Commands in the Customer Details section

Step 1 - Settings > Shopping Cart >

Commands in the Customer Details section

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The commands in this section specify whether the Client needs to register to be able to make a purchase (Pro edition only), and they create the form which the Client needs to fill out to proceed with their purchase through the Shopping cart.

First, the Pro edition lets you specify the Purchase Mode, namely whether the Client needs to register in the Store to complete their purchase, or not. The following are the available options:

Purchase without user registration
Purchase with mandatory user registration
User can choose whether to register

By choosing to make registration mandatory for making a purchase, once products have been added to the shopping cart and shipping  and payment methods have been chosen, the User will have to register. If they have already registered, they will be prompted to log in by entering their email and password. This means that the User only needs to enter their billing and shipping details once; for future orders, they can log in to immediately complete their purchase.

On the other hand, the User can choose whether to register option lets the User decide whether they prefer to register with the Store or not: either way, they can proceed and complete their order.

To specify whether to request that the User register with the Store, you need:

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).

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.

In the Pro edition, the field "File Attachment" is available, which is useful for your Customers to attach, for instance, a proof of purchase, a coupon code or a picture to customize a product. According to the data sending method you have set in the Sending order section, the file will be sent as an e-mail attachment or a reference will be stored on the database, so to keep it available.

The following option is available at the bottom of the Field List table:

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.

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.


Read the guides:


How to create a e-commerce