How To: Add Discounts to Companies in TapGoods PRO
In Company Details, you can add Discounts to Companies that can automatically apply to any Orders created for the Company. Whether you want the Discount to apply automatically can be changed within Discounts in Company Details. It is important to note that Discounts must be set up in Order Settings to apply a Discount to a Company.
To add a Discount to 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 the Company Details page, you can add a Discount to the Company by following the steps listed below.
- Click the dropdown arrow next to Discounts.
- Click Add Discount(s) to Company.
- Select Discount(s) from the list.
Discounts that are added to Companies will automatically apply to all Orders created for the Company. Once you have added the Company to an Order, the Discount will automatically be applied in the Options, Discounts & Fees tab of the Order Form. To remove the Discount from an Order, click the X icon next to it.
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