Checkout Form Editor

 

The Checkout Form Editor lets you define the fields customers see in the checkout form and the fields they are required to select or complete. Besides you can add your own defined checkout fields using the Checkout Form Editor.

Overview
Fields into which customers can enter information are called attributes. Attributes are organized into sections based on their purposes. The last two sections — Payment Method and Shipping Method — contain no attributes; they only indicate the possibility for customers to select the methods.

Every attribute has the following properties:

Text Label

The text (label) that will be displayed in front of the corresponding checkout form field. This text label is what you your visitors  see in the storefront during checkout process.

Description

A brief description of the attribute. This text is invisible to customers.

Visibility

If set to YES, the corresponding field will be displayed in the checkout form, and customers will be able to select or complete it.

If set to NO, customers will not see the corresponding form field.

Note: The State and Country attributes are related. State can be visible only if Country is set to be visible. Therefore, if you make Country invisible, State is made invisible automatically.

Required

If set to YES, customers will not be able to proceed until they select or complete the corresponding checkout form field. Required form fields will be marked with a red asterisk ('*').

If set to NO, customers will be able to skip this field (leave it blank) when entering their information.

Note: If your online shipping costs calculation modules (UPS, USPS, FedEx, etc.) are activated, some shipping information attributes (ZIP, City, etc.) will always be Required, since they are used to calculate shipping costs based on the shipping address. The same is true for billing information: certain payment modules require an e-mail address and a physical address; therefore, these attributes in the Billing Info section will always be Required.

 

 

You can change the properties of any attribute listed on the page. You can also change the order in which the fields are displayed in the checkout form and even hide whole sections of attributes.  For instance, if you don't need your customers' telephone numbers, you can simply make the Contact Phone attribute invisible by setting its Visibility property to NO. To save changes click Update.

Custom fields management
To add a new custom field to a section, click the Custom Fields button in the section header.
The Checkout Custom Fields Management window will open where you can create 3 types of custom fields: Text, Text Area and Single Choice List:

You can edit or delete the custom fields using the same Custom Fields button in the section header.

You will be able to open the saved custom fields by using the drop-down list at the top of the Checkout Custom Fields Management window:

Sorting Attributes
To change the order of attributes in a section (and the order of the corresponding fields in the checkout form), click the Sort button in the section header. The Sort Attributes window will open where you can reorder the attributes using arrow buttons.
 
Disabling Whole Sections
To disable a whole section of attributes (that is, hide it from customers), click the Turn Off button in the section header. All section attributes will be grayed out. The button will now read Turn On. Customers will not see the disabled section in the checkout form.

To enable a previously disabled section, click the Turn On button.


  © 2004-2011 Pentasoft Corp. Corp. All Rights Reserved.