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What are Temporary Items?

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What are Temporary Items?

When creating an order in TapGoods PRO, users must add inventory prior to creating the order. Occasionally, it will be necessary to add Items to an order that are not part of your business’s inventory. It is common to utilize Temporary Items when renting something unusual, or Items that are customer specific. To add a Temporary Item to an order…

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  1. While editing the order, navigate to the Items & Staffing page.
  2. Click +Temp Item
  3. Fill out…
      • Item Name
      • Quantity
      • Price
      • Price Rate
      • Supplier Information
      • Expense.
  4. Click Submit.

Screen Shot 2024-09-12 at 5.20.58 PM.png

Once a Temporary Item has been added to the order, notes can be added to the Item by clicking the Pencil icon and adding notes in Item Notes.

To add notes to a Temporary Item…

  1. Click the Pencil icon next to the Temporary Item.Screen Shot 2024-09-12 at 5.24.49 PM.png
  2. Click Add Item Note.Screen Shot 2024-09-12 at 5.25.37 PM.png
  3. Type the note into the text box.
  4. Click Submit.Screen Shot 2024-09-12 at 5.26.08 PM.png
  5. (Optional) Check the box next to Visible to Customer to make the note visible to customers.
    Screen Shot 2024-09-12 at 5.28.03 PM.png
  6. Click Update.
  7. Screen Shot 2024-09-12 at 5.28.45 PM.png

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