Creating an Order in TapGoods PRO
Creating a new Order for your Customers is an essential function of TapGoods PRO and one function that you will use the most often. This feature of TapGoods is available to all users and is a comprehensive system that allows you to input Order Details, Inventory, and Discounts & Fees all in one place.
Creating an Order in TapGoods PRO is simple! Our platform offers the opportunity to create Orders that are as detailed or simple as you desire.
In this article, the following topics are covered:
How to Customize Your Order Form
Each section of the order form can be collapsed or expanded based on what you need to see. To collapse a section, click the small triangle icon next to the section title. When collapsed, only the section header is visible, making the form easier to scan and navigate.
Your preferences are saved automatically per user, so once you collapse or expand a section, it will stay that way the next time you open an order. This customization also applies when you're using templates, helping you keep your workflow consistent.
How to Create an Order
To create an Order in TapGoods PRO, follow the steps listed below.
To follow along in your account, click here!
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Hover over Orders on the menu.
- Click Create New Order.
To create a new Order, TapGoods PRO requires that the client include a Name, Order Dates, Customer or Company, and a Delivery Method.
If you do not add a Name to the Order, a name for the Order will auto-populate with this formatting: [First Name] [Last Name], [Date], [Time].
Although TapGoods PRO will automatically generate a Name for your Order, creating a unique Name for each Order is recommended to help keep your Orders organized.
Additionally, you must add Inventory to the Order before creating the Quote. To add Inventory to the Order, navigate to the Items & Staffing tab and click Add Inventory.
Once all required information has been added to the Order, click Create Quote.
It is important to note that while TapGoods offers an array of details that you can add to your Orders, the only information required to create a Quote is the Order Dates, Customer/Company, Inventory, and a Delivery Method.
Related Articles
- The Order Process in TapGoods PRO
- Guide: Order Details in TapGoods PRO
- Making an Order: Items & Staffing Tab