How To: Add an Order Agreement to TapGoods PRO
Order Agreements are added to TapGoods PRO in Legal Settings of the platform. Adding an Order Agreement helps protect you from potential legal implications regarding Orders that are made with your business. Additionally, by putting Order Agreements into TapGoods, you can easily track and organize documentation as well as when Customers sign them.
Order Agreements can be found in Legal Settings under Admin on the TapGoods PRO menu.
In Legal Settings, users can add new Order Agreements and edit existing Order Agreements. To add an Order Agreement to TapGoods PRO, follow the steps listed below.
- Click Add Order Agreement.
- Name the Order Agreement.
- Type the Order Agreement or paste it into the text box.
- Click Save.
Additionally, users of TapGoods PRO can set one Order Agreement as the Default Agreement. The Default Agreement will automatically apply to all orders in TapGoods PRO made by customers that do NOT have a Default Agreement set up. To make an Order Agreement the Default Agreement, click Set as Default Agreement. Users can change the Default Agreement at any time.
If certain customers/companies need a custom Default Agreement, users can set a specific Order Agreement as the Default Agreement for individual companies.
To set a Default Agreement for an individual customer/company, follow the steps listed below.
- Navigate to the desired Order Agreement.
- Click the dropdown arrow next to the Order Agreement.
- Click on Make this Order Agreement Default for this Customer/Company.
- Click on the desired Customer/Company.
To delete an Order Agreement from TapGoods PRO, click the dropdown arrow next to the desired Order Agreement and click Delete Custom Order Agreement.
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