Sale forms are reusable mini-forms that pop up at POS when certain products land in the cart — a prompt for DOB when an age-restricted item is rung up, room dimensions for a carpet sale, blade count for a sharpening service. You build them once under Admin > Product, attach them to specific Products, and the cashier sees them automatically during checkout.

In the Admin mode, open Product in the left sidebar and scroll to the Sale forms section — it sits below Product categories and above Deposits.

What a sale form is

A sale form is a small structured data-capture form attached to a Product. When a cashier adds that product to a cart, Rundoo opens the form and asks them to fill it in — the answers attach to the sale and show on the sale record, the receipt, and (for age-restricted goods) any compliance audit trail.

Two things sit on every form:

• A form name — what the form is called in the picker on the product's Settings tab. Most stores name the form after the product or use-case: Age Restricted Item, Blade sharpening, Carpet install measurements, Extension Ladders.
• One or more fields — each field has a Field name (what the cashier sees as a prompt) and a Field type (how it's captured — a plain text field by default).

Every form also gets a Notes field for free. The modal explains this: "A notes field will by default be part of the form." Don't add a second notes field of your own — use the built-in one for free-form context the cashier jots down at the counter.

Adding a sale form

Click Add sale form at the top-right of the section. The New sale form modal opens with the Form name input and one empty field row.

• Type a Form name. Keep it short and recognizable — it's what you'll pick from a dropdown on the Product's Settings tab.
• Fill in Field name with the prompt you want the cashier to see (Room size (sq ft), DOB, Blade count, Height, Duty rating).
• Pick a Field type. The default is Text field — a free-form string input. Use that unless your version of Rundoo exposes other types.
• Click Add another field to stack on more fields. There's no cap; keep it short — this is a cashier filling it in at the register, not an intake form.

Click Save to commit. The form shows up in the list right away, and it's available on the product's Settings tab for you to attach immediately.

⚠️ Sale forms are product-level, not transaction-level. There is no "switch form on this sale" control at POS — the form fires because of the product in the cart. If a form needs to fire for two different products, attach the same form to both from their Settings tabs; you don't duplicate the form.

Editing or deleting an existing form