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How do I make a order number like this (PK1000)

Neartail automatically generates a unique order number when the user places an order. The order number starts from 1 and it is incremented by 1 for each new order. Please note that this order number cannot be customized or reset.

How to change the print order format? 1. Font enlargement, 2. When there are many order items, you can display the information of each item in the same column. Thanks.

Hi Anna, you cannot change the font size or the format of the print option. Print individual orders If you would like to print the individual orders, login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on an order to view the details > click on the three dots more icon and click Print. Note: By default, the Orders page will show the first 10 orders in any status. You can click on the More option at the bottom of the last order to load more orders. Print consolidated orders list for delivery Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the three dots more icon next to the Submitted status > click Print > select the number of orders by sliding the scale and click Print.

I am trying to reorder questions in a form using neartail and cannot figure out how to do it - I have the questions I need, I just want to change the order.

Rearrange products, fields, pages

I am changing my product from Variants to Color & Size, and everything looks great except when I go back and try to add an image or access the edit the product name, a window pops up and says "Error: Something went wrong. Try refreshing the page. If the issue persists, contact customer service."

Hi Tiera, thanks for reporting this issue. We have fixed this. Please try now and confirm.

I would like to reset our password and account information

Neartail uses google signin. If you would like to change your password, you will have update it for your google account.

How to make one of the delivery date not available without changing the original form format?

You have used the multiple choice question to add the delivery date options. This question type does not have the option to hide or make specific answer choices as read-only. You should use the Add appointment option for delivery dates. This will allow you to specify the available slots along with the inventory.

How can I enable users to make anon submissions? Does every submission need to be through a whatsapp number?

Anonymous submissions If you would like to collect anonymous submissions, then you should add any questions to collect name, email or any other PII in the form. Disable Submit to WhatsApp You have configured your WhatsApp number in your form. When a user submits the form, Neartail composes their response as a message and opens it in WhatsApp. Users can click on the send button to send their order as a WhatsApp message to you. You should disable this option if you would like to collect anonymous submissions, Login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, click on the gear icon next to the Submit button > Button settings page will be displayed > click On submit > select Show customized message for this button > add a custom message and click Save.

In your order templates is it possible to make the quantity answer editable? Not a selected quantity only? Like I want to enter a number instead of selected of predefined quantities.

Yes, you can delete the default quantity options to enable the + / - spinner widget for quantity selection.

I want to activate debit/credit card payment but this function is not active in Namibia. How can this be resolved?

Hi - We have integrated with Stripe for card payments. Currently Stripe is not available in Namibia. So you won't be able to activate that payment option in Neartail at this time.

Form access denied

Hi - You have closed your google form. You must enable the Accepting responses option in google forms before customizing the form using the Neartail addon.

The issue we have concerns sheet *“ORDER DETAILS”*, some of the names of our products are not being downloaded correctly into the Google Sheet. The new name we gave in the form for the products (fruit & veggies) are not updating in the Google sheet. For some reason, the names in column E and F are correct, then *they are not correct in column G to AK*. And then we have what looks like correct names again. To help you check faster: *all our product names for vegetable and fruit have their country of origin into brackets* (ie: (Thailand), (Australia), etc)) *included in their name*. If one sees the name of a fruit or vegetable on row 1 that does not have the country of origin, then it means the name is not the one we edited in the form. As a consequence, the macros we are developing for the Google sheet are not working as the names are not matching.

Hi Ruchi, we already discussed this on email. When you export the data from Neartail Reports, it will create three sheets (1) Order summary: This includes the customer contact details, amount and other fields in the form. (2) Order lineitems: This includes the order lineitems data. You can use the pivot table option on this sheet to create the aggregate reports you need. (3) Order details: This includes the quantity ordered for the products in each order. Each product will be added as a column. For products with variants, each variant will be a separate column. If you add new products in the form, it will be added at the end in the Order Details sheet. If you update the product name, it will not be updated in the Order Details sheet currently. We plan to implement this option in the coming releases. In the meantime, you can use Neartail Reports or use a pivot table option on the Order lineitems sheet that will have current product name.

we cannot set up payment. "i followed directions and it is sending us an error message connect account cannot currently make live charges."

Hi - The error message indicates that Stripe has paused the charges and payouts because of missing information in your account. Please login to Stripe dashboard > Warning message will be displayed > click on the View requirements button > complete the missing information.

Hi, how can i remove collaborator?

Hi Brian, Currently Neartail does not have the option to remove collaborators. This feature is part of the roadmap.

Frequently Asked Questions

Hello! Why do some say completed and others read PAID, I am not understanding the difference. Is there something I need to do?

Hi Katrina By default, there are four order status: Abandoned, Submitted, Completed, Trash. You cannot rename the default status, but you can choose to hide a default status. When you enable automated as well as manual payments in your form, the default order status will include Abandoned, Submitted, Paid, Completed, Trash. Abandoned orders If a user starts filling the form, but does not submit it, it will be displayed in the Abandoned status. These orders will be displayed only in the Neartail Orders page and it will not be included in Reports. Abandoned orders will have * prefixed to the order number in the Neartail Orders page. Submitted orders When the user chooses the automated payment option and submits the form, the order will be displayed under the Paid status. When the user chooses the manual payment option and submits the form, the order will be displayed under the submitted status. Once you verify the payment and update the payment status, it will be moved to the Paid status. These submitted orders will be recorded in Neartail and Google Forms. You can sync Google Forms responses to Google Sheets. Submitted orders will have # prefixed to the order number in the Neartail Orders page. The order numbers should be in sequential order. Trash orders You can move redundant orders to Trash. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, you can drag and drop (place the cursor on the profile image/default icon to drag) orders to the Trash status or click on an order to view the details, select the Trash status from the dropdown list for the Move to option and click Submit. Delete orders The orders in Abandoned and Trash status will not be included in the Neartail Reports. You can enable the Privacy option to delete the orders in Trash status permanently. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders> In the Orders page, click on the three dots next to the Abandoned or Trash status > You can enable or disable the privacy settings. When enabled, the orders in Abandoned and Trash status will be automatically deleted after 7 days. Please note that the Abandoned status will be hidden when the Privacy option is enabled.

Can I remove or edit my name at the bottom of my form? "Created by_______"

Hi James, You can customize the footer, header, theme, logo, but please note that this is common for all the forms you create using your account. Customize header, footer, theme Login to Formfacade. Click on the form to open it. Edit page will be displayed. Click Preview. In the Preview page, theme settings will be displayed in the right pane. Click Page. Enter the required text in the Business name (header / account name), Footer option (replaces "This site belongs to...") and click Save. You can upload your logo (square image 1:1 aspect ratio) to replace the default profile picture in the footer.

Hello, I am getting two errors on my form, when fully submitted, here are two screenshots: 1. Right at submit: https://prnt.sc/C9idKb4uTbtI 2. Another error note, which also happens on submit: https://prnt.sc/d2hkzBekDrAv Thank you!

Submit failed: Not able to update in google forms https://prnt.sc/C9idKb4uTbtI When the user submits the form, the response is recorded in Formfacade and Google Forms. If there are any issues with submitting the form or recording the responses in Google Forms, we show an error message to the user and also send a notification email to the form creator. The submit can fail because there is an issue with the form, internet connectivity issue etc. The notification email will include the error message, draft id, link to the response (abandoned or submitted). If the draft id is prefixed with the *, it indicates that the response has not been submitted. If it is prefixed with a #, it indicates that the response has been submitted. If the error for response shows "Not able to update this response in Google Forms", then this indicates that the submit was successful and the response was recorded in Formfacade, but it was not updated in Google Forms. Google Forms might reject the responses if it fails any response validations (incorrect answers, missing answers for required questions) or if you have enabled any of the features that require signin such as limit to 1 response, collect email address - verified input, send response receipts, response too large etc. You might have also noticed that sometimes Google Forms throws a "Something went wrong" error without giving any additional details. Request entity too large error https://prnt.sc/d2hkzBekDrAv You have added 28 paragraph questions in your form. When the user fills the answer for these paragraph questions along with other required questions in the form, the resulting response exceeds the size limit supported by google forms. That's why you are getting the entity too large error. To fix this, you can add a response validation for these paragraph questions to restrict the max characters or you can enable the option to not record the responses in google forms. Login to Formfacade > click on the form to open it > Edit page will be displayed > In the Formfacade Edit page, click on the form title to select it > click on the settings gear icon > Form settings page will be displayed > click Advanced > enable the toggle button for "Don't submit to google forms" and click Save. When this option is enabled, the responses will be recorded only in Formfacade.

Does this add-on allow a Google Form to be embedded into a website if the file upload feature is part of the form?

Yes, you can use the Formfacade addon to embed a google form with file upload on your website. Google Forms file upload requires login. You must customize your google form using the Formfacade addon to convert this into a html file upload to allow users to upload files without login. You can subscribe to the Formfacade - Embed paid plan. This plan is suitable for occasional light use cases that require collecting files. You get a 10mb max size per file with a total file storage of 1gb. Only the form owner can access the files one at a time after they login with their google account. Formfacade - Embed https://formfacade.com/embed/pricing.html If your requirement is to collect large files and collaborate with your team, you should also subscribe to the file upload plan 10gb, 100gb or 1tb. You can increase the max file size to up to 1gb per file (depends on the plan), the number of files per file upload question, restrict file types, enable unlisted links to allow anyone to access the files, add collaborators to provide access to specific users and use our addon to sync the uploaded files to your google drive. Formfacade - File upload https://formfacade.com/file-upload/pricing.html Convert to html file upload + Sync to drive https://formfacade.com/file-upload/google-forms-file-upload-sync-to-google-drive.html