How to set-up a supplier turn-in order form?

  • Profile Image
    StockBox
    Asked on November 30, 2017 at 10:38 PM

    Hi Guys,

    Just registered to test out JotForm and wanted to set-up a supplier turn-in order sheet, for my members to use. I wanted to know if and how I can place elements horizontally in one section.

    I want to build a layout that shows on one line/section a product image/description/pricing etc and a quantity box, as I may have a lot of products from one supplier.

    Also if this can be done, can I then have a submit button that sends the order off to a nominated email address, or use something like Zapier to achieve this?

    Much appreciated
    Craig :)

  • Profile Image
    Nik_C
    Answered on December 01, 2017 at 02:43 AM

    If I understood right, you would like your products to be shown on a horizontal line?

    Not sure if that would look user-friendly since the width of the form should be increased in that case.

    You can check my test form: https://form.jotform.com/73341766651965

    Regarding the sending the submitted data to a nominated email address, please follow: https://www.jotform.com/help/25-Setting-up-Email-Notifications, you can specify any email address as the recipient. You don't have to use Zapier for that.

    Let us know if you have any further questions.

    Thank you!


  • Profile Image
    StockBox
    Answered on December 03, 2017 at 11:43 PM
    Hi Guys,
    I am trying to work out how to send an email notification, which you will see I have set-up for the test order form. I am happy with the format, however I do not know how to set-up the order form so the product description is populated with the order quantity. For some reason when I select the products from the form fields it only shows the order quantity and not the product details.
    How do I set-up the turn-in order to show the product details and qty in the email template?
    All the best,
    Craig Matthews
    0407 467 670
    e: craig.ma@mystockbox.com.au I w: www.mystockbox.com.au

    Baulkham Hills BC
    PO Box 6483
    Baulkham Hills, NSW 2153
    PRIVILEGED - PRIVATE AND CONFIDENTIAL
    This email is confidential. If you are not the intended recipient you must not disclose or use the information contained in it. If you have received this email in error please notify us immediately by return email and delete the document. One Big Idea Pty Ltd accepts no liability for any damage caused by this email or its attachments due to viruses interference interception corruption or unauthorised access.
    ...
  • Profile Image
    Nik_C
    Answered on December 04, 2017 at 02:47 AM

    Since you used Text fields to show the description of the field, you have to enable that field to show in submissions and to do that, please go to Submissions:

    1512373568Screen Shot 2017-12-04 at 8.50

    And check "Show Headers and Texts"

    1512373605Screen Shot 2017-12-04 at 8.49

    That will show all description fields.

    Let us know if you have any further questions.

    Thank you!

  • Profile Image
    StockBox
    Answered on December 04, 2017 at 04:43 PM
    Hi Nik,
    Did what you have said below however I am not getting the description as a form field I can use on my emails, so my email notification is still only allowing me to show the carton quantity field. See screen shot below.
    All the best,
    Craig Matthews
    0407 467 670
    e: craig.ma@mystockbox.com.au I w: www.mystockbox.com.au

    Baulkham Hills BC
    PO Box 6483
    Baulkham Hills, NSW 2153
    PRIVILEGED - PRIVATE AND CONFIDENTIAL
    This email is confidential. If you are not the intended recipient you must not disclose or use the information contained in it. If you have received this email in error please notify us immediately by return email and delete the document. One Big Idea Pty Ltd accepts no liability for any damage caused by this email or its attachments due to viruses interference interception corruption or unauthorised access.
    ...
  • Profile Image
    John_Benson
    Answered on December 04, 2017 at 07:53 PM

    About the Text field on your notification email, you need to add it manually. You can also customize your notification email content. Here's a quick screen animation sample that you can follow: 

    1512435066fasz.gif

    You might also be interested in this guide: How-to-Strip-Payment-Labels-and-Separate-Payment-Info-on-Email-Alerts

    I hope this information helps. If you have questions, let us know. 

    Thank you.

  • Profile Image
    StockBox
    Answered on December 04, 2017 at 09:43 PM
    Hi John,
    I have attached a video showing my issue. I include the Alcovit Form fields into my email template, and all the email shows when it goes through is the carton quantities. It does not bring across the product descriptions despite me ticking it in the set-up.
    All the best,
    Craig Matthews
    0407 467 670
    e: craig.ma@mystockbox.com.au I w: www.mystockbox.com.au

    Baulkham Hills BC
    PO Box 6483
    Baulkham Hills, NSW 2153
    PRIVILEGED - PRIVATE AND CONFIDENTIAL
    This email is confidential. If you are not the intended recipient you must not disclose or use the information contained in it. If you have received this email in error please notify us immediately by return email and delete the document. One Big Idea Pty Ltd accepts no liability for any damage caused by this email or its attachments due to viruses interference interception corruption or unauthorised access.
    ...
  • Profile Image
    Nik_C
    Answered on December 05, 2017 at 01:31 AM

    Unfortunately, we didn't receive your video.

    But I see the problem.

    First of all, I don't see this form working properly with the setup you have.

    And the issue is that you used Text field to name the products:

    1512455097Screen Shot 2017-12-05 at 7.29

    To be able to see Text field in the email, as my colleague said, you have to manually copy the text and paste it in the Notifier. That leads to the problem, you have to copy all product names to the Notifier, meaning they will all show no matter if they are selected in the form or not because that's how the Text fields work.

    So I would rather place the text in the label of the drop-down field like this:

    1512455404Screen Shot 2017-12-05 at 7.34

    If you do it in that way, the product name and quantity will show in the email Notifier only if the product is actually selected.

    Hope it makes sense.

    Please let us know if you need any further assistance.

    Thank you!

  • Profile Image
    StockBox
    Answered on December 05, 2017 at 07:43 PM
    Ok guys,
    This is starting to frustrate me.
    I have now revised the form to just a simple form see below.
    I have then set-up the notifications as below
    I have then made the form live and placed an order for 4 cartons and got this message in return.
    CAN YOU SEE THE PROBLEM!!! 4 CARTONS OF WHAT??
    All the best,
    Craig Matthews
    0407 467 670
    e: craig.ma@mystockbox.com.au I w: www.mystockbox.com.au

    Baulkham Hills BC
    PO Box 6483
    Baulkham Hills, NSW 2153
    PRIVILEGED - PRIVATE AND CONFIDENTIAL
    This email is confidential. If you are not the intended recipient you must not disclose or use the information contained in it. If you have received this email in error please notify us immediately by return email and delete the document. One Big Idea Pty Ltd accepts no liability for any damage caused by this email or its attachments due to viruses interference interception corruption or unauthorised access.
    ...
  • Profile Image
    John_Benson
    Answered on December 05, 2017 at 08:56 PM

    I cloned your form and edited the notification email content. Here's what I have removed and I have added:

    15125252244241zzz1.png

    And here's the result:

    1512525245afs2z1.png

    Please try adding this to your email content:

    {alcovit50g198} of ALCOVIT 50G A

    {alcovit50g} of ALCOVIT 50G B

    {alcovit50g206} of ALCOVIT 50G C

    {alcovit50g210} of ALCOVIT 50G D

    After that, test your form and let us know how it goes. 

  • Profile Image
    StockBox
    Answered on December 05, 2017 at 11:43 PM
    Thanks, this now works. I can take from this that I will manually have to add the description to my emails.
    All the best,
    Craig Matthews
    0407 467 670
    e: craig.ma@mystockbox.com.au I w: www.mystockbox.com.au

    Baulkham Hills BC
    PO Box 6483
    Baulkham Hills, NSW 2153
    PRIVILEGED - PRIVATE AND CONFIDENTIAL
    This email is confidential. If you are not the intended recipient you must not disclose or use the information contained in it. If you have received this email in error please notify us immediately by return email and delete the document. One Big Idea Pty Ltd accepts no liability for any damage caused by this email or its attachments due to viruses interference interception corruption or unauthorised access.
    ...