Changing order form custom fields

The order form that users need to fill out when requesting product can be changed to suit customer needs. If you require certain data to be captured for every order you can customise your order form to make fields mandatory or optional. A good use case of this might be to attribute orders to machines, job numbers or departments. Forcing users to enter information at the order form point. There are 7 custom fields available. With either free text or selectable options. If these fields are enabled then the information will show up at on daily order reports and in Trakkit Live order screen. You will need the appropriate level of access to set up custom fields.

1. Setting up custom order form fields.

2. Go to Home page/Machines/Orders

1. 'Included' checkbox must be ticked to edit the custom field.

Explanation of columns in the screenshot above.

• Included - Check this box if field is required to be displayed on order form that machine user will see

• Field - Trakkit admin label.

• Display Caption - What label the machine user will see when they are using the order form.

• Display Order - Change this number as required to change the order that the field will appear on the order form for the machine user.

• Max Length - Maximum amount of characters that should be used by the machine user.

• System Max - Maximum amount of characters able to be used, set by Trakkit admin.

• Field Type - Text - Free text and any combination of letters or numbers can be used by the machine user.

• Field Type - Options - Can be set so the machine user has to select options based on what has been set by the site admin.

Field Type / Options Edit these fields to add different selections that machine users can use on the order pad. These selection will then show in reporting and Trakkit Live orders.

After saving the changes will then reflect on the order form.