Require the capture of additional customer address and/or phone information for any guest completing a purchase when that information is not already saved through the Create Account flow.
Setup Checklist
This section is a comprehensive and high level summary of all tasks and prerequisites required for this feature to function properly. This section is purposed for use after an administrator is familiar with configuring this feature as an “audit” checklist. For detailed set-up instructions, jump down to “Prerequisite Tasks” and “Detailed Setup Guide” and then follow up with this checklist to ensure all steps are completed.
1. COMMERCE TASKS | |
|---|---|
Add or update the setting OrderSettings.CollectMissingCustomerInfo to True - REQUIRED | PREREQUISITE |
Update the following language strings - OPTIONAL ‘Aspenware.Commerce.MissingCustomerInfo’ and ‘Aspenware.Commerce.MissingCustomerInfo.Description’ | PREREQUISITE |
Select customer form fields to capture as additional data from the customer settings page. - REQUIRED | DETAILED SETUP |
Prerequisite Tasks
This section describes all requirements that must be completed before you can begin setting up this feature. Once these tasks are complete continue to the next section.
Commerce Tasks
Settings and Language Strings for this Feature
This feature may require updates to the following settings, language strings and/or HTML Widgets. Learn more about how to update and create Settings, Language Strings, and HTML widgets follow the links to the respective section.
Settings
To configure the following settings, go to Settings > All settings (advanced) and enter the setting name into the Name field of the Search box.
Define the store-wide setting ‘OrderSettings.CollectMissingCustomerInfo’ and set it to True.
NOTE: The setting ”OrderSettings.CollectMissingCustomerInfo” may not be auto-created during installation due to a bug. If you cannot locate this using the search field, you can create it. In the absence of the setting, the feature is OFF.
Language Strings
Instructions for updating this language strings can be found here.
Update 'Aspenware.Commerce.MissingCustomerInfo’ if “Missing Customer Info” is not desired as default.
Update ‘Aspenware.Commerce.MissingCustomerInfo.Description’ if “You are missing…” is not desired as default.
Detailed Setup Guide
1. Select customer form fields to capture
Go to Settings > Customer Settings and make sure the toggle is set to “Advanced” in the top right corner of the page.
Expand the section Customer Form Fields. Check the fields you would like enabled/required.
Click Save at top right after making or changing selections.
IMPORTANT: Gender, County, Country, and Fax Number should not be checked, as they are currently excluded from this enhancement. When this feature is turned on, because RTP|One requires a full address profile and cannot store a partial profile, we have to send some default values to the customer address profile. Country defaults to USA (currently not configurable) and County, Province, and State are sent with blank values.
DO NOT disable Date of Birth settings.