Customizing the checkout process to collect specific data-such as a VAT number, delivery instructions, or gift messages-is a common requirement for growing stores. PrestaShop offers several ways to add these fields without touching a single line of code.
Table of Contents
Context
In e-commerce, every additional field in the checkout can either provide valuable logistics data or act as a barrier to conversion. Selecting the right method ensures you collect necessary information while maintaining a smooth user experience.
Method 1: Using Dedicated Modules (Recommended)
Using a module is the most flexible approach, as it allows you to place fields exactly where you need them (e.g., in the shipping or payment step).
- Popular Options: Custom Fields for Checkout, Checkout Fields Manager, or Easy Custom Fields.
- Capabilities: These modules support various input types, including text boxes, dropdown menus, checkboxes, and date pickers.
- Installation:
- Go to Modules > Module Manager in the mybox panel.
- Upload the ZIP file and click Configure.
- Create your new fields and set them as “Required” or “Optional.”
- Pro Tip: Some modules allow you to show fields only for specific customer groups (e.g., B2B customers) or specific countries.
Method 2: Adding Fields to the Customer Profile
If you need information that stays with the customer for all future orders (like a company tax ID), adding it to the registration form is more efficient than the checkout form.
- Navigate to Shop Parameters > Customer Settings.
- Look for the Titles or Registration Form settings (depending on your PrestaShop version).
- Add new fields and specify if they are mandatory.
- Result: This data is collected once and will automatically appear in the administration panel for every order that customer places.
Method 3: Utilizing the Default “Order Notes”
If you only need a general text area for customers to leave instructions, PrestaShop has this built-in.
- Go to Shop Parameters > Order Settings.
- Ensure the “Enable summary” or “Gift-wrapping” options are configured, as these often toggle the visibility of the notes area.
- Label Customization: To change the name from “Notes” to something else (e.g., “Special Delivery Instructions”), go to International > Translations, select “Front Office,” and search for the string.
Method 4: One Page Checkout Configuration
Many mybox users utilize “One Page Checkout” modules to speed up sales. These tools almost always include a built-in field manager.
- Go to the configuration page of your One Page Checkout module.
- Locate the “Field Management” or “Checkout Fields” section.
- Drag and drop new elements into the desired position in the checkout flow.
Distinction: Mandatory vs. Optional Fields
- Mandatory: Use these only for data essential to fulfill the order (e.g., a phone number for the courier).
- Optional: Use these for marketing or preferences. Over-using mandatory fields is a leading cause of cart abandonment.
Practical Implications
- Data Retrieval: Once a custom field is filled, the data is typically visible in the Orders section of your back office, attached to the specific order details.
- Mobile Experience: Always test new fields on a mobile device. Large dropdowns or complex checkboxes can sometimes break the layout on smaller screens.
- Database Impact: While these methods don’t require code editing, they do add entries to your database. Use a reputable module to ensure these entries don’t slow down your site’s performance.
Summary
Customizing your order form allows you to bridge the gap between your store’s logistics and your customers’ needs. Whether you use a dedicated module for complex data or the default notes field for simple instructions, keeping the process intuitive is key to a high conversion rate.