Control selectable Shipping Addresses
- 19 Oct 2023
- 2 Minutes to read
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Control selectable Shipping Addresses
- Updated on 19 Oct 2023
- 2 Minutes to read
- Print
- DarkLight
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During checkout you can decrease the risk of the buyer providing incorrect shipping address details by providing the option to select predefined addresses which can be managed from the OrderCentral configuration. It also provides the ability to configure an approval flow before addresses can be selected by the buyer.
These shipping addresses are directly related to the account and can be selected by different users for the same account.
Once an account has at least one active address the checkout user experience will automatically display a carousel in which the buyer can select the address
How to configure the addresses
To support this feature we have a custom object called Address in the OrderCentral package. It comes with the following fields
Field label | Description |
|---|---|
Account | The account to which the address belongs. Users can only select addresses which relate to their account |
Active | If checked the buyer will be able to select the address during checkout |
City | |
Country | |
Postal Code | |
State | |
Street | |
Type | The type of the address. In case of an shipping address this should be shipping |
These records can be either inserted through a data upload or manually by adding the related object to the Account layout or through the address tab itself.
Display or add additional information on the shipping address tiles
There is the ability to create custom fields on the address object if additional information is required to be displayed or entered. Create a field on the address object and add it to the layout assigned to the buyer profiles.
Control how fields displayed on the address tiles during checkout
By default shipping address fields are being displayed on the address tile. If the order in which the information is displayed on the address tile during checkout needs to be adjusted the layout assigned to the buyer profile can be adjusted. The address tile will display the field values in the order in which the fields are on the layout.
Control who can create shipping addresses
Profiles and permission sets can be used to control who can view and create a shipping address records. The address selector is visible to the buyer when read permissions are assigned to the address object and there is at least one address record. When only read permissions are assigned it prevents buyers to create their own shipping addresses. Which provides you more control over which shipping addresses the buyer can choose from.
To allow buyers to create their own shipping addresses they will need create permission on the address object and on the fields that they will need to fill in information. Like street, city, country, etc.