Quickstart Guide: Quipli 101

Welcome to Quipli! The purpose of this Quickstart Guide is to give you all of the basic tools you will need to run your business from day to day. Should you need further resources to take a deeper dive into your Quipli account, please check out the rest of our Help Desk!

Things you need to know to run your business in Quipli:

HOW TO PLACE AN ORDER IN QUIPLI:

1. 1. Go to the Orders > Create Order
   2. Select the store location (if applicable)
   3. Search for an existing customer or Add New customer. An existing customer's information will auto populate.
   4. If you selected to add a new customer, fill out the new customer form 
   5. Fill out billing address and delivery address (if applicable)
   6. Add Products to your order > Select delivery or pickup > Add to order
   7. If tracking by serial units, add the unit number under Order Details
   8. Adjust fees, discounts, delivery method, etc. as necessary

   9. Select payment method (credit/debit card, bill my account, cash, check). If credit/debit is selected, fill out required information.

   10. If required under your general settings, upload the customer's driver's license and/or proof of insurance under the customer info. *Note* Admins can override this and can proceed without uploading.
   11. Add any relevant orders notes
   12. Create Order
   13. Once you have created the order, the rest of the process is the same as when an order is placed directly from your website. To learn about that, click this link: What to do Once an Order Has Been Placed on Your Site
   14. If you would like more info on creating an order within the admin console check out our help article: How to create a new order in the admin console

UNDERSTANDING THE PAYMENT METHODS:

1. Credit/Debit card: With Quipli's integration with Stripe you can easily take credit card payment from within Quipli. Just select credit/debit card when creating an order, fill out the customer's card info, and save payment!
2. Bill My Account: If payment is going to be handled outside of the Quipli system, Bill My Account is your best option. Once Bill My Account is selected and the order is approved, you cannot change the payment method back to credit card. All payment will be handled outside of the Quipli system. 
3. Cash: For in-person orders, cash can be used as a form of payment and still be documented in Quipli
4. Check: For in-person orders, checks can be used as a form of payment and still be documented in Quipli
5. Skip for now: You can create the order without collecting a payment method and add at a later time

Editing an Existing Order:

1. Click on Orders > Orders
2. Click on the invoice number of the order you would like to edit
3. Scroll down to the Contract Details section and click Update Order 
4. Any item in blue can be edited within the contract (pricing, dates, fees, taxes, etc.)
5. If you are adjust the dates for an order, any pricing updates will be automatically calculated for the additional or unused time based on the pricing you have setup (ex. Original rental time is 7 days at $100/day but it is returned after 6 days. Refund will be calculated based on the $100/day rate, therefore the refund will be $100 for the 1 unused day). 
6. Use the Pay Button to collect money for the new later end date OR use the Refund Button to issue a refund for the new earlier end date. Confirm the amount you would like to charge or refund the customer, select the payment method, and click Pay/Refund respectively. 

REFUNDS:

1. Go to Orders > Orders
   
2. Select the invoice you would like to refund
3. Scroll down to the Contract Details section and click the "..." button. Then, select "Refund" from the drop down menu
   
4. Input the amount you would like to refund > select the payment method you want to refund from > select the reason > add any relevant notes > Refund
5. You will see all refunds under Payment History section of the Invoice Details
6. See help article for more info: How to Refund a Payment

UPCHARGES:

1. Go to Orders > Orders
   
2. Select the invoice you would like to upcharge by clicking the invoice number
3. Scroll down to the Contract Detailssection and click the "..." button. Then, select "Upcharge" from the drop down menu
4. Input the total you would like to upcharge > select the reason for the upcharge > select if you would like this upcharge taxable > Upcharge
5. Upcharges will show up under the Payment History section of the Invoice Details
6. See help article for more info: How to Upcharge a Customer

ADDING/EDITING A CUSTOMER:

1. Go to Customers > Manage Customers > click the 3 dots in the top right corner > Add New Customer
2. Fill out the add new customer form > Save
3. Go to Customers > Manage Customers > Search for a customer > click the 3 dots on the right > edit details
4. Select the tab you would like to see
5. Add/update any info you would like > Save Changes
6. See help article for more info: How to Add a New Customer and Manage Customer Details

ADDING A PRODUCT:

1. Navigate to Inventory > Products
2. Click the + Add Products on top right side of page
3. Fill out the product info (Check the box indicating that "Product is for Rent" name your product, set the minimum and maximum duration your product can be rented for in hours, enter the security deposit for the product, etc.)
4. Upload photo(s) of products by clicking on Browse File
5. Type in a description of your product in the text box next to "Description" if desired
6. Click Save Changes at the bottom of the page
7. If using Tracking by Serial Units, Select "Product Units" tab at top of page. Enter product serial number, select the location, and click Save.
8. Repeat for each individual serial number.
9. Setup product pricing (video tutorial HERE)
10. Celebrate! You have created your product!
11. See help article for more info: How to Create/Add a Product for Rent

ADDING A CATEGORY:

1. Go to Inventory > Categories > Add New Category (top right-hand corner)
2. Under Section 1 add the Category name
3. Add a Category picture under Navigation Icon by selecting Browse 
4. Select if the category will be a Featured Category on your home page by checking the box
5. Select if you will require drivers license info by checking the box next to Drivers License
6. Fill out Module text with desired verbiage that will appear on category page 
   *Note* text will auto fill if left blank.
7. Add Buffer Periods for before and after rentals 
8. Save Changes
9. See help article for more info: How to Add a Category

This guide will help you learn the basics of operating your business in Quipli. For more in depth resources, please visit our Help Desk.

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