TapGoods PRO

General Inquiries

• Categories and Tags in TapGoods PRO
• Troubleshooting & Common Questions
• Credit Card Surcharging: Compliance Updates & How It Works in TapGoods
• What is PCI Compliance?
• Do You Need Order Agreements?
• What is TapGoods API?

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Dashboard

• Displaying Orders Overview on a TV or Monitor
• Orders Overview Dashboard
• An Overview of the Dashboard in TapGoods PRO
• What is “Moved Inventory”?
• Using Picklist Manager on the At-A-Glance Page
• To-Do’s Page: Orders Tab

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Orders

• Discounts & Fees Display
• Customizing Damage & Missing Fee Names on Invoices
• Duplicating Orders: Choose Your Pricing
• Email Templates: Multi-Day Trigger Update
• Email Template: Quote Reminder
• Print Slips: How to Print

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Inventory

• Purchases on the Inventory Calendar
• Overbooking Report in TapGoods PRO (How-To + Overview)
• Overbooking & Subrenting on Orders
• Understanding the Inventory Availability Calendar
• Types of Inventory in TapGoods PRO
• Why Use Serialized Inventory?

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Contacts

• Enabling AR for Companies in TapGoods PRO
• Creating an Order from a Contact Page
• Deleting a Venue from TapGoods PRO
• Deleting a Customer from TapGoods PRO
• Deleting a Company from TapGoods PRO
• Adding a Child Company to AR-Toggled Companies

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Operations

• Multi-truck assignment (load lists)
• Daylights Saving Time and Routing in TapGoods PRO
• Adding Stops to Routes in TapGoods PRO
• Staff Details in TapGoods PRO
• Changing a Staff Member’s Contact Information
• Adding Notes to a Staff Member’s Details

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Admin

• Consolidating Inventory Totals on Invoices
• Invoices: Adding a Billing Address
• TapWise Overview
• Accounts Receivable Update, January 2026
• Accrual Basis Sales Tax Report
• Adding Contact Categories in Contact Settings of TapGoods PRO

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