How To: Connect a Company to a Venue
In Venue Details, you can add a Company to a Venue. This will connect the Company and Venue, which means that when an Order is created for one, the other will automatically be associated with the Order as well. To add a Company to a Venue, navigate to the Venues page, which is located under Contacts on the TapGoods PRO dashboard.
Click on the Venue to navigate to Venue Details.
Once you are in Venue Details, you can add a Company to the Venue by following the steps listed below.
- Click the dropdown arrow next to Companies.
- Click Add Company(s) to Venue.
- Click on a Company or click Add New Company.
**Note: Clicking Add New Company will take you to the New Company page, where you can add a new Company to TapGoods PRO. Once you create a new Company, you will have to navigate back to the Venue to add the Company or add the Venue on the New Company’s page.**
Once you have added a Company to a Venue, the Venue will automatically float to the top of the Venues you can select when you click Select a Venue during order creation with the Company selected as the Contact for the Order.
If the Company is associated with one or more Venues, you will receive an alert pop-up during Order creation and you will pick from the list of Venues that the Company is associated with.
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