Designing a custom Online Order form is quick and easy. Before beginning, you will want to gather some information about the items listed on the form. This information includes:
Item Name
Item Description
Multiple digital images of the item, if available (.jpeg, .jpg, .png)
Item Cost (Currency/Credit or Point
Available Sizes and Colors
SKU #
Wholesale Price
In this article, we will discuss how to design, add, and duplicate items for your online order form.
Setting up the Online Order Form:
To set up the online order form, follow these instructions:
After Creating the Form, you will be taken to the design form page. You can also access the form designer page by going to, Orders > Special Orders > Online Order Forms. Click the action drop-down for the form you need to design and click "Edit Form."
Manage the Banner. You can remove the banner, upload a custom banner or revert the banner to the default banner.
Edit the from title. Hover over the form title, click "Edit," and enter the title. When entering the title, it is always good to include the year and season if appropriate. This will help you track the order forms if you need to clone them or have multiple forms with the same title.
Create a form description. Optionally click "Add description" to add a description of the form. If you know when the order form is set to close, include it here, so your members know when to get their order in or make additional modifications.
Manually Open/Closed the order form. For details on setting an automatic open and close date, Click Here.
Select a color scheme using the "Font Color" color code picker. The color scheme is used for the area below the banner, certain text, buttons, and other areas. You can enter RGB, HSL, or HEX color code values to find a specific color (as shown below).
Set if the items are to be viewed by you in a condensed or expanded form. The condensed view is good when you have a lot of items that are being added to the form.
Click "Save" to ensure all the changes are made.
Adding Items to the Online Order Form:
Open the Form editor page.
Click "New Item."
Create your first item by filling in the following:
Item Name: Provide the item name, for example, "Adidas Men's Ultimate 365 Pencil Stripe Golf Polo."
Currency/Point: The cost per item in your currency(credit) or points.
Vendor: Pick a vendor from your vendor list. For more details on managing your vendors, Click Here.
Available Units (Optional): Set the number of available units for this item. Sold-out items will be listed appropriately on the online order form as "Currently Unavailable" (as shown below). Note: This is a general limit applied to all possible values within an item.
Description: A description of the item from the vendor.
Category: Pick the product category. For more details on managing product categories, Click Here.
Edit the Custom Fields: The custom fields will populate based on the selected product category. New fields may be added if necessary. When editing the custom fields, the following options will be available:
Include: Check this box if you would like the field to be displayed on the order form
Required: Check this box if this field is mandatory when placing an order. For example, "Shirt Size" should be mandatory if the product is a shirt.
Possible Values: If values are set for a Custom Fields (Product Details/Attributes), these values can be automatically populated. Further, the Manager can edit and enter the values displayed for the field. For "Shirt Size," these fields may be S, M, LG, XL, etc. When entering a value, press "Tab" apply the value and start entering a new value (as shown below).
Image: Click to upload or drag and drop the image(s) used to represent the item (as shown below). Resort the uploaded images by dragging and dropping them.
Configuration Fields: The configuration fields, if completed, will fill out the corresponding fields in the Special Orders. The fields will not be visible to the members when creating their orders online. The following fields are available:
Wholesale Price: The Vendor Wholesale price of the item.
SKU: The vendor SKU # for the item.
Click "New Item" to add additional items. Repeat step 3 until all items have been entered.
Click "Save" (on the bottom right) to save the online form.
Duplicating Items in the Online Order Form:
If you have several similar items, you can create the first item and then clone that item to create the remaining items. To duplicate an existing time, click the "Duplicate" button for the existing item and a duplicate will be created (as shown below). The new item will be identical to the first with the exception of "Copy" appended to the "Item Name."
