Allow buyers to add Additional Information to ordered Products

In many occasions you may want to allow your buyers to add information to the products that they did place in the shopping cart. To enable this follow these steps:

Add field(s) to the shopping cart item object

First we need to add the field to the shopping cart item object in order to be able to store the information.

1. Go to Setup -> Object Manager -> Shopping Cart Item
2. Select the Fields & Relationships tab
3. Click New
4. Select Text or Picklist
5. Enter the details
6. Click Next
7. Select the (buyer) profiles which need access
   1. If the profile has Read-only permissions the user will not be able to edit the value in the shopping cart

Give the buyer permissions on the field(s)

When using permissions sets instead of profiles to manage the user security follow these steps

1. Go to Setup
2. In the quick find search for Permission Sets
3. Open the permission set
4. Go to Object Settings -> Shopping Cart Items
5. Click edit and search for the newly added field(s)
6. Check Read/Edit Access
7. Click Save

Register the fields with OrderCentral

To display the shopping cart items fields in the storefront you will need to register them with OrderCentral.

1. Go to OrderCentral Settings -> Shopping Cart Tables
2. Select the table which need to display the field(s)
3. Move the specific field(s) to the Selected column
4. Click save

(Optional) Configure to be available for specific product categories

It might also happen that only certain category of products require additional information to be added. In this case you can configure the selected field to be only displayed for a certain web category (code). Follow these steps:

1. Make sure the Code field is available on the Web Category layout
2. Browse to the Web Category to enable the field for
3. Note the Code value
4. Go to the OrderCentral Settings -> Shopping Cart Tables
5. Select the table
6. Click Configure selected columns
7. Copy the Code value in the Applicable Categories column next to the specific field
8. Click Save