Can you recommend an order form template?

  • Profile Image
    suemoore
    Asked on July 03, 2017 at 04:53 PM

    My client needs to consolidate clothing orders and collect checks/cash from employees. We will not be using PayPal.

    1) there will be 6 clothing options, each in a specific color.

    2) the employees gets to choose one item for free and additional items they will pay for, via check or cash to their receptionist.

    3) the price for each item needs to either have sales tax added, or have the sales tax included.

    4) we already know that one of the clothing items is on backorder, so that notation will need to be added.

    5) we want to save the order form for future use. Does it "expire" at any time?

    6) I will be adding photos of each garment. Do you require jpg?

    What template do you recommend?

  • Profile Image
    aubreybourke
    Answered on July 03, 2017 at 05:43 PM

    If you dont want to use PayPal we do support other payment integrations:

    Mastering Payment Form Integrations with JotForm 

     

  • Profile Image
    Mike
    Answered on July 03, 2017 at 05:43 PM

    Thank you for contacting us.

    I do not think that we have a template for your specific case, but you may check available templates with the 'order' keyword, or just create it from the scratch.

    1) there will be 6 clothing options, each in a specific color.

    You may try a Purchase Order tool. It does not require online payment and support multiple products selection.

    2) the employees gets to choose one item for free and additional items they will pay for, via check or cash to their receptionist.

    As a workaround, it may be possible to use a coupons feature to offer one product for free.

    How To Add Coupon Code in the Payment Form

    3) the price for each item needs to either have sales tax added, or have the sales tax included.

    Tax settings are also available under the purchase order tool.

    How to Add Tax to Your Payment Form

    4) we already know that one of the clothing items is on backorder, so that notation will need to be added.

    You may include additional notes to the product name, or add a text element to the form.

    5) we want to save the order form for future use. Does it "expire" at any time?

    No, created forms do not expire.

    6) I will be adding photos of each garment. Do you require jpg?

    Jpg, png and gif images should be fine.

    If you have any follow up questions, please let us know.

  • Profile Image
    suemoore
    Answered on July 05, 2017 at 07:43 PM
    The coupon code is either a set amount or a percentage. In this situation the employee chooses from three wearable options and gets one for free. So, it’s neither a set amount or a percentage. Please advise.
    Sue Moore
    Vernon Graphics & Promotions
    PH 402.423.9677---CELL 402.730.8230
    http://www.vernonpromotions.com/
    It’s time to register for our BRAND EXPO, Wednesday, August 30th!
    https://vsales.vernoncompany.com/brandexpolincoln
    [https://s3-us-west-2.amazonaws.com/static.vernoncompany.com/pdf/cbb/Vernon%20SPSUM17.jpg]
    http://online.flipbuilder.com/nsro/rorc/
    Get Your Brand On!
    ...
  • Profile Image
    liyam
    Answered on July 05, 2017 at 10:30 PM

    Unfortunately, those are the only options for coupons. Can you tell us the instance when does the free one put into effect? Is there a minimum required items or is this one always readily available for someone who makes a single purchase?

    Thanks.

  • Profile Image
    Sue Moore
    Answered on July 05, 2017 at 11:21 PM

    Do you have access to the entire thread? This is a one-time order. We will set an expiration date for employees to order. There are six wearable options...three men's and three ladies. Each has a different price. The employee can pick one item at no charge, paid by their employer. They have the option to order more, at their own expense. So, ideally the free item would not show up in the total due. 

  • Profile Image
    BJoanna
    Answered on July 06, 2017 at 02:40 AM

    Can you create multiple Fixed Amount coupon codes, one for each product?

    You can also create a products and set price to 0 (free). You can create 6 products and set price to 0 and 6 additional product where you will set prices, so that users can order more.

    As alternative you can create your products using basic field and the use form calculation widget or conditional logic to perform calculation. 

    How to Perform Form Calculation Using a Widget

    You can also pass calculation to payment field. 

    How to Pass a Calculation to a Payment Field

    If you have some additional questions, please provide us ID of the form you are working on.

    Let us know if you need further assistance.

  • Profile Image
    Sue Moore
    Answered on July 06, 2017 at 11:19 AM

    Where do I find the ID of my form?

    I am using the Purchase Order payment setting. The only drop down garment size options says "T-Shirt". I am not offering a t-shirt. How do I change this to Select a Size? Or, remove it entirely?

  • Profile Image
    aubreybourke
    Answered on July 06, 2017 at 11:31 AM

    Here's how you find your form URL:

    Where to Find My Form URL?

     

    I checked the system and this is it:

    http://www.jotform.us/form/71855797184170

     

    I see you have found a solution for the sizes of your shirts.

    So if you require any further assistance I would be happy to help you.

     

  • Profile Image
    aubreybourke
    Answered on July 06, 2017 at 11:39 AM

    I noticed you have not specified your product option prices. You need to enable the special pricing per option settting. Like this:

     

    Dont forget to hit the green "SAVE OPTION" button

     

    I have a copy of your form working here:

    https://form.jotformpro.com/71864331923963

     

     

  • Profile Image
    suemoore
    Answered on July 06, 2017 at 12:43 PM
    I selected NONE and Saved. Saved again on the next screen and it still says “T-Shirt”.
    Sue Moore
    Vernon Graphics & Promotions
    PH 402.423.9677---CELL 402.730.8230
    http://www.vernonpromotions.com/
    It’s time to register for our BRAND EXPO, Wednesday, August 30th!
    https://vsales.vernoncompany.com/brandexpolincoln
    [https://s3-us-west-2.amazonaws.com/static.vernoncompany.com/pdf/cbb/Vernon%20SPSUM17.jpg]
    http://online.flipbuilder.com/nsro/rorc/
    Get Your Brand On!
    ...
  • Profile Image
    aubreybourke
    Answered on July 06, 2017 at 02:04 PM

    Did you enable the special pricing per option:

     

  • Profile Image
    Mike_G
    Answered on July 06, 2017 at 02:10 PM

    I loaded your form from its direct link (http://www.jotform.us/form/71855797184170) and the drop-down shows "Select Size:" on my end.

    Created a clone version of your form and I see the Product Option label is "Select size:".

    If this is not what is showing on your end, I suggest you try to test your form using a different mode of your browser or clear your browser's data.

    If you have other questions, please feel free to contact us again anytime.

  • Profile Image
    suemoore
    Answered on July 06, 2017 at 02:43 PM
    I figured it out. Thanks.
    Sue Moore
    Vernon Graphics & Promotions
    PH 402.423.9677---CELL 402.730.8230
    http://www.vernonpromotions.com/
    It’s time to register for our BRAND EXPO, Wednesday, August 30th!
    https://vsales.vernoncompany.com/brandexpolincoln
    [https://s3-us-west-2.amazonaws.com/static.vernoncompany.com/pdf/cbb/Vernon%20SPSUM17.jpg]
    http://online.flipbuilder.com/nsro/rorc/
    Get Your Brand On!
    ...
  • Profile Image
    suemoore
    Answered on July 07, 2017 at 04:43 PM
    https://www.jotform.com/suemoore/travelex-new-branding-wearables
    Here is the link to my revised version. I was told to use the Purchase Order feature. I was hoping the Excel worksheet would be separated by item and size. Instead the Excel worksheet is just a listing of orders, one order per line item. Please advise.
    Sue Moore
    Vernon Graphics & Promotions
    PH 402.423.9677---CELL 402.730.8230
    http://www.vernonpromotions.com/
    It’s time to register for our BRAND EXPO, Wednesday, August 30th!
    https://vsales.vernoncompany.com/brandexpolincoln
    [https://s3-us-west-2.amazonaws.com/static.vernoncompany.com/pdf/cbb/Vernon%20SPSUM17.jpg]
    http://online.flipbuilder.com/nsro/rorc/
    Get Your Brand On!
    ...
  • Profile Image
    Mike
    Answered on July 07, 2017 at 06:04 PM

    Unfortunately, we do not currently have an option to split the product data into separate columns. It may be possible to manually split the data in Excel, please take a look at the next thread.

    How to separate payment product data into separate excel columns

  • Profile Image
    suemoore
    Answered on July 10, 2017 at 01:12 PM

    https://form.jotform.us/suemoore/travelex-new-branding-wearables

    At the bottom of the form, we would like a separation between the FREE items and the for PURCHASE items. I did have a dotted line, now I have changed it to "Purchase Additional Items Below". How do we remove the word FREE? I understand the form needs a dollar amount, but it is not needed on this line. Please advise.

  • Profile Image
    Mike_G
    Answered on July 10, 2017 at 02:43 PM

    If I'm understanding you correctly, you are referring to this (please see image below)

    in the builder page or this, (please see image below)

    when the form is viewed.

    To remove that, you will need the CSS codes below injected to your form — How-to-Inject-Custom-CSS-Codes

    span#input_32_1017_price {

        display: none !important;

    }

    If you have other questions regarding this, please feel free to contact us again anytime.

  • Profile Image
    suemoore
    Answered on July 10, 2017 at 03:45 PM

    Thanks! That worked.

    Sue

  • Profile Image
    suemoore
    Answered on July 10, 2017 at 06:05 PM

    Is there a way to make "PURCHASE ADDITIONAL ITEMS BELOW:" BOLD?

  • Profile Image
    Mike
    Answered on July 10, 2017 at 07:25 PM

    The next CSS can be added to make it bold and also hide the tick box.

    /* Bold label */
    #product-name-input_32_1017 {
    font-weight: bold;
    }
    /* Hide tick box */
    #input_32_1017 {
    display: none;
    }

    Thank you.

  • Profile Image
    suemoore
    Answered on July 11, 2017 at 11:44 AM
  • Profile Image
    Mike_G
    Answered on July 11, 2017 at 01:18 PM

    I have checked the CSS codes of your form from a clone version and found that there is a missing open curly bracket in the CSS codes and there is also a missing line (font-weight: bold;)

    Please update the codes and save it after.

    If you have other questions, please do not hesitate to get back to us.

  • Profile Image
    suemoore
    Answered on July 11, 2017 at 02:29 PM

    Yes, that worked!

    Now my client is asking, can we set a limit on the FREE items, so the employee can only order ONE and not multiple FREE items? They can order as many as they want of the PURCHASE items.
  • Profile Image
    Kiran
    Answered on July 11, 2017 at 04:01 PM

    @suemoore,

    Your other question is moved to a separate thread and shall be addressed there shortly.

    https://www.jotform.com/answers/1196738

    Thank you!