Procure Source Online Ordering System – Form
Site Setup
– This may consist of setting up a subdomain with its own WordPress installation or adding the plugin into an existing site.
– If adding to existing site, online ordering page will have to be set to be accessible to logged-in users only. (May require creation of a custom user role)
Building the Order Form
Form would be built using a plugin called Ninja Forms (required addons – Multi-Step forms and Layout & Styles)
Form will consist of at least 12 product fields (with quantity/pricing options) and user email address field. NOTE: email field could be omitted – the form would use the email attached to the user’s account
Form will consist of two pages (multi-step form) with page 1 being the order form and page 2 the summary and ‘submit’ button
On submission, the form sends emails to the user and administrator with the for results (order)
– Installation
Installing the plugin and two required add-ons
– Basic setup
Configuring form settings (Title, display settings, sizing)
– Adding Products
Adding fields for each product including: Item Name, Image, Quantity options and Pricing.
– Calculations
Creating a calculation action to show total on summary page.
– Summary
Creating a second form page to show the summary of the users order and the calculated price total.
Summary page will have the ‘submit’ button
– Email Actions
Creating actions to send emails to the user (form submitter) and administrator with order summary.
Email content to be provided by client – i.e. thank you message, next steps, payment information, contact information etc.
Form design
– Styling form to be pleasing to the eye and easy to understand/use.
Testing & Troubleshooting
– Testing the form and actions
Revisions
– Any requested or required revisions from client
Thank you; I really appreciate your business.
This estimate is based on the tasks/services (including a concept file if detailed) above.
Any work other than that which is listed above (or included if a concept is provided) requested by the Client (you) after this estimate is approved and development begins will render this estimate void. At that point a new estimate will be provided or an agreement made between the Service Provider (emSpace Creative) and the Client (you) regarding continued development.
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Status changed: Draft to Pending.
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