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 | The city for the address. Used for shipping, billing, and location purposes |
Country | The country code for the address. Typically follows ISO standards (e.g., NL, US) |
Postal Code | The postal or ZIP code for the address. Used for shipping and validation |
State | The state or province code for the address. Useful for regional shipping and tax calculations |
Street | The street name and number for the address. Primary location detail |
Type | The type of the address. In case of a 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.
Adding Custom Fields to the Shipping Addresses
In addition to the predefined address fields (Account, Street, City, Postal Code, State, Country, Type, Active), you can create custom fields on the Address object and expose them to buyers during checkout. This allows you to capture additional information that is specific to your business needs — for example a delivery door code, internal reference, or other shipping-related metadata.
When to Use a Custom Field
Use a custom field when the standard address fields aren’t sufficient for your process. Examples include:
Capturing instructions specific to a shipping location.
Storing internal reference data that needs to be entered at checkout.
Adding labels or types not covered by the default fields.
Custom fields can be:
Text fields (e.g., short descriptions)
Picklists (controlled choices)
Date/number fields (structured data)
Other standard Salesforce data types as required
Once added to the Address object and the appropriate page layout, these fields will be visible on the shipping address tile during checkout if the buyer has permission to edit them.
How to Create a Custom Field on the Address Object
Open Salesforce Setup
Click the Setup icon and choose Setup.
Go to Object Manager
In the Quick Find box, type Object Manager and select it.
Search for Address (this is the custom object provided by OrderCentral).
Select Fields & Relationships
Within the Address object settings, click Fields & Relationships.
Create a New Field
Click New.
Select the appropriate Data Type for the information you want to capture (for example, Text, Picklist, etc.).
Click Next.
Configure Field Details
Enter a Field Label (the name users will see during checkout).
The API Name will be automatically generated.
Provide a Description and Help Text if needed (recommended for admins and users).
Click Next.
Set Field-Level Security
Make the field visible and editable for the profiles that represent your buyers.
If buyers should be able to fill in this field during checkout, ensure that edit permissions are granted here.
Click Next.
Add to Page Layout
Select the relevant Page Layouts to include the field.
Arrange it where it should appear on the address edit page.
Save your changes.
Exposing the Custom Field at Checkout
By default, only fields that buyers have Create/Edit permission for will be shown during the checkout process. To make your new custom field appear:
Ensure the buyer profile or permission set has Create and Edit permission on the field.
Include the field on the Address page layout assigned to those profiles.
Once those permissions and layouts are configured, buyers will see and be able to fill in the custom field when they:
Create a new shipping address during checkout.
Add or edit a selectable shipping address in their account.
The values entered will be stored on the Address record and will appear in the shipping address tiles as long as the field is added to the layout.