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    Cannot add the Purchase Order Tool due to existing Payment Tool on the Form

    Asked by Kers101 on April 21, 2015 at 06:37 PM

    I'm trying "get" the P.O. form . What does it mean when I get:

    "You cannot add more than one payment tool. Please delete. . ."

    What do I delete?

    payment tool multiple payment
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    JotForm Support

    Answered by jonathan on April 21, 2015 at 06:38 PM

    It means that you cannot have more than 1 Payment tool on the form.

    If you want to change the payment tool (i.e. paypal to P.O tool.. etc etc), you will need to delete/remove first the currently existing payment tool on the form.

    See screenshot below for more helpful details.

     

    Thanks

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    Answered by Kers101 on April 21, 2015 at 09:45 PM

    I deleted the stonequote program from my forms which I assume is the "other payment tool" you're referring too which has to be removed in order for the new PO tool to load. However former quote still reappears when I import  the PO tool and get the same message.

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    JotForm Support

    Answered by jonathan on April 22, 2015 at 01:05 AM

    This is the form http://www.jotform.com/form/1201816891 right?

    I test adding the P.O. tool on the form, and I was able to without the message prompt that there is existing payment tool on the form already

     

    Please retry the process again. Let us know if issue remains.

    Thank you.

     

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    Answered by Kers101 on April 22, 2015 at 07:58 AM

    The form you referred to above is a free promo offering for a CD I mail out. I need that one. I just deleted StoneQuote so I thought that was the one you meant.

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    JotForm Support

    Answered by Kiran on April 22, 2015 at 11:20 AM

    I see that the StoneQuote form is deleted. The other forms in your account seems not to have any payment fields so you should be able to add one of the payment fields without any issue. Could you let us know the form that you are referring to the error so that we can provide you with necessary assistance?

    Thanks!

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    Answered by Kers101 on April 22, 2015 at 07:52 PM

    Deleted all references to StoneQuote

    Plugins/Apps/payment tools/get app

    = same error message about more than one payment tool present (StoneQuote in background)

     

     

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    JotForm Support

    Answered by Charlie on April 22, 2015 at 10:05 PM

    That's weird, are you clicking the save button when doing the changes?

    Also, could you try the following:

    1. Clear your browser's cache.

    2. Refresh the page and log back in.

    3. Clear your form's cache.

    4. See if you can re-add a payment tool.

    5. If it doesn't work try another web browser.

     

    Do let us know if the steps above worked.

    Kind regards.

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    Answered by Kers101 on April 25, 2015 at 06:34 PM

    Is the purchase order supposed to direct all kinds of orders I've designated on my site to it?  The "Order Audio CD" is just a response to a customer's interest in my CD. The responder  will submit his or her address and I mail the CD as a postage paid free promotional.

    Does it still have to be part of a PO  in order (as one of our products) for it to work? 

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    JotForm Support

    Answered by BDAVID on April 25, 2015 at 10:56 PM

    No, you have to add the products you will be selling in your purchase order. Here is an example guide, choose the Purchase order, and basically the same steps are applied:  http://www.jotform.com/help/165-Setting-Up-Your-First-Order-Form

     

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    Answered by Kers101 on April 26, 2015 at 08:46 AM

    As I mentioned I am not selling the audio cd. It's a free promotional. When I load the PO order tool I get the message: "You cannot add more than one payment tool. Delete the existing tool first". On the AudioCD page which shows in the background I get the message: "This integration has not yet been configured. Use the wizard for integration". I use the wizard but it want to defined something I'm selling. Do I go along with this as a sale and make the price $0?

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    Answered by raul on April 26, 2015 at 12:29 PM

    I presume that you're referring to this form: https://www.jotform.com/form/1201816891 is that correct?

    If so, you already have a PO payment tool added to it and this is why you cannot add another payment tool to the form.

    You need to click the magic wand icon to open the wizard and configure the tool.

    Then you can use the guide provided by @BDAVID to configure the products you want to display in your order form. If you don't want to charge anything for a product you can set a zero price in it.

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    Answered by Kers101 on April 27, 2015 at 09:10 PM

    Why is the purchase order (a configuration process attached to all my forms when I click on get PO)?  My forms have only collected information from visitors and sent it to me via an email from jot form or I looked at the form submissions. This is what I've been doing since day one. That is basically all I want it to do. The stone quote allows the customer to design his or her own stone and send the specifics back to me. Why doesn't my purchase order just evolve from the customer quote?  Are you saying I must scrap the stone quote and only use a PO? My partner seems to agree COD is the way to go. I still don't understand who submits the PO...the customer or me?  It seems to me we would submit a PO to the customer after he or she has quoted...what he wants.  I'm sensing a communication problem with the setup of your software and understanding what it actually does and why. Perhaps it's because  most of your apps are designed for online payments.


    Besides I can't understand how to get the "configuration" to allow the customer to choose from the many attributes his stone will have but what really is difficult for me is  why  the PO form isn't a separate form on my list.  I just don't understand  why "product" appendices about configuration appear on all my forms. (Why would a  comment form be configured for a product?)

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    JotForm Support

    Answered by jonathan on April 27, 2015 at 10:29 PM

    Hi,

    May I suggest we get clarity on the standing of the original issue mentioned on the thread and resolved it first before we proceed to the other issue.

    The original issue was

    "Cannot Add Purchase Order Tool due to Existing Payment tool on the Form"

    Can you please confirm that this issue is now resolved?

    This your StoneQuote Order form http://www.jotform.ca/form/50997164330256 -- can you confirm that you were able to add already the P.O. tool on the form without any issue.

     

    Thanks.

     

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    Answered by Kers101 on April 28, 2015 at 01:22 PM

    The payment wizard: Account Information  window opens when I get the PO for the above site. Also at he bottom of my quote form it says, "This integrations has not yet been configured. Run the wizard. So there are two tasks on my screen. What do I do first?  I don't want to deal with PayPal I just want to bill the customer for what the form quoted him plus delivery charges.

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    JotForm Support

    Answered by Kiran on April 28, 2015 at 02:44 PM

    Please be noted that the payment wizard is similar for any payment integration including Purchase Order. I think this is making you confused. If you have the Payment wizard window open, please check on the right side of the window and proceed with the setup.

    If the window is not open or closed, you may click on the Wizard icon to start the Purchase order wizard on your JotForm.

     

    Hope this information helps! Let us know if you need any further assistance.

    Thanks.

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    Answered by Kers101 on April 28, 2015 at 04:07 PM

    Thanks I'll get started  on it...

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    Answered by Kers101 on April 28, 2015 at 04:52 PM

    On the quote there are 5 categories re the stone pricing.

    With the wizard, option properties allows me to designate a category (name) such as stone size.  The quote looks at 5 categories below and each category has a few option properties with a value for each option. I tried setting up "Stone Size"  but the result is just a row of data beside "stone size". Rather than check boxes to select for each option. The stone quote will total the dollar amount of the choices made in the 5  categories. Is there a way to get the PO to do this to?

    Stone Size

    Appearance

    Type

    Finish

    Display Method

    On the stone quote each of the above has options (customer chooses one from each) and each option  has a $ value.

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    JotForm Support

    Answered by Kiran on April 28, 2015 at 06:01 PM

    Since the original issue cannot add Purchase Order field to the form is now resolved, I'm moving your last query to a separate thread below :

    http://www.jotform.com/answers/560762

    Thank you!!