Page History
What is the Form Editor?
This section is for you to determine what information you require from your customer to register and place orders. Here, you have the ability to specify the fields you want to use in your shop and edit their properties. The fields have been grouped into different tabs depending on the information required: contact information, order information, shipping address, billing address, and payment information.
How to use the Form Editor...
Using the form editor, you can create customised forms using the tabs across the top for the following forms:
- Contact information
- Order information
- Delivery address
- Delivery recipient
- Invoice address
- Payment info
For each form, you can:
- Activate and deactivate pre-existing fields
- Make individual fields mandatory
- Rename the pre-existing fields to better match with your own business
- Create your own custom fields
- Determine the order in which the fields appear
- Set maximum number of characters that can be used in a field
- Mandatory grouping means the customer must fill out at least one of the mandatory fields with the same group number
These fields can then be stored globally, or they can be connected to specific customers, allowing you to tailor your individual customers requirements
Formatting Fields
Using the "Regular Expression" field you can specify the format an entry needs to be made.
E.g. an email address must have @ symbol or a telephone field can only accept number and not letter characters.
A regular expression is a sequence of characters that specifies a search pattern in text. Usually such patterns are used by string-searching algorithms for "find" or "find and replace" operations on strings, or for input validation.
Form Tabs
Contact information:
This is essentially the user details that you need to collect to fulfil an order
Please note: the top sort order feature (listed in the top section, not the field section) is EOL and is no longer used in Nettailer (this field can be ignored)
Order Information:
This form will determine the fields and data collected at the store checkout, including PO numbers and additional reference numbers that may be required. These forms can be unique to individual customers to cater for a wide range of checkout requirements.
| Info |
|---|
Since each supplier has a different technical format and options for receiving order address information in the supplier purchase order, the number of fields can vary incl. the possibility to receive reference fields. The field “Shipping reference” is used as the primary for “end customer/recipient shipping reference” and should be activated in the Form Editor. For some suppliers, the field “Order reference” is also include as part of the supplier purchase order, either in separately field or if the shipping reference is left emptyPlease note that the "order reference" and "shipping reference" fields are included in most (but not all) supplier integrations. In these cases, they would be present on the shipping label and accompanying documentation for that order. |
Please note: the top sort order feature (listed in the top section, not the field section) is EOL and is no longer used in Nettailer (this field can be ignored)
Custom order fields
| Status | ||||||
|---|---|---|---|---|---|---|
|
With this module, it's possible to display up to 8 additional fields during check-out. The information entered into these fields will be included in the order XML
Delivery Address:
This allows you to customise the delivery form that customers need to complete at checkout, collecting any additional data as needed.
Both the invoice and delivery address can also be locked at the customer level if necessary.
There are additional options to determine how the form behaves in different areas of the store (as to whether it is always expanded or whether it is collapsed).
The address fields will be auto-populated with the default customer information unless the do not use default option is checked.
Both the invoice and delivery address can also be locked at the customer level if necessary.
See Tips and tricks - Nettailer address handling for best practices.
Please note: the top sort order feature (listed in the top section, not the field section) is EOL and is no longer used in Nettailer (this field can be ignored)
Delivery recipient:
This form is designed to allow your users to add more information during the checkout process. This feature allows you to input essential delivery recipient information, ultimately ensuring the successful and timely arrival of your orders.
Please note: the top sort order feature (listed in the top section, not the field section) is EOL and is no longer used in Nettailer (this field can be ignored)
Invoice Address:
This will be the customers billing address and will auto-populate with the default address unless the "do not use default option is checked.
Both the invoice and delivery address can also be locked at the customer level if necessary.
There are additional options to determine how the form behaves in different areas of the store (as to whether it is always expanded or whether it is collapsed).
Please note: the top sort order feature (listed in the top section, not the field section) is EOL and is no longer used in Nettailer (this field can be ignored)
Payment info:
This is an EOL feature and is no longer used in Nettailer
Function | What it does |
|---|---|
Sorting | Each tab has a sorting order. The sorting number determines the order in which each section appears on the customer registration and ordering page .The higher the numbers the further down the page the section will appear. |
Original Label | This is the default name of a field set as the Nettailer standard. |
Own Title | This is the name of the field you may enter to replace the original label. |
Active | Tick this box if you want this field to be displayed. |
Mandatory | If you want a field to be mandatory click here. If selected the registration/order process will not complete until the customer has entered this field. |
Sort Order | Determines the order in which the fields are displayed o the form. The higher the number the further down the list the field will be displayed. |
Character Count | Min and Max Allows you to specify minimum and maximum number of characters you want the client to use in a field. |
Mandatory group | In the case you want one of several values to be mandatory, you can group them here. For example if you want the customer to specify either the "Marks" or "Invoice reference", you can group them by giving them the same value, such as 10. The shop will then notify the customer in the event that he tries to place an order without any of the relevant fields completed. |
Do not use the default value | Nettailer automatically sets values for some of the fields. In the event that you do not wish Nettailer to use the default values for a field, click the "Do not use the default value". |
Read Only | This makes the field read only and un-editable by the customer at checkout. |
