Collecting Customer Orders Using Editable Fresh Sheet PDF

Generate PDF

1. Verify "Available" flag is selected for products you want listed on the Fresh Sheet Order form.

2. Click on "Fresh Sheet PDF" button below.

3. File "Fresh Sheet - <next week start date to next week end date>.pdf" is saved to your Desktop. 

Launch free PDF editor and create editable form

1. Click on "Launch PDF Editor" button below. This will open the editor in a browser window.

2. Click on Upload PDF file button and select the Fresh Sheet pdf from your Desktop. This will open the Fresh Sheet in the PDF Editor window.

3. Click on Forms on the Tool Bar and click on Checkbox icon.

4. Move box to first Select box, centre and click.

5. Click the Duplicate icon on Tool Bar.

6. Click on next Select box. 

7. Repeat these steps for all Select checkboxes.

8. Click on Forms on the Tool Bar and click on Text box (single line) icon.

9. Move box over Customer Name box, centre and click and then to first Quantity box, centre and click.

10. Click the Duplicate icon on Tool Bar.

11. Click on next Select box. 

12. Repeat these steps for all Select checkboxes.

13. Click on Apply Changes button at bottom of screen.

14. Click on Download button and the editable pdf form will be saved to the Downloads folder with displayed file name.

Email Editable Fresh Sheet Form to Customers

1. Open Apple Mail client

2. Click on Email Fresh Sheet button.

3. Click on the Channel or individual Customer select boxes. Channel will send to all customers within that specific Channel.

4. Click on the Send button.

5. A new window will open in Apple Mail with all Fresh Sheet messages for each Customer in tabs. (The email message instructs customers to fill in the form and save the  file as their name.) 

6. Attach the Fresh Sheet to each email message and click Send icon.