Sales Forms
FAQs - Sales Forms
FAQ - How do you set up sales that are tagged for a specific student? There are two ways to configure a form or product so that the sale is tagged to a specific student versus at the family level. You want to choose one of these options when delivery ...
Advanced Forms
Setting Up a Lunch Order Form Many schools have the need to have an online ordering system that allows parents to prepay for their child's lunch, giving them the option to choose the variety and amount and choose to pay for the entire semester or ...
FAQs - Sales Reports
FAQ - Why is certain information no longer showing up on my report? Most likely a SKU was removed from a form or an option was removed from a SKU. When an option is removed from a SKU, that option will no longer appear on your sales report. For ...
Sales and Form Reports
There are several reports that capture sales. Form Report This report includes all data specific to this form including data fields and time of purchase. Find your form on the Store & Forms tab. Select the blue "report" button next to the form or ...
Promotion Codes
Promotion codes are a way to offer a discount for users towards the purchase of an item(s). The user enters the promotion code at check-out (or it can automatically applied) and the discount is then applied to each item that has been selected as ...
Sales Tax
Setting Your Sales Tax Rate Before you start adding Sales Tax to items, make sure that your account is set up for the correct Sales Tax Rate! Go to Store & Forms > Configuration > Sales. Enter the Sales Tax Rate for your area, expressed as a decimal. ...
Guest Forms
No Login Required A form can be set so that it is available for guests to complete without having to log in and create an account. This is recommended for situations when you want guest users to be able to complete a form and you want them to be able ...
Sales & Events Webinar
In these recorded webinars, we quickly go through the basics of setting up a sales form and then spend time talking about how to assure you get the data that you need while balancing creating a form that is easy for parents to use. At the end of the ...
Failure Re-Direct URL
The Failure Redirect URL will allow you to determine where to send the user if the user tries to open a form and they don't match the form conditions. This only applies if you are utilizing the direct URL to create a link to the form. Otherwise, the ...
Adding Products to Sales Forms
In order to sell the products in your Catalog, you will need to add products (SKUs) to your Sales Forms on the Products & Data Fields tab. You can also edit the form settings for multiple products at once on a form by using the "edit checked" button. ...
Creating and Editing Sales Forms
Creating a Sales Form Sales Forms can be set up to sell products, collect donations, and to capture data. There are a few basic steps to follow for creating a form: 1. Determine if you are going to start a form from scratch or copy an existing form. ...
Linking to Forms
You can set up a link that will take users directly to most Sales & Data Forms. Go to Store & Forms and select the Form. On the Form's Setup tab, at the top of the screen, there is a URL that will allow you to link directly to your form from a ...