Company Details in TapGoods PRO
Companies in TapGoods PRO are businesses uploaded to the platform that will be associated with an Order. Once a Company has been added to the platform, you can customize an array of settings within Company Details, which can be accessed when you click on the Company.
Want to follow along in your account? Click here to open the Companies page in TapGoods PRO!
To navigate to Company Details, follow the steps listed below.
- Navigate to Contacts on the TapGoods PRO dashboard.
- Click on Companies.
- On the Companies page, select a Company.
Once you have navigated to Company Details, you can add many important pieces of information. On this page, you can add the following information.
- Customer Commission
- Account Owner
- Tax Exemption
- Payment Terms
- Credit Limits
- Sync Company Terms across Locations
- Statements Information
- Documents
- Customers
- Venues
- Categories
- Discounts
- Payment Settings
- Credit Cards
- Notes
- Orders
Adding information to this page will help make creating Orders for Companies even easier and more efficient. Company Details serves as a resource for documenting all important information, and will be useful for tracking all Companies within TapGoods PRO.
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