplo Studio.

{% hint style="info" %}
**Quick Tips!**

If you're unsure if you've completed our onboarding process, please refer to the [Tuplo Account Management Guide](https://docs.tuplo.com/tuplo-account-management-guide/), or you can contact support by visiting [www.tuplo.com](http://www.tuplo.com) and using our chat widget.
{% endhint %}

Before installation, you'll need:

1. An active subscription and Tuplo Account.
2. A stable and reliable internet connection.
3. A Mac computer using the most current version of macOS.
4. Your Store ID/Account ID is found in your dashboard's Group Profile Section.
5. At least one staff account has been created in the Staff section of your dashboard.

***

## Initial Installation

Once you have these items together you can download and install Tuplo Studio.

To do so:

1. **Download** Tuplo Studio from our website at [Tuplo.com](https://www.tuplo.com).
2. **Launch** the installer by double-clicking the downloaded file.
3. **Follow** the on-screen instructions to complete the installation.

After installation, a window will prompt you for the following information:&#x20;

* Account ID: This is found on your Group Profile page and may also be called Store ID.
* User Name/Password: This can be any of the staff accounts you've created.

Enter these and press enter to complete the setup.

{% hint style="info" %}
**Quick Tips!**

If you are using multiple systems, you'll need to configure your Tuplo Studio preferences for each one. The [Preferences](/setup/preferences) section provides more information.
{% endhint %}

***

### Updating Tuplo Studio

When an update is available, the next time you launch your Tuplo Studio software you will receive a prompt to update your software.

You can choose to either update then, or continue using the current installed version.&#x20;

{% hint style="info" %}
**Quick Tips!**

Before updating to a new macOS version, visit [Tuplo.com](https://www.tuplo.com/) to ensure that Tuplo Studio is compatible.
{% endhint %}


# Hardware Set Up

Connect and configure your external devices.

Depending on whether you are using Tuplo Studio to sell online, in-store, or both, additional hardware may be required or beneficial.

***

## Barcode Scanner

Point-of-Sal&#x65;**:&#x20;**<mark style="color:green;">**Recommended**</mark>\
Online: <mark style="color:blue;">**Optional**</mark>

{% hint style="info" %}
**Our Recommendation**

Any Bluetooth scanner that reads UPC and Code 39 barcodes.
{% endhint %}

Using a barcode scanner will allow you to quickly enter product IDs when performing product searches, receiving inventory from vendors, and, most importantly, performing point-of-sale transactions. While not technically required in any of these situations, it will significantly increase productivity compared to manually entering product IDs.

1. **Plug In the Scanner**: Connect your scanner to your system. A window should automatically open, indicating the system recognizes a new keyboard device.
2. **Activate Your Scanner**: When instructed to press a keyboard button, scan any barcode instead.
3. **Choose Keyboard Setting**: When prompted, select the **ANSI** setting. This is required for the correct interpretation of barcode data.
4. **Ensure** that your scanner is set to **Auto-enter** or **Carriage Return**.
5. **Test the Scanner**: Open any text editor and scan a barcode to test. A functioning scanner will input the barcode as text directly into the editor.
6. **Factory Reset (If Necessary)**: If the scanner does not work as expected, refer to the user manual for factory reset instructions. Then, repeat this process from the start.

Your barcode scanner is now fully operational and ready to use.

***

## Receipt Printer

Point-of-Sal&#x65;**:&#x20;**<mark style="color:green;">**Required**</mark>\
Online: <mark style="color:red;">**Not Applicable**</mark>

{% hint style="info" %}
**Our Recommendation**

The **Star TSP143III Receipt Printer,** or any receipt printer that supports macOS, uses 3 1/8" (80mm) wide media, thermal printing, and cash drawer capability.
{% endhint %}

Below are the steps required to connect a **Star TSP143III Receipt Printer**. If you'd like to use a different printer model, please look at your printer's user manual for detailed setup instructions.

**TSP143III Receipt Printer Setup**

To install drivers:

1. **Download** the Star CUPS driver from the [Star Micronics website](https://starmicronics.com/support/).
2. **Unzip** and open the folder, then locate and double-click the **Star\_CUPS\_Driver-X.XX.X.pkg.**
3. **Follow** the onscreen steps to complete the installation.

Once the drivers are installed, you can connect your printer by following these steps:

1. **Connect** your printer to your cash drawer, network, and power outlet.
2. **Hold** the FEED button and power the printer on to print the test sheet.
3. **Open** Printer settings in your System Preferences.
4. **Click** the Add Printer, Scanner, or Fax button and select the IP tab.
5. **Enter** the IP address that appears at the bottom of the test sheet.
6. In the **Protocol** field, select Line Printer Daemon - LPD
7. **Enter** the name you want the printer to appear as. (Ex. Register 1 Receipt Printer)
8. **Enter** a location that describes where the printer is located. (Ex. Building 114)
9. In the **Use** field, select Star TSP100 Cutter.
10. **Click** the Add button to finish the printer setup.

Once connected:

1. **Open** Tuplo Studio.
2. **Go** to your Preferences.
3. **Select** the Printers tab.
4. **Choose** the name you provided the printer from the dropdown menu.
5. **Enter** any text you'd like to appear above and below the transaction on the receipt.
6. **Close** your Preferences.

***

## Cash Drawer

Point-of-Sal&#x65;**:&#x20;**<mark style="color:green;">**Recommended**</mark>\
Online: <mark style="color:red;">**Not Applicable**</mark>

{% hint style="info" %}
**Our Recommendation**

Any cash drawer that is compatible with your chosen receipt printer.
{% endhint %}

While a manual cash drawer can be used, an optimal solution is a printer-driven cash drawer that opens whenever a receipt is printed. If you want a printer-driven cash drawer, please ensure your receipt printer has the capability and port for this functionality. Regardless, a cash drawer is an obvious choice for Point-of-Sale transactions.

***

## Credit Card Terminal

Point-of-Sal&#x65;**:&#x20;**<mark style="color:green;">**Required**</mark>\
Online: <mark style="color:red;">**Not Applicable**</mark>

{% hint style="info" %}
**Our Recommendation**

PayJunction ZeroTouch or Portable Terminal.
{% endhint %}

Tuplo Studio is proud to be a certified technology partner of PayJunction and its user-friendly payment terminals. With PayJunction's terminals, users can efficiently process credit card transactions and accept contactless payments anywhere.

Connecting a PayJunction ZeroTouch Terminal or Portable Terminal to your system is simple.

* For detailed steps on connecting a **PayJunction** **ZeroTouch Terminal**, click [here](https://support.payjunction.com/hc/en-us/articles/360039613214-Installation-and-Setup-VIDEO-ZeroTouch-Terminal).
* For detailed steps on connecting a **PayJunction Portable Terminal**, click [here](https://support.payjunction.com/hc/en-us/articles/4416213455771-Portable-Terminal-Installation-and-Setup-VIDEO).

Once completed, you can use [Terminal Preferences](/setup/preferences#terminals) to enter your PayJunction information to complete the process.

***

## Price Tag Label Printer

Point-of-Sal&#x65;**:&#x20;**<mark style="color:green;">**Recommended**</mark>\
Online: <mark style="color:blue;">**Optional**</mark>

{% hint style="info" %}
**Our Recommendation**

The **Zebra TLP 2824 Plus**, or any printer that supports macOS, can print at 203 DPI, uses thermal printing, and supports 1-1/4"x 1" and 2-1/4"x 1-1/4" label sizes.
{% endhint %}

This device prints labels you can apply to your products. It is ideal for informing customers and supercharging inventory management. While in-store retailers likely find this a requirement, online retailers may find it helpful for improving order accuracy and inventory management.

While Tuplo Studio is compatible with other printers, their setup will vary. Please look at your printer manufacturer's user manual for detailed instructions.

To **connect** a  **Zebra TLP 2824 Plus**:

1. **Plug** the label printer into a power outlet and connect to the Mac via USB.
2. **Power** the label printer on.
3. **Open** <mark style="color:blue;">**System Preferences >**</mark> <mark style="color:blue;">**Printers & Scanners**</mark>.
4. **Click** the **Add Printer, Scanner, or Fax** button and select the printer from the device list.
5. **Choose** the **Select Software** option from the **Use** drop-down selection.
6. **Select** Zebra ZPL Label Printer.
7. **Click** **OK,**&#x20;
8. **Click** the **Add** button.

The Zebra Label Printer is now available to select from the [Printer Preferences](/setup/preferences#printer) in Tuplo Studio.

{% hint style="info" %}
**Quick Tips!**

When first connecting your Zebra printer, hold the power button until it flashes twice to calibrate the printer to the current label size.
{% endhint %}

***

## Shipping Label Printer

Point-of-Sal&#x65;**:&#x20;**<mark style="color:red;">**Not Applicable**</mark>\
Online: <mark style="color:green;">**Recommended**</mark>

{% hint style="info" %}
**Our Recommendation**

Any macOS-compatible 4"x6" label printer capable of printing 203 DPI or more and featuring thermal label printing.
{% endhint %}

Printing shipping labels directly from Tuplo Studio makes online order processing a breeze. While you can print shipping labels to any printer, printing to a 4"x 6" printer is as easy as peeling and sticking.

The instructions below are for a generic label printer. The driver requirements and setup will vary. For detailed instructions, please refer to the printer manufacturer's user manual.

To **connect** a shipping label printer:

1. **Install** print drivers, if required.
2. **Plug** the label printer into a power outlet and connect to the Mac.
3. **Power** the label printer on.
4. **Open** <mark style="color:blue;">**System Preferences >**</mark> <mark style="color:blue;">**Printers & Scanners**</mark>.
5. <mark style="color:blue;">**Click**</mark> the **Add Printer, Scanner, or Fax** button and select the printer from the **device list**.
6. **Choose** the **Select Software** option from the **Use** drop-down selection.
7. **Select** the printer.
8. **Click** **OK**.
9. **Click** the **Add** button.

The shipping label printer is now available to select from the [Printer Preferences](/setup/preferences#printer) in Tuplo Studio.

***

## Shipping Scale

Point-of-Sal&#x65;**:&#x20;**<mark style="color:red;">**Not Applicable**</mark>\
Online: <mark style="color:green;">**Recommended**</mark>

{% hint style="info" %}
**Our Recommendation**

The following scales have been tested and approved for use with Tuplo Studio.

* Dymo S100 (1lbs-100lbs)&#x20;
* Dymo M25 (up to 25lbs)
* Dymo M10 (up to 10lbs)
  {% endhint %}

When using Tuplo Studio, you can connect a scale to quickly and accurately measure and capture your package's weight before shipping.

To **connect** a digital scale:

1. **Install** all needed drivers.
2. **Connect** via USB.

Then, in Tuplo Studio:

1. **Open** Tuplo Studio preferences.
2. **Select** the Shipping tab.
3. **Click** the Find Scales button.
4. **Select** the scale from the dropdown menu.

{% hint style="info" %}
**Quick Tips!**

If the scale doesn't show up when in your Order Details Window, double-check that it is powered on, then choose <mark style="color:blue;">**More Options > Check For Scale.**</mark>
{% endhint %}


# Preferences

Customize the application and designate important tools.

The **Preferences** **Window** allows you to adjust settings affecting Tuplo Studio functions.

To open your preferences, perform one of the following actions:

* **Choose** <mark style="color:blue;">**Tuplo Studio > Settings**</mark> from the window menu.
* **Use** the keyboard shortcut, <mark style="color:blue;">**Command + ,**</mark> when in Tuplo Studio.

{% tabs %}
{% tab title="General" %}

<figure><img src="/files/ejZgqH5IkAWzCDV6tMI8" alt=""><figcaption><p>The General tab.</p></figcaption></figure>

In the **General tab**, you can input your company's details. This information automatically fills in various places throughout Tuplo Studio. By activating the Open Orders in Retail Mode option, Tuplo Studio will start in [Point-of-Sale Mode](/using-tuplo-studio/kiosk-mode).
{% endtab %}

{% tab title="Account" %}

<figure><img src="/files/NoRhLgBUTMxpGDojbd1U" alt=""><figcaption><p>The Server tab.</p></figcaption></figure>

Connect Tuplo Studio with your domain and Tuplo servers.
{% endtab %}

{% tab title="Orders" %}

<figure><img src="/files/kUlgRpxkCJv80Ehvn4Qr" alt=""><figcaption><p>Order preferences can be toggled to customize desired features.</p></figcaption></figure>

Settings that control features afforded when working in orders. They also affect what happens when using Kiosk Mode.

#### General Settings

* **Default Order Type:** Choose between Point of Sale or Phone as the order type defaulted to when creating a new order.

***

#### Point of Sale Settings

* **Enabled**: Activates the Point of Sale Icon in the order window. Closed orders will auto ship items as carry out, open the cash drawer, and print receipts.
* **Maximize new order windows**: Opens any orders created to fill the screen.
* **Collapse new order customer info**: Hides customer info unless the user expands the section.
* **Show print panel before printing receipts**: Displays the print dialog window before printing receipts.
* **Print merchant copy of credit card receipts**: Prints a separate merchant copy when printing receipts.

***

#### Kiosk Settings

* **Always create guest orders**: When Kiosk Mode is active, customer information is filled out as 'Retail Customer' to speed up transactions.

***

#### Wallpaper

Here you can select from preloaded images to add a bit of color to customize your system when viewing the Passcode Window.
{% endtab %}

{% tab title="Printers" %}

<figure><img src="/files/1gA9fUaXyISQp7BNwgMW" alt=""><figcaption><p>The Printer tab.</p></figcaption></figure>

The **Printer tab** features options for configuring receipt and label printers. Once connected, you can choose printers from the drop-down menus.&#x20;

If you check the 'show print panel before printing' box, the print dialog window will appear each time you print a receipt, providing options for receipt delivery.

Receipts can include custom text and a footer to provide customers with store information. When entering text into the footer, you can force a line break by pressing <mark style="color:blue;">**Option + Return**</mark>.&#x20;

{% hint style="info" %}
**For more info:**

Please refer to the [Hardware Set Up](/setup/hardware-set-up) section for assistance setting up new hardware.
{% endhint %}
{% endtab %}

{% tab title="Terminals" %}

<figure><img src="/files/nELfMNoQBYuZ5XUbs4gW" alt=""><figcaption><p>The Terminals tab</p></figcaption></figure>

**Terminals Preferences** is where you set which credit card terminals you'd like to use.&#x20;

There are two types of credit card terminals:

* **Software**: These are terminals used when manually entering credit card details when taking orders over the phone or when a customer's card is damaged and won't read.
* **Hardware**: These are used when a customer taps, swipes, or inserts their card at a register.

Enter the proper credentials and click the Find Terminals button to show available terminals in the drop-down menus below.

{% hint style="info" %}
**Quick Tips!**

When a customer pays in person, it is always better to use the physical terminal. Merchant processors charge lower fees for tapped, swiped, or inserted cards than manually entered cards.
{% endhint %}
{% endtab %}

{% tab title="Shipping" %}

<figure><img src="/files/Oxsg1ThugQZYOmd2DWtc" alt=""><figcaption><p>The Shipping tab.</p></figcaption></figure>

The **Shipping tab** allows you to manage your connected scales, modify your default shipping units, and designate a label printer.

{% hint style="info" %}
**Quick Tips!**

If you've connected a scale that doesn't appear in the drop-down menu, check the connected scale's power supply and click the Find Scales button to refresh the list.

More information on connecting scales is in the [Hardware Set Up](/setup/hardware-set-up) section.
{% endhint %}
{% endtab %}
{% endtabs %}


# Navigator

The command center of Tuplo Studio

<figure><img src="/files/IL261dcie3accSXoa8J8" alt=""><figcaption><p>The Navigator Window.</p></figcaption></figure>

The Navigator Window allows you to search and access items such as product groups, orders, purchase orders, etc. Each tab in this window can perform basic and advanced searches for your items, allowing you to view and modify them.

***

### Result Limit

<figure><img src="/files/R4CZAs0SspCTvAHdkO2E" alt=""><figcaption><p>Result Limit filter options for the Navigator Window.</p></figcaption></figure>

In the Navigator Window, most tabs will include a result limit menu. This setting limits the number of results returned for a search to improve performance. Selecting a lower result limit value typucally produces faster results.


# Brands

Establish and manage brands.

<figure><img src="/files/rMnaiJPW5B8PWUql8ZXZ" alt=""><figcaption><p>The Brands tab in the Navigator Window.</p></figcaption></figure>

A **Brand** is the name of the manufacturer of a product. For example, Honda is the brand when referring to the Honda CR-V.

***

## Create a Brand

<figure><img src="/files/AjmHinFHIlFF5ybJLL3L" alt=""><figcaption><p>More Options Menu in the Brands tab.</p></figcaption></figure>

To **create** a new brand:

1. **Choose&#x20;**<mark style="color:blue;">**More Options > New Brand**</mark>.
2. **Enter** the brand's name.
3. Then either:
   1. **Click** the Add button.
   2. **Press** Return.

***

## Brand Details

<figure><img src="/files/M75W80dSIajZ51oGiCuH" alt=""><figcaption><p>Brand Details in the Brands tab of the Navigator Window.</p></figcaption></figure>

Once created, you can edit and manage brand activity.

To **edit** a brand:

1. **Select** a brand.
2. **Click** the Edit button.
3. **Edit** desired details.
4. **Select** a brand status when applicable.
5. **Click** Done.

To **modify** brand activity:

* Toggle the Active checkbox on/off.

***

## Delete a Brand

To **remove** a brand:

1. **Select** a brand.
2. **Choose** <mark style="color:blue;">**More Options > Delete Brand**</mark>.
3. **Confirm** deletion.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/73b3288c-07ae-48ff-883b-49c5a0cdab96>" %}
Understand the importance of brands in organizing product groups and adding search filters to your website.
{% endembed %}


# Vendors

Establish and manage your Vendors.

<figure><img src="/files/s8GdNw29iy3vRgVBnmiT" alt=""><figcaption><p>The Vendors tab in the Navigator Window.</p></figcaption></figure>

**Vendors** supply products to retailers, including distributors, manufacturers, wholesalers, and occasionally brands.

***

## Create a Vendor

<figure><img src="/files/TVI50QFdTPzwHSjWOR82" alt=""><figcaption><p>More Options Menu in the Vendors tab of the Navigator Window.</p></figcaption></figure>

To **create** a new vendor:

* **Choose** <mark style="color:blue;">**More Options > New Vendor**</mark> and enter the requested details.

***

## Vendor Details

<figure><img src="/files/ADAhufu5nYXUjgim6Ip5" alt=""><figcaption><p>Vendor Details in the Vendors tab of the Navigator Window.</p></figcaption></figure>

After creating a new vendor in the Tuplo Studio, you can enhance your workflow efficiency by adding additional information, such as the vendor's address, phone number, and other relevant clerical data.&#x20;

To **edit** a vendor:

1. **Select** a vendor.
2. **Click** the Edit button.
3. **Enter** your desired changes.
4. **Click** the Done button to confirm changes.

### Dropship Fee

You can apply a **Dropship Fee** in the vendor's edit section when working with vendors who request an extra charge for dropshipping products.&#x20;

***

## Set Vendor Activity Status

If you no longer use a vendor, you can deactivate them. Deactivating a vendor will hide them in the Vendors tab unless the Active button is on.

To **set** vendor activity status:

1. **Select** the desired vendor.
2. **Click** the Edit button.
3. **Activate** or **Deactivate** the Active checkbox.
4. **Click** the Done button.

***

## Vendor Notes

**Notes** can also be associated with vendors to add details like upcoming product changes or special requirements.

To **add notes** to your vendor entries:

1. **Select** a vendor.
2. **Click** the Edit button.
3. **Click** the notes text entry.
4. **Enter** your desired note.
5. **Click** the Save button when finished.

***

## Delete a Vendor

When deleting a vendor, you must ensure that no product groups currently use it. After confirming this, to delete a vendor:

1. Select the vendor.
2. Choose More Options > Delete Vendor.
3. Confirm deletion.

{% hint style="info" %}
**Quick Tips!**

While the option to delete vendors from Tuplo Studio is available, we recommend using the activity toggle. This way, the vendor profile stays in your database if you ever need to use them again.
{% endhint %}

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/1d8fc992-a14a-4d96-a5b2-9a42acc5cbc5>" fullWidth="false" %}
This video tutorial provides a step-by-step guide on adding vendors, essential for tracking product suppliers and defining products on your website.
{% endembed %}


# Assets

Creating and organizing product assets.

<figure><img src="/files/ij3aTAmgUYBO0doe0n2M" alt=""><figcaption><p>Property Folders as seen in the Categories tab.</p></figcaption></figure>

**Assets** include [categories](/using-tuplo-studio/assets/categories), [attributes](/using-tuplo-studio/assets/attributes), [themes](/using-tuplo-studio/assets/themes), and [images](/using-tuplo-studio/assets/images) that describe and organize products. You can apply them to many products by defining them once and streamlining product organization categorization.

***

## Opening Asset Tabs

<figure><img src="/files/2gaDeFwlVygxi0aG9j2v" alt=""><figcaption></figcaption></figure>

You can open the Asset Window by choosing Window from the Window Menu and selecting one of the following assets.

Alternatively, you can use the associated keyboard shortcuts to open the Asset Window and jump directly to a specific asset tab.

<table data-header-hidden><thead><tr><th width="141"></th><th></th></tr></thead><tbody><tr><td>Categories</td><td><mark style="color:blue;"><strong>Option + Command + 1</strong></mark></td></tr><tr><td>Attributes</td><td><mark style="color:blue;"><strong>Option + Command + 2</strong></mark></td></tr><tr><td>Themes</td><td><mark style="color:blue;"><strong>Option + Command + 3</strong></mark></td></tr><tr><td>Lists</td><td><mark style="color:blue;"><strong>Option + Command + 4</strong></mark></td></tr><tr><td>Images</td><td><mark style="color:blue;"><strong>Option + Command + 5</strong></mark></td></tr></tbody></table>

## Create Groups and Assets

Assets are organized into a hierarchical group system to categorize similar items. For example, you could create a group titled "Shirt Sizes" that includes attributes like small, medium, and large.

To **add** a group to an asset tab:

1. **Choose** <mark style="color:blue;">**More Options > New Group**</mark>.
2. **Enter** the desired folder name.
3. **Press** Return or Tab.

Once a group has been created, to add assets to them:

1. **Select** the desired folder.
2. **Choose** <mark style="color:blue;">**More Options**</mark>
3. **Choose** the option that applies to the current asset (like a new attribute or category).
4. **Enter** a name.
5. **Press** Return.

***

## Saving Changes

<figure><img src="/files/0GurLbIC0XYuGyiGZYve" alt=""><figcaption><p>Unsaved changes in an Asset tab.</p></figcaption></figure>

Changes made to any of your assets are not applied to Tuplo Studio until you save them.

To **save** changes:

* **Click** the Save button once you have finished modifying your assets.

{% hint style="info" %}
**Quick Tips!**

To protect your data, the app will prevent you from changing tabs or assigning assets when any unsaved changes are present, as indicated by the red icon.
{% endhint %}

***

## Rearrange and Rename Assets

Assets and folders can be rearranged by <mark style="color:blue;">**clicking and dragging**</mark> to a desired location.

To **change** the name of an asset or folder:

1. **Select** the desired asset or folder and do one of the following:
   * **Press** Return.
   * **Click** the asset or folder.
2. **Enter** the desired name.
3. **Press** Return.


# Categories

Assets / Categories

<figure><img src="/files/ij3aTAmgUYBO0doe0n2M" alt=""><figcaption><p>Category assets.</p></figcaption></figure>

Categories are the primary way to organize your products in Tuplo. Once you establish them, you can assign categories to product groups, making it easier for customers to find what they want on your website with just a few clicks.

<figure><img src="/files/S59j3EQI0mqyPg9pF28R" alt=""><figcaption><p>Categories as they appear on your website.</p></figcaption></figure>

Categories provide a broad description of your products. Examples include clothing, camping supplies, and car parts. They are structured hierarchically, allowing for unlimited nesting to offer maximum flexibility. However, it's best to keep the structure simple.

{% hint style="info" %}
**SEO Considerations**

Use categories to structure your website and optimize its indexing by search engines like Google and Bing. Once established, minimize changes unless necessary to reduce the need to re-index your website.
{% endhint %}

***

### Create New

To **add** a category:

* **Choose** <mark style="color:blue;">**More Options > New Group**</mark>
* **Enter** a title.
* **Press** Return.

Once created, you can add categories by following these steps.

1. **Select** the desired category.
2. **Choose** <mark style="color:blue;">**More Options > New Category**</mark>.
3. **Enter** a title.
4. **Press** Return.

***

### Delete

To **delete** a category:

1. **Select** the category.
2. **Click** the Remove button.
3. **Click** OK.

{% hint style="info" %}
**Quick Tips!**

Deleting a category requires unassigning it from all product groups as a safety precaution.
{% endhint %}

***

### Manage

To rearrange categories:

* **Click and drag** them within the window.

To **change** the name of a category:

1. **Select** the desired category and do one of the following:
   1. **Press** Return.
   2. **Click** the category.
2. **Enter** the desired name.
3. **Press** Return.

***

### Save Changes

<figure><img src="/files/0GurLbIC0XYuGyiGZYve" alt=""><figcaption><p>Unsaved changes in the Asset Window.</p></figcaption></figure>

Any changes you make are unsaved when working in the Assets Window until you click the Save button.

If you're unsure about your changes and wish to discard them, clicking the Revert button will return the window to the previous save state.

{% hint style="info" %}
**Quick Tips!**

To protect your data, Tuplo Studio will prevent you from changing tabs or assigning assets if there are any unsaved changes, as indicated by the red icon.
{% endhint %}

***

## Keywords

**Keywords** are unique descriptions that further detail categories and product groups. As additional terms available to assign to categories, they make products associated with them more visible in searches on your website.

By default, products in Tuplo Studio are automatically indexed and searchable on your website so customers can easily find them. These indexes include the product brand, title, category, color, and size. To illustrate, consider a running shoe product with the following characteristics:

* **Brand**: Alta Athletics
* **Title**: Swift Runner
* **Category**: Footwear / Athletic Shoes / Running Shoes
* **Colors**: Red, Blue, White
* **Sizes**: 8, 9, 10, 11, 12

The index for these shoes includes all provided words, ensuring the Alta Swift Runner appears in search results for 'running shoes' on your website. However, if the user searches for "jogging sneaker" instead, the Alta Swift Runner will not appear in the results.

Keywords help by adding the words "jogging' and "sneaker" to the Running Shoes category. Now, Alta Swift Runner and any other product groups assigned to this category will show in searches for "jogging sneaker."

***

### Inherited Keywords

Since categories support folder nesting, you can take it one step further when optimizing keywords. By assigning a keyword to a category containing multiple categories, that keyword applies to all of them as an **Inherited Keyword**.

So, you could apply the keyword "sneaker" to the Athletic Shoes category, which would assign the keyword to every category inside.

***

### Assign to a Category

To **assign** keywords:

1. **Select** a category.
2. **Select** the Keywords tab.
3. **Click** on the text input.
4. **Type** the keyword.
5. **Press** Return<mark style="color:blue;">.</mark>

***

### Remove a Keyword

Keywords assigned directly to a category can be deleted from within them, while you'll need to delete inherited keywords from the parent folder&#x73;**.**

To **delete** a keyword:

1. **Select** a category.
2. **Click** the desired keyword.
3. **Press** Delete.

{% hint style="info" %}
**Quick Tips!**

You can also navigate the text entry using the Arrow keys and remove keywords using the Delete key.
{% endhint %}

***

## Attributes

Categories include the ability to assign attributes and further define associated product groups.

Since you need to create the attributes before you can assign them, check the following section on [attributes](/using-tuplo-studio/assets/attributes) for steps to create and assign them to categories.

***

## Tax Status

You can apply tax information to a category and any nested categories within. There are several options depending on what services you have integrated with your Tuplo account.

{% hint style="info" %}
**Quick Tips!**

Please refer to the [Tuplo Account Management Guide](/tuplo-account-management-guide/your-tuplo-dashboard/preferences/sales-tax) for more information on available tax services.
{% endhint %}

{% tabs %}
{% tab title="Tuplo Basic" %}

<figure><img src="/files/hCHbJTSAhHDrTh5Xetfj" alt=""><figcaption><p>The Taxable column showing which categories are marked as taxable.</p></figcaption></figure>

When using Tuplo Basic, categories receive a mark to designate them as taxable. Taxable status is a checkmark that can be activated when editing the category.

To do this:

1. **Open** the categories asset window.
2. **Click** the columns icon.
3. **Activate** the Tax Codes checkbox.
4. Either:
   1. **Right-click** a category and choose Switch Taxability.
   2. **Select** a category and use the keyboard shortcut **Option + Command + T**.
5. **Click** save to apply changes.

{% hint style="info" %}
**Quick Tips!**

When using Tuplo Basic, all categories will default to taxable.
{% endhint %}
{% endtab %}

{% tab title="Avalara Tax Services" %}

<figure><img src="/files/vUSZ5djTy5lu5F4p137Z" alt=""><figcaption><p>The Tax Code column displaying assigned tax codes.</p></figcaption></figure>

When using Avalara, your options are much more granular, and you can assign tax codes to specify the category's tax status.

To identify the tax code you'd like to apply, use the keyboard shortcut **Option + Command + 6** to open the tax code window.

Then, to **apply tax codes** to a category:

1. **Open** the Categories Assets window.
2. **Click** the columns icon.
3. **Activate** the Tax Code checkbox.
4. **Select** a category.
5. **Click** the now visible tax code field.
6. **Copy** and paste the appropriate tax code.
7. **Click** save to apply.

{% hint style="info" %}
**Quick Tips!**

For more information on Avalara tax integrations, check out the [Tuplo Account Management Guide](/tuplo-account-management-guide/integrations/avalara).
{% endhint %}
{% endtab %}
{% endtabs %}

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/09eab95d-5037-49fb-957d-b06ca57ed5ff>" %}
Learn how categories help you streamline product management in your records and website while enabling customers to search for similar products.
{% endembed %}

{% embed url="<https://iframe.mediadelivery.net/play/231419/ff03408f-d9d8-4ca1-93a8-ab0e91f37578>" %}
Optimize your product management and improve search functionality with advanced categorization techniques.
{% endembed %}


# Attributes

Assets / Attributes

<figure><img src="/files/lplMoH94We8TJjSRLXAL" alt=""><figcaption><p>Attribute assets.</p></figcaption></figure>

## What are Attributes?

Often, different product groups assigned to the same category have nuanced differences. **Attributes** help solve this problem by describing these differences once the category defines a product group. For example, a category titled "pants," which involves products of different materials and age ranges, would be assigned the attributes of denim and youth sizes.

***

## Why use Attributes?

Attributes primarily provide filtering options to users on your website when searching for products. When viewing a category page or browsing search results, users will see any attributes showing products grouped by type, allowing them to select these to narrow their results. For example, a site user searching for "casual pants" might see material filters for denim, polyester, and cotton.

Effectively utilizing attributes will enhance your customers' shopping experience, allowing them to find what they are looking for and, as a result, increase sales.

***

## Create Attributes

Then, to **add** attributes:

1. **Select** the desired group.
2. **Choose&#x20;**<mark style="color:blue;">**More Options > New Attribute**</mark>.
3. **Enter** a title.
4. **Press** Return.

***

## Assign Attributes

<figure><img src="/files/e30FkSalhZcN7kdCyTjE" alt=""><figcaption><p>Select the attributes and click add selected to assign them to a category.</p></figcaption></figure>

Attributes help focus on differences when comparing product groups, but they should still apply to all products within the assigned product group. For example, a product group for Levi's Jeans would feature the attribute of **Material > Demin**.

To **assign** an attribute to a category:

1. **Select** a category in the Categories tab.
2. **Click** the Attributes Window button.
3. **Select** the attributes you want to add.
4. **Click** add selected.

***

### Unassign Attributes

To **unassign** an attribute from a category:

1. **Select** a category in the Categories ta&#x62;**.**
2. **Select** an attribute.
3. **Press** Delete.

## Delete Attributes

To **delete** an attribute:

1. **Select** an attribute.
2. **Choose** <mark style="color:blue;">**More Options > Delete attribute**</mark>.
3. **Click** OK to confirm.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/08bd64a1-0414-4571-9fa1-0ec51b974148>" %}
Learn how to create attributes in Tuplo Studio to better define products within a category.
{% endembed %}


# Themes

Assets / Themes

<figure><img src="/files/1a1UqwPD2Ohg6iKukWcz" alt=""><figcaption><p>Theme assets.</p></figcaption></figure>

## Understanding Themes

While product groups categorize your products at a high level, **Themes** allow you to drill down even further, adding another layer of specificity to individual items.

Think of it like this:

* **Product Groups:** Clothing, electronics, home goods. (Broad strokes.)
* **Themes:** Sports teams, car models, music artists. (Finer details.)

Product groups are often sufficient for products with simple variations like size and color. However, themes become essential when your products have more unique attributes that customers might search for or browse. They empower you to create a more organized and user-friendly experience on your website.

### **Examples of Products that Benefit from Themes**

* Sports jerseys (themed by team)
* Auto parts (themed by car make and model)
* Band merchandise (themed by artist)

***

## Applying Themes

While themes are a powerful tool, they're not always necessary. Basic categories and attributes like size and color are sufficient for many sellers. However, for products with a wide range of distinct variations, themes can significantly enhance the shopping experience.

Themes are most effective when they cater to specific customer needs and preferences. They should help shoppers narrow their options, not overwhelm them with too many choices. Think of them as extra filters that go beyond the basic categories on your website.

For example, a customer looking for a Dallas Cowboys jersey doesn't want to see all football jerseys. They want to filter directly to their team. Themes make that possible.

### Seller use Examples

| Seller             | Categories                    | Themes                                         |
| ------------------ | ----------------------------- | ---------------------------------------------- |
| Sports Memorabilia | Hats, Jerseys, Jackets        | Arizona Cardinals, Dallas Cowboys, LA Chargers |
| Auto Parts         | Mufflers, Hubcaps, Mirrors    | Ford, Chevy, Dodge                             |
| Music Store        | Albums, CD's, Shirts, Posters | Elvis, The Beetles, Johnny Cash                |

{% hint style="info" %}
**Quick Tips!**

In the auto parts example, Ford, Chevy, and Dodge are assigned as themes, allowing customers to easily find parts for their specific vehicle, even if third-party brands make those parts. The product group brand signifies the manufacturer (e.g., Edelbrock), while the Theme signifies the compatible vehicle make.
{% endhint %}

By using themes strategically, you can:

* **Guide shoppers:** Help them quickly find the products they're most interested in.
* **Improve search results:** Ensure relevant products appear when customers use specific keywords.
* **Create a personalized experience:** Allow shoppers to browse by their interests and preferences.

Remember, the goal is to simplify and enhance the shopping journey, not complicate it. Use themes thoughtfully to create a more intuitive and enjoyable customer experience.

***

## Solving the Categorization Challenge

Imagine you're selling a line of football caps, each representing a different NFL team. If you group them all under one product group (e.g., "Football Hats"), customers searching for a specific team's hat will be overwhelmed with irrelevant results.

Leaving two significant problems:

1. **Inaccurate Search Results:** A search for "Dallas Cowboys hat" would return hats for all 32 teams.
2. **Limited Navigation Options:** Your website menu would only show a generic "Football Hats" category, making it difficult for customers to filter by team.

### **Themes to the Rescue**

Themes offer a solution by allowing you to categorize individual products within the product group.

* **Targeted Search:** Customers searching for "Dallas Cowboys hat" will see only the relevant products.
* **Refined Filtering:** Your website menu can offer filters for each team within the "Football Hats" category.

{% hint style="info" %}
**Quick Tips!**

Themes also streamline your workflow within Tuplo Studio. In the Product Search tab, you can easily filter products by theme, making it easy to find all items related to a specific team.
{% endhint %}

***

## **Product Building & Naming**

Let's return to our example of the Eon Sports Team Series Cap. Imagine creating a product for each of the 32 NFL teams, each available in three colors (black, white, and silver). Without themes, this becomes a daunting task:

* **Manual Entry Overload:** Each team name must be added as a separate visual property, leading to dozens of individual product listings.
* **Limited List Functionality:** Even if you stored team names in a list, you'd still have to manually combine them with colors, creating a complex and unwieldy catalog.
* **Filter Overload:** Displaying each color-team combination (e.g., "Dallas Cowboys Black") as a filter option would overwhelm customers.

In short, managing variations without themes quickly becomes a logistical nightmare.

### Streamline Product Creation and Management

Themes not only simplify product creation but also streamline the entire management process:

* **Effortless Creation:** Drag and drop the desired themes (e.g., NFL teams) into your product group. Then, in the Product Builder, select the relevant visual and non-visual properties (like colors and sizes) and click "Build." Tuplo automatically generates all the corresponding product variations, saving you significant time and effort.
* **Intelligent Naming:** Tuplo uses the assigned theme to automatically construct product names, ensuring consistency and accuracy across your website and within Tuplo Studio. This eliminates manual naming and minimizes the risk of errors.
* **Centralized Updates:** Since each product links to its assigned theme, you can easily update theme information (like a team name change) in one central location, and the change will automatically apply to all associated products throughout your catalog.

With themes, managing complex product lines becomes a breeze. Allowing you to focus on growing your business rather than getting bogged down in tedious manual tasks.

***

## Add Themes

Themes form groups, and [adding one to a product group](/using-tuplo-studio/product-groups/themes#assign-a-theme) includes the entire group, unlike other assets.

To **add** themes:

1. **Select** the desired group.
2. **Choose** <mark style="color:blue;">**More Options > New Theme**</mark>.
3. **Enter** a title.
4. **Press** Return.

***

## Delete Themes

To **delete** a theme:

1. **Select** the theme.
2. **Choose** <mark style="color:blue;">**More Options > Delete Theme**</mark>.
3. **Click** OK to confirm.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/07cf7321-ad00-4662-93bf-4c61664fad47>" %}
Discover how themes can differentiate products within a shared group, such as showcasing unique sports team designs, for a streamlined and personalized user experience.
{% endembed %}


# Lists

Assets / Lists

<figure><img src="/files/tpG6q3Ro4EruIwBSduf8" alt=""><figcaption><p>List assets.</p></figcaption></figure>

**Lists** are common [visual and non-visual properties](/using-tuplo-studio/product-groups/visual-and-non-visual-properties) (like colors and sizes) that differentiate items within a product group. Building a library of these common properties lets you quickly drag and drop them when creating new products.

***

## Why Use Lists?

* **Efficiency:** Quickly assemble product groups by reusing pre-defined attributes.
* **Focus:** Lists emphasize the product distinctions (e.g., color, size), making it easier to find the correct details.
* **Flexibility:** Store Visual (e.g., color) and n]Non-Visual (e.g., size) properties for comprehensive product descriptions.

***

## Create a New Group

Before you can add attributes, you need to make at least one group.

To do so:

1. **Choose** <mark style="color:blue;">**More Options > New Group**</mark>.
2. **Enter** a title.
3. **Click** the Save button.

***

## Add an Attribute

Then, to **add** an attribute:

1. **Select** the desired group.
2. **Choose** <mark style="color:blue;">**More Options > New Attribute**</mark>.
3. **Enter** a title.
4. **Press** Return.

***

## Delete an Attribute

To **delete** an attribute:

1. **Select** the attribute.
2. **Choose** <mark style="color:blue;">**More Options > Delete Attribute**</mark>.
3. **Click** OK to confirm.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/9db12670-f220-45b2-9c37-82419ec65cf7>" %}
Learn how lists efficiently manage common attributes like colors or clothing sizes, enabling you to define visual and non-visual properties across different product groups.
{% endembed %}


# Images

Assets / Images

<figure><img src="/files/q5ULrUnzZQ3NY7vcomLV" alt=""><figcaption><p>Image assets.</p></figcaption></figure>

Beyond text, tables, and lists, [Product Group descriptions](/using-tuplo-studio/product-groups/descriptions) can include **Images** to help bring your product pages to life. From the Images tab, you can drag and drop images into your product group descriptions when editing. Supported image formats include SVG, JPEG, PNG, GIF, and WebP.

{% hint style="info" %}
**SEO Considerations**

Optimize your images before uploading to prevent slowing down your webpage. Resize pixel dimensions to their intended display width (or 2x for high-resolution screens) and compress them to keep file sizes under 150KB for full-width images. Remember, SVG files don't need resizing or compression.
{% endhint %}

***

## Add Images

To **add** an image:

* Drag and drop an image directly into the images tab from your desktop, web browser, or photos app.

{% hint style="info" %}
**Quick Tips!**

If you are looking for instructions on uploading images to use when building your products, please refer to [Product Images](/using-tuplo-studio/product-groups/images) for more information on uploading images of products.
{% endhint %}

***

## Delete Images

To **remove** an image:

* **Click** the X found when hovering over an image.

{% hint style="warning" %}
**Heads Up!**

Deleting an image will remove it from any [product descriptions](/using-tuplo-studio/product-groups/descriptions) currently being used.
{% endhint %}

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/492fdbdf-e02c-4078-8413-67ede6d70ba6>" %}
Learn to store your image files and maintain stunning descriptions.
{% endembed %}


# Product Groups

A better way to organize products.

<figure><img src="/files/MW62Po8A3v3Nd5PnGWl4" alt=""><figcaption><p>The Products tab of the Navigator Window</p></figcaption></figure>

## What are Product Groups?

Products rarely have just one variation. For example, a t-shirt for a given brand might come in three colors and sizes. In addition, product variants also share many common characteristics like their title, brand, category, description, and more. Product groups provide a way to efficiently create, organize, and manage all of these variants, along with their shared and unique characteristics, as one related unit.

***

## Product Group Window

<figure><img src="/files/yMYIZtrIWjNoUOB64Hfl" alt=""><figcaption><p>The Product Group Window.</p></figcaption></figure>

The **Product Group Window** is the primary location for managing product groups and their products.&#x20;

To **access** the Product Group Window:

1. **Select** the Products tab of the Navigator Window.
2. **Double-click** a product grou&#x70;**.**

{% hint style="info" %}
**Quick Tips!**

If the target icon is active, you can select a product group in the products tab to open that Group Window. Then, you can navigate using the arrow keys, and the window will update to match the selected product group.
{% endhint %}

***

### Window Layout

{% tabs %}
{% tab title="Shared Properties" %}

<figure><img src="/files/jWZzmaMtnSJz37qYbny5" alt=""><figcaption><p>Share Properties shown in the top half of the Product Group Window.</p></figcaption></figure>

The top half of the Product Group Window manages **shared properties** given to the products within that product group. These properties contain product information that all product variants share or inherit.

These include:

* **Brand**: The manufacturer of the product.
* **Title**: A clear description of your product.&#x20;
* **Item Names**: The individual and plural item names for products.
* **Vendor**: The primary vendor for the product group.
* **Type**: Select between inventoried, for products, or non-inventoried, for services rendered.
* **Tax Code**: Tax settings that apply to the products in the product group.

This includes all categories, attributes, keywords, pricing, and shipping details. Once a product group has been created, refer to the [Edit Product Groups section](/using-tuplo-studio/product-groups/edit-product-groups) for more details on updating it.
{% endtab %}

{% tab title="Product Variations" %}

<figure><img src="/files/OHLyM5y9smzyfZYbqCOp" alt=""><figcaption><p>Product Variations are listed in the bottom half of the Product Group Window.</p></figcaption></figure>

The lower half of the Product Group Window focuses on **product variation** creation and management. Here, you will use themes, visual and non-visual properties, and packs to build your product variations. Once created, you can view and manage those products using various controls and view modes.
{% endtab %}
{% endtabs %}

### Product Views

{% tabs %}
{% tab title="List View " %}

<figure><img src="/files/aqS8KA5TqyOFnfDH2uDB" alt=""><figcaption><p>List View</p></figcaption></figure>

**List View** displays all products in a group with detailed columns focusing on information related to product inventory and prices.
{% endtab %}

{% tab title="Image View" %}

<figure><img src="/files/Df8Ty2r7xL4eUDlkxJmy" alt=""><figcaption><p>Image View.</p></figcaption></figure>

**Image View** shows images assigned to products in the product group. It is also where you can manage and add those images.
{% endtab %}

{% tab title="Pack View" %}

<figure><img src="/files/Q2sZPMHdiYnGJBd0xIQd" alt=""><figcaption><p>Pack View.</p></figcaption></figure>

**Pack View** shows any product packs you've created in the selected product group. Additionally, activating the Show-all button displays all potential pack options based on the created products in the group.
{% endtab %}
{% endtabs %}

### Filter Products

The **Focus by Selection** feature enables filtering of the products displayed. This is particularly useful when dealing with larger product groups, as it helps to reduce the number of displayed products and focus on the ones you are currently working with.

<table data-header-hidden><thead><tr><th width="84">Icon</th><th>Description</th></tr></thead><tbody><tr><td><img src="/files/q85XrbBRKY2xbruDtnmg" alt="" data-size="original"></td><td><strong>Focus by Selection</strong><br>When activated, selecting themes, visual and non-visual properties, and packs will filter products shown in the Product Group Window. You can toggle this feature on or off by clicking this icon.</td></tr><tr><td><img src="/files/EWFN2Cke66kUlLNDk6Uy" alt="" data-size="original"></td><td><strong>Clear Selection</strong><br>Resets any selections of themes, visual or non-visual properties, or packs when using the focus by selection feature.</td></tr></tbody></table>

### Product Group Status

<figure><img src="/files/6CjDYjoQW8LyS0OAFmfs" alt=""><figcaption><p>A healthy Product Group as indicated by its status.</p></figcaption></figure>

The **Product Group Status** provides a snapshot of the product group's overall health. If a red light is displayed next to any entries, it indicates that a product is missing information, which affects whether customers can see or purchase it on your website.

* **Online Status**: Indicates the product group status as defined by the Online Status Toggle.
* **Categories**: Indicates whether the product group includes a category.&#x20;
* **Inventory**: Indicates if a product in the product group has zero inventory.
* **Viewable**: Indicates how many products in the product group are visible to website customers.
* **Purchasable**: Indicates the number of products in the product group marked as unavailable.
* **Images Missing**: Indicates when a product in the product group is missing images.
* **Pricing**: Indicates when a product in the product group is missing pricing.
* **Description**: Indicates when the product group is missing a description.

{% hint style="info" %}
**Quick Tips!**

Products that lack certain information, such as an assigned category or an active online status, will not be visible on your website. However, if a product is missing information like inventory and pricing, customers will still be able to view the product but will not have the option to add it to their cart for purchase.
{% endhint %}

***

### Online Status Toggle

<figure><img src="/files/fzFx7q6EiGSUSpdAri7a" alt=""><figcaption><p>The Online Status activity switch in the Product Group Window.</p></figcaption></figure>

The **Online Status toggle** is found in the top right of the Product Group Window. Turning it off will hide the product group from customers browsing your website.

To **change** the online status:

* **Click** the Activity Switch in the Product Group Window.

Inactive product group webpages are still accessible by direct link, but they display a notice stating they are unavailable.

{% hint style="info" %}
**Quick Tips!**

You can also toggle the activity of a single product. For more information, check the [Product Activity ](/using-tuplo-studio/product-groups/edit-products#product-activity)section.
{% endhint %}

## Create a Product Group

To **create** a new product group:

1. **Open** the Products tab in the Navigator Window.
2. **Choose** <mark style="color:blue;">**More Options**</mark> <mark style="color:blue;">**>**</mark> <mark style="color:blue;">**New Product Group**</mark>.
3. **Enter** the requested details.
4. **Click** the Add button or **Press** Return.

***

## Delete a Product Group

To **delete** a product group:

1. **Select** the desired product group.
2. **Choose** <mark style="color:blue;">**More Options > Delete Product Group**</mark>.
3. **Click** OK to confirm.

{% hint style="warning" %}
**Heads up!**

Deleting a product group also deletes any products it contains.
{% endhint %}

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/703edc4b-3a42-4062-8d9f-5366eea78d8f>" %}
Learn how to create a product group in Tuplo Studio, making it easy to organize products.
{% endembed %}


# Edit Product Groups

Product Groups / Edit Product Groups

You can update the details of a product group at any time after creating it.

To **edit** a product group:

1. **Open** the product group in the Product Group Window.
2. **Click** the Pencil Icon.
3. **Enter** the desired changes.
4. **Click** the Update button to confirm the changes.

***

## Categories

<figure><img src="/files/a40Ko7Al8J2eJpKguQhq" alt=""><figcaption><p>The Categories section in the Product Group Window.</p></figcaption></figure>

At least one category is required to ensure a product group appears online. However, you can assign multiple categories to clearly define the group and its products. When more than one category is present, the Key icon indicates which category will represent the product group on your website.

To **add** categories to a product group:

1. **Open** the [Categories tab](/using-tuplo-studio/assets#opening-asset-tabs) in the Assets Window.
2. **Select** a category.
3. **Drag and drop** it into the categories list in the product group.

When multiple categories are assigned to a product group, the first category assigned automatically becomes the **Key Category**.

To **change** the key category:

* **Select** the desired category.
* **Click** the Make Key button.

***

## Prices

<figure><img src="/files/EqbGfVHvWsS8H6ldImYW" alt=""><figcaption><p>Pricing entries for the Product Group.</p></figcaption></figure>

The **prices** specified in this section are default values. Any products you create in the product group will inherit these default prices.&#x20;

Tuplo Studio automatically calculates the profit and savings for in-store and online products based on the entered values. **Profit** represents how much you can make from a purchase compared to the product cost, while **Savings** indicate how much a customer can save based on the product's MSRP.&#x20;

Savings are displayed on the product group's webpage for customers to see when they browse your website.

* **Price:** In-store price.
* **Online:** Website price.
* **MSRP:** Manufacturer's suggested retail price.
* **MAP:** Minimum advertised price.
* **Wholesale:** The price you pay per item when ordering products from a vendor.

{% hint style="info" %}
**Quick Tips!**

When these values are modified, the pricing of existing products in the product group will not change. To modify the pricing of individual products, see the [Edit Products](/using-tuplo-studio/product-groups/edit-products) page.
{% endhint %}

***

## Shipping

<figure><img src="/files/RDiriRrx9bnVp8ZJXwCV" alt=""><figcaption><p>The Shipping Section of the Product Group Window.</p></figcaption></figure>

Using the product group **Shipping** **tab**, you can apply standard box dimensions and weights for the product group and any products built within it. Additionally, you can set values for Turnaround Days and Minimum Shipping Amount (Min Amt).

Like pricing, shipping values are applied to products created in the product group. When these values are updated, no existing products are affected.

Additional entries allow you to indicate any required turnaround days and the minimum amount required in shipping costs.

***

## Keywords

<figure><img src="/files/bMU4GSKCBDfD8fmuIc3b" alt=""><figcaption><p>Keyword section of the Product Group Window</p></figcaption></figure>

Similar to adding keywords to categories, you can also add **keywords** directly to a product group. Any keywords you add will appear in the text entry field, while the section below lists any inherited keywords from the assigned category.

To **add** Keywords:

* **Click** the entry field.
* **Type** the new keyword.
* **Press** Return.

To **remove** keywords:

1. **Click** the entry field.
2. **Navigate** as you would text using the Arrow Keys.
3. Then either:
   1. **Press** Delete to remove a keyword before your cursor.
   2. **Press** Del to remove the keyword after your cursor

{% hint style="info" %}
**Quick Tips!**

To delete [Inherited Keywords](/using-tuplo-studio/assets/categories#delete-keywords), remove them from their respective categories.
{% endhint %}

***

## Tax Status

Assigned categories determine tax status, but you can modify the tax status of a product group for products that are exceptions to the assigned status.

{% tabs %}
{% tab title="Tuplo Basic" %}

<figure><img src="/files/LkYS0qFP0BNtJyDRWdcU" alt=""><figcaption><p>A checkbox overrides the tax status from the assigned category.</p></figcaption></figure>

### Tuplo Basic

To override the tax status applied by categories when using Tuplo Basic:

1. **Click** the edit icon.
2. **Activate** or **Deactivate** the Taxable checkbox.
3. **Click** update to apply the change.
   {% endtab %}

{% tab title="Avalara Tax Codes" %}

<figure><img src="/files/xpwayoz3AcjdGl2FrMED" alt=""><figcaption><p>Entering a different Tax Code overrides the code from the assigned category.</p></figcaption></figure>

### Avalara Tax Codes

To override the tax code assigned by categories when using Avalara tax services:

1. **Click** the edit icon.
2. **Click** the edit icon next to the tax code.
3. **Paste** the desired tax code into the field.
4. **Click** save.
5. **Click** update to apply the change.
   {% endtab %}
   {% endtabs %}

***

## Notes

<figure><img src="/files/qJWCbmKYTLRCExuy3UQW" alt=""><figcaption><p>A Notes entry for a Product Group.</p></figcaption></figure>

The **Notes** section provides additional space for sharing important information not covered elsewhere. It is ideal for updating employees about topics like future changes in product supply or vendor arrangements.

To **add** a note:

1. **Click** the Add button.
2. **Enter** the Note.
3. **Click** the Save button.


# Descriptions

Product Groups / Descriptions

<figure><img src="/files/Dsnz1cF8MyfVcvh0pa3Z" alt=""><figcaption><p>A Product Group's Description being edited in the Product Group Window.</p></figcaption></figure>

Since Tuplo Studio works directly with your website, you can customize the descriptions of each product group's webpage directly from the Product Group Window.

***

## Publish/Revert Changes

<figure><img src="/files/qeIA2x4NKvRKjmNYlXL8" alt=""><figcaption><p>Save and Revert buttons in the Product Group Window Description layout.</p></figcaption></figure>

Before you start editing your product group descriptions, it’s important to know how to save your changes as you go.

* Changes made are stored as unsaved changes until you click the **Publish button**.
* If you decide to discard the changes you've made, the **Revert button** will return the description to its last published version.

***

## Preview Changes/View in Browser

Clicking these icons will display the webpage for the current product group you are working on.

<table data-header-hidden><thead><tr><th width="94"></th><th></th></tr></thead><tbody><tr><td><img src="/files/rxX6zlWGhqQYoDBeyvhA" alt=""></td><td><strong>Preview Changes</strong><br>Shows the product group webpage with any unsaved changes included.</td></tr><tr><td><img src="/files/FIxtMSDo53AEeKJGoew9" alt=""></td><td><strong>View in Browser</strong><br>Shows the current product group webpage.</td></tr></tbody></table>

## Summary and Shipping Notes

<figure><img src="/files/dh4rl1P3wb6fkfHug7bt" alt=""><figcaption><p>Shipping Notes and Summary sections while editing a Product Description.</p></figcaption></figure>

The **Product Group Summary** provides a quick overview of this product group's main features and advantages, making essential information easily accessible. **Shipping Notes** offer details and limitations concerning shipping.

The toolbar allows you to bold, italicize, underline, create lists, and add hyperlinks in the product group summary and shipping notes sections.

***

## Description Editor

An easy-to-use description editor allows you to build product group descriptions using prebuilt element blocks and two primary controls.

<figure><img src="/files/e6kjFroDH69iJ3xlge8x" alt=""><figcaption><p>The block element list.</p></figcaption></figure>

* **New Element Button**: This button appears when you click the text field. Clicking this button reveals your crafting options when building a description.
* **Controller Button**: Once you've added a new element, this button offers related controls, like aligning text or modifying tables. You can also drag and drop to reorder your elements using this button.

***

### Styling Menu

<figure><img src="/files/3eLreI1j7v9689o98Hnt" alt=""><figcaption><p>Styling Menu shown when highlighting a section of text in the Description.</p></figcaption></figure>

When selecting a portion of text in the description, the editor displays the **Styling Menu**, which provides formatting options for that selected text.

Using these controls, you can modify the size, formatting, color, highlighting, and even insert code and apply hyperlinks to your text.

***

### Images and Videos

Images and videos can enhance your product descriptions, giving customers better information about your offerings.

To **add** images:

* **Drag and drop** an image directly from the Image Assets window into the Description Editor.
* **Paste** an image URL into a text block.

{% hint style="info" %}
**Quick Tips!**

You can add images to descriptions using image URLs, but if the original URL changes or is deleted, the image in your description will break. When you upload your images to the [Image Assets window](/using-tuplo-studio/assets/images#add-images), you back up and store them in a central location, ensuring you never have to worry about broken image links in your descriptions.
{% endhint %}

To **add** videos:

1. **Copy** the video URL from Vimeo or YouTube.
2. **Paste** it into a text block.&#x20;
3. **Press** Return.

***

### Delete Element Blocks

To **delete** an element block from the description:

1. **Click** the controller button for that element block.
2. **Click** the Delete button.
3. **Confirm** deletion.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/9e470481-ac11-4f49-95b6-7aa650f1589f>" %}
Learn how to create and format product group descriptions in Tuplo Studio, making it easy to organize and present your products.
{% endembed %}


# Themes

Product Groups / Themes

<figure><img src="/files/7brWBUUOMi5xI1K1Xh9F" alt=""><figcaption><p>Themes applied to a Product Group are displayed in the Product Group Window.</p></figcaption></figure>

Different product groups may use **Themes** to enhance their offerings when creating products. Not every product group requires a theme, so the theme section appears collapsed by default.

{% hint style="info" %}
**Quick Tips!**

Themes are one of the more complex concepts included in Tuplo Studio. For more information, please refer to the [Themes](/using-tuplo-studio/assets/themes) section.
{% endhint %}

***

### Assign a Theme

To **assign** themes to your product groups:

1. **Open** the [Themes tab in the Assets Window](/using-tuplo-studio/assets#opening-asset-tabs) and the Product Group Window.
2. **Select** a folder from your themes.
3. **Drag and drop** that folder into the themes section in the Product Group Window.

{% hint style="info" %}
**Quick Tips!**

When you apply a theme to a product group for the first time, any products in the group must adopt the added theme.
{% endhint %}

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/9c969493-a032-4944-853a-5044d02130df>" %}
Learn how to add themes to product groups in Tuplo Studio, allowing you to build products with specific themes for better organization.
{% endembed %}


# Visual & Non-Visual Properties

Product Groups / Visual and Non-Visual Properties

<figure><img src="/files/zYmW3mvmff1XLRzCESyR" alt=""><figcaption><p>Visual and Non-Visual Property sections in a Product Group Window.</p></figcaption></figure>

The **Visual and Non-Visual Property** sections manage product attributes assigned from lists or created within the product group, including product features like color and size variations.

* **Visual Properties**: Describe the observable characteristics of a product that influence its aesthetic appeal and customer attraction. These include color, pattern, or material.
* **Non-Visual Properties**: Product characteristics that cannot be directly seen but play a role in functionality performance. These include clothing fit type, hard drive storage capacity, and tire tread.

{% hint style="info" %}
**Quick Tips!**

A great way to help remember how to keep your properties organized is to ask if the product needs a new picture to show the difference. If it does, it's most likely a visual property.
{% endhint %}

***

## Adding Properties

To **add** properties:

* From the **Product Group Window**:
  1. **Click** the Add button.
  2. **Enter** the property.
  3. **Press** Return.
* From the [Lists tab in the Assets Window](/using-tuplo-studio/assets#opening-asset-tabs):
  * **Select** desired attributes from a list.
  * **Drag** **and** **drop** the properties to the appropriate section.

***

## Rename Properties and Titles

<figure><img src="/files/UzOd4AfE32LVodzN4bkB" alt=""><figcaption><p>Working in the Visual Properties title field.</p></figcaption></figure>

You can change their names anytime after adding visual and non-visual properties to a product group.

To **rename** a property:

1. **Double-click** on the desired property.
2. **Enter** the new name.
3. **Press** Return.

You can also rename sections if different section titles better describe the visual or non-visual property.

To **rename** a property section title:

1. **Double-click** the desired title.
2. **Enter** the new title.
3. **Press** Return.

***

## Organization <a href="#h_01j0rtva6ddb4sqxtpqhygj0ag" id="h_01j0rtva6ddb4sqxtpqhygj0ag"></a>

<figure><img src="/files/3K1Tb1FhVWM2fIEgupsA" alt=""><figcaption><p>The visual property title colors in alphabetical order.</p></figcaption></figure>

The arrangement of properties in each section determines the order in which they appear on the website.

For example, sorting your properties into an alphabetic order will similarly display them in website search results, making it easier for your customers to find what they're looking for.

To **adjust** their order:

* **Drag and drop** the properties into the desired order.

***

## Remove

To **remove** a visual or non-visual property from a section:

* **Select** a property.&#x20;
* **Press** Delet&#x65;**.**

{% hint style="info" %}
**Quick Tips!**

Remove all products that use the properties from the product group before removing the properties.
{% endhint %}

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/db23988a-5762-4a54-af1a-acd3992580f8>" %}
Learn how to add visual and non-visual properties to your product groups in Tuplo Studio with our comprehensive video tutorial.
{% endembed %}


# Products

Product Groups / Products

<figure><img src="/files/4SvE9dxjDeIoZjVB5mKr" alt=""><figcaption><p>Products added to a Product Group shown in List View.</p></figcaption></figure>

After assigning themes and visual and non-visual properties, you can begin building your products for that product group.

***

## The Product Builder Tool

<figure><img src="/files/CLap3RMUN54aKeVsXvDB" alt=""><figcaption><p>Product variations are listed in the Product Builder depeding on the properties selected.</p></figcaption></figure>

The **Product Builder Tool** uses the assigned themes, visual properties, and non-visual properties to create product variations.

As you make your selections, product variations appear in the window. You can select from these to add multiple products to your group. Any product variations existing in the product group appear with a red indicator and are restricted to avoid duplicate products.

To **open** the Product Builder:

* **Choose** <mark style="color:blue;">**More Options Menu > Add Products**</mark>.

***

### Add Products

Once in the Product Builder, follow these steps to generate product variations and add them to your product group.

1. **Select** a [theme](/using-tuplo-studio/product-groups/themes) when applicable.
2. **Select** desired [visual and non-visual properties](/using-tuplo-studio/product-groups/visual-and-non-visual-properties).
3. **Select** desired product variations.
4. **Click** the Add Selected Products button.

***

### Delete Products

To **delete** a product:

1. **Select** a product.
2. **Choose** <mark style="color:blue;">**More Options Menu > Delete Product**</mark>.
3. **Confirm** deletion.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/45e70fb4-a5f7-445f-87ed-6615a95b1939>" %}
Discover how to use the properties added to your product groups to build your product catalog in Tuplo Studio.
{% endembed %}


# Edit Products

Product Groups / Edit Products

After adding products to a product group, the next step is to ensure they each have the correct details assigned to them. While new products assume the pricing and shipping details assigned to the product group, you can choose to edit product details at any time.

***

## Product Details

<figure><img src="/files/JkC7SQmA3Pe2PPnSmqm8" alt=""><figcaption><p>Reviewing Product Details using List View in the Product Group Window.</p></figcaption></figure>

When viewing products in [List View](/using-tuplo-studio/product-groups#list-view), you can see each product in the product group side by side. Each column in the table indicates a different detail related to that product.

To **edit** a product's details, either:

* **Select** a product and click a value.
* **Double-click** a product's value.

Then, to **apply the edit**, either:

* **Press** Return to commit the edit.
* **Press** Tab to commit the edit and move to the next value for that product.

{% hint style="info" %}
**Quick Tips!**

For more information on editing multiple products at once, check the [Multi-edit & Edit from Search](/using-tuplo-studio/product-groups/multi-edit-and-edit-from-search) section.
{% endhint %}

***

## Product Activity

Depending on the situation, you might wish to keep a product from appearing on your website.

When you **deactivate a product**, you hide it from customers on your website. You would do this when working on a product listing to ensure customers don't see it until it's ready for purchase.

To do so:

1. **Select** a product.
2. **Choose** <mark style="color:blue;">**More Options Menu > Activate/Deactivate**</mark>.

***

### Can Purchase

<figure><img src="/files/BUl1Ypu10c4mJ1XdeZqu" alt=""><figcaption><p>The Can Purchase checkbox in the Multi-Edit Menu.</p></figcaption></figure>

Suppose you don't want to remove a product from customer view on your website but still want to restrict the ability to purchase it. In that case, you can achieve this by selecting the product and deactivating the **'Can Purchase'** checkbox in the Multi-Edit Menu.

To do this:

1. **Select** the desired product.
2. **Activate/Deactivate** the Can Purchase checkbox.

{% hint style="info" %}
**Quick Tips!**

The "can purchase" checkbox toggles the Out of Stock status when using the Multi-edit Menu.
{% endhint %}

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/0835a798-7ee8-49fb-bf1f-5031961a7ce3>" %}
Explore how to edit product details within the product group window and other areas in Tuplo Studio.
{% endembed %}


# Multi-edit & Edit from Search

Product Groups / Multi-edit and Edit from Search

Knowing how to change individual product details will help you manage your inventory. Still, when massive updates are needed, the **Multi-edit Menu** and **Edit from Search** tools ensure you maximize your time when making changes across your entire inventory.

***

## The Multi-edit Menu

<figure><img src="/files/rfkXyfNFVaavGDDcRCeB" alt=""><figcaption><p>Performing edits using the Multi-edit Menu in the Product Group Window.</p></figcaption></figure>

The **Multi-edit Menu**, available in list view and pack view, allows you to select multiple products in the product group to edit their collective details.

To **access** the Multi-edit Menu:

* **Expand** the product list by clicking the [Show/Hide button](/introduction/interface-fundamentals/common-controls).&#x20;

Then, to **edit** products:

1. **Select** the desired products using either:
   1. <mark style="color:blue;">**Shift + Click**</mark>&#x20;
   2. <mark style="color:blue;">**Command + Click**</mark>.
2. **Click** a value entry in the Multi-edit Menu.
3. **Enter** the new value.
4. Then, either:
   1. &#x20;**Press** Return to commit the edit.
   2. **Press** Tab to commit the edit and select the next value.

***

## Edit from Search

<figure><img src="/files/Q2IfLGjkYE4ZttFrYz7s" alt=""><figcaption><p>Expanding all sections in the Products tab allows you to modify products and Product Groups after applying search filters.</p></figcaption></figure>

Combining some of the functionality of the Multi-edit Menu and the Navigator Window search features allows you to take command of your inventory and perform all your adjustments from one window.

Updating your inventory can take minutes instead of hours using these value entries. You can also use these sections to add products to the [Inventory Tool](/using-tuplo-studio/inventory-tool) if you need to print labels or wish to perform inventory adjustments.

To **adjust your search results** in the Products tab:

1. **Expand** all sections using the Show/Hide section buttons.
2. **Select** a product group.
3. **Select** products using either:&#x20;
   1. <mark style="color:blue;">**Shift + Click**</mark>
   2. <mark style="color:blue;">**Command + Click**</mark>.
4. **Select** a value.
5. **Enter** the desired change.
6. **Click** the appropriate update button.


# Images

Product Groups / Images

<figure><img src="/files/Df8Ty2r7xL4eUDlkxJmy" alt=""><figcaption><p>Images are assigned to products using Image View in the Product Group Window.</p></figcaption></figure>

Using quality images of your products is essential. They help your website look professional and show customers exactly what they're buying.

You can update and organize images assigned to products using the [Image View](/using-tuplo-studio/product-groups#image-view) in the **Product Group Window**.

***

## Image Assets vs Product Images <a href="#h_01j0s0tfd17pj7jgar9c1nyqec" id="h_01j0s0tfd17pj7jgar9c1nyqec"></a>

Before we discuss **Product Images** further, we want to clarify how they differ from the images you add to Tuplo Studio as assets. Images you add to Tuplo Studio as assets are **strictly for product descriptions**. Product images, however, should relate directly to the visual properties you assign to a product group.

***

## Add an Image

Newly built products appear in your product group without an assigned image. Depending on the rest of the product's information

To **add** images to products:

* **Drag and Drop** the image from your system directly onto the desired product.

***

## Delete an Image

1. **Select** the image.
2. Then either:
   * **Select&#x20;**<mark style="color:blue;">**More Options > Delete Image**</mark>
   * **Use** <mark style="color:blue;">**Command + Delete**</mark>

***

## Image Order

The order in which images appear when assigned to a product determines the order displayed on your website. Additionally, the first image, or the one farthest to the left, will be the primary image featured for that product.

You can **modify** the order at any time by:

* **Dragging and Dropping** images assigned to the product.

***

### Key and Group Images

<figure><img src="/files/KCJZHrQnwLGlP0ojtDzE" alt=""><figcaption><p>A product with both the Key Image key icon and Group Image crown icon assigned to it.</p></figcaption></figure>

* **Key Images:** Designate an image to identify product groups in your website search results, with key images marked by a key icon.
* **Group Images:** Represents all products in the product group and includes a crown icon for identification.

To **designate** Key and Group images:

* **Right-click** a product and select either,
  * **Select** Set Key Image.
  * **Select** Set Group Image.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/5eb3efd5-286c-46a4-a38b-3099ecd6dcfd>" %}
Discover how to add images to the products you have built in Tuplo Studio with our detailed video tutorial.
{% endembed %}


# Product Packs

Product Groups / Product Packs

<figure><img src="/files/7gCbujOvXpNfxbFYTuFQ" alt=""><figcaption><p>A Product Pack Template in the Product Group Window.</p></figcaption></figure>

**Product Packs** are bundles of products available for purchase as a single unit, typically at a discounted price. They are commonly used to facilitate bulk orders or incentivize customers to purchase more of a product.

Similar to visual and non-visual properties when defining products, applying a product pack to a product alters the product listing online to include an option to purchase that product in a pack.&#x20;

***

## Product Packs

Starting with a **Product Pack,** define the following details to apply when building product pack items.

* **Title**: A simple title for the pack.
* **Code**: The suffix applied to product IDs to designate the pack.
* **Quantity**: The count of how many products are in the pack.
* **Price**: The price of the pack in a retail setting.
* **Online** **Price**: The price of the pack in an online store setting.

With those details in mind, to **build** a new pack template:

1. **Click** the Add button.
2. **Enter** the required details.
3. **Click** the Save button.

{% hint style="info" %}
**Quick Tip!**

Depending on package specifics, you may receive a prompt to round prices up or down to avoid fractional cent amounts.
{% endhint %}

***

### Edit Product Packs

After creating a product pack, you can return later to edit it.

To **edit** a product pack:

1. **Double-click** a product pack.
2. **Edit** desired values.
3. **Click** the Save button.

***

### Delete Product Packs

To **delete** a product pack:

1. **Select** a product pack.
2. **Press** the Delete button.

{% hint style="warning" %}
**Heads Up!**

Deleting product packs also removes any product pack items built using them from the product group.
{% endhint %}

***

## Pack Items

<figure><img src="/files/7WyjzXa4rZwW5NuJbdSh" alt=""><figcaption><p>Potential and existing Product Packs shown using Pack View in the Product Group Window.</p></figcaption></figure>

After adding a product pack to your product group, you can build your **Product Pack Items**.

Toggling the Show-All button when using [Pack View](/using-tuplo-studio/product-groups#pack-view) will show or hide any potential product pack items you have yet to make, depending on the number of products and product packs added to the product group.

To **build** a product pack item:

1. **Select** the desired product pack items.
2. **Choose** <mark style="color:blue;">**More Options Menu > Add Product Pack Items**</mark>**.**

***

### Delete Product Pack Items

To **delete** a product pack item:

* **Choose&#x20;**<mark style="color:blue;">**More Options Menu > Delete Product Pack Items**</mark>.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/e0c29c15-35fc-408c-bd1e-5204c065b672>" %}
Discover how to create product packs and pack items in Tuplo Studio to sell bundled products effectively.
{% endembed %}


# Inventory Tool

Understanding the Inventory Tool.

<figure><img src="/files/D9d30RKjqLcUQAnUTCwe" alt=""><figcaption><p>The Inventory Tool.</p></figcaption></figure>

The **Inventory Tool** helps you manage and check your stock, create labels, and add new products, ensuring you always know what products you have and how many.

To **open** the Inventory Tool:

* **Select** <mark style="color:blue;">**Window > Inventory Tool**</mark> from the window menu.

***

## Layout Walkthrough

In the Inventory Tool, the added products appear with columns displaying inventory details.

These columns include:

* **Inventory (Invty):** Indicates the current stock value of a product.
* **Quantity (Qty):** The number of products counted in an audit or the number of labels to print.&#x20;
* **Difference (Diff):** The difference between added product quantity and inventory values.
  * **Quantity** > **Inventory:** The difference value will be **positive**.
  * **Quantity** < **Inventory:** The difference value will be **negative**.

{% hint style="info" %}
**Quick Tips!**

Tuplo Studio hides the inventory and difference columns by default, but you can display them by clicking the [**Column Icon**](/introduction/interface-fundamentals/common-controls#column-visibility).
{% endhint %}

***

## Export a CSV

<figure><img src="/files/koc70dzONA4xTh6J9lbM" alt=""><figcaption><p>Export to File option in the Inventory Tool.</p></figcaption></figure>

After adding products to the Inventory Tool, you can export that data as a CSV file.

To do so:

* **Choose** <mark style="color:blue;">**More Options > Export to File**</mark>.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/c6402598-655f-4964-ade4-1d1c2c1f1dd9>" %}
Learn how to adjust and audit your product stock, add inventory upon receiving shipments, and print labels efficiently.
{% endembed %}


# Add Products

Inventory Tool / Add Products

## From the Inventory Tool

<figure><img src="/files/fmErkAnHxx8bzASf2OJn" alt=""><figcaption><p>A Product ID in the text input of the Inventory Tool.</p></figcaption></figure>

You can add products directly to the **Inventory Tool** using one of the following methods:

By typing.

1. **Open** the Inventory Tool.
2. **Select** the text input.
3. **Type** the Product ID.
4. **Click** Add Product IDs or press Return.

By barcode scanner.

1. **Open** the Inventory Tool.
2. **Select** the text input.
3. **Scan** a barcode.
4. **Click** Add Product IDs or press Return.

{% hint style="info" %}
**Quick Tips!**

Barcode scanners with the Auto-Return feature activated will apply the last step for you. Even though it is just one extra step, having your barcode scanner do this will save you time.
{% endhint %}

***

### Insert Modes

<figure><img src="/files/odAu94ww005IrzGLdi16" alt=""><figcaption><p>The Insert Mode Toggle switch in the Inventory Tool.</p></figcaption></figure>

There are two modes available when adding products to the Inventory Tool.

* **+1 Mode:** Increases the quantity value by one each time an ID is entered into the **Inventory Tool**.
* **Inv. Mode:** Sets the quantity value to the current inventory amount.

### Clear Product IDs Upon Input

When the checkbox is activated, Product IDs are cleared from the entry whenever you click the Add Product ID's button or press Return.

***

## From the Navigator Window

<figure><img src="/files/eXn8XrbjeCOcQUgn68i9" alt=""><figcaption><p>Add to Inventory Tool icon as seen in the Navigator Window.</p></figcaption></figure>

Using the following steps, you can add products to the Inventory Tool from the Navigator Window with the quantity value set to the current inventory.

1. **Switch** to the Products tab of the Navigator Window.
2. **Expand** both the [Section Show/Hide buttons](/introduction/interface-fundamentals/common-controls).
3. **Select** the desired product group.
4. **Select** desired products.
5. **Click** the [Add to Inventory Tool icon](/introduction/interface-fundamentals/common-controls)**.**

***

## Product Group Window

<figure><img src="/files/x6FuMW2dHhOkpXdgOhvH" alt=""><figcaption><p>Add to Inventory Tool icon as seen in the Product Group Window.</p></figcaption></figure>

Using the following steps, you can add products to the Inventory Tool from the Product Group Window:

1. **Switch** to the [List View](/using-tuplo-studio/product-groups#list-view).
2. **Select** desired products.
3. **Click** the [Add to Inventory Tool icon](/introduction/interface-fundamentals/common-controls).

{% hint style="info" %}
**Quick Tips!**

Products added this way will always have a quantity value of one. Performing these steps multiple times with the same Product ID will not increase the value.
{% endhint %}

***

## When Receiving Purchase Orders

<figure><img src="/files/hbETHrYu9VILDzTOPAFe" alt=""><figcaption><p>An active "Add to Print Queue" checkbox in the Purchasing tab.</p></figcaption></figure>

To add products to the Inventory Tool when receiving them:

* **Activate** the Add to Print Queue checkbox.

As you receive products, they are added to the Inventory Tool with the received quantity values.

***

## From an External CSV File

When using an exported CSV file, you can add Product IDs to the Inventory Tool by performing the following steps:

1. **Copy** and **Paste** Product IDs from the CSV file into the text entry in the Inventory Tool.
2. **Click** Add Product IDs or press Return.

***

## Remove Products

To **remove** products from the Inventory Tool:

1. **Select** desired products.
2. **Press** the Delete button.

To **clear** the entire Inventory Too&#x6C;**:**

* **Click** the Clear List button.


# Edit Inventory Values

Inventory Tool / Edit Inventory Values

<figure><img src="/files/J6o3iztrQCUObYQ8fx5v" alt=""><figcaption><p>Editing Quantity in the Inventory Tool Window.</p></figcaption></figure>

Once added to the Inventory Tool, you can manage the values associated with those products in several ways.

## Edit Quantity Values

Using the **quantity** input:

1. **Select** products in the Inventory Tool.
2. **Enter** the new quantity.
3. **Click** Update Selected or press Return.

Using the **Mouse**:

1. **Double-click** a quantity value.
2. **Enter** the new quantity.
3. **Press** Return.

### Set Quantity

<figure><img src="/files/ChPDBP64MTxsrhVowGO6" alt=""><figcaption><p>Setting Quantity using the More Options Menu.</p></figcaption></figure>

**Value of Inventory**

To change the quantity value to the current inventory value of a selected product in the Inventory Tool:

* Select <mark style="color:blue;">**More Options Menu > Quantity > Set to Value of Inventory.**</mark>

**Difference Value**

To change the quantity value to the difference between the current inventory value and the quantity value of a selected product in the Inventory Tool:

* Select <mark style="color:blue;">**More Options Menu > Quantity > Set to Value of Difference**</mark>.&#x20;

{% hint style="info" %}
**Quick Tips!**

This action sets the quantity value to zero if the difference is negative.
{% endhint %}

***

## Inventory Values

<figure><img src="/files/smriKBrzO4NGcSZiqGFJ" alt=""><figcaption><p>Set Inventory to Quantity in the Inventory Tool Window.</p></figcaption></figure>

**Inventory values** can be changed by setting them to the current quantity value.

You can perform this action by:

* Choose <mark style="color:blue;">**More Options > Inventory > Set to Value of Quantity**</mark>.

{% hint style="info" %}
**Quick Tips!**

Changing the inventory value will affect product data stored in Tuplo Studio accordingly. Double-check that your quantity is the correct value for your current product stock when choosing this action.
{% endhint %}


# Print Product Labels

Inventory Tool / Print Product Labels

<figure><img src="/files/B4SdAWiMOTWwnLgAIRTv" alt=""><figcaption><p>Print preview showing what labels are going to be printed.</p></figcaption></figure>

Once products are added to the inventory tool, you can print labels for them. The number of labels sent to this window is determined by the quantity of products entered into the Inventory Tool.

Do do this:

1. **Add** products to the Inventory Tool.
2. **Click** the Print Labels button.

A print preview window will open, displaying labels matching the quantity value for each product in the Inventory Tool.

{% hint style="info" %}
**For more info:**

You can view the [Connect Printers](/setup/hardware-set-up#zebra-label-printer) page for information on setting up label printers
{% endhint %}

***

## Additional Label Settings

<figure><img src="/files/tqsgbWzDQGDZxaKMVUFk" alt=""><figcaption><p>Additional Label Settings in the Inventory Tool.</p></figcaption></figure>

You can modify label dimensions depending on your printer by selecting one of two options.

* 1 1/4" x 1" labels.
* 2 1/4" x 1 1/4" labels.

Activating the following checkboxes will alter the behavior of the Inventory Tool when printing labels.

* **Print Selected Only**: Only the products selected from the Inventory Tool are added to your print preview screen.
* **Clear After Printing**: Products are removed from the Inventory Tool after printing their labels.


# Purchase Orders

Placing orders to restock your products.

{% hint style="info" %}
**Advanced Feature**

This feature is part of our advanced offerings. If you’re interested in exploring this and other premium features, we encourage you to contact our sales team.
{% endhint %}

<figure><img src="/files/o5RxQ8toskOoVdd92lgr" alt=""><figcaption><p>The Purchase Order Window.</p></figcaption></figure>

**Purchase Orders** act as a detailed list of items you would like to order from a vendor.

Using the **Purchasing tab**, you can view past and current orders. You can dive deeper into the **Purchase Order Window** by performing one of the following:

* **Double-click** an order
* **Select** an order and press Return.

{% hint style="info" %}
**Quick Tips!**

Before processing any orders or shipments, please ensure at least one vendor exists in Tuplo Studio. For more details, please refer to the [Vendors](/using-tuplo-studio/vendors) section.
{% endhint %}

***

## Creating a Purchase Order

<figure><img src="/files/G0oq75Oc0kxv3edn7Ogz" alt=""><figcaption><p>More Options Menu choices in the Vendors tab.</p></figcaption></figure>

To **build** a purchase order:

1. **Open** the Vendors tab.
2. **Select** a vendor.
3. **Choose** <mark style="color:blue;">**More Options > New Purchase Order for Vendor**</mark>.

***

## Add Products

<figure><img src="/files/7YpdnHOJyQmUDrkpH8o9" alt=""><figcaption><p>Adding products to a Purchase Order from the Products Tab.</p></figcaption></figure>

After creating the order, the next step is selecting products to add.

To start:

* **Confirm** that the purchase order you want to add products to is open.
* **Open** the Products tab in the Navigator Window and expand all sections.

Then,

1. **Select** a product group.
2. **Select** desired products.
3. **Enter** a quantity into the PO entry.
4. **Click** the Add button.

***

### Edit Product Quantities and Costs

<figure><img src="/files/3t7khAd9ZjT0SwUm2DPy" alt=""><figcaption><p>Edit Cost and Quantity in the Purchase Order Window.</p></figcaption></figure>

You can adjust the cost and quantity of products added to your purchase order using the value entries in the Product Order Window.

To do so:

1. **Select** the products in the order you wish to adjust.
2. **Enter** the value.
3. **Click** Update.

***

## Update Purchase Order Details

<figure><img src="/files/f7PPDyn9h8YUtfIgqjzW" alt=""><figcaption><p>The Update Purchase Order Window.</p></figcaption></figure>

While building your purchase order, you can modify billing and shipping information anytime. If you have provided company details, Tuplo Studio auto-fills purchase order details with that information.

To **open** the edit window and make changes:

1. **Click** the Edit button in the Purchase Order Window.
2. **Enter** the desired changes.
3. **Click** Update to apply them.

### Shipping Method

While editing the billing and shipping details, a drop-down menu titled **Ship Via** provides a selection of different shipping methods to request from the vendor.

### Related Orders and Reference Numbers

Any associated order IDs can be attached to the purchase order by activating the Relates to Customer Order checkbox and entering a value into the Order ID field.

In cases where you communicate with a vendor before issuing the purchase order to them, you can include a reference number they provided in the Ref # entry.

***

## Vendor Notes

<figure><img src="/files/0Bzeue16qSTOMCmu9aBf" alt=""><figcaption><p>A Vendor Note in the Purchase Order Window.</p></figcaption></figure>

Separate from the standard notes section, purchase orders feature an additional **Vendor Note** section that lets you communicate extra information to the vendor. For example, a vendor note might include an explanation of the urgency of a shipment or simply an additional thank you for providing a great product.

***

## More Options Actions&#x20;

<figure><img src="/files/ogPaEqMF9i7jgl91zNm1" alt=""><figcaption><p>The More Options Menu in the Purchase Order Window.</p></figcaption></figure>

Using <mark style="color:blue;">**More Options**</mark> in the Purchase Order Window, you can:

* **Print** purchase orders using your computer's native printing settings.
* **Close** purchase orders after receiving them.
* **Delete Selected Items** from the purchase order.
* **Delete** the purchase order itself.

{% hint style="info" %}
**Quick Tips!**

Delete Purchase Orders only when none of the requested products have been received. For instructions on removing received items, refer to the Shipments section.
{% endhint %}

***

## Add Notes

Purchase orders feature the standard Tuplo Studio **Notes** section for internal communications. To attach notes to purchase orders, follow these steps.

1. **Click** the Add button.
2. **Enter** a Note.
3. **Click** the Save button.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/5ac14267-fb69-4eea-83e8-cdbb61fbf37c>" %}
Using saved vendor information, you will discover how to build orders to restock your products efficiently.
{% endembed %}


# Shipments

Recording and receiving products from placed Purchase Orders.

{% hint style="info" %}
**Advanced Feature**

This feature is part of our advanced offerings. If you're interested in exploring this and other premium features, we encourage you to contact our sales team.
{% endhint %}

<figure><img src="/files/vQb9DB7qUzjsZ3rawh37" alt=""><figcaption><p>A Shipment opened in the Shipment Details Window.</p></figcaption></figure>

When products you've ordered start arriving, tracking this information allows you to account for any missing or incorrect quantities of any products to avoid discrepancies in your inventory later.

Creating **PO Shipments** gathers all products from a purchase order in one place as they arrive as a checklist. Once everything in the purchase order appears in the Purchase Order Shipment, you can close both the shipment and order to mark the process as complete.&#x20;

***

## Create a New PO Shipment

<figure><img src="/files/Pa9Cvi26NgLX74tAanVT" alt=""><figcaption><p>More Options Menu choices in the Vendors tab of the Navigator Window.</p></figcaption></figure>

To **create** a new PO shipment:

* **Open** the Vendors tab in the Navigator Window.

Then,

1. **Select** a vendor from the list.
2. **Choose** <mark style="color:blue;">**More Options > New Shipment from Vendor**</mark>.

***

### PO Shipment Details

<figure><img src="/files/sFrhBdMbb8nuNS77gYNd" alt=""><figcaption><p>Vendor Shipment Details in the Receiving Window.</p></figcaption></figure>

The first step after creating a new PO shipment is to add some basic information related to the shipment.

Including:

* **Date**: When you received the physical products.
* **Shipped Via**: The services performed by the carrier to deliver the shipment.
* **Tracking Number**: The tracking number provided by the shipping carrier.
* **Total Cost**: The total cost to you to place the order.

To **enter** these details:

1. **Click** the Edit icon.
2. **Enter** the new details.
3. **Click** Update or press Return.

***

## Receive Products

After creating the PO shipment, the next step is adding products from the associated purchase order.

First:

* **Confirm** that the PO shipment you want to add products to is open.
* **Open** the Purchasing tab in the Navigator Window and expand all sections.

Then,

1. **Choose** the associated purchase order.
2. **Select** desired products to receive.
3. **Click** the Receive Selected button.

***

### Purchasing Tab Details

<figure><img src="/files/OMrI7kSS8puXMzIaQI2q" alt=""><figcaption><p>Product Details in the Purchasing tab.</p></figcaption></figure>

When receiving items, you can adjust product details in the **Purchasing tab**.&#x20;

These include:

* **UPC**: Any universal product codes for the received products.
* **SKU**: Any vendor-specific product codes for received products.
* **Receive**: The quantity of the received products.
* **Amount**: The cost to you of the received products.

To **update** a product:

1. **Select** a purchase order.
2. **Select** the desired product.
3. **Enter** the new value into the desired text entry.
4. **Click** the Update button.

***

### Add to Print Queue

When activated, received products are sent to the Inventory Tool with the received quantity values.

{% hint style="info" %}
**Quick Tips!**

For more information, please refer to the section covering the [Inventory Tool](/using-tuplo-studio/inventory-tool).
{% endhint %}

***

## Manage PO Shipments

<figure><img src="/files/VcTasFmhCbBv6e2bo1ku" alt=""><figcaption><p>PO Shipment adjustment entries in the Receiving Window.</p></figcaption></figure>

After adding them to a PO Shipment, you can adjust product quantity and price for that shipment.

1. **Select** desired products from the PO shipment.
2. **Enter** a value into the desired text entry.
3. **Click** the Update button.

{% hint style="info" %}
**Quick Tips!**

Make sure to update your purchase order if you receive more products than you ordered.
{% endhint %}

***

### Shipping and Other Adjustments

<figure><img src="/files/JqSj0qOinojq6dJciRCf" alt=""><figcaption><p>More Options in the Receiving Window.</p></figcaption></figure>

Additional adjustments can be applied to a PO shipment using the More Options Menu.

* **Add Other Amount:** Add additional item lines for other amounts.
* **Add Shipping Amount:** Add additional item lines for shipping amounts.
* **Delete Selected Items:** Removes any selected items from the shipment.
* **Delete Shipment:** Delete the shipment and remove it from your records.
* **Close Shipment:** Mark the shipment as closed when and indicate the order was successful.

***

### Close Shipments

PO shipments are considered complete and ready to be closed if they meet the following conditions:

* The shipment must have **every product** from the purchase order **received**.
* The remaining balance is **$0.00**.

{% hint style="info" %}
**Quick Tips**

Account for any adjustments added to your PO shipments. You may need to update your total cost in the PO shipment details.
{% endhint %}

***

### Delete Shipments

You can **delete** PO shipments by following these steps:

1. **Open** a PO shipment.
2. **Choose** <mark style="color:blue;">**More Options > Delete Shipment**</mark>.
3. **Confirm** the action.

{% hint style="info" %}
**Quick Tips!**

Deleting shipments should only be done as a last resort in shipment management. Avoid deleting shipments for more complete ordering records.
{% endhint %}

***

## Notes

PO shipments feature the standard Tuplo Studio **Notes** section for internal communications.&#x20;

To attach notes to PO shipments, follow these steps.

1. **Click** the Add button.
2. **Enter** a Note.
3. **Click** the Save button.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/379d9f53-37c2-4743-98d5-55e262b507a0>" %}
Discover how to create purchase order shipments and receive products in Tuplo Studio, completing the second half of your purchase order process.
{% endembed %}


# Orders

Manage and perform customer transactions.

<figure><img src="/files/IL261dcie3accSXoa8J8" alt=""><figcaption><p>Orders are shown in the Orders tab of the Navigator Window.</p></figcaption></figure>

The **Orders tab** showcases your orders and offers the standard navigator options to filter the items shown. You can create your orders here and access the Order Details Window to explore your orders and their details.

Orders are **created** in one of three ways.

* **Online:** Customers place orders and require little interaction aside from handling payments and shipping the products.
* **In-Store Orders:** POS Orders, or Point-of-Sale Orders, involve a physical storefront. Customers bring the products to a register, where the transaction is performed, and walk out with their purchase.
* **Back-office:** This occurs when a customer orders over the phone. You would enter the order just like in the store, with some extra steps for processing payments.

{% hint style="info" %}
**Quick Tips!**

Please check the [Point-of-Sale Mode](/using-tuplo-studio/kiosk-mode) section for more details on how POS Orders differ from your other orders.
{% endhint %}


# Create Orders

Orders / Create Orders

<figure><img src="/files/p1ltlddNtL7Rez4HUHxt" alt=""><figcaption><p>Designate the type of order and for which customer using the Add Order Window.</p></figcaption></figure>

## Add Order Window

Orders are created in the Add Order Window which you can access via several locations.

* From the **Orders Tab** of your Navigator Window by choosing <mark style="color:blue;">**More Options > New Order**</mark> or use <mark style="color:blue;">**Shift + Command + N**</mark>.
* From the **Customers Tab** of your Navigator Window by selecting a customer and choosing <mark style="color:blue;">**More Options > Add Order**</mark>.
* From the **Kiosk Mode Login Window** by entering your PIN and **clicking** the New Sale butto&#x6E;**.**&#x20;

{% hint style="info" %}
**Quick Tips!**

Exactly how this window behaves when you open it depends on your selections in your [Order Preferences](/setup/preferences#orders).
{% endhint %}

***

### Order Designations

When creating an order you have two options on how to label your orders. These designations help differentiate how your orders are placed so you can compare your sales records.

* Phone - Orders that are placed by customers while talking to you on the phone.
* Point of Sale - Orders that are placed by customers in a physical store location, such as at a register at checkout.

{% hint style="info" %}
**Quick Tips!**

While you won't be able to assign it when building orders, any orders placed on your website will receive the Online Sale designation.
{% endhint %}

***

### Customer Selection

Once you have an order designation chosen, you can attach customer information to the order. This includes:

* **Searching by name** for an existing customer account.
* Selecting <mark style="color:blue;">**More Options > New Customer**</mark> to create a new account before attaching it to the order.
* Using the **Guest Checkout button** to open a new order and manually enter one time billing information.

{% hint style="info" %}
**Quick Tips!**

Guest Checkout will only store the entered information in that paticular order. Ask the customer if they'd prefer to build an account since you'll be adding asking for billing information anyway.
{% endhint %}

***

## Order Details Window

<figure><img src="/files/RUXEp9tWLJYtIi06git1" alt=""><figcaption><p>An Order opened in the Order Details Window.</p></figcaption></figure>

Once created, your order opens automatically in the **Order Details Window**. If you are opening an Order with details already added, the Order Detail Window provides detailed information, including added products, payments, and customer details.

To **open orders** in the Order Details Window:

* **Double-click** an order in the Orders tab of the Navigator Window.

***

### Add Products

<figure><img src="/files/DQGnmYJ9V1tMRXPhHtkg" alt=""><figcaption><p>A product image is shown to indicate what product you are about to add.</p></figcaption></figure>

After creating an order, you can add products.

To **add products** to an order:

1. **Select** the search field and perform one of the following actions:
   * **Enter** a product ID and press Return.
   * **Scan** a barcode.
2. **Select** a pack option and price if applicable.
3. **Enter** a quantity.
4. **Click** the Add button or press Return.

{% hint style="info" %}
**Quick Tips!**

Using a barcode scanner can speed up the process of building [POS Orders](/using-tuplo-studio/kiosk-mode#pos-orders).
{% endhint %}

***

## Video Tutorials

{% embed url="<https://iframe.mediadelivery.net/play/231419/285a2781-dace-420a-a458-526eeed0773b>" %}
Learn to use the Add Order Window to create your orders in Tuplo Studio.
{% endembed %}


# Edit Orders

Orders / Edit Orders

After you create the order, you can modify details from customer and billing information to shipments and product discounts.

## Customer Details

Regardless of Order Preferences or how the order was created, you can always edit the customer billing and shipping info by clicking the Edit Icon when viewing and order in the Order Details Window. You can find this in the top right corner along with the Flag indicator.

***

## Order Items

<figure><img src="/files/UOR7saGDExP516K6GrLo" alt=""><figcaption><p>Order Items in the Order Details Window.</p></figcaption></figure>

**Order Items** are the different actions you can do with an order, like returning products or canceling price changes. Some appear with a button, while others are in the More Options Menu.

### Change Notes

<figure><img src="/files/Nmk3kvsaqFKJTmGch1za" alt=""><figcaption><p>Change Notes as available while editing Prices.</p></figcaption></figure>

Use **Change Notes** to document the reasoning behind the adjustment.

To **add c**hange notes when performing order actions:

* **Click** the text entry
* **Type** your note.
* **Click** the Save button.

***

### Return Products

You use the **Return** order item after customers receive their product and wish to return it for a refund or store credit.

Returned products go back into your inventory automatically unless you deactivate the Return to Inventory checkbox

To **return** a product:

1. **Select** the desired product.
2. **Click** the Return button.
3. **Enter** the quantity returned and a return date.
4. **Deactivate** or **activate** the Return to Inventory checkbox.
5. **Click** the Return Item button.

***

### Void Items and Products

Void products that haven't shipped and other order items applied to an order. Voided items remain in the order but only appear when you enable the Show All button.

To **void** products or items:

1. **Select** the desired product or item.
2. **Choose** <mark style="color:blue;">**More Options > Void**</mark>.
3. **Enter** any necessary change notes.
4. **Click** the Void button.

***

### Mark as Dropshipped

When dropshipping, you don't manage physical stock. Your vendors fulfill orders, which affects the **Vendor Inventory** count.

To **mark a product** as dropshipped:

1. **Select** the desired product.
2. **Choose** <mark style="color:blue;">**More Options > Dropship**</mark>.
3. **Activate** the checkbox and select a vendor.
4. **Enter** a SKU if applicable.
5. **Click** the Save button.

***

### Edit Product Quantity

<figure><img src="/files/FwFD7FbpRnnhqF9tvRXj" alt=""><figcaption><p>Updating a product's quantity after being added to an order.</p></figcaption></figure>

By **adjusting a product's quantity**, you can quickly add multiple products without the hassle of scanning or entering each one.

Expanding the Order Detail Window sections displays this information and adjustment history for the selected product. Any quantity adjustments are indicated here by a yellow dot and count of changes made.

To **change** quantities:

1. **Select** the desired product.
2. **Click** the quantity button.
3. **Enter** the new amount.
4. **Click** the Save button.

{% hint style="info" %}
**Quick Tips!**

You can follow these same steps to adjust the quantity of price and order adjustments.
{% endhint %}

***

### **Backorder Quantity**

When selling products in a greater quantity than your current inventory, indicating a backorder quantity allows you to track how many products need to be ordered from your vendors to fulfill customer orders.

<figure><img src="/files/dZUSyGlE0YHDzNuhmkpk" alt=""><figcaption><p>Search results for orders that have backordered items in them.</p></figcaption></figure>

The advanced search filters in the Orders tab can then quickly find any orders with products assigned a backorder quantity.

{% hint style="info" %}
**Quick Tips!**

When selling products that may not be physically present in your store, we recommend the following workflow to ensure every purchase is fulfilled according to your policies.

1. **Add products** to your order with a backorder quantity.
2. **Search for** orders with backorder quantities when preparing to place an order for more products.
3. As products arrive, **adjust your orders** when assigning products to shipments.
   {% endhint %}

***

### Price Changes

Once products are added to an order, the prices can be adjusted to either increase or decrease the cost of those items.

To **change** a product's price:

1. **Select** the product you wish to adjust.
2. **Click** the Price button.
3. **Select** either price or percentage.
4. **Select** type.
5. **Enter** a fixed amount or percentage in decimals.
6. **Add** any necessary change notes.
7. **Click** the Save button.

{% hint style="info" %}
**Quick Tips!**

If the product added to the order has **a quantity of 2 or more**, match the adjustment quantity to calculate the correct price change.
{% endhint %}

***

### Order Adjustments

Applying an adjustment allows you to add discounts or charges to the total order. This is useful when you need to reduce the overall order price or account for extra shipping costs. \
\
You can choose to apply adjustments in either fixed amounts or percentages, which will increase or decrease the total order amount or shipping fees accordingly.

{% hint style="warning" %}
**Heads Up!**

Adjustments apply to the whole order. If you are attempting to adjust products in the order, make sure to use either **Price** or **Quantity** to make those changes.
{% endhint %}

To **apply** an order adjustment.

1. **Click** the Adjustment button.
2. **Choose** either Adjustment or Shipping.
3. **Select** either price or percentage.
4. **Select** type.
5. **Enter** a fixed amount or percentage in decimals.
6. **Add** any necessary change notes.
7. **Click** the Save button.

***

### Promo Codes

<figure><img src="/files/CIwBLwriRxnvBBFWQNWF" alt=""><figcaption><p>Applying a Promo Code to an Order.</p></figcaption></figure>

**Promo Codes** apply discounts to Orders depending on the rules you set when building them. You can add them after you add a product to an order.

To do so:

1. **Enter** the code into the promo code entry.
2. **Press** Return.

{% hint style="info" %}
**Quick Tips!**

For more information on building and managing promos, check the Promos section.
{% endhint %}

***

## Mark as Previously Shipped

Mark a product as previously shipped if it has been sent but needs to be included in the order, preventing additional inventory changes.

To do this:

1. **Right-click** the produc&#x74;**.**&#x20;
2. **Choose** Mark as Previously Shipped.

***

## Flag an Order

To **assign** flags to an order:

1. **Click** the Flag button.
2. **Select** a color from the drop-down list.

{% hint style="info" %}
**For more info:**

Please refer to the section titled [Flags](/introduction/interface-fundamentals/flags) in Interface Fundamentals for more information.
{% endhint %}

***

## Multi-Order Operations

<figure><img src="/files/UaxKDDNb2VnSuWw5046N" alt=""><figcaption><p>A succesful Multi-Order Close window.</p></figcaption></figure>

In the **Orders tab** of the Navigator Window, you can perform **Multi-order Operations.**

These include:

* **Capture Payments**: Capture any credit card payments for the selected orders.
* **Close Orders**: Closes all selected orders that meet the stipulations to do so.
* **Send to Shipping Service:** Orders that have unshipped inventoried items will be processed.
* **Print Pack Slips:** Prints Pack slips for selected orders.
* **Flags:** Marks selected orders with the chosen flag.

***

### Multi-order Errors

If the selected orders cannot perform the chosen action, an error report shows which operations are unfinished and why.

You can quickly flag these errors for later review by performing the following actions.

* **Click** the Select Errors button.
* **Click** the Flag button and select a color.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/1fe17b61-32e9-4d00-b51e-f72fc16ae1c0>" %}
Master Order adjustments in Tuplo Studio! Learn how to apply changes to your entire order or individual items with ease.
{% endembed %}


# Build Shipments

Orders / Build Shipments

<figure><img src="/files/MO197KWPp2LNcGcr4Ooo" alt=""><figcaption><p>Building a Shipment in the Orders Window.</p></figcaption></figure>

The **Shipments tab** in the **Order Detail Window** lets you quickly change gears from building orders and adding products to preparing and shipping those products to your customers.

***

## Manual Shipping Mode

As the default shipping display, **Manual Shipping Mode** includes:

* **Date**: The date the shipment was shipped.
* **Shipped Via**: The carrier providing the shipping service, like UPS, FedEx, or USPS.
* **Method**: The type of service provided by the carrier, such as priority mail or overnight shipping.
* **Cost**: The cost of the shipping service.
* **Tracking number**: The tracking number associated with the shipment.

{% hint style="info" %}
**Quick Tips!**

You can activate the Email Customer checkbox to notify the customer using the email associated with the order.
{% endhint %}

***

## Build a Shipment

To **build** a new shipment:

1. **Select** products to ship together.
2. **Enter** the appropriate shipping details.
3. **Click** Add Shipment.

The shipment then appears in the Shipments tab.

***

## Unship a Product

You can choose to unship products if you must redistribute products packaged in a shipment.

To **unship** a product either:

* **Right-click** the product and choose the unship item option.
* **Select** the product and choose <mark style="color:blue;">**More Options > Unship Item**</mark>.

***

## Voiding Shipments

If you create a shipment in error or make a mistake when building it, you can **Void** it like you would a product in an order. Voided shipments get hidden from view unless the Show All button is on.

To **void** a shipmen&#x74;**,** either:

* **Right-click** the shipment and select void shipment.
* **Select** a shipment and choose <mark style="color:blue;">**More Options > Void Shipment.**</mark>

{% hint style="info" %}
**Quick Tips!**

It's important to note that this will not affect your shipping service if the carrier has already picked up the physical shipment. This action will strictly apply to your Tuplo Studio records.
{% endhint %}

***

## Shipment Inspector

<figure><img src="/files/mC7diqW5Ar5cPoTdRUsK" alt=""><figcaption><p>Additional Details related to a Shipment in the Shipment Inspector.</p></figcaption></figure>

The **Shipment Inspector** tool provides detailed information about shipments and their products.

To **access** the Shipment Inspector:

1. **Right-click** a shipment or product.
2. **Select** Inspector.

{% hint style="info" %}
**Quick Tips!**

For additional shipping details, connect an active Shippo account.
{% endhint %}

***

## Shippo

<figure><img src="/files/cSqicXWQJuIdJg1nLDQK" alt=""><figcaption><p>Shipping options offered by adding Shippo.</p></figcaption></figure>

Integrating a **Shippo** account with Tuplo Studio provides a unique way to manage your shipments, providing an alternative to the Manual Shipping Mode.

Additional features include shipping labels, packing slips, and shipping service pricing, all without leaving Tuplo Studio.

To **ship** using Shippo:

1. **Package** products for shipment.
2. **Weigh** the package and measure its size.
3. **Select** a shipping service, print a shipping label, and stick it on the package.
4. **Drop** the package off at a postal office or chosen shipping location.

Additionally, scales are some extra hardware you can attach to Tuplo Studio. You can use these to weigh your shipments directly in Tuplo Studio.

To **weigh** your shipment with an attached scale:

1. **Place** the package on your attached scale.
2. **Click** the Poll button to activate the scale.
3. **Click** the Capture button when the scale settles.

{% hint style="info" %}
**Quick Tips!**

For more information regarding integrating Shippo into Tuplo Studio, check out the [Tuplo Onboarding Guide](https://docs.tuplo.com/tuplo-account-management-guide/).
{% endhint %}

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/484e451f-0ffb-4dff-960e-3f0cfa7989f3>" %}
Discover how to create shipments efficiently with added products, ensuring your orders are ready for payment processing.
{% endembed %}


# Print Packing Slips

Orders / Print Packing Slips

Adding **Packing Slips** to your shipments can significantly improve your interaction with customers. A packing slip lists all the products packaged in a shipment, providing customers with an itemized list of what they've bought.

You can print packing slips by performing one of the following actions.

1. **Right-click** a shipment in the Order Detail Window.
   * **Choose** print label.
2. **Select** <mark style="color:blue;">**More Options > Print Label**</mark>.

{% hint style="info" %}
**For more info:**

For more information on setting up printer hardware, please refer to the [Shipping Preferences](/setup/preferences#shipping) tab and [Hardware Set Up](/setup/hardware-set-up) sections.
{% endhint %}


# Calculate Taxes

When and how to calculate taxes in an order.

<figure><img src="/files/Vhk4cIgRA1Mu8J663nXu" alt=""><figcaption><p>An additional line for tax estimations is available when using a tax service.</p></figcaption></figure>

Taxes apply to orders at two locations when a tax service is selected. Customers who place an order on your website will see a tax calculation before completing their purchase. Additionally, when creating an order through Tuplo Studio, you can calculate taxes before accepting payments.

To calculate taxes, you will need to have fully configured Tuplo Basic or any of the other tax services available to integrate with Tuplo.

{% hint style="info" %}
**Quick Tips!**

For more information on the available tax services, please refer to the tax section in our [Tuplo Account Management Guide](/tuplo-account-management-guide/your-tuplo-dashboard/preferences/sales-tax).
{% endhint %}

***

## Calculate Taxes

Calibrate your tax settings and add products to an order. Then, follow these steps to apply tax calculations to your orders.

1. **Choose** <mark style="color:blue;">**More Options > Calculate Taxes**</mark>.
   * or
2. **Use** the keyboard shortcut <mark style="color:blue;">**Command + T**</mark>.

If the customer requests to add or remove products from the order, the system resets calculations, requiring you to perform them again.

{% hint style="warning" %}
**Quick Tips!**

Just a reminder that we at Tuplo are not tax experts. We highly recommend using a trusted tax official when working with any services available with Tuplo.
{% endhint %}


# Process Payments

Orders / Process Payments

<figure><img src="/files/OPdU8WlfvRr29xxSNMye" alt=""><figcaption><p>An Order's Payments section in the Order Detail Window.</p></figcaption></figure>

Ensuring customer satisfaction is a top priority, and timely product payment is vital. This section provides detailed information about the various payment types Tuplo Studio supports and how to manage them efficiently.

## Payment Types

**Tuplo Studio** supports processing these payment types:

* Credit
* Debit
* Cash
* Checks
* Gift cards
* Other seller-defined payments (Advanced Feature)

***

## Accepting Payments

<figure><img src="/files/lDX0LVGKj9BiDauNfEBc" alt=""><figcaption><p>The Add Payment Window</p></figcaption></figure>

Once products have been added and shipping has been completed:

* **Click** the Add Payment button to open the Add Payment Window.

Then, to **add** a payment:

1. **Select** a payment type.
2. **Enter** the desired amount.
3. **Add** any additional details depending on the payment type.
4. **Click** the Process button.

***

## Card Payments

If your sales are strictly online and do not have a retail location, customers provide their card information when checking out on your website. You only need to capture funds when you fulfill that order.

If you have a physical retail location, credit card payments are processed using a **PayJunction Smart Terminal** by either swiping, inserting, tapping, or manually entering card information. Terminals that support the tapping function are compatible with mobile payment services like Apple Pay and Google Wallet.

***

### Smart Terminal

Complete the following steps to process a credit or debit payment using a PayJunction Smart Terminal.

1. **Click** the Add Payment button.
2. **Select** credit.
3. **Select** Smart Terminal.
4. **Enter** an amount.
5. **Click** the Process button.

The customer then either taps, inserts, or swipes their card to finish the process.

***

### Manual Entry

<figure><img src="/files/UDvRXxEiF32wrqKBB7dV" alt=""><figcaption><p>Manual Credit Card entry.</p></figcaption></figure>

You can manually enter a credit card by keying in the number and information related to the customer's card. This is helpful when taking orders over the phone or if there are issues when attempting to process the card.

To **manually enter** a credit card:

1. **Click** the Add Payment button.
2. **Select** credit.
3. **Select** key.
4. **Enter** an amount.
5. **Enter** card details.
6. **Click** the Process button.

{% hint style="info" %}
**Quick Tips!**

If you manually enter a card and do not physically interact with it, say if you are taking an order over the phone, check the Card Not Present box and fill out the additional Address Verification System (AVS) section.
{% endhint %}

***

### Credit Card Scanner

If a PayJuction Smart terminal is not an applicable option, you can use a standard three-band credit card scanner to capture in-store credit card payments.

The notable difference when using this option will be the absence of the Smart Terminal tab in your credit payments section.

To **swipe and accept** credit card payments:

1. **Click** Add Payment.
2. **Select** credit.
3. **Choose** Key.
4. **Click** the Swipe button.
5. **Swipe** the card.
6. **Click** process.

***

### Capturing Pre-Authorized Payments

<figure><img src="/files/MZdPgOeJOOP2mki6T522" alt=""><figcaption><p>All Added Payments appear in the Payments section of the Order Detail Window.</p></figcaption></figure>

**Pre-authorized Credit Card Payments** occur when a card provider holds approved funds until a merchant captures and claims the transaction.

In Tuplo Studi&#x6F;**,** pre-authorized payments are indicated with a green AUTH badge in the payments section. When you're ready to capture a payment, follow these steps:

1. **Select** the payment and perform one of the following actions:
   1. **Right-click** the payment and select the Capture Credit Card Funds option.
   2. **Click** the Capture button.
2. **Enter** the payment amount.
3. **Click** the Process button.

{% hint style="info" %}
**Quick Tips!**

Using the [Multi-Order Operations ](/using-tuplo-studio/orders/edit-orders#multi-order-operations)feature, you can also capture pre-authorized payments from multiple orders using the More Options Menu in the Orders tab of the Navigator Window.
{% endhint %}

### Additional Credit Card Funds

Additional funds can be captured or authorized from a card already on an order. This would be an option if a customer requests more products to be added to their order, resulting in a greater amount due.

To do so:

1. **Right-click** a captured credit card payment and choose one of the following.
   1. **Capture** Additional Credit Card Funds
   2. **Authorize** Additional Credit Card Funds.
2. **Enter** the amount to apply for capture or authorization.
3. **Click** the Process button.

***

### Void Payments

**Voiding** a payment releases a pre-authorized credit card payment and removes it from the list of active payments. This can only be performed before you capture the funds from the payment.

Suppose a customer already provided a pre-authorized payment but wants to use a different payment method. In that case, you can void the pre-authorized payment after setting up the new payment method.

To do so:

1. **Select** the desired payment.
2. **Click** the Void button.
3. **Click** OK.

***

## Refund Payments

Several reasons can lead to a negative amount due in the Order Detail Window. A negative amount requires you to refund the customer the displayed amount before the order can be closed.

### Cash

<figure><img src="/files/8kQK4rk81dFQVOMG2w9j" alt=""><figcaption><p>A Cash back prompt shown when closing an Order with a negative amount.</p></figcaption></figure>

To provide a customer with cash back:

1. **Click** the Cash Back button.
2. **Enter** the amount.
3. **Click** the process.

Continue the transaction as usual. Then, when you close the order, a cash back prompt will appear, and the cash drawer will open for you to provide the customer with their refund.

***

### Credit a Card

To return funds to a credit card, you will issue a credit to that card.

To **issue a credit** to a card:

1. **Select** the desired payment.
2. Then either:
   1. **Click** the Credit button.
   2. **Right-click** the payment and select credit credit card payment.
3. **Enter** the credit amount.
4. **Click** the Process button.

{% hint style="info" %}
**Quick Tips!**

After capturing a credit card payment, you can issue a refund to the customer by [manually entering the card information](#manual-entry) and selecting the refund to card action.
{% endhint %}

***

### Reverse Payments

Reverse cash payments if a customer requests a payment type change before adding funds to the order.&#x20;

To **reverse** a payment:

1. **Right-click** the payment.
2. **Choose** the reverse payment option.
3. **Click** OK.

{% hint style="info" %}
**Quick Tips!**

Reversing payments should not be performed to issue cash back.
{% endhint %}

***

### Unlinked CC Refund

When issuing cash back, you can choose this option when the refund is issued to a card not added to the order.

***

## Payment Errors

Should an issue occur during processing, such as an invalid card number, insufficient funds, connection errors, etc., Tuplo Studio displays an error message outlining the problem.

### Declined Payments

Tuplo Studio logs all declined online credit card payments, provides the reason, and labels those payments with a blue declined badge.&#x20;

If a customer's payments continue to decline online, they are prevented from attempting another payment online.

***

## Other Payment Types

{% hint style="info" %}
**Advanced Feature**

This feature is part of our advanced offerings. If you're interested in exploring this and other premium features, we encourage you to contact our sales team.
{% endhint %}

Tuplo Studio can work with other physical card processing systems. These options can be configured and added to the Other payment options.&#x20;

***

## Receipts

Several options exist to provide Receipts depending on the order process.

* If a customer completes an order on your website, they will receive a digital receipt to the email in their customer account or one that they provided.
* When completing an order in-store using retail mode, receipts default to printing automatically to the designated printer you've chosen in your preferences.

***

### Alternative Delivery Options

Depending on various settings and hardware access, you may find it easier to deliver your receipts using our alternative delivery options.

To **activate** this setting:

1. **Navigate** to your Tuplo Studio preferences.
2. **Select** the printers tab.
3. **Activate** the 'show print panel before printing' checkbox.

The print dialog screen will appear when you complete an order in retail mode or click the print receipt button. From here, you can select from different options, just as you would when printing documents, to determine how you will deliver the receipt to your customer.

***

## Video Tutorials

{% embed url="<https://iframe.mediadelivery.net/play/231419/ba46ae47-8d3a-413d-8e65-07cce232bcc0>" %}
Discover the different payment types available and learn how to process them efficiently after fulfilling orders, ensuring a smooth checkout experience.
{% endembed %}


# Order Status

Orders / Order Status

<figure><img src="/files/Q0T7ZdYrePRLR3eg9Qk9" alt=""><figcaption><p>An Open Order Status in the Order Detail Window.</p></figcaption></figure>

Throughout its lifecycle, an order transitions through multiple stages. These stages reflect the order's current position and dictate the necessary actions to move it toward completion.

**Order status** can be one of these three states:

* **Open**: The order is active, and you can still change it.
* **Closed**: The order has been completed.
* **Canceled**: The order cannot be completed or closed.

***

## Close

Orders can be closed either individually or in bulk once they fulfill the following requirements:

* All Products have been shipped.
* All payments have been captured.
* The remaining amount due is $0.00.

To close an order,&#x20;

1. **Open** the desired order in the Order Detail Window.
2. **Click** the Close Order button.

{% hint style="info" %}
**Quick Tips!**

You can close multiple orders in the Orders tab using the More Options menu. For more information, refer to the section on [Multi-Order Operations](/using-tuplo-studio/orders/edit-orders#multi-order-operations).
{% endhint %}

***

## Cancel

You cancel orders that fail to meet the closing criteria.

To **cancel** an order:

1. **Open** the desired order.
2. **Void** or **Reverse** any payments.
3. **Remove** any Shipments and Products in the order.
4. **Click** the Cancel Order button.

***

## Reopen

To **reopen** a closed or canceled order:

1. **Open** the desired order in the Order Detail Window.
2. **Click** the Open Order button.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/9ce39df1-0ae5-4ae9-bc11-d4325514a759>" %}
Explore the different order statuses in Tuplo Studio, including open, closed, and canceled.
{% endembed %}


# Tracking Fraud

Orders / Tracking Fraud

<figure><img src="/files/CVGi9gRIW69nSah0V26m" alt=""><figcaption><p>Order details are shown in the Fraud Layout of the Order Detail Window.</p></figcaption></figure>

An unfortunate reality for any retailer is the potential for **fraudulent payments**.

Of course, the best solution is always a proactive approach. By following safe business practices and providing your staff with proper training to identify and react accordingly to fraudulent payments, you can limit fraudulent orders and properly document when they occur.

Tuplo Studio accommodates by marking orders as fraudulent. Details related to that order are flagged, and any new orders with similar information receive the Potential Fraud indicator.

***

## Mark Orders as Fraudulent

To **mark** orders as fraudulent:

1. **Open** the order.
2. **Click** the Edit button.
3. **Activate** the fraud checkbox.
4. **Click** the Update button.

***

### Compare Fraudulent Orders

Fraudulent orders with similar information appear in the Fraud tab of the Order Detail Window.

To **access** this tab:

* **Click** the Fraud tab when viewing an order in the Order Detail Window.

Selecting an order from this list will display more information below.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/e3249c9d-8707-44c6-9f52-e21bfd634f9e>" %}
Discover how our fraud tracking assistance tool complements your existing fraud detection efforts, helping you monitor and manage potential risks according to your unique policies and processes.
{% endembed %}


# Customers

Review and manage customer accounts.

<figure><img src="/files/9NH2M4dZXMuepkxku3nt" alt=""><figcaption><p>Customer Accounts as they apper in the Customers tab.</p></figcaption></figure>

**Customer Accounts** allow online retailers to incentivize customers to return to their stores for future purchases. By signing up for an account on your store website, customers can save their billing and shipping information to simplify future orders.

Customer Accounts can also view past purchase history and opt into any newsletter or promotional benefits.

***

## Register Accounts

To guide customers through this process, follow either of these processes:

**When on the website**:

1. **Click** the sign-in button and choose Create an Account.
2. **Enter** the required details and click sign-up.
3. **Follow** the email confirmation steps.
4. **Click** Go to Sign In.
5. **Enter** credentials and click Log-In.

**During Checkout**:

1. **Select** the New Account tab.
2. **Enter** account details and click Create Account.
3. **Follow** the email confirmation steps.
4. **Click** Go to Sign In.
5. **Enter** credentials and click Log-In.

***

## Edit Accounts

<figure><img src="/files/nBlYJpx8dSXwVJPo2VeG" alt=""><figcaption><p>Editing Customer Account details in the Customer tab.</p></figcaption></figure>

Once created, you can assist customers in managing their accounts using the **Customer tab** edit feature. However, for security purposes, customers must handle any email changes.

To do so:

1. **Select** the desired customer.
2. **Click** the Edit button.

***

### Customer Activity Status

You can set an activity status for customer accounts depending on account usage or customer request.

To do so, go to the Customer tab of the Navigator Window, the&#x6E;**:**&#x20;

1. **Select** the custome&#x72;**.**
2. **Click** the Edit button.
3. **Select** current status.
4. **Press** Return.

***

### Customer Notes

<figure><img src="/files/4G0a8PUcf16K0hdtif9y" alt=""><figcaption><p>Notes in a customer account.</p></figcaption></figure>

Customer notes offer a place to put any additional information related to the customer account.

To add notes:

1. **Select** a customer.
2. **Click** edit.
3. **Enter** note.
4. **Click** done.

***

## Tax Exemption

Some customers may have a tax exemption status. You can apply this to customer accounts in several ways depending on your connected services.

### Tuplo Basic

To assign a tax-exempt code when using Tuplo Basic:

1. Request proof of the customer's tax exemption status.
2. Find their customer account in Tuplo Studio.
3. Click edit.
4. Activate the Tax Exempt checkbox.
5. Enter the customer's government-issued tax code and a name to help identify the exemption.
6. Click save.
7. Click done to finish editing the customer account.

{% hint style="info" %}
**Quick Tips!**

Tuplo Basic offers a general approach to managing customer tax exemptions. When assigning tax exemptions this way, follow proper business practices. If you are unsure of a customer's exemption status, please contact a reputable tax authority or assistance.
{% endhint %}

***

### Avalara Tax Services

An additional asset window becomes available, listing tax exemption codes when using Avalara tax services.

To **apply** tax codes when using Avalara tax services:

1. **Find** the desired customer account.
2. **Click** edit.
3. **Activate** the Tax Exempt checkbox.
4. **Confirm** that the customer has provided proof.
5. **Select** from the list of exemption statuses.
6. **Click** save.
7. **Click** done to finish making changes.

***

## Group Accounts

<figure><img src="/files/dva8eydzFIHJOYAjVjZr" alt=""><figcaption><p>Group Account Dashboard</p></figcaption></figure>

After customers successfully create an account, they can request a group account. Group accounts can be used for companies that make frequent purchases from your store, offer organizations the option to manage purchases and settings through multiple users, or allow family members to simply order together.

{% hint style="info" %}
**Quick Tips!**

This feature holds vast potential for custom logic, so if you are interested in a tailored group account feature for your website, contact our support team today.
{% endhint %}

***

### Applying for Group Accounts

As mentioned, customers must register an account on your website before they can request a group account.

To do this:

1. The customer **logs in** to their account.
2. **Navigate** to the Group Account link in the dashboard footer.
3. **Enter** the requested information.
4. **Click** Submit to complete their application.

Then, the request is sent to you to perform your review process and provide approval or denial for the application.

***

### Review Applications

After customers submit an application for a group account, a blue bell icon appears the next time you navigate to your Customers tab. This indicates that you have one or several group account applications awaiting review.

To **review** applications:

1. **Click** the blue bell icon to open the Application Review Window.
2. **Review** the information entered and apply standard practices to confirm the request's legitimacy.
3. Then either:
   * **Click** Approve if you deem the request to be legitimate.
   * **Click** Deny to reject the application.

Once the application is approved, the customer who submitted it will see a change in their dashboard the next time they log into their account. As they are the only user, the system automatically assigns them as the current Admin for the group account.

***

### **Inviting Additional Users**

Admins can invite additional users to the group and give them admin privileges.

To do so:

1. **Navigate** to the Users section in their dashboard.
2. **Click** the InviterUsers+ button.
3. **Enter** the name and email of the invited user.
4. **Indicate** if they should receive admin permissions.
5. **Click** Add to send the invitation.

After the invited user accepts the invitation sent to their email, they will appear as a user entry in the table above.

***

### Removing Users

Admins can remove a user from the group by performing the following steps.

1. **Locate** the desired user in the added user table.
2. **Click** the Remove button.
3. **Confirm** the action.

***

### Adjusting Admin Status

Any user added to the group can be assigned admin status. Multiple admins can be created as needed, but each group requires at least one.

To adjust the admin status for a user:

1. **Locate** the desired user from the added user table.
2. **Click** edit.
3. **Activate** or **deactivate** the admin checkbox.
4. **Click** Update to finish.

***

## Guest Accounts

**Guest Accounts** occur when customers progress through a purchase without signing up for an account. Once the transaction is complete and they have received their products, guest accounts expire.

{% hint style="info" %}
**Quick Tips!**

Incentivizing customers to create an account with you is a great way to increase repeat customers and develop marketing campaigns.
{% endhint %}

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/b1f45e7b-f3dc-46b8-8a24-1df07241acde>" %}


# Promos

Build and define your promotional offers with Promo Codes.

<figure><img src="/files/oUYhSQZqpgb2mqXt4EGq" alt=""><figcaption><p>Promo codes as seen in the Promos tab of the Navigator Window.</p></figcaption></figure>

You can create, manage, and define your **Promo Codes** in the **Promos tab**. Here, you can track your current, upcoming, and expired promotions.

***

## Create a Promo Code

<figure><img src="/files/2bD0h5N5hH23euy64q8c" alt=""><figcaption><p>Build your Promos in the Add Promo Window.</p></figcaption></figure>

Start by **opening** the Add Promo Window using either:

* <mark style="color:blue;">**Command + N**</mark>
* <mark style="color:blue;">**More Options > New Promo**</mark>

Using the following parameters, you can fine-tune when, how, and what discounts your promo code provides from this window.

* **Code**: The alphanumeric code that applies the discount.
* **Title**: The name of your promotion.
* **Detail**: Briefly describe what your code provides and for what reasons.
* **Amount**: Calculate the discount either in dollars or as a percentage.
* **Priority**: Select if your code applies to the most or least expensive item in an order.
* **Use**: Define where your code applies: in-store, online, or both.

After specifying exactly how your new promo code works:

* **Click** the Save button to add it to the Promos tab.

***

### Edit Promos

To alter the rules and restrictions of a promo code:

1. **Select** a promo code.
2. **Click** the Edit icon.

***

### Promo Code Activity Status

You can **toggle the activity status** when editing and creating your promo codes. Deactivated promos won't be applied when entered into an order.

To **toggle** the activity status of a Promo Code:

1. **Select** a promo
2. **Click** the Edit button.
3. **Activate** or **Deactivate** the Active checkbox.

***

## Descriptions

<figure><img src="/files/B6zuUX4mA9qH0qZJPM5d" alt=""><figcaption><p>Live and Auto Description toggle for a Promo Code.</p></figcaption></figure>

When you create a new promo code, Tuplo Studio automatically generates a promo description using the rules and restrictions applied. Copy and paste this description into the Detail field to help standardize your promo descriptions.

To **switch** between the live and auto descriptions:

1. **Select** a promo in the Promos tab.
2. **Click** the Live/Auto Icon.
3. **Select** an option from the dropdown menu.

<table data-header-hidden><thead><tr><th width="124"></th><th></th></tr></thead><tbody><tr><td><h3><img src="/files/gvnUIpbY8vK0DT2ufXb7" alt="" data-size="original"></h3></td><td><strong>Live Description</strong><br>Choosing this option will display whatever text the detail entry contains.</td></tr><tr><td><h3><img src="/files/hb4oRGdIVEIQVzfqDn0w" alt="" data-size="original"></h3></td><td><strong>Auto Description</strong><br>Choosing this option will display the automatically generated description created by Tuplo Studio based on the rules and restrictions applied to your promo.</td></tr></tbody></table>

{% hint style="info" %}
**Quick Tips!**

If you copy and paste the auto description into the details entry when building your promo, both options will appear the same. Make sure to enter your description into the detail entry if you want the live description to differ from the auto description.
{% endhint %}

***

## Restrictions

After determining the basics of your promo code, the following section specifies the time frame and use cases.

* **Minimum Order Amount**
  * You can specify a minimum purchase requirement before the discount is applied, such as offering $10 off orders over $50.
* **Limit Overall Use**
  * You can set the number of times the code can be used, such as limiting a promo offering 20% off an order to the first 100 customers.
* **Promotion Runtime**
  * Using the provided date selections, set a beginning and end date for your code as you would for a seasonal event.

***

## Rules

<figure><img src="/files/c5Tq511ujVubCTAE3jhU" alt=""><figcaption><p>Add Rules using the Add Promo Rule Window.</p></figcaption></figure>

Using **Rules**, you can choose from brands, products, categories, and themes to exclude or include in your promo discounts.

To **create** a new rule:

1. **Click** the Add button.
2. **Select** an item.
3. **Activate** the Exclude checkbox to exclude that item from the promotion.
4. **Click** the Add button to apply the new rule.

***

### Product Rules

When selecting a product to include/exclude from a promo code:

1. **Navigate** to the Products tab.&#x20;
2. **Expand** all sections.
3. **Select** the desired product group.
4. **Select** the desired product.
5. **Navigate** back to the Promos tab.&#x20;
6. **Select** the desired promo code.&#x20;
7. **Click** the Edit button.&#x20;
8. **Open** the Add Promo Rule Window.

The selected product from the Products tab is displayed for you to include or exclude from your Promo code.

***

### Additional Restrictions

Adding rules unlocks more restrictions for your promo.

These include:

* **Qualifying Items**: Specify how many products need to be purchased, such as a buy two, get one free promo.
* **Limit Discount**: You can set the number of items your code applies to a single order, such as limiting a coupon to two items per customer.
* **Apply Discount to MSRP**: Applies discounts directly to the MSRP price.
* **Require Email**: When targeting individual customer accounts, you can enter an email to limit the code usage to that customer account.

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/d4648785-f87f-4327-a46a-915307be4a7a>" %}
This tutorial guides you through setting up promo rules to target specific products or customer actions, enhancing the effectiveness of your promotions.
{% endembed %}


# Kiosk Mode

Use Tuplo Studio as your in store sales system.

<figure><img src="/files/v708b4STn0jscYYHo9cc" alt=""><figcaption><p>Employees enter their PIN when using Kiosk Mode.</p></figcaption></figure>

Tuplo Studio features a **Kiosk Mode** for in-person sales. With some minor adjustments to your [Orders Settings](/setup/preferences#orders) you can transform Tuplo Studio into a physical point of sale system.

***

## Activate Kiosk Mode

After you have the proper equipment connected, you should activate **Kiosk Mode** in your Tuplo Studio settings.

To do so either:

1. **Navigate** to the menu bar and choose <mark style="color:blue;">**Window > Kiosk Mode**</mark>.
2. **Use** the keyboard shortcut <mark style="color:blue;">**Control+Command+K**</mark>.

***

## Features and Settings

When working in Kiosk Mode, there are a few notable changes that you can define in your preferences section.&#x20;

PINs are required once in Kiosk Mode. PINs attach user identities to actions taken while logged in, helping maintain accountability for changes made when completing sales in Tuplo Studio.

The following actions are available once a PIN has been entered in Kiosk Mode.

1. **Enter** your PIN.
2. **Click** the New Sale button.

{% hint style="info" %}
**Quick Tips!**

Employees must have a Staff account created to set a PIN. For more details please refer to the Staff Section in the [Tuplo Account Management Guide](/tuplo-account-management-guide/your-tuplo-dashboard/staff).
{% endhint %}

***

Orders receive additional actions and features when working in Kiosk Mode.

Those include:

* When closing an order, the cash drawer will open a receipt will print.
* Products added to the order are shipped as Carry Out automatically.
* Users are returned to the Kiosk PIN Window after completing or canceling an order.

***

### Barcode Scanners

As Kiosk Mode is designed to be used in a physical store setting, you can issue barcodes using the [Inventory Tool](/using-tuplo-studio/inventory-tool) and scan them using a [Barcode Scanner](#barcode-scanners) to quickly add them to orders.

To **add products** while using a barcode scanner:

1. **Confirm** that the Add Product Search input is selected.
2. **Scan** a product's barcode.

***

### Automatic Receipt Printing

As mentioned, when orders are closed in Kiosk Mode, a receipt will print automatically as long as you have a connected printer. If you have any additional settings like Point of Sale, Merchant Copy, or Show Before Printing active these will still apply in Kiosk Mode.

{% hint style="info" %}
**Quick Tips!**\
You can adjust these settings in your [Order Preferences](/setup/preferences#orders) in Tuplo Studio.
{% endhint %}

***

## Cash Drawer Access

You can open your **Cash Drawer** outside of completing a transaction in one of two ways:

* From the **PIN Window**.
  1. **Enter** a user PIN.
  2. **Click** the No Sale button.
* From the **Order Detail** **Window**.
  1. **Click** the No Sale button.

{% hint style="warning" %}
**Heads Up!**

When closing orders in Kiosk Mode, any negative amounts due must be returned to customers as change. If there is a negative amount due, a prompt will appear to indicate exactly how much needs to be given as change.
{% endhint %}

***

## Video Tutorial

{% embed url="<https://iframe.mediadelivery.net/play/231419/059c4688-e3fe-4727-a7f1-dab433bdc660>" %}
Use Kiosk Mode in Tuplo Studio to set up a point of sale system for your storefront.
{% endembed %}


# Site Builder

Create and manage your online storefront with no coding required.

<figure><img src="/files/CIShN0ODB6JjbJHvYJXp" alt=""><figcaption><p>Site Builder Window.</p></figcaption></figure>

The Site Builder gives you full control over your website’s layout, structure, and content—from global settings to individual pages and blocks. Whether you’re launching a new landing page or updating your site’s header and footer, this tool makes it fast and intuitive.

***

## Site Settings

Configure global elements that define your site’s look, feel, and behavior.

### Meta Info

Optimize your site for search engines and social media.

<figure><img src="/files/CIShN0ODB6JjbJHvYJXp" alt=""><figcaption><p>Meta Info in the Site Builder Window.</p></figcaption></figure>

* **Site Title and Description**: Shown in search results and browser tabs.
* **Favicon Icons**: These small icons appear in browser tabs, bookmarks, and mobile shortcuts. You can generate properly sized favicon images using online tools.
* **Open Graph Settings**: These control how your site appears when shared on social media platforms (e.g., showing a preview image, title, and description). For best results, you can create appropriately sized Open Graph images using online tools.

{% hint style="info" %}
**Quick Tips!**

To add or update an image, simply drag a new image file over the existing one. To remove an image, right-click and select Remove Image.
{% endhint %}

### Site Design

Control the visual structure of your entire site.

<figure><img src="/files/CIShN0ODB6JjbJHvYJXp" alt=""><figcaption><p>Site Design options in the Site Builder Window.</p></figcaption></figure>

* **Header**: Define your site's top-of-page.
* **Menu**: Define your site's menu. Menu items are automatically generated based on the product categories you’ve created.
* **Banner**: Add an optional strip above your header (for promos, alerts, etc.). To edit the text, simply click directly on the banner message.
* **Footer**: Customize the bottom section of your site with links, policies, and social icons. To edit the footer text, just click directly on it.&#x20;
* **Site-wide Icons**: Manage icons used across your theme.

{% hint style="info" %}
**Quick Tips!**

To link to a category page in your footer, use the route format:

/shop/c\[categoryID]/category-name

You can find the categoryID by hovering over a category in the Categories window in Tuplo Studio. The ID will appear in the tooltip.
{% endhint %}

### Redirects

The **Redirects** section displays all existing redirect rules on your site. Redirects automatically send visitors (and search engines) to the right page if you rename, move, or delete content — This prevents broken links and helps keep your site’s visibility in search results, so people can still find your content even after changes.

<figure><img src="/files/CIShN0ODB6JjbJHvYJXp" alt=""><figcaption><p>Redirects information in the Site Builder Window.</p></figcaption></figure>

From this panel, you can:&#x20;

* View all **301 (permanent)** and **302 (temporary)** redirects.
* Update redirect paths or change the redirect type.
* Delete redirects you no longer need.

{% hint style="info" %}
**Quick Tips!**

Removing redirects can break old links-be sure they're no longer needed before deleting.
{% endhint %}

#### Create a Redirect

<figure><img src="/files/CIShN0ODB6JjbJHvYJXp" alt=""><figcaption><p>Add Redirect Modal in Site Builder Window.</p></figcaption></figure>

To add a redirect:

1. Click **Add Redirect**.
2. Enter the **From Path** (the outdated or incorrect URL).
3. Enter the **To Path** (the destination URL).
4. Choose the **Redirect Type**: &#x20;
   * **301 (Permanent)**: Transfers SEO authority to a new URL.
   * **302 (Temporary)**: Short-term redirection without SEO transfer.
5. Add a note for internal reference.

***

## Pages and Directories&#x20;

Add and manage the structure of your website.

### Home Page

* This is your main landing page.
* it's fixed in place and can't be moved or deleted.

### Create a Page

<figure><img src="/files/CIShN0ODB6JjbJHvYJXp" alt=""><figcaption><p>Add Page Modal in Site Builder Window.</p></figcaption></figure>

To create a new page:

1. Click the **Add Page** button at the top of the toolbar or in the bottom left menu.
2. Enter a **Title** - This will appear as the page’s heading and also help with search engine visibility.
3. Review or edit the **Filename** - generated from the title (e.g., /about-us).
4. Add an optional **Description** for SEO.
5. Toggle the page **Active**.

   > When a page is marked as active, it can be accessed by visitors. If it’s inactive, it stays hidden but isn’t deleted — allowing you to work on it without making it public.

### Create a Directory

Directories act like folders (e.g., /blog/, /services/) and can hold nested pages.

1. Click **Add Directory** button at the top of the toolbar or in the bottom left menu.
2. Fill in title and filename.
3. Decide whether to add a default page inside the directory.

   > This page will be shown automatically when someone visits the section’s URL (like /about/), even if they don’t click on a specific subpage.
4. Activate a directory with a default page to make it visible on your site.

### Update a Page

<figure><img src="/files/CIShN0ODB6JjbJHvYJXp" alt=""><figcaption><p>Update Page Modal in Site Builder Window.</p></figcaption></figure>

1. Click the **Update Page** when you right click the name on the left panel.

### Update a Directory

1. Click **Update Directory** when you right click the name on the left panel.

***

## Blocks

Design your pages using modular, flexible content blocks.

Blocks are the building units of each page. you can:

* Add text, images, galleries and more.
* Reorder blocks using drag-and-drop from the **left panel**.
* Customize each block's layout and style from the **right panel**.
* Some blocks support custom items (e.g., slides, logos) which are also reorderable.

<figure><img src="/files/CIShN0ODB6JjbJHvYJXp" alt=""><figcaption><p>Add Block Modal in SIte Builder WIndow.</p></figcaption></figure>

To Add a block:

1. Select a page.
2. Click Add Block from the top toolbar.
3. Choose a block type (e.g., Hero, Image Grid, Custom).
4. Edit content directly or via the **right panel**.

{% hint style="info" %}
**Quick Tips!**

Blocks cannot be nested inside one another.
{% endhint %}

To Edit a block name:

1. Select a block.
2. Double click (or double enter) to change.

To Delete a block:

1. Select a page.
2. Click Delete Block from the menu below the tree.

***

## Managing Structure

You can freely reorganize content to match your site's needs:

* **Pages and Directories** can be reordered or moved in and out of directories.
* **Blocks** can be dragged up and down within a page.
* **Block Items** (like title or button) can be reordered inside customizable blocks.
* **Site Settings** and **Home Page** are fixed and can't be moved.

***

## Preview and Device Views

Preview your site and test how it looks across devices:

* Use **Device Viewers** in the top toolbar to switch between Desktop, Tablet, and Mobile.
* Click again to rotate the orientation for tablet and mobile views.
* Click **Refresh** to reload the live preview if needed.

***

## Publish or Revert Changes

* Changes made are stored as unsaved changes and do not reflect on your website until your click the **Publish button**.
* If you decide to discard the changes you've made, the **Revert button** will return the page to its last published version.


# Tuplo Account Management Guide

This guide provides step-by-step instructions for setting up and managing your Tuplo Account. From initial creation to additional integrations, we've got you covered.

We've done our best to ensure this guide covers everything you need with straightforward instructions, but if you have any additional questions or need help, our support team is ready to help. You can email us at **<support@tuplo.com>**.

Once you finish setting up your Tuplo Account, our team will help you get Tuplo Studio up and running. If you want to get ahead of us, check out the [Tuplo Studio User Manual](https://docs.tuplo.com/) or our [Tuplo Studio Video Tutorials.](https://www.tuplo.com/support-videos/)

{% hint style="info" %}
**Quick Tips!**

You can quickly search this or any of our guides using the shortcut <mark style="color:blue;">**Command + K**</mark>.
{% endhint %}


# Your Tuplo Dashboard

Connect integrations and manage your company settings.

<figure><img src="/files/Gx0FVBoqy0SfKfsuB6x5" alt=""><figcaption><p>The Tuplo Dashboard.</p></figcaption></figure>

The Tuplo Dashboard is the central hub for managing your integrated services and information associated with your Tuplo services.

Once you log in, you can navigate through your Tuplo Dashboard by clicking the buttons or a section from the list to the left.

{% hint style="info" %}
**Quick Tips!**

In this guide, you can use **Command + K** anytime to use the assisted search feature.
{% endhint %}

***

## Sign Up

Before you can access your Tuplo Dashboard, you first need to sign up for Tuplo services.

To do this:

1. **Go** to [www.tuplo.com](https://docs.tuplo.com/tuplo-account-management-guide/www.tuplo.com).
2. **Click** Sign Up
3. **Select** which Tuplo subscription you would like to purchase.
4. **Enter** the requested details and click verify email.
5. **Enter** the code sent to the entered email to verify.
6. **Provide** the requested account information.
7. **Agree** to our Terms of Service and complete your payment.

***

## Sign In

If you have already created a Tuplo account, you can follow these steps to sign in.

1. **Go** to [www.tuplo.com](https://docs.tuplo.com/tuplo-account-management-guide/www.tuplo.com).
2. **Click** Sign In.
3. **Enter** the email and password associated with your account.
4. **Click** Login.

{% hint style="info" %}
**Quick Tips!**

If you have forgotten your password, you can begin a password reset by clicking 'Forgot Password' and following the on-screen instructions.
{% endhint %}


# Users

Invite and add additional users to manage your Tuplo Account.

<figure><img src="/files/8IMstWzSwUexSF6zsl3V" alt=""><figcaption><p>The Users section of your Dashboard</p></figcaption></figure>

Users are profiles for employees that you provide access to and the ability to make changes to your Tuplo Account.&#x20;

## Add New Users

To **add** users:

1. **Click** the + InviteUser button.
2. **Enter** the first and last name of the user.
3. **Enter** an email associated with that user.
4. **Designate** if the user is an administrator.
5. **Click** the Save button.

***

## Manage Users

After users are added, to **edit** or **remove** them:

* **Click** the corresponding button next to the user entry.

{% hint style="info" %}
**Quick Tips!**

Users will *only* have access to the Tuplo Account. If you want to add employee access to Tuplo Studio, check out the [Staff section](/tuplo-account-management-guide/your-tuplo-dashboard/staff) of this guide for steps and details.
{% endhint %}


# Your Profile

Manage information related to the currently logged in user.

<figure><img src="/files/65IWejEgxliywDEX6aHs" alt=""><figcaption><p>The Your Profile section in your Dashboard.</p></figcaption></figure>

## Profile Details

To **enter** details:

1. **Select** a text entry.
2. **Enter** the desired value you wish to update to.
3. **Click** the Update button associated with that entry to apply the change.

{% hint style="info" %}
**Quick Tips!**

These preferences *only* apply to the user account that is currently logged in to your Tuplo Dashboard.
{% endhint %}

***

## Update Password

To **change** your password:

1. **Enter** your current password.
2. **Enter** the new password.
3. **Enter** the new password again to confirm.
4. **Click** Update Password to finish the action.

{% hint style="info" %}
**Quick Tips!**

By activating the newsletter checkbox, you can subscribe to receive newsletters.
{% endhint %}


# Group Profile

Designate a point of contact for Tuplo correspondance.

<figure><img src="/files/atMakMWr7WEjHNalRjQ5" alt=""><figcaption><p>The Group Profile section in your Dashboard.</p></figcaption></figure>

## Manage Group Details

To **edit** details:

1. **Select** a text entry.
2. **Enter** the desired value you wish to update to.
3. **Click** the Update button associated with that entry to apply the change.

{% hint style="info" %}
**Quick Tips!**

This can be an IT admin or technical support team member. They do not have to be a user or staff member as defined in your Tuplo Account.
{% endhint %}


# Billing

Manage payment methods and Tuplo subscriptions.

<figure><img src="/files/JxhghLfgdUgayKYUeVAD" alt=""><figcaption><p>The Billing section of your Dashboard.</p></figcaption></figure>

## Add Payment Options

To **add** a payment option:

1. **Click** on change payment.
2. **Select** either a credit card or bank account as an option.
3. **Enter** the requested information below.
4. **Click** the Add Credit Card and Update Subscription button.

***

## Edit Options

You can choose from multiple payment options saved in your Dashboard for your subscription.

To **do** so:

1. **Click** on change payment.
2. **Select** a payment from the added payments list.
3. **Click** the Update Subscription button.

***

## Subscriptions

To **choose** or **change** your subscription:

1. **Click** on change payment.
2. Then, **select** from the subscription options in the dropdown menu.
3. Then, **either**:
   1. **Select** a saved payment option and click the Update Subscription button.
   2. **Add** a new payment and click the Add Credit Card and Update Subscription button.

***

## Transaction History

To **view** your subscription transaction history:

* **Click** View Transactions.


# License

View and Manage acti.

<figure><img src="/files/lu4ZVJDP1SN9f5Oxzw6U" alt=""><figcaption><p>The License section of your Dashboard.</p></figcaption></figure>

This section contains details related to your current license. You can also manage active seats and remove unused seats as needed.

***

## Active Seats

When you or your staff access Tuplo Studio on a computer for the first time, a prompt will request a name for that system. After setting the name, it will count towards your total seat allotments.

To **remove** a seat:

1. **Click** the remove button associated with a seat.
2. **Click** the remove button in the pop-up window to confirm the action.

{% hint style="info" %}
**Quick Tips!**

When all your seats are in use, a prompt will appear when you attempt to log into a new computer. It will state that you either need to remove some seats or add additional ones to your allotment first.
{% endhint %}


# Preferences

<figure><img src="/files/Yi6GhLzg9NnSp82PQF1N" alt=""><figcaption><p>The Preferences section of your Dashboard.</p></figcaption></figure>

The Preferences tab in your dashboard includes most account controls. Here, you can find your company profile, business hours, and links to third-party accounts and services.

In the following pages, we discuss each section with a brief overview and guided steps for the controls they contain.


# Company

Establish your company identity and brand presence for your website.

<figure><img src="/files/smgnpUb0wfLXqfGm3jTQ" alt=""><figcaption></figcaption></figure>

This preference includes options for your company name and logos. You can upload images for both light and dark-mode browsers.

## Company Name

To **update** your company name:

1. **Enter** the desired name in the text field.
2. **Click** the Update Company button.

***

## Logos

To **update** your company logos:

1. **Click** change logo.
2. **Select** the desired image file to upload.
3. **Click** the Update Company button.

{% hint style="info" %}
**Quick Tips!**

You should use an SVG image file to optimize the sizing of your logo images. These files allow the image to scale to whatever window size, ensuring your logo is always the highest quality.
{% endhint %}


# Hours of Operation

Inform customers when they can stop by the store or pick up online orders.

<figure><img src="/files/5ospxK5piPHMv8iXDPcH" alt=""><figcaption><p>Hours of Operation controls in your Dashboard Preferences.</p></figcaption></figure>

Hours of Operation usually apply to a physical retail location, but they can also determine your availability to customers with questions or orders.

***

## Adjust Availability

To **set** your hours of operation:

1. **Enter** an open time for each day.
2. **Enter** a closed time for each day.
3. **Click** the Update Hours of Operations button to apply the times.

{% hint style="info" %}
**Quick Tips!**

You can choose the days you will be closed by activating the closed checkbox associated with those days.
{% endhint %}


# Location

Associate a physical address with your business.

<figure><img src="/files/vskPUbsMTTBQmP0b7Lfg" alt=""><figcaption><p>Locations in your Dashboard Preferences.</p></figcaption></figure>

To **update** this information:

1. **Fill** in the requested fields.
2. **Click** the Update Location button to apply.


# Email

Define emails associated with your business for customer communication.

<figure><img src="/files/QAOOeq1FNXcbuVM58Rv6" alt=""><figcaption><p>Email Preferences.</p></figcaption></figure>

In your email preferences, you set different parameters to control where and how emails are sent for specific instances in Tuplo and Tuplo Studio.

## Receiving

In this section, you can designate which email address you wish to receive general and order emails. Order emails are optional, while general emails require an address.

To do this:

1. **Enter** the desired email to the general field
2. **Activate** the Order Emails toggle and enter the desired email.
3. **Scroll** down and click the Update Email button.

***

## Sending

You have some options on how you would like to set up sending email communications with Tuplo.

* **Default Tuplo Mail:** This option lets you send and receive emails through Tuplo.net. Customers will see an annotation on your email that includes this address, so while this is a reasonable temporary solution, we suggest using either of the following options for the final setup.
* **SMTP:** Using this option, you can remove the tuplo.net tag from your emails so customers see that your communication came directly from your domain. This is a fairly standard process regardless of your email client, and you can likely find steps to do so on their support pages.
* **Mailjet:** If you work with your own Mailjet account, you can easily connect these services by simply entering your API and Secret Keys. Less common than the SMTP options, Mailjet provides similar services.

***

### Gmail SMTP Settings

For Gmail users setting up SMTP, specific details apply when configuring a Gmail account with Tuplo. Expand the section below for a step-by-step guide.

<details>

<summary>Step-by-Step Guide</summary>

This guide explains how to configure SMTP with Google's email service, including setting up 2-factor authentication (2FA), generating an app password, and configuring SMTP settings.

## Step 1: Enable Two-Factor Authentication (2FA)

1. Go to your Google Account Security page at <https://myaccount.google.com/security>.
2. Under the 'Signing in to Google' section, locate '2-Step Verification' and click on 'Turn On'.
3. Follow the steps to set up 2FA using your phone number or an authenticator app (e.g., Google Authenticator).

## Step 2: Generate an App Password

1. After enabling 2FA, return to the Security page on your Google Account.
2. In the 'Signing in to Google' section, locate and click on 'App Passwords.' If you don't see this option, ensure that 2FA is enabled.
3. Authenticate your account when prompted.
4. In the ‘App Name' field, enter any name that helps indicate what this is for, such as ‘Tuplo.’
5. Click 'Create' to create a 16-character app password.&#x20;
6. Copy this password for use in your SMTP configuration.

## Step 3: Dashboard Configuration

Use the following settings to configure Tuplo to send emails using Google:

* SMTP Server: smtp.gmail.com
* Port: 587&#x20;
* Security Type: STARTTLS
* Username: Your full Gmail address (e.g., <your-email@gmail.com>).
* Password: The app password that was generated in Step 2.

#### If you encounter issues with authentication, ensure that:

* 2FA is enabled on your account.
* You are using the correct app password and not your regular Gmail password.
* Your network or firewall is not blocking the SMTP ports.

</details>

***

## Email Templates

In this section, you can build a template to apply to emails sent via actions in Tuplo and Tuplo Studio.

To **add** a Header Logo:

1. **Click** Choose File.
2. **Select** an image file from your computer and click add.

To **adjust** your header color:

1. **Click** the color box.
2. Then **either**:
   * **Select** a color.
   * **Click** show colors to open your system's color controls window.

{% hint style="info" %}
**Quick Tips!**

The Head and Footer entries support HTML for more customization when building your email template.
{% endhint %}

***

### Testing Email

Once you have entered all your email settings and formatting, you can test to ensure everything functions properly by clicking the Test Email button.


# Shipping

Determine any shipping services.

<figure><img src="/files/nRzW1E2U1vSWiJnMSubl" alt=""><figcaption><p>Shipping preferences.</p></figcaption></figure>

You can connect your Shippo account to integrate their services with Tuplo Studio. The [Shippo section](/tuplo-account-management-guide/integrations/shippo) of this guide provides step-by-step details and more information.

If you do not plan on using Shippo, you can select Custom as your Shipping Type and then define your settings accordingly.

{% hint style="info" %}
**Quick Tips!**

With options for live shipment tracking, in-house label printing, and calculated shipping rates, we highly recommend using the Shippo integration, especially for businesses focused strictly on online sales.
{% endhint %}


# Welcome Offer

Incentivize new customers with a promotional discount.

<figure><img src="/files/kyIY2Sh7OIlTxKciY4Pa" alt=""><figcaption><p>Welcome Offer preferences.</p></figcaption></figure>

To **configure** your welcome offer:

1. **Fill** in the requested fields.
2. **Determine** how long cookies will remain active.
3. **Choose** where the offer will appear when browsing your website.
4. **Click** Update Welcome Offer to finish.


# Social

Enhance brand visibility and customer engagement.

<figure><img src="/files/cGlj3Lsn4SY3tVCKrTzQ" alt=""><figcaption><p>Social preferences.</p></figcaption></figure>

## Link Accounts

By entering your social media URLs into these fields, you can link those accounts to the appropriate icons in your email correspondence.

To do this:

1. **Enter** the appropriate URL into the entries.
2. **Toggle** the associated switch to activate the link.
3. **Click** Update Social to apply the changes.

{% hint style="info" %}
**Quick Tips!**

While these settings only link your social accounts to your emails, connecting your social media pages to the icons on your website requires some manual code adjustments.&#x20;

If you can access your Tuplo website's code, you can find the location to enter your URLs in your Footer; otherwise, contact support for help connecting those icons.
{% endhint %}


# Google

Manage and configure your Google accounts and their interaction with Tuplo.

<figure><img src="/files/NxM5a5hOm5EMUUPqPWdJ" alt=""><figcaption><p>Google preferences.</p></figcaption></figure>

To **edit** preferences and **connect** Google services:

1. **Enter** the requested information.
2. **Toggle** the associated switch to activate the integration.
3. **Click** Update Google to apply changes.

{% hint style="info" %}
**Quick Tips!**

Please refer to the [Google integration section](/tuplo-account-management-guide/integrations/google) for detailed instructions.
{% endhint %}


# PayPal

Configure a PayPal integration with Tuplo.

<figure><img src="/files/MZimUgpw5C8QEnHQC4LF" alt=""><figcaption><p>PayPal preferences.</p></figcaption></figure>

To **manage** PayPal settings:

1. **Fill** in the requested fields.
2. **Activate** checkboxes for desired options.
3. **Click** Update PayPal to apply changes.

{% hint style="info" %}
**Quick Tips!**

Please refer to the [PayPal Business integration section](/tuplo-account-management-guide/integrations/paypal-business) for detailed instructions.
{% endhint %}


# PayJunction

Configure PayJunction integration settings.

<figure><img src="/files/3hR4cWi83suXL0PaHWTD" alt=""><figcaption><p>PayJunction preferences.</p></figcaption></figure>

You will need a service to process card payments when operating a physical retail location. Tuplo is proud to partner with PayJunction as our primary recommendation for in-person and online payment processing.

To **configure** PayJunction settings:

1. **Fill** in the requested entries.
2. **Click** Update PayJunction to apply changes.

{% hint style="info" %}
**Quick Tips!**

Please refer to the [PayJunction integration section](/tuplo-account-management-guide/integrations/payjunction) for detailed instructions.
{% endhint %}


# Sales Tax

Manage and configure tax calculation services.

<figure><img src="/files/gl6v2ME9zkVKxldmHsEv" alt=""><figcaption><p>Tax settings with Tuplo Basic selected.</p></figcaption></figure>

## Enable Taxes

To **enable** taxes:

1. **Activate** the 'sales tax should be calculated' check box.
2. **Choose** a service from the dropdown list.
3. **Enter** the requested information.
4. **Click** Update Sales Tax to apply changes.

***

## Tuplo Basic

<figure><img src="/files/deWC4UiMFxI9XZUkQPVk" alt=""><figcaption><p>Tuplo Basic features in-store and web focused tax preferences.</p></figcaption></figure>

Tuplo Basic offers straightforward rules and controls for managing sales tax on orders. This tool can be a helpful addition to your business's financial practices, allowing you to apply different tax rules and set specific percentages for each sale, thereby enhancing your business's tax standards. \
\
However, please note that we are not tax professionals. Tuplo Basic has been developed for small to medium-sized companies as a supplementary resource alongside professional tax services.

{% hint style="info" %}
**Quick Tips!**

Medium and enterprise companies that work with Tuplo should consider one of our tax integrations. Avalara provides greater accuracy in tax calculations, allows for applying specialized tax codes to specific product groups, and enables the storage of tax exemptions in customer profiles.

Please refer to the [Avalara integration section](/tuplo-account-management-guide/integrations/avalara) for detailed instructions.
{% endhint %}

***

### In-Store Sales

<figure><img src="/files/MAbLZQS9bk4F3EPXkhnP" alt=""><figcaption><p>Adding taxes to In-Store Sales in Tuplo Basic.</p></figcaption></figure>

You can add taxes to in-store sales. These taxes apply to products that do not require shipping to the customer.

To **create** a new tax:

1. **Activate** In-Store Sales by toggling the associated switch.
2. **Enter** a name.
3. **Set** a percentage.
4. **Click** the plus button.
5. **Click** Update Sales Tax to apply your changes.

{% hint style="info" %}
**Quick Tips!**

You can add more tax types by repeating steps 2-4 and remove tax types by clicking the minus button associated with the desired option.
{% endhint %}

***

### Web Sales

<figure><img src="/files/JaDfvMxVXF0S5DrrwVQ3" alt=""><figcaption><p>Web Sales organized by state in Tuplo Basic.</p></figcaption></figure>

Enable Web Sales to calculate and apply estimated tax amounts based on the shipping zip code.

To **collect** **tax** from orders placed on the web:

1. **Activate** Web Sales by toggling the associated switch.
2. **Find** the desired states or territories in the Web Sales list.
3. **Activate** the associated switch.
4. **Click** Update Sales Tax to apply changes.

{% hint style="info" %}
**Quick Tips!**

These preferences *only* activate estimated tax calculations for orders shipped to those locations.&#x20;

To offer customers the option to ship to a specific location, enable any states, territories, or countries in the [Countries/States preferences](/tuplo-account-management-guide/your-tuplo-dashboard/preferences/countries-states).
{% endhint %}


# Durations

Configure time-based parameters for interactions and transactions on your website.

<figure><img src="/files/Xa5KstCSL37veTIiBFy1" alt=""><figcaption><p>Duration preferences.</p></figcaption></figure>

Durations apply timed limits to different elements related to your customer's activity.&#x20;

These include:

* **Account Sign-In**: Determines how long before a user needs to reenter their login information to sign back in.
* **Account Sign-up**: Determines how long a user can take during sign-up after receiving an invite.
* **Account Invite**: Controls how long an invite link is valid before expiring.
* **Accounts Update**: Controls how long an update link is valid before expiring.

***

## Define Durations

To **adjust** duration times:

1. **Enter** the desired amount into the applicable text field.
2. **Choose** the unit of time from the drop-down menu.
3. **Click** the Update Durations button to apply the changes.


# Countries/States

Configure the countries and states you support when shipping products.

<figure><img src="/files/4TSjrXWPXisxABurH1MO" alt=""><figcaption><p>Country and State preferences.</p></figcaption></figure>

To **select** locations:

1. **Expand** the country in which you wish to add locations.
2. **Activate** or deactivate the check box associated with the location.
3. **Click** the Update State and Countries button to apply the changes.

{% hint style="info" %}
**Quick Tips!**

Options selected here affect the locations customers can choose during checkout.
{% endhint %}


# Miscellaneous

Additional configurations for your website.

<figure><img src="/files/JyP0F3iruSl4NwvJiNDm" alt=""><figcaption><p>Additional preferences.</p></figcaption></figure>

## Additional Controls

This menu contains various settings related to website configuration.

* **Show Theme in Title**: You can activate or deactivate the checkbox to control whether theme names appear in product titles on your website.
* **Sort by Theme**: By activating or deactivating this checkbox, toggle your results to be sorted by theme instead of category.
* **Max Search Result per Page**: Sets the number of product results displayed when searching your site.
* **Featured Category ID**: You can choose which product appears on your home page by entering a product ID.
* **Always show 'continue shopping'**: You can activate or deactivate the checkbox to toggle the Continue Shopping button shown during checkout.
* **Currency Code**: Defines the currency used for transactions and pricing on your website.
* **Invoice Group Checkouts**: Controls whether group checkouts receive a single invoice or several.
* **Log Page View**: Log page views depend on whether the checkbox is activated.
* **Displayed Domain Site**: Determines the address shown in the browser when viewing your website.
* **Microsoft Ads (Bing) UET Code**: You can integrate Bing ad tracking by entering a Microsoft Ads (Bing) UET code and activating the toggle.
* **Podium Code**: If you have a Podium service, you can enter that code here and toggle the switch to integrate Podium services into your website.

***

## Manage Settings

To **adjust** these settings:

1. Either:
   1. **Activate** the checkbox associated with the option.
   2. **Fill** in the requested information and toggle the switch to activate it.
   3. **Select** an option from the drop-down menu.
2. Then, **click** Update Miscellaneous to apply changes.

{% hint style="info" %}
**Quick Tips!**

Since these configurations cover a wide range of essential parameters, make sure to check back as updates are released for Tuplo. There may be new features you haven't configured yet.
{% endhint %}


# Locations

Manage physical store location information.

<figure><img src="/files/b8WgAXHuJHKj6VBdWWCz" alt=""><figcaption><p>Manage Locations in your Dashboard.</p></figcaption></figure>

## Add Locations

To **add** locations:

* **Click** the Add Location button.
* **Enter** the requested information.
* **Click** save to apply.

{% hint style="info" %}
**Quick Tips!**

The number of locations you can add depends on your current Tuplo subscription. Please refer to our subscriptions for details.&#x20;
{% endhint %}

***

## Manage Locations

To **edit** an existing location:

1. **Click** the edit button associated with the location.
2. **Modify** desired details.
3. **Click** Update to save changes.

To **remove** a location:

1. **Click** the remove button associated with the desired location.
2. **Click** Remove to confirm the action.


# Staff

Manage staff members and Tuplo Studio log in credentials.

<figure><img src="/files/iqQR5wXSKx93r6Qu2LNK" alt=""><figcaption></figcaption></figure>

## Add Staff

To **add** staff:

* **Click** the Add Staff button.
* **Enter** the requested information.
* **Click** add to apply.

{% hint style="info" %}
**Quick Tips!**

The number of staff members you can add depends on your current Tuplo subscription. Please refer to our subscriptions for details.&#x20;
{% endhint %}

***

## Manage Staff

To **edit** an existing staff member:

1. **Click** the edit button associated with the staff member.
2. **Modify** desired details.
3. **Click** Update to save changes.

To **remove** a staff member:

1. **Click** the remove button associated with the staff member.
2. **Click** Remove to confirm the action.


# API

Configure allowed domains and IP addresses as well as your API tokens.

<figure><img src="/files/A7YqvYDd5A5zj1ptrO5S" alt=""><figcaption></figcaption></figure>

## API Tokens

To **generate** an API token:

1. **Click** Manage API Token.
2. **Click** the Generate Token button.

{% hint style="info" %}
**Quick Tips!**

Please store this code in a secure location. You can only see the full code when it is first generated.

You'll have to reset it and generate a new one to see the whole code again.
{% endhint %}

***

## Allowed Domains

To **add** an allowed domain:

1. **Click** Add Domain.
2. **Enter** the requested details.
3. **Click** Add.

***

## Allowed IP Addresses

To **add** an allowed IP address:

1. **Click** Add IP Address.
2. **Enter** the requested details.
3. **Click** Add.


# Reports

Gather and track data related to your sales.

<figure><img src="/files/siozJsS667oF1O4yONcZ" alt=""><figcaption><p>A Batch Order report in the Reports section.</p></figcaption></figure>

Reports allow you to select a time period for generating data lists based on the chosen item.

## Available Reports

* **Batch Orders**: Aggregated order details for batch processing.
* **Purchase Orders**: Tracks expenditures and financial commitments with vendors.
* **Purchase Order Shipments:** Track shipment progress by vendor, providing a clear view of total amounts and statuses.

***

### Generate Reports

1. **Select** a start date.
2. **Select** an end date.
3. **Choose** the item on which you wish to focus your reports.
   1. **Select** any additional options for that item.
4. **Click** the Submit button to generate the report.

***

## Export Report as a CSV

To **export** reports as a CSV:

* **Click** the Export to CSV button after generating a report.


# Integrations

Available services for increased functionality.

Tuplo offers several excellent integrations to help ensure retail success. The following sections detail the necessary integrations and our recommended ones to guarantee your business thrives.

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><strong>Avalara Tax Services</strong></td><td>Tax calculation and filing services.</td><td><a href="/pages/LwBlE7IKY8M21wRS0FJd">/pages/LwBlE7IKY8M21wRS0FJd</a></td><td><a href="/files/Rbn9G2fDWPxWhsO8BYzw">/files/Rbn9G2fDWPxWhsO8BYzw</a></td></tr><tr><td><strong>Google</strong></td><td>Integrate reCAPTCHA and other google services.</td><td><a href="/pages/D63EB4j5lBxGTPdfcZL5">/pages/D63EB4j5lBxGTPdfcZL5</a></td><td><a href="/files/zJMzQJM4ahQGX4I7Wr9L">/files/zJMzQJM4ahQGX4I7Wr9L</a></td></tr><tr><td><strong>PayJunction</strong></td><td>Card payment processing terminals and services.</td><td><a href="/pages/iwC5Z1TQP1faLtTKivtV">/pages/iwC5Z1TQP1faLtTKivtV</a></td><td><a href="/files/HNTL7gbYyzTzhAdR1Tte">/files/HNTL7gbYyzTzhAdR1Tte</a></td></tr><tr><td><strong>PayPal Business</strong> </td><td>Additional online payment option services.</td><td><a href="/pages/BO7vEDThbyamckXjh5Ql">/pages/BO7vEDThbyamckXjh5Ql</a></td><td><a href="/files/5FZ5NSgdb4BwFriWHLCn">/files/5FZ5NSgdb4BwFriWHLCn</a></td></tr><tr><td><strong>Shippo</strong></td><td>Shipping rate calculation and logistic services.</td><td><a href="/pages/fDF1CM9Q2GeF06766F8g">/pages/fDF1CM9Q2GeF06766F8g</a></td><td><a href="/files/78xDDoPJKLQTj1Ad4c6F">/files/78xDDoPJKLQTj1Ad4c6F</a></td></tr><tr><td><strong>Additional Integrations</strong> </td><td></td><td><a href="/pages/z4Ov8PnRT3ktbYFJ3gra">/pages/z4Ov8PnRT3ktbYFJ3gra</a></td><td><a href="/files/ZW7Uv60zpaC6msvheeBu">/files/ZW7Uv60zpaC6msvheeBu</a></td></tr></tbody></table>


# Avalara

Connecting and using Avalara tax services.

**Avalara AvaTax** is a cloud-based solution that automates transaction tax calculations and your tax filing process. It provides real-time tax calculations using tax content from more than 12,000 US taxing jurisdictions and over 200 countries, ensuring your transaction tax is calculated based on current tax rules.

***

## Getting Started

The first step is to create an account and purchase services through Avalara. Follow the steps below to do so.

1. **Go** to [Avalara.com](https://www.avalara.com/us/en/index.html) and click the **Get Started** button.
2. **Then**, follow their sign-up process.

After working with Avalara to complete your profile set-up, you'll need to link some information in your Avalara account to the preferences section in your Tuplo Dashboard.

* **Avalara Account Number**: Required for authentication when using Avalare services for tax calculations.
* **Avalara Software License Key**: Used for authentication and authorization when accessing Avalara services.
* **Avalara Service URL**: Used for communication with Avalara services.
* **Avalara Company Code**: This helps identify the specific company or organization within your Avalara account.

***

## Activating Sales Tax

<figure><img src="/files/OEOvFswcwZjJXOsefzQL" alt=""><figcaption><p>Sales Tax preferences.</p></figcaption></figure>

To connect Avalara to your Tuplo account, you must first enable sales tax and select Avalara as your sales tax type.

To **connect** your Avalara account:

1. **Log** into your Tuplo Account and select preferences.
2. **Select** sales tax.
3. **Activate** the Sales Tax checkbox.
4. **Select** Avalara from the drop-down menu.

***

## Connecting Avalara

<figure><img src="/files/dv4aWLDA23dN9rwjb1Vx" alt=""><figcaption><p>Avalara account detail entries.</p></figcaption></figure>

Next, you can enter the required information provided by your Avalara account to connect it to your Tuplo account.

These include:

* **Account Number:** Provided during your AvaTax account activation process.
* **Software License Key:** Provided during your AvaTax account activation process.
* **Service URL:** Enter one of two URLs provided by Avalara.
  * **Sandbox URL**: Designates that you are using your sandbox environment for testing purposes.
  * **Production URL**: Designates that you are using your live or production environment.
* **Company Code/ID:** This code is available in the AvaTax Admin Console.

Finally, the **Check Avalara Connection** button will verify any info entered above to confirm that it matches what Avalara has for your account.

A notification will alert you if there are any issues verifying your information. If an error occurs, please double-check your entries for accuracy. Once everything is correct, you will receive a confirmation message indicating that your Avalara account is linked to your Tuplo account.

{% hint style="info" %}
**Quick Tips!**

If you have trouble finding these details, please get in touch with Avalara support for assistance.
{% endhint %}

***

***

## Configure Avalara AvaTax

<figure><img src="/files/CTcxHrVNL0b1jw1kzeVQ" alt=""><figcaption><p>Default freight tax code entry, export logs button, and check connection button in preferences.</p></figcaption></figure>

### Avalara Locations

Once you've verified that your Avalara account is connected, you can use the Get Avalara Locations button to generate a drop-down menu with any locations specified in your Avalara Account. Then, select the desired location to which you want sales tax transactions to be tied.

***

Additional settings to configure after connecting your Avalara service include:

* **Default Freight Code**: The default Avalara AvaTax System Tax code for Freight/Shipping.
* **Enable Tax Calculation**: Activate this checkbox to turn on Avalara tax calculations. If deactivated, you will not receive sales tax calculations for your website or in Tuplo Studio.
* **Enable Address Validation**: Directs Tuplo to use Avalara to validate shipping addresses.
* **Recording Documents**: You have two options for recording your sales tax transactions. Discuss which option is best for your team with your Avalara representative.
  * **Online** - Refers to all orders placed online.
  * **Studio** - Refers to all orders created in Tuplo Studio.
* **Enable Document Committing/Submission**: This setting enables tax document submission to Avalara's AvaTax service for record keeping. Transactions will be posted and committed to the AvaTax Admin Console.
* **Export Avalara Logs**: Clicking this button will download two log files, which you can then send to your Avalara representative for support purposes.
* **Link to AvaTax Admin Console**: Access the Avalara AvaTax Admin Console.

{% hint style="info" %}
**Quick Tips!**

Address validation through Avalara is required unless you have another integrated partner service, like Shippo, that provides that option.

If you do not have another integrated partner service that provides address validation, you may incur additional costs when using the Avalara option. Make sure to discuss this with your Avalara representative.
{% endhint %}

***

## Avalara in Tuplo Studio

With an Avalara account attached to your Tuplo account, you can expect to see more options available.

### API Calls

Avalara defines calls to their service as one of two options.

* **Portions -** Tuplo performs these portion calls anytime tax is calculated. Avalara defines these with a 1:10 ratio compared to a full call.
* **Full Call** - Once tax is calculated and applied to an order, Tuplo performs a full call when accepting payments and closing the order.

Contact Avalara support for more details and information regarding how Avalara charges for portion and full calls.&#x20;

***

### Tax Status

You can view more details on tax items in your orders by right-clicking them and choosing the Tax Details option.

* **Committed**: Refers to collected tax items. Modifying the order in any way that would cause tax items to require recalculation will remove this status and replace it with uncommitted.
* **Uncommitted**: Tax items that have yet to be collected or need calculation.
* **Temporary**: Tax items built while Avalara is connected but not enabled are given this status. Third-party tax reporting services like NetSuite can use tax items that use this status.

Tuplo, as a platform, will use Avalara to calculate taxes depending on the settings you define. Your tax data is stored for 30 days before it is archived.

Again, we are not tax experts, but we understand the responsibility of being a business owner and are committed to providing solutions as best we can. We highly recommend integrating Avalara tax solutions with Tuplo to manage the laborious task of tax requirements.

If you have any questions outside the functionality that Tuplo and Avalara provide, we kindly direct you to discuss them with Avalara or any other financial advisors you may have on your team.

***

### Assign an Avalara Tax Exempt Category to a Customer

<figure><img src="/files/JTIDtTMLHmmtLHdKKzFF" alt=""><figcaption><p>Different tax exempt categories that can be applied to customer accounts.</p></figcaption></figure>

1. **Select** the Customers tab in the Navigator Window.
2. **Select** a customer and click edit.
3. **Choose** from the Tax Exempt Code drop-down menu
4. **Select** an option from the following codes:
   * A - Federal government (United States)
   * B - State government (United States)
   * C - Tribe / Status Indian / Indian Band (both)
   * D - Foreign diplomat (both)
   * E - Charitable or benevolent org (both)
   * F - Religious or educational org (both)
   * G - Resale (both)
   * H - Commercial agricultural production (both)
   * I - Industrial production/manufacturer (both)
   * J - Direct pay permit (United States)
   * K - Direct mail (United States)
   * L - Other (both)
   * M - Not Used
   * N - Local government (United States)
   * O - Not Used
   * P - Commercial aquaculture (Canada)
   * Q - Commercial Fishery (Canada)
   * R - Non-resident (Canada)
5. **Click** done when finished.

***

### Assign an AvaTax System Tax Code to an Item

<figure><img src="/files/B0YppVn2dfnrugWAKG57" alt=""><figcaption><p>Tax Codes listed in Tuplo Studio</p></figcaption></figure>

You can assign a tax code to an item using the following steps.

1. **Open** both the Category tab in the Asset Window and Tax Code Windows.
2. **Select** a tax code you wish to apply.
3. **Perform** one of the following:
   * **Choose** More Options > Copy.
   * Right-click and choose copy.
   * Command + C.
4. **Select** the desired category's tax code column
5. **Right-click** and paste the code or use Command + V.
6. **Click** the Save button.

<figure><img src="/files/JGONRKnoFdiAeLSlzAff" alt=""><figcaption><p>Tax code entry when applying to a product group.</p></figcaption></figure>

For more specific tax code assignments

1. **Go** to the Products tab in the Navigator Window.
2. **Open** the desired product group in the Product Group Window.
3. **Select** the Categories tab.
4. **Choose** More Options > Edit Tax Code.
5. **Enter** the code.
6. **Click** the Save button.

{% hint style="info" %}
**Quick Tips**

To see a listing of all available AvaTax System tax codes:

* Click (<http://taxcode.avatax.avalara.com>).

\
You can open the Tax Code Window using <mark style="color:blue;">**Command + Option + 6**</mark> when working in Tuplo Studio.
{% endhint %}

***

### Validate a Customer Address

<figure><img src="/files/xZ2aSu775v09jvOnWfg1" alt=""><figcaption><p>Customer address verification prompt.</p></figcaption></figure>

If the customer uses Shippo, Tuplo defaults to their address verification unless they select the Avalara address validation option in the Tuplo Dashboard.

When users create an order, Tuplo automatically runs the addresses through the selected validation option.

***


# Google

Get Google working for you.

<figure><img src="/files/NxM5a5hOm5EMUUPqPWdJ" alt=""><figcaption><p>Google Preferences and Code Entries.</p></figcaption></figure>

Google offers many services that can greatly benefit the functionality and performance of your Tuplo store. You'll need a Google account to set these items up and it is recommended to use one that is dedicated to your business instead of a personal account.

***

## Google Account

Before setting up any Google services you'll need a Google account to do so. It's recommended to use or setup a Google account that is dedicated to your business versus utilizing a personal account. In this way, things like emails that are business related, like daily emails about your analytics or notices from Google Merchant Center will flow to your business email instead of your personal email.<br>

* **Visit** the [Google Account](https://accounts.google.com) page to create a new account

***

## Google Business Profile

If you have a physical retail establishment, then creating a Google Business Profile is a must-do first step to increase your business's online visibility. These profiles show when users search for your business name or products and services you provide. Doing this adds validity, increases your exposure and is a prerequisite for other Google services, primarily Google Merchant Center

{% hint style="info" %}
Google Business Profiles exist on their own and do not need to be configured in Tuplo.
{% endhint %}

1. **Log in** or create a new [Google Account](https://accounts.google.com).
2. **Create** a new [Google Business Profile](https://business.google.com).
3. **Designate** business details like phone numbers and hours of operation.
4. **Verify** your business.

<figure><img src="/files/MHZRTFOzwhLBfnhbMIMT" alt=""><figcaption><p>Google Business Profile homepage.</p></figcaption></figure>

{% hint style="info" %}
**Quick Tips!**

In some cases, business verification can take up to 7 business days. To avoid waiting for verification, Tuplo recommends creating a Google Business Profile ahead of time when setting up your service with us.
{% endhint %}

***

## Google Merchant Center&#x20;

<figure><img src="/files/Vh5B7ZjG2JBZJi3gljsV" alt=""><figcaption><p>Google Merchant Center homepage.</p></figcaption></figure>

Google Merchant Center allows businesses to upload and manage their product listings for display across Google services including Google Search and Google Shopping. Once setup, connect your new account with Tuplo and your products will appear organically in Google search results – however, connecting your Google Ads account to your Google Merchant Center account will allow you to run pay-per-click (PPC) ads thus boosting your product placement and increasing sales.<br>

1. **Visit** [Google Merchant Center](https://business.google.com/us/merchant-center/) and sign-in or create an account
2. **Configure** general settings for your business
3. **Go to** Products → Manage data sources → Add product source
4. **Choose** Add products from a file
5. **Choose** Enter a link for your file
6. **Enter** <mark style="color:purple;"><https://www.yourstore.com/datafeed-google.xml></mark> replacing [www.yourstore.com](http://www.yourstore.com) with the domain of your website
7. **Click:** Continue

Your datafeed is now setup and Google will begin to pull your products on a daily basis. You can adjust the time of day the datafeed is imported – it is recommended to set this to after hours for optimal performance.

{% hint style="warning" %}
The datafeed only includes products that are fully configured and that are in stock. Make sure your product is active, has a price greater than $0, has a category assigned and has a UPC code. Google requires these items, otherwise your product will be excluded.
{% endhint %}

***

## Google Ads

Google Ads is essential for managing pay-per-click ad campaigns. This tool helps businesses create, monitor, and optimize their online advertising efforts to reach their target audience effectively and maximize their return on investment.

To sign up:

1. **Go** to [ads.google.com](https://ads.google.com/home/).
2. **Sign in** to your Google account
3. **Follow** the onscreen instructions.

### Connect Account

After signing up, find your Customer ID and follow these steps:

1. **Copy and Paste** your Customer ID into the Google Ads Code field.
2. **Click** Update to save your changes.

{% hint style="info" %}
**Quick Tips!**

You can also link your ads account to your analytics dashboard by following these steps:

1. **Log in** to your Analytics Dashboard
2. **Navigate** to Advertising
3. **Find** your Google Ads account in the dropdown menu.
4. **Click** Get started
5. **Follow** the steps provided and click Submit
   {% endhint %}

### Code Details

For your reference, here are some details related to the code used to connect Google Ads.

* **Google ID Name:** Customer ID
* **Format:** `XXX-XXX-XXXX` (example: `123-456-7890`)
* **Tuplo Dashboard Field Title:** Google Ads Code
* **Location:**
  * Log in to [Google Ads](https://ads.google.com/).
  * Go to the top-right corner of the screen.
  * Your Customer ID appears next to your account name.

***

## Google Analytics

Google Analytics tracks and reports website and app traffic, helping businesses understand user behavior and optimize their online presence. It provides insights into how visitors interact with a site, where they come from, and what actions they take.

To sign up:

1. **Go** to [analytics.google.com](https://www.analytics.google.com).
2. **Sign in** to your Google account
3. **Follow** the onscreen instructions.

### Connect Account

Connecting your Analytics account is straightforward after signing up. The code is already included in your website design, so all that is required is to enter your Measurement ID into your Tuplo Dashboard.

1. **Copy and Paste** your Measurement ID into the Google Analytics 4 Code field in your Tuplo Dashboard.
2. **Click** Update to save the changes.

{% hint style="info" %}
**Quick Tips!**

Occasionally, there may be a slight delay between live results in your Analytics dashboard and entering your code.
{% endhint %}

### Included Analytics

Out of the box, Tuplo offers the following metrics to share with Google Analytics:

* **Page Views**
* **Scrolls**
* **Outbound Clicks**
* **Site Search**
* **Form Interactions**
* **Video Engagement**
* **File Downloads**

While these are already sent to Google Analytics, you need to make sure you've opted in to measure these in your [Enhanced Measurement Events](https://support.google.com/analytics/answer/9216061?hl=en\&utm_id=ad).

#### Custom Analytics

Custom analytics are available upon request. Contact our support to discuss the cost and logistics for additional custom analytics.

### Code Details

For your reference, here are some details related to the code used to connect Google Ads.

* **Google ID Name:** Measurement ID
* **Example:** `G-XXXXXXXXXX`
* **Tuplo Dashboard Field:** Google Analytics 4 Code
* **Location:** Google Analytics should provide your code on your home page when you first sign up.
  * To find your code again later,
  * Go to Data Streams
  * Expand your website details to see your Measurement ID.

***

## Google reCAPTCHA

Google reCAPTCHA is an essential tool in combating spam and fraud by malicous users and bots. When setup and enabled your contact forms and the checkout page on your website will be protected by Google's technology to prevent these bad actors. This works by sending non-identifiable information (IP address and browser info) about the user to Google's anti-spam software that analyzes it and then presenting a captcha challenge to them if

To sign up:

1. **Go** to [google.com/recaptcha](https://www.google.com/recaptcha/about/).
2. **Sign In** to your Google account.
3. **Follow** the instructions on the screen to add a domain to your reCAPTCHA settings.

### Connect Account

Once you add the domain, Google will provide you with two keys: a Site Key and a Secret Key. Paste these into your Tuplo Dashboard and click Update to connect your Google reCAPTCHA services.

### Code Details

For your reference, here are some details related to the code used to connect Google Ads.

* **Google ID Name:** Site Key

* **Example:** `XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX_XXX_XXX`

* **Tuplo Dashboard Field:** Google Recaptcha API

* **Location:** Google reCAPTCHA should provide your codes after adding a domain.
  * To find your keys again later:
    * Go to your reCaptcha Settings
    * Click reCAPTCHA Keys

* **Google ID Name:** Secret Key

* **Example:**`XXXXXXXXXXXXXXXXXXXXXXXXXXXX-XXXXXXXXXXX`

* **Tuplo Dashboard Field:** Google Recaptcha Secret

* **Location:** Google reCAPTCHA should provide your codes after adding a domain.
  * To find your keys again later:
    * Go to your reCaptcha Settings
    * Click reCAPTCHA Keys

***

## Google Tag Manager - Coming Soon!

Google Tag Manager allows you to manage and deploy marketing tags on your website or app without modifying the code directly. Once development is completed, stay tuned for more details.


# PayJunction

Start to finish steps to create a new PayJunction Account

<figure><img src="/files/rdhjrIaUzFSS4DYUQoJw" alt=""><figcaption><p>PayJunction.com home page.</p></figcaption></figure>

Choosing PayJunction as your merchant provider can streamline your payment processing, improve security, and offer valuable insights into your business operations. PayJunctions innovative features will enhance your customer's experience and keep you on the competitive edge.&#x20;

With **Efficient Transaction Management**: The platform provides robust reporting and analytics tools, allowing you to monitor transaction details, track sales, and gain insights into your business performance. This information helps you make informed decisions and optimize your operations. Transparent pricing, scalability, and lower processing fees will help your business save money.

{% hint style="info" %}
**Quick Tips!**

To integrate with Tuplo, you need a merchant account with PayJunction. As a technology partner, our support staff can answer questions about integrating these services.
{% endhint %}

***

## Create an Account

The first step is to create an account and purchase services through PayJunction. Follow the steps below to do so.

1. **Go** to PayJunction.com
2. **Click** Pricing or click [here](https://www.payjunction.com/payments/pricing.html).
3. **Select** a service tier and follow their sign-up instructions.

{% hint style="info" %}
**Quick Tips!**

PayJunction offers fantastic resources and assistance. Click [here](https://support.payjunction.com/hc/en-us) to check out their support page for help setting up your account with them.
{% endhint %}

***

## Connect to Tuplo

<figure><img src="/files/3hR4cWi83suXL0PaHWTD" alt=""><figcaption><p>PayJunction preferences in the Tuplo Dashboard.</p></figcaption></figure>

Once an account is created and active, follow these steps to connect your PayJunction account to Tuplo.

1. **Copy and Paste** your Application ID into your Tuplo Dashboard.
2. **Enter** your PayJunction username.
3. **Enter** your password into your Tuplo Dashboard.
4. **Enter** your Terminal ID.
5. **Click** the Update PayJunction button to apply the changes.

{% hint style="info" %}
**Quick Tips!**

When entering your Application Key and Password, click the pencil icon to enable edits in the text field.
{% endhint %}


# PayPal Business

Additional payment options through PayPal.

<figure><img src="/files/LbelS3aRQ2CthHSfqCrc" alt=""><figcaption><p>PayPal Business home page.</p></figcaption></figure>

In addition to PayJunction, a PayPal Business account offers a flexible payment alternative to your customers. Attaching an active PayPal account lets you use Venmo and PayLater payment options, increasing your sales conversion rate.&#x20;

***

## Create an Account

1. **Go** to Paypal.com or click [here](https://www.paypal.com/?tab=business).
2. **Click** the Sign Up button.
3. **Follow** the onscreen instructions to finish creating your account.

***

## Create PayPal IDs

Once you have your PayPal account, generate your ID codes to paste into your Tuplo Dashboard.

&#x20;To do this:

1. **Click** the Developer button in the top right corner.
2. **Ensure** the switch on the top right corner of the page is Live.
3. **Click** Apps & Credentials
4. **Click** the Create App button.
5. **Enter** the following information:&#x20;
   * App Name: Tuplo&#x20;
   * Type: Merchant Account
   * Choose the appropriate account from the dropdown.
6. **Click** Create App to complete the process.

{% hint style="info" %}
**Quick Tips!**

You can click the Copy icon next to both codes to copy them to your clipboard.
{% endhint %}

***

## Connect to Tuplo

<figure><img src="/files/MZimUgpw5C8QEnHQC4LF" alt=""><figcaption><p>PayPal preferences in Tuplo Dashboard.</p></figcaption></figure>

To connect your PayPal Business account to your Tuplo Dashboard:

1. **Go** to your Preferences and choose PayPal.
2. **Activate** the Enable PayPal checkbox.
3. **Paste** the PayPal Client ID into the designated text field.
4. **Paste** the PayPal Client Secret into the designated text field.
5. **Click** the Update PayPal button to complete the process.

***

## Configure PayPal

Once your account is connected, you can select from various options to fine-tune how PayPal works with Tuplo.

* **Pay Later Option**: By activating the checkbox, you can offer customers the option to use the pay later feature.
* **Venmo Option**: Activating this checkbox allows customers to pay using Venmo.
* **Credit Card**: When activated, customers can pay using credit cards.
* **Components Buttons**: When activated, PayPal Components Buttons are available for payment integration.
* **Authorize Payment**: When activated, applicable payments receive authorization before processing.
* **Show Continue Option**: When activated, the continue button is displayed when checking out.
* **Process PayPal Payment Directly**: When activated, payments are submitted right away instead of through the checkout process.

To modify these settings:

1. **Activate/Deactivate** the checkbox associated with the desired option.
2. **Click** the Update PayPal button to apply the changes.


# Shippo

Integrate shipping and packing assistance with Shippo.

<figure><img src="/files/33fsCrqAP4jiGFo4NRTM" alt=""><figcaption><p>goshippo.com homepage</p></figcaption></figure>

Integrating a Shippo account affords access to the following features in Tuplo and Tuplo Studio.

* Live tracking of shipments in Tuplo Studio
* Live shipping rates for customers when checking out.
* Print shipping labels in-store.
* Support shipping services like FedEx, UPS, DHL, and more.

***

## Create a Shippo Account

Shippo support offers detailed help topics for new and experienced users, including a step-by-step guide to creating a new account [here](https://support.goshippo.com/hc/en-us/articles/4403014150299-Creating-your-Shippo-Account#h_85ed9a45-e181-4b2f-a8f0-f850720e6179)**.**

For convenience, below is a broad outline of the steps needed to create a new business account with Shippo.

1. **Go** to [goshippo.com](https://goshippo.com/)
2. **Click** Get Started.
3. **Follow** the provided instructions to create an account.

***

## Connect to Tuplo

<figure><img src="/files/fssVgUk6KP9tlLbo1HO9" alt=""><figcaption><p>Shipping preferences in the Tuplo Dashboard.</p></figcaption></figure>

After creating a Shippo account, generate a Shipping Token API and paste it into your Tuplo Dashboard.

To generate a Shipping Token API code:

1. **Log in** to your Shippo account.
2. **Click** the Gear icon.
3. **Select** API from the Advanced options.
4. **Click** the Generate Token button under the Live Token section.
5. **Copy** the code provided.

**Then**, go to the preferences section of your Tuplo Dashboard, choose shipping, and follow these steps to connect your Shippo account to Tuplo.

1. **Select** Shippo from the Shipping Type dropdown menu.
2. **Copy and Paste** the Shipping Token API.
3. **Click** the Update Shipping button to finish the process.

{% hint style="info" %}
**Quick Tips!**

We recommend saving your code in a secure location outside your Tuplo Dashboard. For security reasons, Shippo will only provide it once. If you've misplaced your code, contact Shippo support for solutions.
{% endhint %}

***

## Additional Shippo Settings

Upon creating your Shippo account, you'll need to configure several options found within Shippo's settings.

To **access** your Shippo settings page:

1. **Log** in to your Shippo account.
2. **Click** the Gear icon in the top right corner.

***

### Carriers

<figure><img src="/files/aP0hLJ5eRZFutKogysVJ" alt=""><figcaption><p>Carriers option in the Shipping section.</p></figcaption></figure>

You need to specify the carriers you will use for shipping to calculate rates and print labels.

To select your supported carriers:

1. **Select** Carriers from the Shipping options.
2. **Activate** the toggles associated with the mail carriers you wish to use.

To connect an existing account:

* **Click** the Connect Carrier Account button and follow the provided instructions.

***

### Checkout Rates

<figure><img src="/files/6g8r4XtL5yMD57VRF0Ap" alt=""><figcaption><p>Rates at checkout options in the Shipping section.</p></figcaption></figure>

These rates are provided to customers at checkout and offer accurate shipping cost estimates.&#x20;

To **set** checkout rates:

1. **Select** Rates at checkout from the Shipping options.
2. **Choose** an option from the Packaging dropdown menu.
3. **Click** the Add Shipping Option button.
4. **Enter** a name and a description for the option. (Example: 2-Day or Standard Shipping)
5. **Choose** an Option Type from the dropdown menu.
6. **Select** one or more of your connected carrier services.
7. **Enter** any adjustments.
8. **Provide** a fallback amount.
9. **Click** the Save button to confirm the new shipping option.

{% hint style="info" %}
**Quick Tips!**

You can create and manage packaging options by selecting Packages from the Shipping section or by choosing More Options > Save Box when building shipments in an order in Tuplo Studio.
{% endhint %}

***

### Webhooks

<figure><img src="/files/yL17tcm6MUGfMkxmsrgK" alt=""><figcaption><p>Webhooks in the API options in the Advanced section.</p></figcaption></figure>

Webhooks are essential for live tracking functionality in Tuplo Studio.&#x20;

To **create** a new webhook:

1. **Select** API from the Advanced options.
2. **Click** the Add Webhook button.
3. **Enter** the following information:
   * Event Type: Track Updates
   * Mode: Live
   * URL: thinkserver.\[your-domain.com]/webhooks/shippo/fetch-track-update.php
4. **Click** the Save button to apply the webhook.

***

## Shippo Support

While the Tuplo support team can help troubleshoot your Shippo integration and assist with connecting it, we aren't the experts when it comes to working within your Shippo account. Follow the links below to find extensive resources and support channels with Shippo Support.

* **Shippo Support:** [**https://support.goshippo.com/**](https://support.goshippo.com/)
* **Shippo Tutorials:** [**https://goshippo.com/resources/tutorials**](https://goshippo.com/resources/tutorials)

{% hint style="info" %}
**Quick Tips!**

If you encounter the error code FRP183, this likely indicates an issue with your Shippo account settings. We recommend contacting Shippo Support.
{% endhint %}


# Additional Services

Additional account set-up guides.

## Podium

Podium integrates AI-powered chat widgets on Tuplo store webpages, providing passive support for customer questions.

To sign up:

1. **Go** to [Podium.com](https://www.podium.com/) and choose either Watch a Demo or Take a Tour.
2. **Enter** your information and follow the on-screen instructions.

Then, to connect your account:

1. **Copy** your Podium Code.
2. **Log in** to your Tuplo Dashboard.
3. **Navigate** to your Miscellaneous preferences.
4. **Paste** your Podium Code into the text entry.
5. **Toggle** the activation switch on.
6. **Click** the Update Miscellaneous button to connect your account.

***

## MailChimp

Once connected to Tuplo, MailChimp allows targeted email campaigns to promote products and services.

To sign up:

1. **Go** to [MailChimp.com](https://mailchimp.com/).
2. **Click** login, then create an account.
3. **Select** a plan, and then follow the on-screen instructions.

Then, to connect your MailChimp account:

1. **Copy** the code from your MailChimp account.
2. **Paste** the code into your Tuplo Dashboard.

***

## Microsoft Ads Business

A Microsoft Advertising Business profile and Microsoft Shopping (formerly Bing) improve your business listing and list your products on all search engines.

To sign up:

1. **Go** to <https://ads.microsoft.com/> and click Existing or New User.&#x20;
2. **Import** your Google Business profile.&#x20;
3. **Sign up** for a Microsoft Advertising Platform (Microsoft Shopping).
4. **Follow** the on-screen instructions.&#x20;

Then, to **connect** your account:

1. **Copy** your Microsoft UET Tag ID.
2. **Log in** to your Tuplo Dashboard.
3. **Navigate** to your Miscellaneous preferences.
4. **Paste** your Microsoft UET Tag ID into the text entry.
5. **Toggle** the activation switch on.
6. **Click** the Update Miscellaneous button to connect your account.


# Configuring DNS

Steps and details covering how to connect your own domain to your Tuplo website.

While Tuplo provides hosting for your website, you can use your domain by pointing your DNS settings to our servers.

{% hint style="warning" %}
**Heads Up!**

During this process, SSL/TRS services must confirm that the new site is secure. This process is standard whenever making these adjustments to domains. It can take between 24 and 48 hours to complete, and you will find that the following services are unavailable until your site receives its SSL certificate.

* Tuplo Studio will be unavailable and inaccessible.
* Limited access to Dashboard settings.
* When navigating to your site, some browsers will alert traffic that the site may be unsafe.

\
Please ensure you have plenty of time before these changes and plan accordingly.
{% endhint %}

***

## Domain Direction

To begin, you'll need a domain provided by a third-party service. Ensure you know how your service refers to and manages A and Cname records. While most specifics are universal, some hosts may use differing titles when referring to specific details. Once you're confident you understand this, you can begin pointing your DNS to our servers.

***

### Server Locations and IPs <a href="#server-locations-and-ips" id="server-locations-and-ips"></a>

You will need the IP for your chosen server when first onboarding with Tuplo. If you need a reminder of which IP you chose, refer to the table below or contact our support team.

| Server                    | Service Region        | IP Address     |
| ------------------------- | --------------------- | -------------- |
| Bend, Oregon              | Western United States | 154.16.168.183 |
| Dallas, Texas             | Central United States | 154.16.170.200 |
| Charlotte, North Carolina | Eastern United States | Coming Soon!   |

### Required Records

After you confirm the proper IP, you must make several records in your DNS settings.

1. An **A Record** of your Think Server pointed to the proper IP address.
   * thinkserver.\[name of your website].com
2. An **A Record** for the domain you want to use that also points to the proper IP address.
   * \[your website address].com
3. A **Cname record** for the address above, including the [www](http://www). prefix.
   * [www.\\\[your](http://www.\\\[your) website address].com

***

### FTP Records for Code Access

If you have access to your website code, you'll want to ensure you have the following A record to access your site's code on the new domain.

* An **A Record** for ftp pointed to the proper IP address.

{% hint style="info" %}
**Quick Tips!**

The Think Server address is required to connect your Tuplo Studio to your Tuplo website. Without this record, you cannot access your store in Tuplo Studio.
{% endhint %}

***

## SSL/TLS Certificate

After providing the correct records in your DNS settings, SSL/TLS services will begin checking your site to ensure its security. This process can take some time, but once completed, you can access your website using a secure prefix and regain full access to Tuplo and Tuplo Studio services.

{% hint style="info" %}
**Quick Tips!**

If you attempt to navigate your site using https\://\[your web address].com the page will default to the Outtulo demo site. Don't worry. Once SSL assigns the certificate, this won't happen.
{% endhint %}

***

## Tuplo Studio Server Direction

Due to the domain change, you will receive a prompt indicating that your server is unavailable. You must update the server settings to the new address.

To do this:

1. **Click** Change Server.
2. **Enter** your Store ID from the Group Profile page of your Tuplo Dashboard.
3. **Enter** your user login credentials.
4. **Lastly**, enter the new web address provided by the new domain.