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Online Customer Order Forms for Customers and Sales Team
I signed up the free trial and have been watching a few of the smartsheet videos and playing around in the dashboard but I still am not clear if smartsheet will work for us and I'm hoping to share what I am looking for and then someone at smartsheet can tell me if will work for us or not.
We are a small business that sell bottles of e-liqued to retail stores. I have 2 sales guys that visit customers in the field and place orders via text message.
We also have the store owners texting our sales guys with orders and then they (our sales guys) forward those texts to me. This way of doing business is a nightmare. Everything is one long text and we have to sort it out, copy it onto our order form which leave a great chance for errors.
We also have a PDF order form that we created in Excel that we email to some of our out of state customers but they have to print it out and fax it to us. Our local store owners do not have computors at their store. When they want to place an order they call or text. We must keep it simple for them. We are hoping to streamline this process with a mobile order form as they all pretty much have smartphones.
What We need:
1. We would like a simple order form embedded on our website that the store owners can go to on their smartphones and add the quantity of the bottles they are ordering. They would enter in their price (we have different customers on different price levels) We need smartsheet to calculate the total number of bottles ordered and the extended price that would be calculated on each row. Then they would submit the form and it goes to my inbox.
2. I also would create another form for our sales guys that they would fill out and email it to me.
Is it possilbe for smartsheet to do all this? Our order form is pretty simple.
SKU# Nicotine Level Quanittiy
All they would have to do is fill out the Quantity and of course their store name and info.
The SKU's and Nicotine Level will be on the sheet and uneditable.
I was hoping to embed this smart sheet or form onto our website and the store owners go their from their phones and fill out the form and submit it to us.
Is this even possible with smartsheet? Does the form clear itself after every customer entry? It seems smartsheet is more for project management so I am hoping someone can let me know.
Thank you for your time,