4.3 Shopping Cart Setup – Customer

 

Here is where you specify the information that you want the customer to fill up in the order form (Fig 4.3.1). A default list of fields is already created for you. You are free to add or remove fields accordingly. The default list includes Name, Address, City, State, Zip Code, Country, Credit Card Number, Credit Card Expiration Date and Phone.

 

To remove any of the default fields, select the field name in the lower table and click the button. If you want to add your own field, like Email for example, type in Email at the Field entry box and click the button.

 

Note: Hitting the Enter key will also add the field into the list.

 

A field with the Required column reflected as Yes means that the customer must provide this data in the order form. You can make any field an optional information by changing the Yes value to No. Simple click on the Yes cell and a drop-down list will appear for you to select No (Fig 4.3.1).

 

If you want to change the relative order of the fields, you can use the  and  arrows. Select the field you want to move up or down. Then click the  or   arrow to move it up or down the list. If you want to change the order or multiple consecutive fields, use the Shift key. Select the field to mark the start of the selection, then with the Shift key depressed, click on another field to mark the end of the selection. All the fields between the first and second clicks will be selected. Use the arrows buttons to move the selection up or down.

 

Steps:

 

  1. Check through default Customer Information list.

  2. Remove unwanted fields, if required by using the button.

  3. Type in new field name in Field entry box.

  4. Click the button.

  5. Toggle between Yes and No for respective fields.

  6. Change the order of fields by clicking the  or   buttons,

  7. Repeat steps as required.

 

Fig 4.3.1 Shopping Cart Setup - Customer