Today, we shed light on how to improve the default checkout procedure of Magento 2 without installing one step checkout solutions. Meet the Mageworx Custom Checkout Fields Magento 2 extension. The module allows adding extra fields at checkout to collect necessary information about customers, products, or services. Thus, you get the valuable data that helps you better understand customers’ needs and optimize order processing. Custom Checkout Fields provides you with a broad choice of custom fields that you can add to your website checkout page.
Below, we describe the extension’s core features and explore backend and frontend functionality.'
As you might have guessed from the name, the Mageworx Custom Checkout Fields Magento 2 module is designed to add custom checkout fields. You get a wide selection of input types and can apply customizations on per store view basis. The collected data can be included in order details for both administrators and buyers.
Note that there are some features planned for the nearest future. First of all, the Mageworx Custom Checkout Fields Magento 2 extension will provide the ability to add custom fields to the default registration page. Next, the company is going to make the module more precise by enabling its functionality on the basis of customer groups, categories, and products. For instance, only registered customers who purchase items from the category that contains snickers will see custom fields. Thus, you can easily do surveys and get vital data necessary for better understanding of your audience.
We would also like to say a few words about custom checkout fields functionality. Above, we mentioned that several input types that can be leveraged with the help of the Mageworx Custom Checkout Fields Magento 2 extension. They are:
- Text Area;
- Text Field;
- Multiple select;
- Radio buttons;
- Static Text.
As for the display areas, they include shipping address, before/after payment methods, and before shipping methods. Furthermore, it is even possible to use HTML for videos, banners, or notifications!
From the perspective of Magento 2 administrator, the Mageworx Custom Checkout Fields Magento 2 module allows filtering orders by extra fields data (additional columns are included in the Orders grid). Besides, you can export this information via CSV or XLS.
Now, let’s see how these features are implemented in the backend.
You can find the Mageworx Custom Checkout Fields Magento 2 Extension under System -> Extensions -> Checkout Fields Manager. A six-column grid is available here. It consists of the following columns: Attribute Code; Default Label; Required (Yes/No); System (Yes/No); Visible on the checkout page (Yes/No); Display Area.
Let’s add a new checkout field. The new checkout attribute section is divided into four parts: Properties, Manage Labels, Websites / Store Views, and Storefront Properties. Below, we explore each one.
The Properties tab is split into two sections: Attribute Properties and Advanced Attribute Properties. The first one allows to specify a field name (Default Label), select its input type (nine options available), and decide whether values are required or not. Depending on a chosen input type further fields may differ a lot.
In case of Text Field, the Advanced Attribute Properties section allows to specify attribute code (for internal use), set a default value, and select input validation (None, Decimal Number, Integer Number, Email, URL, Letters, Letters (a-z, A-Z) or Numbers (0-9)).
In Manage Labels, you apply store view specific changes. The Mageworx Custom Checkout Fields Magento 2 module allows specifying different label names for separate websites.
Next, select for which store views to display your new custom field.
In Storefront Properties, you can make the field visible on the checkout page, select a display area for it, and set order. Do not forget to save the new custom field.
As for the extension main settings, they are available under Stores -> Settings -> Configuration -> Aitoc Extensions -> Checkout Fields Manager. Here you can restrict cart editing during the checkout, as well as disable cart so that customers will instantly proceed to checkout.
This is how custom sections can be displayed on the Shipping info step of the checkout page:
The collected data goes to order details. Buyers can view this information in My Orders tab of their customer account. Extra checkout field details are added to the Additional Info section right below Order Information:
As for backend administrators, they can view the same data on order information tab in the Additional Info section:
Although the Mageworx Custom Checkout Fields Magento 2 extension does not combine all checkout steps on one page, it also helps to improve the standard procedure by adding new custom fields where precious information can be collected. The price of this Magento 2 module is $125, and you can purchase it here:'