Golf Genius - Golf Shop provides the tool necessary to manage online order forms commonly used for:
Seasonal/Holiday Sales,
Flash sales,
Staff Uniforms,
Junior Golf Programs
Team Uniforms for Interclub and Leagues
Swag, Tee Prizes, door prize, etc.
Hosted Golf Outings.
Imagine you are taking orders for the Women's Golf Club yearly uniform via pen and paper. You send out and collect a larger number of paper order forms and transpose the order into an email to your vendor, all without mistakes. Things will happen, mismatched sizes, too many of this size, or too few of that. Take it out of your hands and put it online.
The Golf Shop Online Order Form allows you to easily reach your members, guests, and players on your Golf Genius TM Event Rosters right from Golf Shop. These online forms provide the means to allow individuals to order items from the form that are converted to special orders in Golf Shop. You can then manage and place the purchase order with vendors from the Special Order Dashboard.
With the Golf Genius - Golf Shop Online Order form, you can:
Create Customized Online Order Forms.
Send Emails and text messages to members on your Golf Shop roster with unique links that allow access to the order form.
Send Emails and text messages to players on your Golf Genius TM Event Roster with unique links that allow access to the order form
Distribute generic order form links for anyone to access the online order form.
Allow members, guests, and players to select items from the online order form to be placed in a cart to be ordered.
All online orders automatically create a special order.
Manage all special orders associated with the online order form through one purchase order per vendor.
Reduce inventory levels but still generate sales (not having to carry the product in inventory by collecting orders to be placed with a vendor, for example, glassware, luggage, travel bags, and more.)
This article overviews the online order form setup and management with links to relevant articles.
You might also want to check out these videos:
Online Ordering Process:
We suggest using the setup process below to start using online order forms. Click on the links available for each step for more instructions.
Create the Online Order Form: When creating the online order form for the first time, you will be able to set some basic parameters, the name, open and close dates, the form type (i.e., are items for purchase, do they have points or credit, no cost). Further, you can connect this from to your Golf Genius TM Event Roster if needed. For details, Click Here.
Design the Online Order Form: Each online order form will be unique to the listed products and the intended audience. When designing the form, you can:
Design the look and feel of the form by setting the banner, colors, and more.
Add products to the form. Select the product category and define the fields used to collect the specific information you need for each product type. Building a comprehensive form will help ensure you submit the correct information (e.g., quantities, color, sizes, etc.) to your vendor. For more details, Click Here.
Previewing and Editing the Online Order Form: After designing your custom online order form, you can preview the form so you know it will be displayed how you want it to be displayed. For more details, Click Here.
Sharing the Online Order Form: Make sure your form gets to the correct audience the first time. Whether you send it to all members on your Golf Shop Roster, a handful based on specific criteria, or members and guests, you can create generic links to share the form or send emails and texts directly to members on your Golf Shop roster. For more details, Click Here.
Managing Special Orders Flow for Online Order Forms: The process for managing the items ordered by members through the online order form is similar to the flow of a special order with a few variations that we will highlight in this article. If you have not done so already, please check out the article on Managing Special Orders to understand that process. For more details on the flow of items tied to an online order form, Click Here.
Online Order Form Dashboard:
From the Online Order Form Dashboard you will create, manage, and view existing and archived Online Order Forms (as shown below). For more details about the dashboard, Click Here.
Online Ordering Report:
Go to Report Center > Online Forms to access the online order report (as shown below).
The available report will break down orders by unique item ordered per member/guest (as shown below).
This report provides valuable information, such as:
Ordered Date (default sort)
Member Name
Vendor
Item Name
Category
Units
Description
All Item Fields
Wholesale
Selling Price
SKU
For more details on the report center, Click Here.