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TM Player Gifts: Design and Add Items to your Form

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This article is for the following Golf Genius Tournament Management products using the Player Gifts feature for their Events/Leagues:

To design and customize the look of the online order form, follow these instructions:

  1. 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."
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    Take the following action to design and customize the look of your order form:

    1. Manage the Banner: You can remove the banner, upload a custom banner or revert the banner to the default banner.

    2. Fill in the 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.

    3. Manually Open/Close the order form: You were required to set a close date form the form but you can also manually open/close the form from here.

    4. 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).
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    5. Condensed View: 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.

  2. Click "Save" to ensure all the changes are made.

Adding Items to the Online Order Form

Adding items to the 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

To add items to the form, follow these instructions:

  1. Open the Form editor page if you have navigated away. Navigate to Orders > Special Orders > Online Order Forms. Click the action drop-down for the form you need to design and click "Edit Form."

  2. Click "New Item."

  3. Create your first item by filling in the following:

    1. Item Name: Provide the item name, for example, "Adidas Men's Ultimate 365 Pencil Stripe Golf Polo."

    2. Currency/Point: The cost per item in your currency(credit) or points.

    3. Vendor: Pick a vendor from your vendor list. A collection of vendors (without details) has been added by default. For details on adding additional vendors, Click Here.

    4. Description: A description of the item from the vendor.

    5. Category: Pick the product category. For more details on managing product categories, Click Here.

    6. 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:

      1. Include: Check this box if you would like the field to be displayed on the order form

      2. 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.

      3. 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" to apply the value and start entering a new value (as shown below).

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        Note: You can drag and drop the values added in the Possible Values field to change their sort order. For example, if you originally enter "S" and "L", but later add "M", you can drag the "M" between the "S" and "L".

    7. 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.

    8. Quantity Limit (Optional): Limit the number of units a golfer can add to the shopping cart for a specific item.

    9. Available Quantity (Optional): Set the number of available units. Sold-out items will be listed appropriately on the online order form as "Currently Unavailable" (as shown below).
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      You will have two available options when setting the available quantity:

      1. Total Quantity: Use this to set a Global Limit on total available units. This ignores individual field combinations (like 'Medium/Blue') and instead tracks the total quantity remaining for the entire product.

      2. Quantity by Fields & Values: When selecting “Quantity by Fields & Values,” you can select the items' field names and add quantities based on the possible values and field combinations. For complete details on setting Quantity by Fields & Values, please see the section below.

    10. 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:

      1. Wholesale Price: The Vendor Wholesale price of the item.

      2. SKU: The vendor SKU # for the item.

  4. Click "New Item" to add additional items. Repeat step 3 until all items have been entered.

  5. Click "Save" (on the bottom right) to save the online form.

Entering and Managing Quantity by Fields & Values

When selecting “Quantity by Fields & Values,” you will be provided a list of all the items’ fields and a quantity table based on the selected fields. The fields in the list can be checked or unchecked to add the quantity configuration table. You will also have a "total" row that shows the sum of the entered amounts. To set Quantity by Fields and Values, follow these directions:

  1. Start by going to Available Quantity and select Quantity by Fields and Values.

  2. You can select one or more Field Names to create a table for quantity entry.

    1. Selecting one Field Name displays the possible values for the field and allows you to enter quantities based on the values (as shown below).
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    2. Selecting additional Field Names increases the number of combinations in which quantities can be added (as shown below).
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    3. If you are trying to remove a Field Name you will be alerted that deselecting that field name will remove any combinations that are included in the table.

Preview and Editing your Form

After creating the Order Form, it would be to your benefit to preview the form. For completed details, Click Here.

Related Articles
Designing the Online Order Form
Player Gifts Ordering with Golf Shop: Step-by-Step Guide
TM Player Gifts: Creating the Order Form
TM Player Gifts: Detailed Order Report
TM Player Gifts: Getting Started
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