Online order form with stock management

  • Profile Image
    bmonkee
    Asked on September 21, 2017 at 08:26 AM

    Just throwing it out there to see if it would be possible with jotform, to create an online ordering form for inhouse use in a bakery. Basically when a customer rings up, the member of bakery staff take their order and submit their order on jotform... for example 1 pavalova for friday, then another customer rings 3 cheesecakes for thursday but at the end of the day can print reports out of what is needed baked for what day? and also stock manage it, so only 10 pavalovas can be made for friday?


    thanks in advance!

  • Profile Image
    aubreybourke
    Answered on September 21, 2017 at 11:20 AM

    Yes its possible. I created a small demo for you:

    https://form.jotformpro.com/72634428457968


    You can clone it and then modify it how you like:

    How to Clone an Existing Form from a URL


    Steps to create the demo:

    #1. I added fields to register the customer name, phone, email, and address.

    #2. I added a Date picker field which is used to specify when to schedule the order.

    #3. I added a "Configurable List Widget" which is used to specify the order and quantity. It can take an infinite number of orders.

    #4. To quickly access your orders you can use a report. For example here's one that uses the "Calendar Report"

    https://www.jotform.com/calendar/72634441457054

    Or if you prefer to just view your submission page (you can print from here if you like)

    How to View Form Submissions




  • Profile Image
    aubreybourke
    Answered on September 21, 2017 at 11:26 AM

    Just in case you want to make your own Calendar report. Here's the guide:

    How to Create a Calendar Report? 

    Configure the report like this:


  • Profile Image
    bmonkee
    Answered on October 12, 2017 at 12:43 PM
    Thanks for this.
    Can we generate a daily report that totals up the number of cheesecakes,
    pavlovas etc in one simple sheet?
    Thanks
    Paul
    Paul Ely
    *Director*
    Blue Monkee Digital Innovation
    p: +44 (0) 8000 248 978 m: +44 (0) 7501 229090
    a: 91 High Street, Bangor, Co. Down, N.Ireland. BT20 5BD
    w: bluemonkee.com e: paul@bluemonkee.com


    *Disclaimer*: This email and its attachments may be confidential and are
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    accept legal responsibility for changes made to this message after it was
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    nor its subsidiaries or affiliates, or any of them, accepts responsibility
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    *The registered office of Blue Monkee Digital Limited is 91 High Street,
    Bangor, Down, Northern Ireland. BT20 5BD. Company Reg No. NI630676.*
    ...
  • Profile Image
    Kevin_G
    Answered on October 12, 2017 at 02:11 PM

    You could integrate your form with Google Sheets and get your submissions send to the spreadsheet automatically: https://www.jotform.com/help/228-How-to-Integrate-Form-with-Google-Spreadsheet 

    You may also set up an Excel report that will be send to your Dropbox account, this app will help you doing so: http://reports2cloud.jotform.io/ 

    I hope this helps. 

  • Profile Image
    bmonkee
    Answered on October 12, 2017 at 04:43 PM
    Thanks,
    Would you have a demo of this that I could work through? We already have a
    demo form created which is detailed elsewhere on this thread.
    Many thanks
    Paul
    Paul Ely
    *Director*
    Blue Monkee Digital Innovation
    p: +44 (0) 8000 248 978 m: +44 (0) 7501 229090
    a: 91 High Street, Bangor, Co. Down, N.Ireland. BT20 5BD
    w: bluemonkee.com e: paul@bluemonkee.com


    *Disclaimer*: This email and its attachments may be confidential and are
    intended solely for the use of the individual to whom it is addressed. Any
    views or opinions expressed are solely those of the author and do not
    necessarily represent those of Blue Monkee Digital Limited or any of its
    affiliates or related companies. If you are not the intended recipient of
    this email and its attachments, you must take no action based upon them,
    nor must you copy or show them to anyone. Please contact the sender if you
    believe you have received this email in error and delete this message
    immediately. Internet communications are not always secure and therefore
    neither Blue Monkee Digital Limited nor its subsidiaries or affiliates
    accept legal responsibility for changes made to this message after it was
    sent. The recipient is responsible for verifying its authenticity before
    acting on the contents. Where the content of this email is personal or
    otherwise unconnected with the business of Blue Monkee Digital Limited or
    any of its subsidiaries or affiliates, neither Blue Monkee Digital Limited
    nor its subsidiaries or affiliates, or any of them, accepts responsibility
    or liability for such content. Whilst all reasonable care has been taken to
    avoid the transmission of viruses, it is the responsibility of the
    recipient to ensure that the onward transmission, opening or use of this
    message and any attachments will not adversely affect its systems or data.
    No responsibility is accepted by Blue Monkee Digital Limited or any of its
    subsidiaries or affiliates in this regard and the recipient should carry
    out such virus and other checks as it considers appropriate.
    *The registered office of Blue Monkee Digital Limited is 91 High Street,
    Bangor, Down, Northern Ireland. BT20 5BD. Company Reg No. NI630676.*
    ...
  • Profile Image
    Kevin_G
    Answered on October 12, 2017 at 05:17 PM

    I have cloned my colleague's form and integrated it with Google  Spreadsheet, please access the sheet here: https://docs.google.com/spreadsheets/d/1V66xE2AkxyYQmOyUV8sDFp-TXyWSSWVeL4mBR0ye0Ho/edit?usp=sharing 

    And the form here: https://form.jotform.com/72846320260956 

    You will see how the submitted information is sent to the spreadsheet. 

    I hope this helps. 

  • Profile Image
    bmonkee
    Answered on October 12, 2017 at 06:43 PM
    Ok thanks for this.
    However how do we get running totals, for example if several entries are
    for cheese cakes on Friday how do we get a running total and then a
    printout?
    Thanks
    Paul
    Paul Ely
    *Director*
    Blue Monkee Digital Innovation
    p: +44 (0) 8000 248 978 m: +44 (0) 7501 229090
    a: 91 High Street, Bangor, Co. Down, N.Ireland. BT20 5BD
    w: bluemonkee.com e: paul@bluemonkee.com


    *Disclaimer*: This email and its attachments may be confidential and are
    intended solely for the use of the individual to whom it is addressed. Any
    views or opinions expressed are solely those of the author and do not
    necessarily represent those of Blue Monkee Digital Limited or any of its
    affiliates or related companies. If you are not the intended recipient of
    this email and its attachments, you must take no action based upon them,
    nor must you copy or show them to anyone. Please contact the sender if you
    believe you have received this email in error and delete this message
    immediately. Internet communications are not always secure and therefore
    neither Blue Monkee Digital Limited nor its subsidiaries or affiliates
    accept legal responsibility for changes made to this message after it was
    sent. The recipient is responsible for verifying its authenticity before
    acting on the contents. Where the content of this email is personal or
    otherwise unconnected with the business of Blue Monkee Digital Limited or
    any of its subsidiaries or affiliates, neither Blue Monkee Digital Limited
    nor its subsidiaries or affiliates, or any of them, accepts responsibility
    or liability for such content. Whilst all reasonable care has been taken to
    avoid the transmission of viruses, it is the responsibility of the
    recipient to ensure that the onward transmission, opening or use of this
    message and any attachments will not adversely affect its systems or data.
    No responsibility is accepted by Blue Monkee Digital Limited or any of its
    subsidiaries or affiliates in this regard and the recipient should carry
    out such virus and other checks as it considers appropriate.
    *The registered office of Blue Monkee Digital Limited is 91 High Street,
    Bangor, Down, Northern Ireland. BT20 5BD. Company Reg No. NI630676.*
    ...
  • Profile Image
    bmonkee
    Answered on October 12, 2017 at 06:43 PM
    We need to see this as well as daily totals
    So if there are 100 orders for individual cheesecakes for collection on
    22nd dec he can sees
    the total:
    Individual cheesecakes: 100
    This will form the bakery’s main job sheet for the day. Better to see total
    orders Per product Rather than seeing 100 single orders
    Paul Ely
    *Director*
    Blue Monkee Digital Innovation
    p: +44 (0) 8000 248 978 m: +44 (0) 7501 229090
    a: 91 High Street, Bangor, Co. Down, N.Ireland. BT20 5BD
    w: bluemonkee.com e: paul@bluemonkee.com


    *Disclaimer*: This email and its attachments may be confidential and are
    intended solely for the use of the individual to whom it is addressed. Any
    views or opinions expressed are solely those of the author and do not
    necessarily represent those of Blue Monkee Digital Limited or any of its
    affiliates or related companies. If you are not the intended recipient of
    this email and its attachments, you must take no action based upon them,
    nor must you copy or show them to anyone. Please contact the sender if you
    believe you have received this email in error and delete this message
    immediately. Internet communications are not always secure and therefore
    neither Blue Monkee Digital Limited nor its subsidiaries or affiliates
    accept legal responsibility for changes made to this message after it was
    sent. The recipient is responsible for verifying its authenticity before
    acting on the contents. Where the content of this email is personal or
    otherwise unconnected with the business of Blue Monkee Digital Limited or
    any of its subsidiaries or affiliates, neither Blue Monkee Digital Limited
    nor its subsidiaries or affiliates, or any of them, accepts responsibility
    or liability for such content. Whilst all reasonable care has been taken to
    avoid the transmission of viruses, it is the responsibility of the
    recipient to ensure that the onward transmission, opening or use of this
    message and any attachments will not adversely affect its systems or data.
    No responsibility is accepted by Blue Monkee Digital Limited or any of its
    subsidiaries or affiliates in this regard and the recipient should carry
    out such virus and other checks as it considers appropriate.
    *The registered office of Blue Monkee Digital Limited is 91 High Street,
    Bangor, Down, Northern Ireland. BT20 5BD. Company Reg No. NI630676.*
    ...
  • Profile Image
    Kevin_G
    Answered on October 12, 2017 at 10:25 PM

    Unfortunately, it's not possible to perform such functions with the Google Sheets integration, you will need to import the synced with the Jotform created sheet into another one and then you will need to use any formulas from Google  Sheets. 

    Here is a link that will help you importing data from one spreadsheet to another one: https://support.google.com/docs/answer/3093340?hl=en