How To: Review All Checking Out Orders in TapGoods PRO
Orders that are in the Checking Out stage of the Order Process are ready for internal workers to collect Inventory for the Order and make arrangements for the rental to take place. When your Orders are Checking Out, each Item must be accounted for and Checked Out for the Order Process to move forward.
It is important to keep track of all of your Items and when they need to be Checked Out for Orders to take place efficiently. You can keep track of Items that are Checking Out on specified dates by navigating to the Inventory tab of To-Do’s.
To navigate to the To-Do’s page of TapGoods PRO, click on To-Do’s on the At-A-Glance page.
**Note: Only Team Members that have been designated as a Super Admin can view the At-A-Glance page. If a Team Member with less Permissions logs into TapGoods PRO, they will land on the To-Do’s page and will not be able to view the At-A-Glance page.**
Once you have navigated to the To-Do’s page, click on the Inventory tab and then click on the Checking Out side panel. In this side panel, you can review a Calendar on which Dates that have Items that need to be fully Checked Out. Dates on which Items must be Checked Out are circled in blue on the Calendar.
Once you have navigated to a Date on which Items must be checked out for an Order, you can review the Item, Event Date, what time the Item must be OUT, Quantity, Warehouse Location, and the Order Status.
**Note: On the Checking Out side panel of the Inventory tab of To-Do’s, the Order Status is whether the Order that the Item is on has Nothing Picked, is Partially Picked, or Fully Picked. To ensure that you understand what each icon means, review the key on the left side of the page.**
Additionally, you can Filter the Items that appear on the Checking Out side panel of the Inventory tab by clicking Filter. Items can be filtered by Item Name, Departments, Order Status, Picked Status, Delivery Type, Delivery Time, and Delivery Trucks.
If you want to Export an Excel file of the contents on the page, click Export. In the exported file, you can review the Item Name, Order Name, Event Date, OUT time, Quantity, and the Status of the Order.
Clicking on any Item on the Checking Out side panel of the Inventory tab will take you to the Order that the Item belongs to, where you can Check Out the Order in the Pick List tab and move it forward in the Order Process.