The Order and Quote Form settings let you control what information your sales reps see and fill in when creating an order or a quote. You decide which fields appear, whether they're mandatory, and whether they show up on orders, quotes, or both.
Any changes you make here apply across WizOrder for all reps.
How to Access Order and Quote Form Settings
- Go to Settings from the left navigation.
- Under Order & Quote, click Order and Quote Form.
- The Order and Quote Form settings page will open.
Finding Your Way Around Order and Quote Form
The page is organized into sections: the one visible here is Order Details. Each section contains a table of fields that appear on the order or quote form.
At the top right of each section, you'll find two toggles:
- Show in Order: Turn this on to make the entire section visible when a rep is creating an order
- Show in Quote :Turn this on to make the entire section visible when a rep is creating a quote
Within each section, the fields are listed in a table with the following columns:
- Name: The name of the field (for example, PO Number, Date Scheduled, Cancel Date, Expected Delivery Date)
- Dtype: The data type of the field (for example, text or date_only), which determines what kind of input the field accepts
- Order Mandatory: Toggle on to make this field required when submitting an order. Reps won't be able to proceed without filling it in
- Included in Order: Toggle on to include this field on the order form. Toggle off to hide it
- Quote Mandatory: Toggle on to make this field required when submitting a quote
- Included in Quote: Toggle on to include this field on the quote form. Toggle off to hide it
- Actions: Click the edit icon to modify the field's name or settings
How to Make a Field Mandatory
If a field is critical for your business — like a PO Number — you can make it mandatory so reps can't submit an order or quote without filling it in.
- Find the field you want to make mandatory (for example, PO Number).
- Locate the Order Mandatory or Quote Mandatory toggle for that field.
- Click the toggle to turn it on and Save.
Reps will now see this field marked as required on the form.
How to Show or Hide a Field
If a field isn't relevant to your workflow, you can hide it from the form entirely.
- Find the field you want to hide (for example, Cancel Date).
- Locate the Included in Order or Included in Quote toggle for that field.
- Click the toggle to turn it off. The field will no longer appear on the form for your reps.
To make a hidden field visible again, click the same toggle to turn it back on.
How to Add a New Field
If you need a field that isn't already on the form, you can add one.
- Scroll to the bottom of the section.
- Click + Add More Fields.
- Fill in the required details for the new field — name, data type, and visibility settings.
- Save your changes.
How to Edit an Existing Field
- Find the field you want to edit.
- Click the edit icon (pencil) in the Actions column on the right.
- Make your changes.
- Save your changes.