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), and more. Further, you can connect this from to your Golf Genius TM Event Roster if needed.
In this article, we will discuss the available options when setting up your online order form.
Setting up the Online Order Form:
To set up the online order form, follow these instructions:
Go to Orders > Special Orders > Online Order Forms > New Online Form.
Enter the following details:
Name: Add a name for easy recognition of your online order form.
Open & Close Dates: Set the date and time when the online order form should automatically open and close.
Select the form type. The form type will determine how each item will be available (e.g., purchase, credits, points, or a combination). Select from one of the following options:
Items available for purchase: This option allows you to assign a dollar value to each item and make it available for purchase. Note: Payment will be handled outside of the Golf Shop.
Items available with credit (Currency): With this option, you can provide a select dollar amount of credits to any member, guest, or player with access to the form. The individual can then use the dollar credits to purchase items.
Items available with points: With this option, you can assign point values to each item. Then, provide a select number of points to members, guests, or players with access to the form. The individual can then use the points to purchase items.
Items available with credit (Currency) and also available for purchase: Assign a dollar value to each item. Then, provide a select amount of credit to each member, guest, or player with access to the form. The individual can use the credits to purchase items. If they select items that total greater then the available credit, they can optionally pay the difference after their credit limit has been reached. Note 1: Additional payment to be handled outside of Golf Shop. Note 2: If additional payment is required, the payment amount will be added to the special order form as the selling price.
Items available at no cost: Allow members, guests, or players with access to the form to select and purchase items at no cost. A value is not assigned to items.
Drop Ship Type: This option allows your members to have items drop-shipped. Note: It is recommended that this option be enabled only for member-only order forms. Select one of the following:
Orders Ship to Club (Default Options): Dropship will not be available.
Optionally Allow Drop Ship: Orders can be shipped to the club or drop shipped.
Required Drop Ship: All orders must be drop shipped.
Enable the available Other Options (if necessary):
Enable Form for TM Event Roster: If your TM Event Roster Integration is set up, you can allow this online for to be used with your TM Event Roster. This form will then use the TM Event Roster as the contact list instead of your Golf Shop Member Roster. If you enable the TM Event Roster, use the first dropdown, "Select Season," to select the season the event is assigned to. After selecting the season, select the event from the second dropdown, "Select Event," to define which events roster to sync. Note: Once an active (not deleted) form has a TM event attached, that event won’t be available for any other online order form.
Allow customer to enter special order instructions for the order: If you wish to allow customers to enter special instructions for the order, check the box for "Allow customers to enter special instructions for the order." Note: This is added to a special order in the field "Special Instructions to Vendor."
Limit Item Selection: Optionally limit customers to a specific number of items per order form.
Click "Save," and you will be taken to the online order form design page. For more details, Click Here.
Editing The Online Order Form Setting:
If you need to make any adjustments to the online order form settings, follow these instructions:
Go to Orders > Special Orders > Online Order Forms.
Select the "Action" dropdown menu for the online order form you need to edit.
Click "Form Settings."
Make the necessary changes to the form.
Click "Save" to apply your settings.