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                    Pre-orders / availability.
Are you able to customize pick up days or allow for pre-ordering and “approval” before accepting a sale? 
As a small home bakery I may not have all ingredients needed or be able to get them for an order last minute.I also need to be able to not accept orders on certain dates.
                    
                 
                
             
         
     
    
        
        
     
Comments (1)
May 7, 2024
Pick up days Currently we do not have the option to only specific dates and restrict selections to specific days of the week such as Wednesday, Friday etc. If you prefer, you can set a lead time to ensure that users place pre-orders in advance. If you would like to restrict users from selected specific dates, then you can add validations to the date field. Only the following the date validations are supported. - Allow only future dates - Allow only past dates - Allow only future dates with lead time - Allow between two dates Login to Neartail > click on the form to open it > Edit page will be displayed > click on the Add field button > enter the title "Pickup date", select the date widget and click Create > click on the gear icon next to the pickup date field > Field settings page will be displayed > click Answer > click Configure for the validation option > add the preferred response validation and click Save. Workaround for specific dates If you would like to allow users to select only specific dates such as 9-May, 10-May, 12-May, 13-May, then you can add a dropdown question with the list of valid date (+ time slots if required) as answer choices (see below) 9-May 10-May 12-May 13-May Approve orders By default, there are four order status: Abandoned, Submitted, Completed, Trash. 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. When a user fills the form and submits it, it will be displayed in the Submitted status. These 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. You can click on the + Status button in the bottom right corner of the Neartail Orders page to create additional status. You can create two custom status "Accepted", "Rejected" to manage your pre-order workflow. When a customer places an order, it will be in the Submitted status. You can move an order to the Accepted status to confirm the order. If you can't fulfill an order, you can move it to the Rejected status. Change order status (Accept or Reject) 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 relevant status or click on an order to view the details, select the relevant for the Move to option and click Submit. Setup confirmation emails You can set up your form automatically send an email when you move an order the Accepted or Rejected status. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > click on the three dots icon next to the new custom status "Accepted" > click Email respondents > setup wizard will be displayed > select the email field from the list and click Next > update the subject and click Next > update the message and click Next to complete the setup. When you move a response from the Submitted status to this custom "Accepted" status, the email will be sent to the user. Similarly, you can set up email notiications for the Rejected status to notify users that you are unable to fullfill their order. Email content You can customize the message to include a link to the form to select the delivery date, delivery instructions etc and use either of these formulas in the email message to show an order summary. ${BILL()} This will show a summary of the products ordered in the bill format. It will include the product name, quantity, unit price and amount ${response()} This will show a summary of all the answers in the form (products ordered + other fields in the form such as contact details, address etc)
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