Last updated
Tuplo Studio User Manual
Last updated
After you create the order, you can modify details from customer and billing information to shipments and product discounts.
Customer details can be edited in an order at any point, even if created by selecting a customer in the Customers tab.
To edit customer details:
Open the desired order.
Click the Edit button.
Enter the new information.
Then do one of the following:
Click the Update button.
Press Return.
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.
Use Change Notes to document the reasoning behind the adjustment.
To add change notes when performing order actions:
Click the text entry
Type your note.
Click the Save button.
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:
Select the desired product.
Click the Return button.
Enter the quantity returned and a return date.
Deactivate or activate the Return to Inventory checkbox.
Click the Return Item button.
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:
Select the desired product or item.
Choose More Options > Void.
Enter any necessary change notes.
Click the Void button.
When dropshipping, you don't manage physical stock. Your vendors fulfill orders, which affects the Vendor Inventory count.
To mark a product as dropshipped:
Select the desired product.
Choose More Options > Dropship.
Activate the checkbox and select a vendor.
Enter a SKU if applicable.
Click the Save button.
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:
Select the desired product.
Click the quantity button.
Enter the new amount.
Click the Save button.
Quick Tips!
BO qty, or Back Order Quantity, indicates a product has been placed on backorder when editing quantities.
Change a product's price without affecting its inventory price, making the change specific to the order
To edit a price:
Select the desired product.
Click the Price button.
Choose to either:
A price amount.
A percentage amount.
Choose to either:
Discount the price.
Increase the price.
Enter the adjustment.
Enter any necessary change notes.
Click the Save button.
Adding an Adjustment applies additional discounts or charges to the entire order. Examples are when you need to discount the total order price or adjust for additional shipping expenses.
To adjust an order's price.
Click the Add Adjustment button.
Choose to adjust by either:
Price.
Percentage.
Choose to either:
Discount the order.
Increase the total price.
Enter the adjustment.
Enter any necessary change notes.
Click the Save button.
To adjust an order's shipping.
Click the Add Adjustment button.
Select the Shipping tab.
Enter the adjustment.
Enter any necessary change notes.
Click the Save button.
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:
Enter the code into the promo code entry.
Press Return.
Quick Tips!
For more information on building and managing promos, check the Promos section.
Mark a product as previously shipped if it has been sent but needs inclusion in an order, preventing additional inventory changes.
To do this:
Right-click the product.
Choose Mark as Previously Shipped.
To assign flags to an order:
Click the Flag button.
Select a color from the drop-down list.
For more info:
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.
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.
Please refer to the section titled in Interface Fundamentals for more information.
Orders / Edit Orders
