Commands in the Customer Details section

Step 1 - Settings > The Advanced section > Shopping Cart >

Commands in the Customer Details section

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You can use the commands in this section to compose an order form for your shopping cart.

The Order Form section displays a Field List with all the fields that you can use in the order form: some fields are Presets and some are Custom, and the list indicates whether a field is Visible and/or Mandatory.

The commands in the button bar above the Field List are:

Add a custom Field

You can add a new Custom field to the order form.

Remove Field

You can delete the selected field. You cannot delete Presets fields.

Rename Field

You can change the name of the selected field. You cannot change the names of Presets fields.

Move up / Move down

You can change the position of the fields in the list, moving the selected field up or down. You can change the order of the Presets and Custom fields, but you cannot move the Custom fields to the list of Presets ones, or vice versa.

Visible Field

You can set the selected field as visible/invisible in the order form.

Mandatory Field

You can set the selected field as mandatory/optional in the order form. The customer has to fill in all the mandatory fields, in order to proceed with his order.

The list already contains all the fields that are usually used in an order form.

The "E-mail address" field is the only one that cannot be set as optional or hidden, because the customer's e-mail address is vital to the correct working of the shopping cart.

At the bottom of the Field List table you can see the options:

Allow shipping data to differ from invoice data: if you select this option, a special section is added automatically to the order form with the fields for the customer's address details for shipping, if these differ from the details for sending the invoice.
Allow user registration: if you enable this option, the visitor must register with the online store in order to make purchases. When goods have been added to the cart and the payment/shipping methods have been indicated, customers are asked to register or, if they are already registered, to log in with their e-mail and password. Invoice and shipping data only need to be entered the first time: in subsequent orders, the purchase is completed just by logging in.

In order to use the Allow user registration option, you must have:

set orders to be saved in a database (with the Send data to a Database option in the Sending order section);
set Automatic Registration as the Registration Mode (in Access Management | Settings).

As well as the fields for collecting invoicing and shipping data, according to current legal requirements, order forms must also specify the sales terms and conditions that regulate how the shopping cart functions, so that customers may read and explicitly accept them.

In the Sales Terms and Conditions section there is an editor which you can use to write the Sales Terms and Conditions Text. A standard text is included in the editor, and you can use the button to create links to open, for example, the .PDF files containing your Sensitive Data Management Policy and Refund Policies. If you prefer, you can write your own text.

To meet current legal requirements, it is sufficient that the Sales Terms and Conditions appear immediately before the "Buy now" button, which confirms the order. You can also include the following option:

Request acceptance of Sales Terms and Conditions: a field requesting the customer to explicitly accept the Sales Terms and Conditions is added at the end of the order form, and the customer can click on the check box to show his acceptance.


Best practices:


How to create an e-commerce shopping cart


How to import/export products in the shopping cart


How to write notification e-mails


How to manage orders and product availability in stock

Further information:


The online Control Panel and the WebSite X5 Manager app