Once you've created an order form in Now Commerce, you can easily export it to Excel and make changes to it.
Go to Orders > Manage Lists and Forms > Edit > Export and Import > Export this form's categories and items > Export. Open the Excel spreadsheet to edit it.
When editing, do not remove any columns or change any column titles. Also, the data in the following columns should not be edited or removed as the data comes directly from QuickBooks. These fields are automatically updated after each web connector sync.
DO NOT EDIT THESE COLUMNS
Column G - ItemNameNumber
Column H - QBSalesDescription
Column I - QBPurchaseDescription
Column M - QBItemPrice
When you are finished editing, save the updated Excel spreadsheet with a different name. If you run into any trouble, you will still have the original Excel spreadsheet.
Go to Orders > Manage Lists and Forms > Edit > Export and Import > Choose File > Open > Import.
CATEGORIES
Column A - Category1Title
Column B - Category2Title
Column C - Category3Title
Column D - Category4Title
Column E - Category5Title
Column F - Category6Title
When you first create an order form, a category with the same name as the order form will be created in Column A - Category1Title. All of the items you selected to be on the form are initially assigned to this category. If you do not need categories on your order form, leave the values in Column A - Category1Title intact. All order forms must have at least one category, even if it's only a placeholder.
To assign items to a category, rename the value in Column A - Category1Title with the name of the top-level category for the item in each row. Use Column B - Category2Title through Column F - Category6Title to name the sub-categories, if needed, for the item in each row. Although you can have 1 top-level category and up to 5 sub-categories, more than 2 sub-categories are not recommended.
It's important to sort the spreadsheet by category and sub-category(s) before importing it back into Now Commerce.
ALTERNATE DESCRIPTION (optional)
Column J - AlternateDescription
The value entered here will be displayed instead of the item’s QuickBooks description.
IMAGES (optional)
Column K - ImageName
Column L - ThumbnailName
On the Now Commerce order form, each item can support up to 2 images. There can be a small thumbnail image and a larger standard image that pops up when you mouse over the thumbnail image. You can have a thumbnail image without a larger standard image but you cannot just have a larger standard image. Once the image file names have been added to the appropriate columns on the spreadsheet, the image files can be uploaded directly to Now Commerce and they will automatically be associated with the items.
Once you have images that meet the image specs, you can upload them in bulk by going to Orders > Manage Lists and Forms > Edit > Images > Upload.
Here are the image specs:
Thumbnail Image: Column L - ThumbnailName. The file can be in PNG, JPEG, or GIF format. The size limit is 200KB and the dimensions should be no larger than 80px by 80px.
Standard Image (pop up): Column K - ImageName. The file can be in PNG, JPEG, or GIF format. The size limit is 200KB and the dimensions should be no larger than 800px by 800px.
It's a good idea to name the image files so that you can easily identify which items they belong to. For example, if you have an item number "12345", you could name the thumbnail image "12345T.png" and name the standard image "12345S.png".
PRICE OVERRIDE (optional)
Column N - PriceOverride
The price override column value overrides the item prices that are pulled from QuickBooks.
When pricing is displayed for customers with a QuickBooks price level assigned, the price override can be affected.
If the customer does not have a QuickBooks price level assigned, the override price replaces the QuickBooks item price.
If the customer has a QuickBooks fixed percentage price level, the override price replaces the QuickBooks item price, then the fixed percentage discount is calculated using the override price.
If the customer has a QuickBooks per-item price level, the per-item price level price is displayed if the item has a price in the “Custom Price” column on the per-item price level. If the item does not have a price in the “Custom Price” column on the per-item price level, the override price replaces the QuickBooks item price.
If you want to change how this works, go to Orders > Manage Lists and Forms > Edit > Settings > Prices and select one of the following options:
Form prices override item prices, but not price levels (default - has no impact if not using Price Override).
Form prices override price levels and item prices (has no impact if not using Price Override)
INITIAL QUANTITY (optional)
Column O - InitialQuantity
The item’s quantity box on the order form will be pre-populated with the value used here. The default value can be changed or removed when ordering.
MINIMUM QUANTITY (optional)
Column P - MinQuantity
This item’s quantity must be greater than or equal to the value used here for the order to be valid.
MAXIMUM QUANTITY (optional)
Column Q - MaxQuantity
This item’s quantity must be less than or equal to the value used here for the order to be valid.
QUANTITY MULTIPLE (optional)
Column R - QuantityMultiple
This item’s quantity must be a multiple of the value used here for the order to be valid.