Grocery Service Order Form

Event Rental Systems offers the ability to create order forms for grocery lists, among other possibilities, to help our customers generate additional revenue streams.

To begin, create the service you would like to offer as an item. For the purpose of this tutorial, we are going to use “Grocery Delivery Service” as the example but you could modify this to encompass other products.

Creating the Order Form Item

1. Navigate to Admin>Products>Items.

2. Click “Add New” to create a new item.

3. The item “Type” should be “Regular”.

4. Enter the “Name”, “Cost”, “Quantity”, “Category”, “Picture”, etc., as appropriate.

5. We recommend using a “Sales Schedule Profile” for a flat cost unless you would like to bill differently, say hourly, for this service.

6. The key step is adding a new line under “Meta Info”

   1. The “Type” must be “Order Form Input”.

   2. The “Content” represents the title of the input box.

7. Click “Submit” or “Save” when finished.

Creating a List of Order Form Questions

For your Order List, consider the questions you would like to ask of your clients such as store preference, backup store/item options, phone number to call for questions, etc. This list of questions is entered as Order Options.

1. Navigate to Admin>Order Config>Order Options.

2. Click “Add New” to create a new Order Option.

3. The “Name” of the question is for your reference.

4. Use the “Description” box for your client-facing question.

5. Ensure the “Group” is set to “Top”.

6. The “Scope” must be set to “Special Order Form”

7. Click “Submit” or “Save” when finished

Website Order Form

The order form will automatically generate on your website with a specific link. Replace your foldername (the part in the URL before “.ourers.com”) and the item name in the link. Use underscores instead of spaces in the item name. This link can be given to your customers to begin placing orders.

https://foldername.ourers.com/order-form/Item_Name_With_Underscores/

In this example, my item is named “Grocery Delivery Service”. Therefore, I use “/grocery_delivery_service/” in the URL:

Order Form Documents

Once an order has been placed, the website will automatically navigate to a “Special Order Form Complete” webpage. You can modify the verbiage a customer will see under Admin>Documents>General Documents>Special Order Form Complete:

Do not delete the merge fields (items in brackets) otherwise the ordered items and new order button will not appear:

Your customer will receive an emailed receipt confirming order submission. Edit the emailed receipts under Admin>Documents>General Documents>Virtual Terminal Receipt:

Viewing, Modifying, and Charging Orders

Orders completed through the Order Form will appear under Scheduling > Events List.

For upcharges, orders can be edited like normal within ERS. Click the “Cart” to add items to the order, such as additional fees or an amount for the cost of the goods. ERSPay retains the card on file under the “Pay” screen to charge the customer for these additional items.