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Checkout Fields Manager

Description

Checkout Fields Manager allows store owners to modify the checkout page and add different types of extra fields to collect more information from customers and gain valuable insights. information gathered from custom checkout fields can be further analyzed and used as a foundation for new email campaigns, updates of pricing and shipping policies, customer segmentation and product positioning, and many others.

Compatibility

Checkout Fields Manager module is compatible with the following Magento platforms:

Community Edition (Open Source) Enterprise Edition (Commerce) Cloud Edition
2.3.0 - 2.4.* 2.3.0 - 2.4.* 2.3.0 - 2.4.*

Installation

Installing module using zip file

  • Unzip and paste the extension file into your root Magento folder.
  • Connect to your server by SSH.
  • Go to your Magento root folder.
  • To install the extension, perform this command:
php bin/magento setup:upgrade
php bin/magento setup:di:compile
php bin/magento setup:static-content:deploy

Composer installation

If you haven't installed any Aitoc module before, in that case first you will need to add your Aitoc composer repository. Please go through the document to see how you can add composer repository.

To install the module, you will need to run following commands:

composer require aitoc/checkout-fields-manager
php bin/magento setup:upgrade
php bin/magento setup:di:compile
php bin/magento setup:static-content:deploy -f
  • To switch the extension on/off, perform these commands:
php bin/magento module:enable Aitoc_CheckoutFieldsManager
php bin/magento module:disable Aitoc_CheckoutFieldsManager
  • To update the module, use below command:
composer update aitoc/checkout-fields-manager

Checkout Attributes

Note

Go to Admin → AITOC → Aitoc → Checkout Fields Manager → Checkout to create a new Attribute or edit an existing one. As an alternative, the page can also be found in STORES → ATTRIBUTES → CHECKOUT.

The “Properties” tab

Admin → AITOC → Aitoc → Checkout Fields Manager → Checkout

Note

The extension supports the following input types for attributes: Text Field, Text Area, Date, Yes/No, Multiple Select, Dropdown, Checkbox, and Radio Button.

Admin → AITOC → Aitoc → Checkout Fields Manager → Checkout → Edit “Gift Wrap”

Note

Once you fill out all the necessary fields in the Properties tab, go to Manage Label/ Options to add a title and a description for your new field.

Note

The extension adds the info from custom fields into the HTML Order confirmation email by default (when the customer uses standard Magento payment gateways, including PayPal). The admin can add the label and the value of a custom field to the plain-text order confirmation email.

The “Storefront Properties” tab

Admin → AITOC → Aitoc → Checkout Fields Manager → Checkout → Edit “Gift Wrap”

Note

Specify at which checkout step your custom attribute should be displayed.

Note

In the Websites / Store Views tab, you can select in what Stores to display the attribute.

Configuring the extension’s General Settings

Admin → AITOC → Aitoc → Checkout Fields Manager → Configuration

Note

The respective settings below enable the admin to restrict cart editing at checkout within the sidebar and disable cart for customers to instantly proceed to checkout.

Checkout - Payment Info view

Note

The default Magento feature "Check Out with Multiple Addresses" is not supported by this module.

Note

An example of what a custom attribute looks like on a Payment Info step.

Custom checkout fields in Order details

Note

Your customers will be able to see the extra fields they filled out in their Magento account (registered users only) and email.

Note

The custom data provided by a client is visible to the admin in the Order/Invoice form. Click “Edit” to edit this data.

Magento API Support

One can export the data provided by customers using Magento API. Retrieving data by SOAP is done via OAuth. An administrator must generate a key in the console (SSH). Please find below an example of how to get a key:

Command syntax:

curl -X POST "http://magentohost/index.php/rest/V1/integration/admin/token" -H "Content- Type:application/json" -d '{"username":"user", "password":"password"}'

The result of the command above is a set of symbols, which represents the key. One should use it to initialize the variation $key as in the example below.

THANK YOU FOR CHOOSING AITOC EXTENSIONS!

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