How To: View Orders for Individual Companies in TapGoods PRO
In Company Details, you can view Orders that have been made for the Company. On the Company Details page of an individual Company, you will be able to view the Orders for that Company and navigate to the Orders from the Company Details page. This is a great way to review Orders that have been made for a specific Company.
To review the Orders made for a Company, navigate to the Companies page, which is located under Contacts on the TapGoods PRO dashboard.
Click on the Company to navigate to Company Details.
Once you have navigated to Company Details, you can review their Orders by clicking the dropdown arrow next to Orders.
In this field, you can view the Order Name, Order ID, Order Status, and the Order Dates. To navigate to the Order from this page, click on the Order. To remove a Company from an Order, click the X icon next to the Order.
**It is important to note that if the Company is the only Contact on the Order, you will not be able to remove the Company from the Order. All Orders must have at least one Contact in the Order Form.**
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