Hi Nikolina, please find the answers below. 1. Confirmation emails You can set up confirmation emails to be automatically sent to the users when they submit their order. You can customize the message to include the customer details, order summary in bill format (product name, quantity, unit price, amount) or just a summary of the products ordered (product name, quantity). Please note that the supplier details will not be included in the email sent to the users. 2. Sales by supplier When you set up products in Neartail, you can map a supplier to a product. Once mapped, you will be able to generate sales by supplier report that shows products, order quantities by supplier. You can choose to view the reports by date, week or month. You can only print these reports or download as pdf and not export the data in this format. Export order line items data from Neartail Reports If you used the Neartail templates to create your order form, then you will also be able export the Neartail Reports data to google sheets. Login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > click on the sync button in the bottom right corner. The responses will be synced to Sheets ONLY when you click on the Export button in Neartail. This includes order status, payment status & more. When you sync the Neartail reports to Google Sheets, we create three sheets. (1) Order summary: This includes the order id, order status, payment method, payment status, 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. 4. Inventory You can use the Neartail Editor to enable the inventory option for a product and enter the available stock. When the customer places an order, Neartail automatically updates the available stock. When the stock becomes zero, the product will be marked as sold out in the form. 4. Prefill fields You can use the dropdown, multiple choice questions to add the list of available list of pickup locations as answer choices. Or, if it is just one location, you can include it as static information text in the form and add a field and prefill it so that it is recorded in the response.

Hello Vipin, Thank you for your prompt reply. This is a part of the form our client needs (it would contain just more suppliers, but so you can get the feeling): https://neartail.com/sm/C_bpf6914 I have the following questions: 1. Problems with customizing reports. We are not able to choose more or less fields to show in the report. Is it maybe just on trial version? 2. Text question/condition Is there an option to add a condition that depends on the answer to the text question? We have chosen a checkbox option for questions: Would you like to order from this supplier? 3. Out-of-stock products / not accurate stock We noticed that products are marked on stock (10 pieces), but in the form, it shows that they are out of stock. This happened to us for 2nd time today. Is this also up to the trial version or maybe we need to check something else? Another stock question: If we sell out some products, will we be able to showcase them again by adding new stock in the same product? Or do we need to create a new product? 5. Highlight questions Is there a way to highlight questions? 6. How to create an order summary at the end of the form? Thank you so much for your time and effort.

Neartail Reports The pre-built reports cannot be customized. If you would like to create a custom report, you can sync the responses to google sheets and generate the report as required. Text questions You must not add required questions in the category pages with products. Users can add the products to cart and skip these questions by using the quick navigation or the cart checkout button. If there are missing answers for required questions, orders will not be recorded properly. Inventory feature You can enable the inventory option for a product and set up the available stock. If the available stock is 0, the product will be marked as sold out and displayed separately. When you update the available stock for that product, it will be added to the available list of products. Users can click on the add to cart button, select the quantity to add the product to the cart. If you are facing any issues, could you please share the name of the product in your form https://neartail.com/sm/C_bpf6914 Highlight questions We do not have the option to apply different styles for specific questions. You can only format the text as bold, italics etc Order summary If you are using a template, the order summary will be included by default. If you have deleted the default setup, you can add section header (TT title and description option) in the form and then add the ${BILL()} formula in the description option to show the order summary in the bill format. This will display the product name, unit price, quantity ordered and the amount.

Hello Vipin, this is great. Thank you for your support, it helped us! Since this is a completely new tool for us, we appreciate your knowledge and support. With every step, we discover more questions: CHANGE CURRENCY It is possible to change the currency after publishing and editing the template? I have been searching for this option everywhere and can not find a solution. ADD PRODUCT CATEGORIES AND CATEGORY THUMBNAILS We have issues with showcasing product categories, as we find no option for this or it does not show in the preview. We can see this in new templates, but can not find it in the one we are already editing. ORDER SUMMARY BY PRODUCT CATEGORY It is possible to create an order summary by product category? So it shows products, quantity of products and total amount bought from one category. We already tried all the solutions on your website for the abovementioned issues, but none could help is in this new version of the editor. The older one is more visually appealing and user friendly. Best, Nikolina

Currency When you use the Neartail template, you must select the currency to create the form. Once set, the currency cannot be changed. Search, Cart, Quick navigation You have added required questions in the category pages with products. Users can add the products to cart and skip these questions by using the quick navigation or the cart checkout button. If there are missing answers for required questions, orders will not be recorded properly. Please mark these questions as optional or delete them from the category pages before using the form to collect responses from your users. Category list You can add the ${categories()} formula in form description to show the list of categories. All the categories added t quick navigation will be displayed in the list. The image of first product in the category will be automatically set as the thumbnail image for that category. Order summary We do not have the option to group products by category. All the products ordered will be displayed in a table format with name, unit price, quantity and amount as columns.

Hi Vipin, thank you. :) We have successfully applied your help to our form. We are struggling with this one because our clients needs an order confirmation with an order divided by the supplier. We like your tool and would like to continue using it. Is there any way to create a field that sums the amount of ordered products by supplier/category? I tried playing with functions: TOTAL, BILL, TEXTBILL, TEXTSUMMARY, and SUMMARY. But I do not find a way to sum order for just certain products.

Hi Nikolina, we do not have the option to include the supplier, category in the order summary. If required, you can use the reports to group the products by supplier / category. Could you please share why you would like to include this in the order confirmation email?

Hi Vipin. Yes, this is the final detail that the client required. Their workflow goes like this: - they collect daily orders from customers and forward the order to each supplier individually by customer so supplier A gets information like this: Prepare 2 kg of carrots, and 3 kg of onion for Maria. She needs to pay in a total of 20 euros. Another supplier B gets information: Prepare 1 kg of avocados and 1 kg of lemon for Maria. She needs to pay in total of 25 euros. - customers should get order confirmation and pickup reminder like this: Maria, thank you for your oder. Your choosen pickup location is XY, at Z o clock. Your order: Supplier A: 2 kg of carrots, and 3 kg of onion, pay him total of 20 eur. Supplier B: 1 kg of avocados and 1 kg of lemon, pay him total of 25 eur. Suppliers come to a location and customers pay them directly. Our clients serves just as order collector. So I would like to include this information so payment by the supplier into the order confirmation form.

Hi Nikolina, thanks for the feedback. Currently we do not have the option for this. For now, you will have to collect the payment from your customers and then use the reports to place orders to suppliers and disburse the payments to the suppliers.

Hey Vipin. 😥 I understand. But, let's try one more thing. Is it possible to adjust this formula ${SUMMARY(true,true)} to add prices?

${response()} and ${summary(true, true)} formula will show a summary of all the responses. This will display the question title (label), response for fields and product name, quantity for products. ${BILL()} formula will show a summary of the order in the bill format. This will show the product name, quantity, unit price and amount for the products ordered by the user. These are the two available options to show a summary.