Where are my Orders?
The Orders tab is where you can find all existing orders, drafts, and templates. It is also where you can create a new order, order draft, or order template.
How do I get to the Orders page?
The Orders tab is located in your navigation bar. Click on the Orders tab to navigate to the Orders page or hover over the tab to view the Orders hover menu.
A brief explanation of each section on the Orders page
- All Orders When you click on the All Orders subtab, you will be navigated to a page that displays all of your existing orders in a list. The list includes open, closed, and cancelled orders.
- Open Orders lists all orders with status of pending, quote, reservation, checked-out, and checked-in.
- Pending includes all pending quotes submitted from Storefront and TapGoods Marketplace that are not yet approved.
- Quotes When you click on the Quotes subtab, you will be navigated to a page that displays all of your existing quotes in a list. These orders are approved orders from Storefront and TapGoods Marketplace or quotes you created that have not yet been reserved.
- Reservations When you click on the Reservations subtab, you will be navigated to a page that lists all of your existing orders that are reserved.
- Checked-Out When you click on the Checked-Out subtab, you will be navigated to a page that lists all of your existing orders that have all inventory checked-out.
- Checked-In lists all orders that have all inventory checked-in.
- Closed Orders lists all orders that have been closed.
- Cancelled Orders lists all of your existing orders that have been cancelled.
- Alerts lists all orders that have alerts due to inventory shortage.
- New Order begins the process of creating an order.
- New Template begins the process of creating a template you can use as a basis for future orders.
- Drafts lists all of the drafts that you have created.
- Templates lists all of the templates that you have created.
What do pink notifications mean?
This notification indicates how many orders have been recently added or updated within that order status.
What do green notifications mean?
An order has been updated.
How can I use Multilocation to Subrent from another location?
If you are creating a rental and find that there is not enough quantity available for an item with Multilocation sharing turned on, the item can easily be subrented from another location that does have enough stock available.
To subrent using Multilocation:
1. Add the item to the rental and enter the quantity.
2. Click Submit Quote and go to Details > Event Items.
3. If the quantity you entered exceeds the quantity available, there will be an alert in the quantity column. Click this alert to bring up the subrenting modal.
4. Click Subrent from Different Location. This brings up a list of other locations that the item is shared with, along with the available quantity of the item in their stock.
5. Enter the quantity needed under a location that has enough available and click Submit. On the Details tab of the rental, there should now be a green circle next to the item name, confirming the item has been subrented.
The location you are subrenting from can confirm they have received the subrental request by going to their Dashboard > To-Do's > Pending. The rental will appear here and will display Multilocation under Quote Source. Click into this rental to approve the subrental request.
What is an items-only discount?
Item specific discounts are set up under Admin > Rental > Discounts > Add Discounts > Items Only Discount.
If you have saved an Items Only Discount, you can add it to any rental you are creating. This is done by going to Options Discounts & Fees on your rental > Discounts > Selecting your saved items only discount. By selecting this, your discount will automatically add to every relevant item on your rental.
If you remove a discount from an item, go to Items & Staffing > the item you do not want the item discount on > click the pencil button to edit the item > deselect the item specific discount you want removed.
This Item Specific Discount will be visible in several ways. It will show on the customer-facing details and show the original price crossed out next to the discounted price, and it will also have an asterisk next to it, showing there is an item discount on there.
This will also show on your business side, with the same original price crossed out view, next to the discounted price view.
Why won't a rental update, close, or cancel?
To move a rental forward in the rental process, there are a few required fields: Event Date, Customer, Delivery or Pickup details with a valid zip code format, Rental Items.
Common errors are adding an accidental space after the zip code. Make sure to check that the delivery details are accurate and correct.
Can changes to an Order to be reverted?
This can be done once per Order, via the ... button on the History tab. Clients are only able to use this function once on any given order. Any further alterations will require developer intervention. Requests of this nature should be directed to support@tapgoods.com.
Checking in and Checking Out Serialized Inventory
When you are in the Reservation or Checked-Out stage of an rental, go to the Picklist tab. Instead of clicking the checkbox to check in or check out inventory, click on the barcode icon. A pop up window will appear. Click on the open field next to the barcode icon and scan the barcode (or manually input the serialized number). Proceed to click the blue button next to it "Add Item to Check-Out (or Check-In) List". The serial number will appear the list right below. When the list is complete, click on the bottom blue "Submit and Update Rental Inventory". Your serialized item has been checked out/in.
How are time-based order rates selected and calculated within TapGoods?
TapGoods attempts to best identify the most applicable rate of those available for a given order within the context of the order details. Beginning with an hourly rate, transitions take place in the following intervals:
- at 12 hours the rate is half-day
- at 24 hours the rate is daily
- at 7 days the rate is weekly
- at 30 days the rate is monthly
If TapGoods determines that a rental should be rated a particular way, the system will check if that rate has been made available. If that rates values have not been entered, TapGoods will default to the next lowest rate available. i.e. if Daily isn't available, the system will check for Half-day. If Half-day isn't available, the system switches to hourly. If there is not a smaller unit available, the lowest applicable time-based pricing unit will be applied.