How do I set up my product inventory: Fields
When a person places an order in Resmark, you can choose what information you would like them to provide about themselves, as well as other participants. The Fields feature gives you full control over this.
Information Collection
Standard Fields
Custom Fields
You have three options for information collection to choose from.
1. Collect No Information - Choose this option if you do not want to collect any customer or guest information and if you do not want to send a confirmation email. Some mandatory information will still be required for credit card processing.
2. Collect Customer Only - Choosing this option will only ask the customer at the time the order is made. Do not use this option if you want to fully utilize the manifest report or want to have Resmark integrate with WaiverSign.
3. Collect Customer and Guest Information - Only available if your product class is participant-based. This option will allow you to collect information from guests on the order before or after the order is created. The Missing Participants Auto Email set up in CruiseControl would then flag any guests who haven't signed and send them a message reminding them to provide this information and sign their waivers. Check "Show on Manifest" any fields you want to see on the manifest report.
Information Collection Setup
Warning! - Fields collected at the time of the order cannot be changed later without creating a new order. For example, if you choose "Collect No Information" for a month and then decide that you want to go back and change it to "Collect Customer and Guest Information" only new orders going forward will ask for that information.
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Resmark provides a list of standard fields. You have three options for each field:
1. Required - Customer must enter information into this field
2. Optional - Customer isn't required to enter information into this field
3. Do Not Display - Customer will not be asked to enter information into this field
Additionally, you have the option to show the field on the manifest (for internal purposes only).
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Don't see a field that you need? You can easily create additional fields. You have four field types that you can create:
Text - Enter a short response
Text Area - Enter a longer text response
Checkbox - Choose multiple options from a list
List - Choose a single option from a list
"Do Not Display Online" - Use this setting if you want to have internal custom fields that appear on internal orders, (not visible to the customer on online/public orders).
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Index
Information Collection
Standard Fields
Custom Fields
Information Collection
You have three options for information collection to choose from.
1. Collect No Information - Choose this option if you do not want to collect any customer or guest information and if you do not want to send a confirmation email. Some mandatory information will still be required for credit card processing.
2. Collect Customer Only - Choosing this option will only ask the customer at the time the order is made. Do not use this option if you want to fully utilize the manifest report or want to have Resmark integrate with WaiverSign.
3. Collect Customer and Guest Information - Only available if your product class is participant-based. This option will allow you to collect information from guests on the order before or after the order is created. The Missing Participants Auto Email set up in CruiseControl would then flag any guests who haven't signed and send them a message reminding them to provide this information and sign their waivers. Check "Show on Manifest" any fields you want to see on the manifest report.
Information Collection Setup
Warning! - Fields collected at the time of the order cannot be changed later without creating a new order. For example, if you choose "Collect No Information" for a month and then decide that you want to go back and change it to "Collect Customer and Guest Information" only new orders going forward will ask for that information.
Back to Top
Standard Fields
Resmark provides a list of standard fields. You have three options for each field:
1. Required - Customer must enter information into this field
2. Optional - Customer isn't required to enter information into this field
3. Do Not Display - Customer will not be asked to enter information into this field
Additionally, you have the option to show the field on the manifest (for internal purposes only).
Back to Top
Custom Fields
Don't see a field that you need? You can easily create additional fields. You have four field types that you can create:
Text - Enter a short response
Text Area - Enter a longer text response
Checkbox - Choose multiple options from a list
List - Choose a single option from a list
"Do Not Display Online" - Use this setting if you want to have internal custom fields that appear on internal orders, (not visible to the customer on online/public orders).
Back to Top
Updated on: 04/25/2024
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