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I am a business owner new to using Neartail and am seeking assistance in building a menu using the "Neartail form builder" and integrating it with my Google Sheets. While I am not very tech-savvy, I am eager to maximize the potential of my Neartail subscription and utilize all its features effectively. I would greatly appreciate it if you could provide guidance or resources on: Building a menu using the Neartail form builder. Connecting it to my Google Sheets to manage order data efficiently. Any additional tips or advice on optimizing my Neartail experience for managing my business would be extremely helpful. Thank you for your time and support. Sincerely, Younis

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Vipin

Feb 27

Hi Younis, please find the answers below. #1 Create your menu You can use the Neartail templates to create your order form. If you have less than 20 products, you can create a simple single page order form. If you have a lot of products, you can create a multiple page form with separate page for each categories and organize products by category. You can edit the existing products in the template to add your products or add new products directly. Sold by quantity https://neartail.com/order-form/add-products-sold-by-quantity.html Sold by weight https://neartail.com/order-form/add-products-sold-by-weight.html Sold with variants https://neartail.com/order-form/add-products-with-variants.html #2 Collect orders Once you have created your form, you can share the Neartail short link with your users to collect responses. Instructions below. Login to Neartail > click on the form to open it > Edit page will displayed > click Share > copy the short link and use it to collect responses. Instead of using the short link, you can also create a website for your account. For detailed instructions, refer to the help article below. https://neartail.com/site-builder/create-your-site.html #3 Manage orders When the user fills the form and submits the response, it is recorded in Neartail and Google Forms. You can also sync the responses to Google Sheets. View individual orders in Neartail If you would like to view the individual orders, you should use the Neartail Orders page. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the submitted order to view the details. It will show the products ordered, customer details along with the transaction id for the payment. Sync responses to Google Sheets 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. The responses will be synced in real time. 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 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. Mobile app You can use the Neartail mobile app to get alerts for new orders and manage them easily. https://near.tl/inbox

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