Note: The following document applies only to merchants that signed up prior to 04/12/2006 have access to the version 1 and 2 checkout flows.

When switching from checkout version 1 (also called the old checkout flow) or checkout version 2 (also called the new checkout flow) to checkout pages managed through Checkout Manager, any custom fields you may have created can not be migrated. You will need to recreate any custom fields you may have added to your previous checkout pages.

After recreating any custom fields you may have had, you can test your custom checkout flow to ensure that your new fields are working.

To add new fields:

1. From Checkout Manager, select the "Page Configuration" link.
2. Click the tab for the page where you wish to add a field (Note: the tabs that appear in the "Page Configuration" module reflect the flow settings you selected in the "Global Settings" module).
3. Select the section in the Page Sections table where you wish to add a new field and click "Add".
4. Enter or select the following:
   • Display name: Enter a display name to label the field for shoppers.
   • Field Name Visibility: Choose to show or hide the field name to label the field for buyers.
   • Field Location: Choose to display the field and the top or bottom of the selected section.
   • Field Type: Select a field type based on your needs.
5. Edit or select attributes for the field:
   • Field ID: Enter a field ID to identify the field in your HTML code. The field ID will be used as the field name in your HTML code.
   • Field Sizes (for input field types): Enter values for field width (if applicable) and field height (if applicable).
   • Field value: Enter a field value (for text boxes and text areas this will be the default text) or field values (for check boxes, radio buttons, menu, and list boxes these will be the choices from which shoppers select).
   • Character limit (for input field types): Enter the maximum number of characters the shopper can enter into a field.
   • Validation rules (for input field types): Select validation rules to check shopper input upon submission.
   • Required: Select whether the field is required or not to complete the checkout process.
   • Field Help: Enter helpful text (optional) to appear beneath the field to guide users in how to complete each field (where appropriate).
6. Click "Finish".

Your new field now appears in the Page Sections table in the section you selected. You can preview the page to see your new field as it will appear to shoppers.

When ready, you can return to the Store Manager and publish your order settings.