Community

Hi not a problem just a couple questions. -Is it possible to add hidden info to an item that allows for sorting in the back end, such as a supplier where the item would be sourced from? -can it be set up so the order can be edited by the buyer after it is sent, and then same order resent?

Gilbert Hofer

Nov 6, 2024

Comments (1)

Vipin

Nov 6, 2024

Set up suppliers Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the product to select it > click on the settings gear icon > Product settings page will be displayed > click Advanced > enable supply chain option > enter the supplier code and click Save. Repeat the steps for other products. Once you have collected the pre-orders, you can use the sales by supplier report that shows the order quantity for each product by supplier. Edit orders When you set up the confirmation email, you can enable the option that allows the user to edit the order and participate in the workflow (view order status, update and message). Please note that this will allow the users to update the order any time. If you would like to enable this option, please follow the instructions below. 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 Notify respondent > setup wizard will be displayed > select the email field from the list, enable "Allow respondent to edit response & participate in workflow" option and click Next > update the subject and click Next > update the message and click Next to complete the set up. When the user places their order, a confirmation email with the edit response button will be automatically sent. Instead of enabling this edit option, I'd recommend you to just send a confirmation email. If the user would like to edit their order, you can edit it on their behalf. This will allow you to have more control over when the orders can be edited.

Add your comment