You can gather essential customer information during checkout by implementing custom order fields that capture delivery instructions, purchase order numbers, or business-specific data points required for B2B order processing. This flexible data collection capability helps improve order accuracy and enables you to capture information critical for your specific business workflows, enhancing customer order experience while reducing post-order clarification calls.
Custom order fields enable you to tailor the checkout process to match your unique B2B requirements, supporting complex purchasing scenarios that standard checkout fields don't address. The ability to collect and display custom information on sales orders typically improves fulfillment accuracy and helps ensure your warehouse and customer service teams have all necessary context to process orders efficiently.
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Overview
Custom order fields are used to collection information from customers during checkout that displays on the sales order in your control panel. You can use them for record keeping, reporting, or to gather additional information about your customer's order.
Set up the Order Custom Fields Add-on
To install and set up your custom sales order fields:
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In your Maropost Commerce control panel click on the Addons menu.
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Find the Order Custom Fields add-on (in the Order Management section) and click on the Install button.
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Click the Install button in the pop-up window and the add-on will be installed.
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Click the Close button to close the pop-up window.
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You can now create and edit your custom order fields. Navigate to Webstore > Checkout Settings.
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Click Custom order fields from the menu to be taken to the custom order fields section.
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Click on the Edit link, or click the Create custom order field button to create a new field.
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Enter/edit the details of your custom order fields. Explanations of the fields can be found in this article.
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To make a field appear on your checkout page, click the Visibility toggle on the appropriate field.
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Click the Save button when complete.
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