Checkout Fields Manager

Installation

  • 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
  • To switch the extension on/off, perform these commands:
php bin/magento module:enable Aitoc_CheckoutFieldsManager
php bin/magento module:disable Aitoc_CheckoutFieldsManager

You can activate/deactivate several Aitoc extensions at once by specifying their names separated by space in the command.

Checkout Attributes

NOTE

Go to SYSTEM > CHECKOUT FIELDS MANAGER 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

SYSTEM > CHECKOUT FIELDS MANAGER - New Checkout Attribute

NOTE

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

SYSTEM > CHECKOUT FIELDS MANAGER - 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 e-mail 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

SYSTEM > CHECKOUT FIELDS MANAGER - Edit “Gift Wrap”

NOTE

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

NOTE

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

Configuring the extension’s General Settings

STORES > SETTINGS - CONFIGURATION > AITOC EXTENSIONS - CHECKOUT FIELDS MANAGER

NOTE

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

Checkout - Payment Info view

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 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 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.