Purchase Orders

Placing orders to restock your products.

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.

The Purchase Order Window.

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.

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 section.

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Creating a Purchase Order

More Options Menu choices in the Vendors tab.

To build a purchase order:

1. Open the Vendors tab.

2. Select a vendor.

3. Choose More Options > New Purchase Order for Vendor.

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Add Products

Adding products to a Purchase Order from the Products Tab.

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.

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Edit Product Quantities and Costs

Edit Cost and Quantity in the Purchase Order Window.

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.

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Update Purchase Order Details

The Update Purchase Order Window.

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.

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Vendor Notes

A Vendor Note in the Purchase Order Window.

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.

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More Options Actions

The More Options Menu in the Purchase Order Window.

Using More Options 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.

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.

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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.

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Video Tutorial

Using saved vendor information, you will discover how to build orders to restock your products efficiently.