Cart Reference Fields

Add additional questions to the checkout page allowing you to collect more information, show or hide shipping and payment or upload additional documents or artwork to orders. See Order Reference Fields for more information how reference fields display on orders in our application.

Adding Reference Fields

1. Navigate to to the Carts section of the store builder.

2. Select the Cart Type you would like to add reference fields to. If you don’t see any cart types select Add Cart and add your cart.

3. Select Add Reference Field.

4. Enter a Label and select a Type.

5. Enter a Description if you would like additional instructions or information displayed below the field.

6. Options

   1. Select Show in checkout if you would like the field to be displayed to the user during checkout.

   2. Select Required if you would like to require the user to enter or select a value.

      1. Select a Require based on… field if you would like to require the field based on the input of other fields.

   3. Select Don’t require shipping address if you don’t want to require a shipping address. Ideal if offering pickup.

      1. Select a Require based on… field if you would like to require based on option selected.

   4. Select Don’t require shipping amount if you don’t want to charge a shipping amount. Ideal if offering pickup.

      1. Select a Require based on… field if you would like to require based on option selected.

   5. Select Link to customer roles. This applies to reference fields which are mapped to customer roles and some or all of those roles are managed by other roles who have the option to send order confirmations enabled. If selected only the managers of roles selected using this option are sent order confirmations.
      For example: Customer “A” has Customer Roles “Inside Sales” and “Outside Sales”. Customer “B” has Customer Role “Inside Sales Manager” which is the manager of “Inside Sales” customers. Customer “C” has role “Outside Sales Manager” which is the manager of “Outside Sales” customers.This reference field would have values “Inside Sales” and “Outside Sales” and the customer would be required to choose one when checking out. If customer chooses “Inside Sales” then only the “Inside Sales Manager” customers would be send order confirmations. Same would be true if customer chooses “Outside Sales” only the “Outside Sales Managers” would be sent a confirmation.

7. Select Save.