Selling merchandise from the shop floor often means taking photos, writing down counts, and then going back to a computer to build the form.
With Online Order Forms in the Golf Shop mobile app, you can capture, catalog, and sell merchandise from anywhere around the clubhouse. Create and edit forms from the Online Order Forms tile on the home screen, photograph items with your phone's camera, and enter counts by size, color, or logo in the Quantity by Fields & Values table as you walk the floor. At the counter or during a flash sale, you can submit an order on behalf of a member using the same ordering page the member sees online. Forms and orders stay in sync with the web, and orders submitted from the app appear under Orders To Place on the Special Order Dashboard.
The mobile app works alongside the Online Order Form Dashboard on the web. Some settings, such as opening and closing a form, are managed on the web only (see Features Managed on the Web below).
In this article, we will discuss accessing Online Order Forms on the mobile app, creating a form, adding and managing items, and submitting an order for a member.
Accessing Online Order Forms
To open Online Order Forms on the Golf Shop mobile app, follow these directions:
Open the Golf Shop mobile app.
Tap "Online Order Forms" in the Orders section of the home screen.
Online Order Form Dashboard
The dashboard shows one card per form (as shown below). Each card displays:
The form name.
A TM logo when the form is linked to a Golf Genius Tournament Management event.
An Open or Closed status badge.
The Total, Member, and Guest order counts.
Tap a card to expand it and view the form's open and close dates along with the following actions (as shown below):
Edit: Opens the form's items list.
Settings: Opens the form settings.
Submit Order for Member: Starts an order on behalf of a member. Available on open forms only. On a form linked to a Tournament Management event, this button reads "Submit Order for Player."
Pull down on the dashboard to refresh the list.
Note: A form with scheduled emails or text messages cannot be edited until those messages are sent or removed. For details, Click Here.
Creating an Online Order Form
To create an online order form on the mobile app, follow these directions:
Navigate to Online Order Forms.
Tap the "+" button.
Complete the form settings (as shown below). The Name is required. The Open & Close Dates are read only, and a form created on the mobile app is closed by default. For details on each setting, Click Here.
Tap "Save" to create the form. The Edit Online Order Form page opens, showing the form name, banner, and items list.
Tap "Add New Item" to add the form's first item, as described in Adding Items below.
On the web, the Online Order Form Dashboard marks forms created on the mobile app with a mobile icon as a reminder to review their settings (as shown below). Review the settings and open the form on the web when it is ready for customers.
Editing Form Settings
To edit an existing form's settings, follow these directions:
Navigate to Online Order Forms.
Tap the form card to expand it.
Tap "Settings."
Update the settings as needed.
Tap "Save" to apply the settings.
Editing an Online Order Form
The Edit Online Order Form page shows the form's banner, name, and description. Once items are added, each item appears below as a card showing the item name, vendor, and category (as shown below). The banner and form description are set on the web.
Adding Items
To add an item to a form, follow these directions:
Navigate to Online Order Forms.
Tap the form card to expand it, then tap "Edit" to open the Edit Online Order Form page.
Tap "Add New Item" at the bottom of the items list. For a new form, this adds the first item.
Complete the item fields. Required fields are marked with a red asterisk. For details on each field, Click Here.
Item Name: Enter the item name.
Price: Enter the item price. Price is labeled in your currency or in points, depending on the form type, and is hidden on no-cost forms.
Vendor: Select from the vendors set up on the web.
Category: Select from the product categories set up on the web. Choosing a category adds that category's fields to the item.
Description: Enter a plain-text description.
Custom Fields: Set each field's name, "Include" and "Required" checkboxes, and values (e.g., Logo Preference with Club Logo and No Logo). Tap "Add New Custom Field" to add a field for this item only.
Images: Tap "Upload File" to choose photos from your device, or "Take Photo" to photograph the item with your camera (as shown below).
Quantity: Set a Quantity Limit per customer order, and choose Available Quantity as Total Quantity or Quantity by Fields & Values.
Configuration Fields: Enter the Wholesale Price and SKU. These fill the matching fields in Special Orders and are not shown to members.
Tap "Save" to save the item.
Editing Items
Once a form has items, tap an item card on the Edit Online Order Form page to expand it and view the vendor, category, quantity limit, and description. The expanded card includes the following options (as shown below):
Edit: Opens the item editor.
Duplicate: Creates a copy of the item, including its photos and quantity table, at the end of the list. Use this as a starting point for a similar item (e.g., the same bag in a different color).
Three-dot menu: Move the item up or down in the list, or delete it. Deleting an item asks for confirmation first.
After moving items with "Move Up" or "Move Down," tap "Save" at the bottom of the screen to save the new item order.
To edit an item, tap "Edit" on its expanded card. The item editor uses the same fields as adding an item.
Note: Once an item has been ordered, its name, price, vendor, description, category, fields, wholesale price, SKU, and quantity type can no longer be edited. Quantities and photos stay editable.
Entering Quantities by Fields & Values
Quantity by Fields & Values lets you enter stock counts for each combination of an item's field values, such as each logo in each color, while you count inventory on the floor. Counts entered on the mobile app also show on the web. For tips on keeping quantities accurate as items sell, Click Here.
To enter quantities by fields and values, follow these directions:
In the item editor, select "Quantity by Fields & Values" under Available Quantity.
Select the Category Fields to include. A field can be selected only when it is included, required, and has values.
Enter the count for each combination in the table (as shown below). The Total row sums the table.
Tap "Save" to save the item.
Submitting an Order for a Member
When a member wants to buy an item at the counter or on the floor, you can place the order for them from the mobile app. To submit an order for a member, follow these directions:
Navigate to Online Order Forms.
Tap an open form's card to expand it.
Tap "Submit Order for Member."
Type at least three characters of the member's name and select the member from the results (as shown below).
Tap "Start Submitting Order." The member's ordering page opens in the app, the same page the member sees online.
Add items to the cart and check out (as shown below).
The order appears under Orders To Place on the Special Order Dashboard, on the web and on the mobile app. For details on submitting orders for members on the web, Click Here.
Features Managed on the Web
The following are managed from the Online Order Form Dashboard on the web:
Opening and closing a form and setting its open and close dates.
Adding a banner and a formatted form description.
Linking a form to a Tournament Management event.
Sharing a form by email, text message, or link.
Cloning, archiving, and deleting forms. Archived forms are not listed on the mobile app.
Creating vendors and categories.
Note: Descriptions entered on the mobile app are plain text. Formatting added on the web, such as bold or italics, is not shown on the mobile app.