Managing orders efficiently can be challenging when you're dealing with multiple customers and products. That's why we've created an intelligent form system that streamlines your entire order process from start to finish. Let's walk through how to create, manage, and automate your order workflow to save time and reduce errors! 🙌

Order forms are crucial tools that can significantly improve a company's order intake process, customer satisfaction, and operational efficiency. They serve as the foundation for smooth business operations and provide valuable data for business intelligence and decision-making.

There are several critical components of Order Forms within Jugl, some of them are

The Form Management Dashboard serves as your central hub for overseeing all order forms. When you log in, you'll see a comprehensive view of your forms displaying essential information. Each form entry shows you the form name and its associated task, along with a unique Form ID. The form ID consists of four mixed alphanumeric characters followed by a hyphen and the order quantity that helps you track specific orders. You can monitor order quantities at a glance and quickly access sharing links to send forms to customers. The dashboard also provides quick access to form settings, allowing you to make adjustments whenever needed.

The Inventory tab serves as a centralized location for managing your product and service offerings. Within this section, you can define detailed specifications for each item, including customizable attributes, pricing tiers, and availability status. The system allows you to create product variants, establish multiple pricing structures, and set specific rules for different customer segments. You can also implement dynamic inventory tracking, configure automatic reorder points, and define custom fields that capture specific requirements for each product or service. This flexibility ensures that your order forms accurately reflect your current offerings while maintaining precise control over how these items are presented to customers.

Creating the perfect order form starts with selecting the right field types for your needs. We've provided a variety of pre-built blocks that you can easily customize to gather exactly the information you need. The paragraph fields allow customers to provide detailed specifications or special requests, while short text fields are perfect for basic information like names and contact details. Date selectors help customers specify their preferred delivery dates, and dropdown menus make it easy to choose from your product catalog. You can also include single-choice options for specific selections and multi-choice fields when customers need to select multiple items or options. Finally, you are able to seamlessly upload predefined inventory items using the Service/Items option.

Our intelligent pricing system makes order calculations effortless. As customers select products and quantities, they'll see prices update automatically in real-time. This immediate feedback helps prevent confusion and ensures customers understand their total costs before submitting orders. The system handles complex calculations automatically, eliminating the risk of manual pricing errors.

Where Jugl truly distinguishes itself is in its sophisticated automatic task creation system. When customers submit order forms, the system immediately generates tasks according to predefined parameters. Users can specify destination boards, such as CRM boards, for these tasks and establish standardized due dates based on order types. The system automatically generates default descriptions containing critical order information, applies relevant labels for categorization, and sets appropriate priority levels. Furthermore, it implements a standardized subtask structure to ensure consistent order processing.

Each generated task comes equipped with powerful management features. You can enable sequential subtask completion to ensure your team follows the correct process order. The system tracks time allocation for each step, helping you monitor processing efficiency. Team members can be automatically assigned to specific parts of the process, and progress tracking shows you exactly where each order stands in your workflow.

Let our automation system handle the routine aspects of order processing. Every new order receives a unique identification number automatically. The system records precise timestamps for submissions and updates, creating a clear audit trail. As orders move through different processing stages, automations can update their status and location on your boards, ensuring nothing falls through the cracks.

Setup Process
Start by configuring essential fields and creating task templates aligned with your procedures. Test form submissions thoroughly, set automation rules, and train your team for a smooth launch.

Form Organization
Organize fields logically, use clear labels, and maintain a consistent structure. Preview forms to ensure they’re user-friendly and professional before sharing.

💡 Tip: Take advantage of our preview feature to experience your form exactly as your customers will see it. This helps you identify and fix any potential issues before sharing the form with customers!

Whether you're just getting started or looking to optimize your existing setup, our support team is ready to help you make the most of Jugl's powerful features. Reach out anytime to learn more about customizing your forms and automations! 🎯