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.
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.
Sales by product
Login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, select monthly, click on the Open button for the Sales by product report > sales analytics trend report will be displayed > click on the table icon in the bottom right corner to view the detailed aggregate report > you can click on the print icon to download this as a pdf.
Sync responses to Google Sheets
You have created your form in Google Forms and customized it using Neartail to add calculations. You can sync Google Forms responses to Google Sheets and use the SUM formula in Google Sheets to calculate the total order quantity by product.
Login to Neartail. Click on the form to open it. Edit page will be displayed. In the Neartail Edit page, click on the gear icon next to the form title. Form settings will be displayed. Click Advanced. Click Launch to open Google Forms. In Google Forms, click Responses and click on the spreadsheet icon to sync responses to Google Sheets. All the fields in the form are included as columns and each row is a response.
Note: If you had used the Neartail templates to create your order form, you can easily export the order line items data to google sheets and use pivot table to create the reports you need. 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.
Comments (1)
Nov 4, 2023
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. 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. Sales by product Login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, select monthly, click on the Open button for the Sales by product report > sales analytics trend report will be displayed > click on the table icon in the bottom right corner to view the detailed aggregate report > you can click on the print icon to download this as a pdf. Sync responses to Google Sheets You have created your form in Google Forms and customized it using Neartail to add calculations. You can sync Google Forms responses to Google Sheets and use the SUM formula in Google Sheets to calculate the total order quantity by product. Login to Neartail. Click on the form to open it. Edit page will be displayed. In the Neartail Edit page, click on the gear icon next to the form title. Form settings will be displayed. Click Advanced. Click Launch to open Google Forms. In Google Forms, click Responses and click on the spreadsheet icon to sync responses to Google Sheets. All the fields in the form are included as columns and each row is a response. Note: If you had used the Neartail templates to create your order form, you can easily export the order line items data to google sheets and use pivot table to create the reports you need. 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.
Add your comment
Add photo