The custom form editor tools allow you to build order forms for any situation. This article takes a look at every option that's available to you, and explains how it is used in the system.

The form editor is split into several parts, accessible through the following links in the sidebar menu:

• Product Info
• Questions & Answers
• Customers (Reorder Forms only)
• uDesignIT!
• Inventory (Reorder Forms only)
• Pricing
• Shipping Weight

Product Info

The Product Info section is where you set the basic details about a product:

• The product's ID / catalog number
• The name of the product
• A brief description of the product
• Other basic specifications like size, paper and ink
• The product category
• Sample images of the product

The product info appears at the top of the order form:

Questions & Answers

The Questions & Answers section is where you add all of the questions you need to ask your print buyer in order to collect all of the information needed to complete the project. For detailed instructions, be sure to watch this video tutorial:

Customers

Reorder Forms can be assigned to be viewable by a designated group of users, or even by an individual user.

Some helpful tips:

• More than one company, branch or contact can be assigned to a reorder form.
• You can assign a reorder form to a company to make it available to everybody with an account assigned to that company.
• You can assign a reorder form to a branch to make it available only to accounts assigned to that branch.
• In most cases, it's advisable to assign a reorder form to an entire company or branch rather than an individual within that company or branch.

For detailed instructions, be sure to watch this video:

uDesignIT!

This section is where you can assign a uDesignIT! template to the reorder form. The uDesignIT! system makes it possible for your print buyers to view a live proof of their document as they fill out the order form, allowing them to instantly proof and approve their order as they place it — saving your customer service department tons of time by skipping right past the proofing process in-house. For assistance with the uDesignIT! system, please contact our Customer Care Team at customercare@marketingideasforprinters.com, or call us at 1-800-736-0688.

Inventory

Reorder Forms have the option to track inventory for a product, automatically deducting it from the total as print buyers place their orders. This is ideal for situations where you keep a supply of pre-printed shells on-hand for a print buyer. The system also can notify you if the inventory drops below a designated level, reminding you that it's time to build the on-hand inventory back up before it's too late. Inventory levels are presented to the print buyer on the order form, in the product details section For detailed instructions, be sure to watch the following video tutorial:

Pricing

The pricing section allows you to assign prices based on the quantity ordered. More complex pricing structures require the use of the E-Commerce Suite add-on instead.

Shipping Weight

The 'Shipping Weight' tab provides the tools you need to assign weights on a per product basis. The Shipping Weight Calculator is a component of the E-Commerce Calculator collection.

If you choose to use the 'Standard Calculator', the minimum field that needs to be filled out in order for a product weight to be calculated is the 'Base product weight'.

Optional additional fields that may be filled out:

• A new box is required every ___ pieces
• Number of pieces is determined by: Default is 'Quantity' but you may choose another question on the order form that the number of pieces is determined by.

Select 'Update' after filling in the needed values, and the website order form will use those values to calculate the weight of the print buyer's order whenever it's needed.

You may also choose to add additional questions that affect product weight. This can include an individual question or a combination of questions such as Size/Paper Choices.

Select any question that affects product weight and select 'Add Question'. You may now fill in how much more weight (in pounds) each answer would add per the number of pieces you indicated in the 'Base product weight' field.

Select 'Update' when complete for filling out the optional questions that affect product weight.

If you didn't want to have the shipping weight calculated for a particular order form, select 'Weight Not Calculated'.

Select 'Save' in the lower-left while still in the 'Shipping Weight' tab to save your entries.