When entering a special order or a stock order, you are presented with an entry form that allows you to select and enter order information. There are many system fields (e.g., PO#, Vendor, Item SKU, Wholesale Price, Dates etc.) that will always be available.
Plus, every order entry form will ask you to select a product category that displays relevant product detail custom fields. For instance, in the Special Order example below, there are additional product details available when selecting a driver as the product category.
In this article, we will discuss how you can create and update custom forms for each specific product category. For details on creating additional product detail custom fields, Click Here.
Creating Custom Forms:
To customize your Custom Forms, follow these instructions:
Go to Orders > Merchandise Setting > Custom Forms. You can either create a new custom form by clicking "New Custom Form" or editing one of the existing custom forms for a product category.
If creating a new form, select the product category that the form will apply. Note: If selecting a parent category, the form customization will also apply to all subcategory forms within that parent category that have not yet been customized.
Select the layout type (1 column or 2 columns).
Click and drag the available product detail custom fields into the layout on the left. You can also create new product detail custom fields (if necessary) and
include them in the form by clicking "Add New Field" (as shown below).
Once the form design is finished, click "Save."
The Custom Form will then be built for the selected product category. The sequence below shows the process:
Editing Custom Forms:
At any time, you can return to Orders > Merchandise Setting > Custom Forms to view and edit your current custom forms (as shown below).
Viewing Custom Forms and Using Product Detail Custom Fields:
You can view custom forms when creating or updating a special order and stock orders and update product details custom fields (as shown below).
Special Order:
Stock Order:
Note: Any custom fields with the word "size" in the name will not be displayed in the attributes column of a stock order. If you need a size field for a stock order, create a Stock Order Sizing Tables.
When emailing a vendor or customer, the product detail custom fields will also be included in the order table (as shown below).
Special Order:
Stock Order:
You can also add product detail custom fields to your email templates using the available data fields (as shown below).
