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  • Profile Image

    How to setup multiple categories on Purchase Order?

    Asked by Kers101 on April 28, 2015 at 05:59 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.

    purchase order category custom payment
  • Profile Image
    JotForm Support

    Answered by EltonCris on April 29, 2015 at 12:02 AM

    Hi,

    If you want to add category title with subcategories using the PO tool, you can use this workaround: http://www.jotform.me/help/178-How-to-Have-Sub-Category-or-Sub-Labels-on-an-Order-Form

    Example: http://www.jotform.me/form/22551804300441

    Or this one http://www.jotform.com/help/264-Create-Sub-Products-Based-on-a-Product-Option if you want to create sub-products based on the product option.

    Let us know if you need further help. Thanks!

  • Profile Image

    Answered by Kers101 on April 29, 2015 at 05:28 PM

    I saw how it works. My only concern is: Can it be written so the user only chooses one option in the list of  choices in a category?

     

    thanks Jim

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    JotForm Support

    Answered by jonathan on April 29, 2015 at 07:18 PM

    Hi Jim,

     Can it be written so the user only chooses one option in the list of  choices in a category?

    Unfortunately no. The settings of the items in the payment tool is set to allow multiple selection.

    If set it to single selection only it will take effect to all items and will invalidate the 'category'

    You can achieve it rather by using a Custom Payment form. This is by creating first the items using regular fields (outside the payment tool)

    And then you will pass the Total charges/payable to the Payment tool.

    Similar to the technique described on this user guide:

    -How-to-pass-a-calculation-to-a-payment-field

     

    Hope this help. Let  us know if you need further assistance.

    Thanks.

     

  • Profile Image

    Answered by Kers101 on April 29, 2015 at 09:55 PM

    Please take a look at my form.  I'm elated your instructions worked  and the total calculation  forwarded the total to the PO when I used an example.  I submitted the form and it saved nicely beside my Stone Quote form in the list. Every thing looks good. Work can be performed using this submission. Just a few more things such as  the submit, print, clear buttons perhaps need to be at the bottom above delivery? Maybe  a few more delivery options too?  The PayPal will have to be dealt with at some time. Gordon Thorne doesn't have a PayPal account yet but he has email. I will need to go over the PayPal payment  protocol  Jim

    http://form.jotform.ca/form/50997164330256

     

  • Profile Image
    JotForm Support

    Answered by jonathan on April 29, 2015 at 10:45 PM

    You can do the Drag & drop of the field to position them on the form..

    Check the animation GIF image below when I did it on the cloned form

     

    (you can click on the image to zoom in)

     

    Thanks.