Supplier: How do I create an order form?
What is an order form
An order form makes it possible for clients to order services directly in Timezynk. A form is a predefined template of what they can order. Each client can have access to multiple forms. The form ensures that the order ends up correctly in the supplier’s schedule without needing to talk directly to the client.
Create an order form
For someone to be able to place an order, an order form must be created.
Click on ⚙️ in the top-right corner, scroll down in the side menu until you see Client and click on Order forms. Here you’ll get an overview of all your order forms.
To create a new order form, click the green button + Create order form, fill in the required fields, and press + Save.
Edit a form
- Click on ⚙️ in the top-right corner.
- Scroll down until you see the heading Add-ons and click on Order forms.
- Find the row with the order form and click the pencil icon.
Archive a form
- Click on ⚙️ in the top-right corner.
- Scroll down until you see the heading Add-ons and click on Order forms.
- Find the row with the order form and click the Archive button.
Restore a form
- Click on ⚙️ in the top-right corner.
- Scroll down until you see the heading Add-ons and click on Order forms.
- Click the Show archived button.
- Find the row with the order form and click the Restore button.
Fields in order forms
Order form
Enter a name for your form and a description. You can preview the result right there, where you
see what it will look like for client when they choose your form to place an order.
Fields from shifts
To help the system understand more about the shifts you receive through orders, you can choose how they should be linked to your registers. Different companies have different registers, and you can also choose not to include the registers in the order itself.
• Not included in the form
The field can be used as normal in the schedule, but it is not included in the order and is
not exposed to the client.
• Filled in by the client
The field is filled in by the requester when they create their order. Note that then the requester can see
all the headings in this record, and the option is suitable if you have a list of
tasks or services.
• Filled in by the supplier
The field is filled in by the supplier when they receive an order.
• Pre-filled
The field is pre-filled from the form
• Pre-filled from client
The field is pre-filled from the client. You select this when you invite a
client, and then you can choose for their orders to be linked to a specific customer.
Other fields
To ensure that all information is in place to complete the order, you can add
more fields or links to registers. The general fields ensure you don’t miss any detail,
and there are several different types to choose from. For example, phone numbers
can be set up so that you can call them directly from the mobile app. The address becomes a link so you can navigate, and email becomes a link so you can click and send an email. Register selections allow you to freely choose among your registers in Timezynk, including things that would normally not be included in an internal booking.
Client
List of clients who can use this form.
Click the button to invite a client.