Q: I need to edit our online order form. Why can't I edit the items in our online order form?
A: You can edit your online order forms at any time before or after sending the form. However, the process of editing a form will depend of if you are editing items within the form before or after an order was placed for that item. If you are trying to edit items after orders have been placed, you will be limited to what edits can be made. As a best practice, we always recommend reviewing your online form before it is sent to your golfers, to ensure all information is accurate and up to date.
Editing an Online Order Form Before Sharing the Form
Before sharing the online order form with the golfers, you may need to make some changes to it. To make changes to the form, go to Orders > Special Orders > Online Order Forms > Actions > Edit Form. Make the necessary changes and "Save" the form. For details on designing the form, Click Here.
Editing Items After Sharing the Online Order Form, but Before Orders are Placed for that Item
Even if you have sent an online order form to members, circumstances may require you to edit an item within the form. If no orders have been placed for the item, you can make changes just like you did before sending the online form. Go to Orders > Special Orders > Online Order Forms > Actions > Edit Form. Make the necessary changes to the item and "Save" the form. For details on designing the form, Click Here.
Editing Items After Sharing the Online Order Form and Orders are Placed for that Item
Circumstances might arise where you need to edit items in an online order form after an order has been placed. In this case, editing the item varies slightly. To edit an item after orders have already been placed, follow these directions:
Go to Orders > Special Orders > Online Order Forms > Actions > Edit Form.
For the item with orders placed, click the "Archive & Duplicate" button (as shown below).
Make the necessary changes and "Save" the form. For details on designing the form, Click Here.