Order form settings

About the order form

  • The order form must be activated for using SC customizable product URL or an embedded 'Customize' button.
  • It is shown in the final step where the customer provides all the necessary information for placing an order after the product’s customization is complete.
  • You can personalize it by selecting, rearranging, and adjusting specific inputs to align with your requirements.

Order form inputs

The order form has a list of inputs that you can choose from. To view them, you must first enable the order form.

  1. Go to My profile.
  2. Click Activate order form. How to activate the order form
  3. Afterward, you will see a list of Order form fields. They can be put in these categories:
    • 1. Basic inputs: Full name, Company name, Full address, Single line address, Email address, Phone number.
    • 2. Purchase inputs: Purchase order, VAT/TAX number.
    • 3. Additional inputs: Condition checkbox, Information block, Notes. Order form inputs

Order form customization

When selecting inputs, it is important to note that only essential information needs to be collected, and the form should be easily comprehensible. You can personalize your form by following these instructions:

  1. To enable preferred inputs, check the boxes next to the texts.
  2. To make inputs mandatory, click on the lock icon to turn it blue. Inputs with gray color lock will remain as optional fields.
  3. Conditional checkboxes come into play when you need to secure specific permissions. For instance, they can be used in the following situations:
    • Subscriptions
    • Acceptance of Terms and Conditions
    • Acknowledgment of Return and Refund Policies
    • Consent to Privacy and Security Policies
    • Other product detailed information agreements
  4. To rearrange the order of inputs, just drag the input up or down.
  5. Information block inputs are typically positioned at the beginning and end of the form. They are used to provide additional information, such as:
    • Shipping and Delivery information
    • Product Details
    • Advice on how to fill out the form Form-customization
  6. After making changes to the form, be sure to Save it. Save

The result: To complete an order, the customer must fill out your customized Order information form. order-form

Additional options

In specific cases, orders may necessitate particular product details. In such cases, you can activate Additional options. Additional options

You can define Product details in your Product. Product details

Let's see the outcome of each option:

  1. Enabling Show Product Price option allows customers to view the price. Product price
  2. To indicate that taxes are included, activate both Show Product Price and Show VAT/TAX Included in Price options. Product price with taxes
  3. To let customers order multiple products, activate Show Product Quantity Input option. Product quantity
  4. You can modify the text displayed after completing an order by selecting Change Order Form Success Message and updating the text as desired. Success message

Order notifications

Another beneficial feature of the order form is Order notifications. By activating it, you can receive the most up-to-date information about orders directly to your email. Order notifications

You have two options to choose from:

  1. Get a simple order notification after the order is taken.
  2. Receive an attached print-ready zip file with the notification email. Order notifications

NOTE: After making any changes, remember to Save it.