How To: Customize Default Header Sorting in Order Settings
In TapGoods PRO, you can customize how the Headers are organized on the Display tab of an Order. This setting controls how you and your team view a rental and how your Customers will view their rental on Quotes/Invoices.
Default Header Sorting is located in DisplaySettings on the Order Settings page, which is located under the Admin panel of the TapGoods PRO menu.
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Once you have navigated to Order Settings, scroll down to Display Settings and click on the dropdown arrow to customize the features available.
In Display Settings, you can organize Headers by:
- Inventory Type: When display is organized by inventory type, inventory will be separated into Items, Purchases, and Bundles.
- Category: When display is organized according to category, all inventory will be organized into different sections according to which category they belong to.
- Department: When display is organized according to department, all inventory will be organized into different sections according to which department they belong to.
Additionally, you can set TapGoods PRO to automatically create headers by toggling Automatically Create Headers ON. With Automatically Create Headers ON, headers will automatically populate that correspond with which sorting the user selected.
It is important to note that if no Categories or Departments have been created in TapGoods PRO, Headers will appear blank.
Additionally, you can change the Display Settings for individual Orders in the Items & Staffing tab of the Order Form.
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