Produce packing slip automatically.

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    pnolin
    Asked on November 05, 2015 at 05:43 PM

    I would like to use JotForm to input customer telephone orders and process payments. The workflow is as follows:

    1. Staff input customer name and contact info into a form. (I can set this up in JotForm).

    2. Process credit card payments within the form. (My IT guy will set this up).

    3. Upon completion of the transaction, have a packing slip or "order complete" form pop up on the screen that I can print on letter paper, fold and stuff into a #10 window envelope. The customer mailing info would line up for the window of the envelope. (This is the part I need help figuring out).

    Is this a realistic project to accomplish with JotForm? Is there a template that I can customize? It's mainly step 3 that is stumping me.

    Thanks.

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    Mike_G
    Answered on November 05, 2015 at 10:05 PM

    I'm thinking of creating a Custom Thank-You page and print it after submission. Since most browsers have an option to print the page, you can use that to print the custom Thank-You page that you will be creating.

    Here's a sample form: https://form.jotform.com/53087650021953

    What we need to create the custom Thank-You page are the field names of the fields. You can get all field names by pressing Ctrl+Shift+I on your keyboard when you're on the form builder page or try folllowing the instruction this guide: How-to-find-Field-IDs-Names

    Notice that I've separated the fields for the address so that it would be easy to arrange it in the Thank-You page.

    You can also get those field names when you edit the Thank-You message.

    Now, when your form is submitted. The Thank-You message will show which you can then print using your browser's print option. The print option also allows you to save it first as a PDF copy and print it at a later time using your PDF reader.

    I hope this helps. If you have any other questions, please feel free to let us know and we will be glad to help you. Thank you.

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    jonathan
    Answered on November 06, 2015 at 01:41 AM

    @ Randy

    Thank you for sharing your solution to us and to a fellow user.

    Great job and we highly appreciate this.

    :)

    Cheers

  • Profile Image
    pnolin
    Answered on November 06, 2015 at 11:07 AM

    Thanks folks. These are some great ideas. I'll work with them.