Gavin Flitton Posted May 20, 2022 Share Posted May 20, 2022 Instead of having to retype the same instructions for every order, is there a way that those instruction can automatically be input into certain order so it does not need to be done manually? Quote Link to comment Share on other sites More sharing options...
Ashley Posted May 20, 2022 Share Posted May 20, 2022 @Gavin Flitton Presumably the instructions are specific to each customer? Like "loading dock is around the back of the building" for one company, but "please only deliver to the front office if there is someone there to receive" for another company, etc? Quote Link to comment Share on other sites More sharing options...
Derek Bond Posted June 30, 2022 Share Posted June 30, 2022 @Gavin Flitton This is a great request! We are wondering the same thing. Yes, the instructions would be specific to each client. Quote Link to comment Share on other sites More sharing options...
Ashley Posted June 30, 2022 Share Posted June 30, 2022 You could handle this using custom fields! 1. Go to Settings > Custom Fields and create a company custom field and name it whatever you want. Here I chose to call it "delivery instructions": 2. The go put the new variable for that field on your invoice or whichever output page is best for you and your team to see it: 3. Make sure the company goes to their company edit page and fills out that field with their instructions so it will populate on the output page for all of their orders! Note - the downside of this method is they can't really edit it to be different for one single order if, say, one random order needed different instructions. :) Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.