Simple finance form


(Gab) #1

Hi

I would like to make a simple form where staff can add in/tick book titles and prices of books that they have sold. This form would go to a Manager for approval and then on to our Finance area.

 

All I need is a form that can add up the cost of each book/s so that our Finance area can then organize Invoices. I cant find any field that would do this.

 

I don't want an e-commerce form. Is there something else I can use?

 

Thanks for any suggestions.


(Harinder Singh) #2

Hey Gayle,

 

As far I remember, there is no such option in Matrix custom forms to do the calculations automatically. You could use JavaScript to this job for you and store the values in the text fields.

 

Otherwise, Squiz gurus are best to advise on it.

 

Let us know how you go.

 

Cheers


(Gab) #3

Ok, it looks like I am going to have an e-commerce form. Can I have this without the CHECKOUT PAGE, and PAYMENT GATEWAY? Once a user enters what they want in the cart, this will then go to a Manager to approve and then on to our Finance area. Can this be done?


(Marcus Fong) #4

As far as I’m aware you do need a checkout page, but not a payment gateway.

There’s an option in the Ecommerce Default Delivery Method asset called “Gateway Required?” just under “Payment Gateway” - if you set it to “No” and don’t set up any payment gateways, your users will be able to place their orders without paying.


(Gab) #5

Thanks mfong - I will give it a go…


(Gab) #6

Morning - I have tried to set up an ecommerce form. mfong suggested I set the payment gateway to “No”. I haven’t been able to see where I can do this. I have attached 3 snapshots of what I have. On your tutorial page it shows the gateway required question, but on my system it doesn’t. It also says on your tutorial place “once you have added a Payment gateway…” How do I add this page - I have shown a snapshot of all the ecommerce pages I have access to. Can someone advise what I am doing wrong.


(Marcus Fong) #7

On the implementations I’m aware of without a payment gateway, the “Gateway Required” option wasn’t set in an e-commerce form, it was in the default delivery method linked to the checkout page asset.

The Checkout Page asset has a screen called “Processing Components”, which has a heading “Delivery Methods” where a default delivery method asset is linked. It’s in that E-commerce Default Delivery Method asset that the “Gateway Required” option exists.