How Customers Create Orders in Storefront
If you subscribe to TapGoods Storefront+ Cart or a higher subscription, your Customers can create Orders and send them to you directly from your Storefront Shop. Customers can create an Order as a Guest on your site OR create an account.
Your Customers can follow the following steps to create an account, but please keep in mind that the terminology used in this article may be different from the terms used on your Storefront or the layout chosen. This is simply a general guide.
Adding Items to the Cart
- On the Storefront webpage, click on Shop from the Menu.
- In the Shop, search for an Item by typing the term into the search bar.
- Once you have located the Item that you want to rent, type the quantity that you want to rent into the text box.
- Click Add.
Checking Out an Order in Storefront
- Click on the Cart in the top right-hand corner of the screen.
- Fill out the Rental Name.
- Select a Date Range.
- Fill out the First Name, Last Name, and Email Address.
- [Optional] Type in a phone number.
- [Optional] Add a Note to the Order.
- Click Continue to Delivery.
- Select a Delivery Method and add any required information & Notes.
- Click Continue to Review.
- [This Step Varies depending on the Settings you have set up in TapGoods PRO] Click on Skip Payment and Send Quote or input payment information and click Pay & Reserve Now.
- If you are not submitting payment, you do not need to give credit card information.
- If you ARE submitting payment, please provide a Payment Amount, Payment Type, and provide Payment Information.
Customers can only pay and reserve inventory if you have Autobook enabled in Order Settings. To learn more about how to enable Autobook, click here.