Controlling
the layout of the order form
The entire EROL order form can be customised to suit the look and feel of your
store as well as meet most requirements such as extra form fields to gather
additional data from your customers over and above their standard details.
All of the options available for customising the order form are accessed by
clicking on Order Form Settings in the Basket tree view structure.
Clicking this
will activate four Order Form tabs on the right:
1) Layout Tab
2) General Settings Tab
3) Header & Footer Tab
4) Form Fields Tab
Limitations on order form layout
The basic layout of the order form fields cannot be changed.
However, you can control all text, colours, graphics, notes and extra fields.
Changing the font style and size of all text
in the order form
The size and style of all text on the order form can be controlled using the
'Size' and 'Face' dropdown menus under 'Set the Font Size and Face for the Order
Form'.
The colour of the text on the page defaults to black unless altered, for the
various areas of the form, using the Cell Colour and Font Colour options below.
Setting the colours for the various parts of the order form
The order form is made up of a number of default cells or bands. These bands
are included by default to ensure that any EROL Order form maintains a logical
and workable layout. The colours of these bands and the labels inside them can
however be altered. This is achieved using the Cell Colour and Font Colour dropdown
options.
Page: Refers to the background colour of the Order form. You also have the option
to alter the colour of the page font (i.e. the order form text sitting outside
of any default cells or bands).
Headings Column: Refers to the colour of the cell(s) or band(s) that run along
the top of the invoice. You can also set the colour of the label text inside
these cells or bands.
Totals Column: Refers to the colour of the cell(s) or band(s) that make up the
majority of the cells in the calculation column of the invoice.
You can also set the colour of the label text inside these cells or bands.
This cell also makes up the divider between customers' details and your order
notes.
Product Rows: Refers to the colour of the cell(s) or band(s) that contain the
purchased product details.
You can also set the colour of the label text inside these cells or bands.
Inserting custom fields onto the order form
You may require your customers to give you further information about the product(s)
they purchase. Alternatively you may wish to ask customers to let you know where
they heard about your store. It is possible to gather this information by inserting
your own custom form fields over and above the standard fields.
Insert custom fields by using the 'Create your own custom fields' options on
the Form Fields tab.
You may add a maximum of three custom form fields.
By default the custom fields are not included in the order form. To include
one, or all, of the custom fields select 'Include' from the 'Field' dropdown
menu. To make your custom field compulsory for the user to fill in, select 'Required'
from the 'Field' dropdown menu to ensure that the new field must be completed.
Label your new custom fields by typing in your desired label, or field description,
in the 'Label' field(s).
Selecting fields to be present in the order
form
By default, EROL automatically inserts the fields relevant to any online order.
These will include shipping address, billing address and credit card details
etc should they be relevant to the payment procedures you have chosen for your
store. There are however certain fields which you may or may not wish to include.
The fields are:
- E-mail Address
- Phone Number
- Fax Number
- Additional Info
- Part Shipment
EROL allows you the option to include or exclude some (or all) of these or to
make some of these fields compulsory to fill in.
The difference between Required | Included | Not Included
The 'Field' dropdown menus on the Form Fields tab allow you to decide the state
of certain fields on the order form.
The three states are:
- Required - The field is present in the order form and the customer must complete
the field or the order will not be sent.
- Included - The field is present in the order form.
- Not Included - The field is not present in the order form.
Laying out and ordering the fields on the
page
The Auxiliary fields you add to your order form will, by default, be placed
above all regular fields. The positioning of these new fields cannot be altered.
What are Order Notes
Many people using your store may be new to e-commerce and something as simple
as filling in the order form may be a difficult task for anyone unfamiliar with
the procedure. Additionally you may wish to allay customers' fears about the
security of online ordering through your store by explaining how your order
security works. All of these details can be included in the order notes. The
order notes will appear adjacent to the customer details fields.
Editing and laying out the order notes
The order notes you include on your order form can be input, laid out and edited
on the General Settings tab.
Double-clicking the Order Notes field, or clicking the 'Launch HTML Editor'
button will launch the EROL HTML editor. Here you can edit your order notes
to your exact requirements.
What should be included in the order notes
A good set of order notes should include some or all of the following:
- Instructions on how to place an order
- Your Shipping And Handling fee structure
- Details for ordering from other countries
- Indication of delivery schedule
- How you charge tax/VAT
- Credit Card Security
- Your Guarantee policy
- Your Returns policy
- Contact Information
- Customer Service phone number
- Your Privacy Policy
Advanced layout control over the Order Form
Although the basic layout of the cells or bands on the order form is fixed,
you are not limited to the overall page properties and any free-form HTML or
design elements above or below the actual pre-set order form.
The Header & Footer tab allows for any amount of your own free-form HTML above
and below the EROL created Order Form.
Adding your own scripts to the Order Form
You can add any of your own JavaScript, VBScript as well as set CSS styles to
your Order Form page using the Script sub-tabs on the Order Form Settings tab.
Inserting custom JavaScript onto your Order
Form
To insert your own JavaScript onto your page,
1. Select 'Order Form Settings' in the Basket tree view
2. Flip to the Settings sub-tab
3. In the Scripts sub-tabs set, flip to the JavaScript sub-tab
4. Write your code in the JavaScript field, ensuring that you do not include the <SCRIPT>tags
5. If you are pasting in JavaScript from an external source, strip the <SCRIPT>tags from the code, then paste the script into the field.
Do NOT include
the <SCRIPT>tags in your code.
Remember EROL does not support double quotes ( '' ) and will strip and replace
all double quotes with single quotes ( ' ). If you are experiencing problems
with your JavaScript make sure the stripping of the quotes has not affected
the functionality of the script.
Inserting custom VBScript onto your Order
Form
To insert your own VBScript onto your page,
1. Select 'Order Form Settings' in the Basket tree view
2. Flip to the Settings sub-tab
3. In the Scripts sub-tab set, flip to the VBScript sub-tab
4. Write your code in the VBScript field, ensuring that you do not include the <SCRIPT>tags
5. If you are pasting in VBScript from an external source, strip the <SCRIPT>tags from the code, then paste the script into the field.
Do NOT include
the <SCRIPT>tags in your code.
Remember EROL does not support double quotes ( '' ) and will strip and replace
all double quotes with single quotes ( ' ). If you are experiencing problems
with your VBScript make sure the stripping of the quotes has not affected the
functionality of the script.
Applying CSS styles to your Order Form
EROL provides the facility to add basic CSS functionality to your store, such
as removing underlines on hyperlinks, and making text links change colour on
mouseover.
To set the CSS properties for your page,
1. Select 'Order Form Settings' in the Basket tree view
2. Flip to the Settings sub-tab
3. In the Scripts sub-tab set, flip to the CSS sub-tab
4. Select the functions you would like to apply
5. Test your new CSS functions by rolling your mouse over the link text in the preview field.
Remember that older browsers will ignore any CSS properties you add to your Order Form.
Adding pre- and post- HTML formatting to the Order Form
Free-form HTML or design elements above or below the actual pre-set order form
by simply creating your own HTML in the Header (i.e. 'Pre-formatting') and Footer
(i.e.'Post-formatting') fields on the Header & Footer tab.
You can cut and paste your own HTML into these fields or create it using the
EROL HTML editor.