Order Settings: Auto Convert Quotes to Reservations
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In TapGoods PRO, users can choose whether their customers will have the option to auto convert Quotes to Reservations on orders made in Storefront. Utilizing this feature of TapGoods saves time for users who do not necessarily need to manually convert every order when they come through from Storefront or TapGoods PRO.
This setting is located in Order Settings, which can be located underneath Admin on the system dashboard.
On the Order Settings page, Auto Convert Quotes to Reservations is located on the top of the page, and users can toggle this setting ON/OFF depending on preference.
When toggled on, Auto Convert Quotes to Reservations will allow orders that have a Legal Agreement signed off on and has met the Deposit requirement to move forward as a reservation.
With Autobook enabled along with Auto Convert Quotes to Reservations, Orders created through Storefront with all requirements met will automatically convert to Reservations in TapGoods PRO. Then, you can review all of the Reservations taking place in your account during a given time frame on the At-A-Glance page!
To learn more about Autobook, click here!
If the customer elects NOT to auto reserve, the Order will come through to the TapGoods PRO system as a Lead [Pending Order] and the TapGoods PRO user must manually convert the Lead to a Quote for the Customer to review. When a Lead comes through to your TapGoods PRO account, you will be notified on on the At-A-Glance page.
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