What's the best template for online orders?

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    fitmealsmurray
    Asked on May 31, 2017 at 06:29 AM

    What's the best template for online orders? 

     

    The template I build over a year ago is no longer adequate for the volume. I tried a new one... all the data can't be sorted in excel - its a train wreck.. is there a good template for ordering & which data can be sorted? 

     

    Thanks, 

    annemarie 

     

    ps - looking to hire someone to help ! My successful business is transitioning & this lack to sort data is stressful & causing issues in management. Please email me if u are a JotForm's pro - reetanner@gmail.com 

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    Charlie
    Answered on May 31, 2017 at 07:00 AM

    The online order form will depend on your needs. You can even create your own from scratch without using a template. 

    For your case, the payment integration/field will allow you to set products, but they will only be listed in a single column. The only way to separate them in excel file is to create an advanced formula or script that will check all of the products and separate them in multiple columns. 

    Another way is to recreate the products using the default form fields so that when you view them in your submissions list or when you export them in an excel file, they'll be in a separate column. Here's an example:

    1. Here you can see that I added a payment integration field, this allows you to set products in this manner. However, the problem is that you cannot properly sort them in an excel file. 

     

    Now instead of creating products in the payment wizard, recreate the products using the basic form fields like radio buttons, drop down fields, check boxes, etc...

     

    2. But how do you assign prices on them? You can assign calculation values on those fields are mentioned on this guide: https://www.jotform.com/help/301-How-to-Assign-Calculation-Value

     

    3. But how do I get the sum or total of the product prices? Or if I have advance calculations needed to be done? This can be accomplished by either using the Form Calculation widget or by using the Conditional logic. Below are some guides to help you:

    https://www.jotform.com/help/259-How-to-Perform-Form-Calculation-Using-a-Widget 

    https://www.jotform.com/help/268-Conditional-Logic-Inserts-Text-Calculation-Into-A-Field 

     

    4. Now you need a final field to get the total calculated price, you'll need to use a Form Calculation widget for this. We need this widget because we want to pass this calculation to our payment integration's total value so that payment can still be processed. Here's a guide that you can refer to: https://www.jotform.com/help/275-How-to-Pass-a-Calculation-to-a-Payment-Field.

     

    Now you have a better control of the products if you export the submissions as an excel or CSV file. I suggest exploring on this workaround.

    If you want to hire some developers or professionals that are familiar with JotForm, you can check www.upwork.com or www.freelancer.com. Although the suggestion above should already resolve the issue with the sorting.

    I hope that helps.