Easy and quick way to add different types of fields to Magento checkout and customer registration page. Collect all the necessary business or marketing info and the customers personal data needed during checkout.

1. Checkout Fields Manager
User Manual for Magento
Aitoc

2. Aitoc
Table of Content
1. Enabling the extension in Magento.
2. Adding a custom checkout attribute.
3. Front-end view.
4. Custom checkout fields in Order details.
5. Orders grid options.
6. Magento API Support.

3. Aitoc1. Enabling the extension in Magento
In System > Manage Aitoc Modules, check
Checkout Fields Manager and click "Save
modules settings" on the top right.

4. Aitoc2. Adding a custom checkout attribute
Click “New Attribute” to add a new
checkout attribute, or click an existing
attribute to edit it.
System > Checkout Attributes

5. Aitoc2. Adding a custom checkout attribute
The extension adds the info from custom
fields into the HTML Order confirmation e-
mail by default (when the customer uses
standard Magento payment gateways,
including PayPal).
The admin can add the label and the value
of a custom field to the plain-text order
confirmation email. The attribute code is
used as XYZ in example below
{{var cfm.XYZ_label}}:{{var cfm. XYZ}}.
If you use a dropdown, you can enable
'Add default "Please Select" option'.
“Please Select” replaces the value
selected by default in the dropdown.
When this setting is enabled, customers
won't be able to continue checking out
until they choose an option other than
"Please Select".
System > Checkout Attributes - Edit an Attribute

6. Aitoc2. Adding a custom checkout attribute
Once you fill out all the necessary fields in
the Properties tab, go to Manage Label/
Options to add a title and a description for
your new field.
The extension supports the following
input types for attributes: Text Field, Text
Area, Date, Yes/No, Multiple Select,
Dropdown, Checkbox and Radio Button.
Specify at which checkout step your
custom attribute should be displayed.
The setting is specified separately for
One-Page & Multi-Address checkout.
System > Checkout Attributes - Edit an Attribute

7. Aitoc2. Adding a custom checkout attribute
Put custom fields onto the Orders grid
(except for the Date field, since it already
exists in default Magento grid).
Add a new export option to standard
Magento export options in the Orders
grid, so that you can export custom fields
data in .csv or .xls.
System > Checkout Attributes - Edit an Attribute

8. Aitoc2. Adding a custom checkout attribute
Choose "Yes" if you want to use the
custom attribute on your customer
registration page, too.
Additional options for the "Attribute
Placeholder" and "Position in Placeholder"
will appear.
Checkout Fields Manager lets you
automatically pre-fill custom checkout
fields with the information entered to
custom registration fields.
System > Checkout Attributes - Edit an Attribute

9. Aitoc2. Adding a custom checkout attribute
The description you enter will be
displayed under the field on the checkout
page. Use it to point your customers in a
particualr direction, if you wish.
This is not a required field.
System > Checkout Attributes - Edit an Attribute

10. Aitoc2. Adding a custom checkout attribute
Here you can specify your own title for the
“Please Select” option.
System > Checkout Attributes - Edit an Attribute

11. Aitoc2. Adding a custom checkout attribute
System > Import/Export > Dataflow - Profiles
If "Global" is checked (it is by default), the
attribute will be displayed in all Store
Views of all Websites (both current and
future ones).
System > Checkout Attributes - Edit an Attribute

12. Aitoc2. Adding a custom checkout attribute
For the new checkout attribute to appear
only in a specific Store View of a Website,
uncheck "Global" and "All store views of
the website" and select the required
Store View(s).
System > Checkout Attributes - Edit an Attribute

13. Aitoc2. Adding a custom checkout attribute
Choose which Customer Group(s) should
be shown your custom field.
System > Checkout Attributes - Edit an Attribute

14. Aitoc2. Adding a custom checkout attribute
Show a custom field when a product from
a specific category is ordered.
System > Checkout Attributes - Edit an Attribute

15. Aitoc2. Adding a custom checkout attribute
Show a custom field when a specific
product is ordered.
System > Checkout Attributes - Edit an Attribute

16. Aitoc3. Front-end view
An example of what a custom attribute
looks like on a one-page checkout form.

17. Aitoc4. Custom checkout fields in Order details
Your customers will be able to see the
extra feilds they filled out in their Magento
account (registered users only) and email.

18. The custom data provided by a client is
visible to admin in the Order/Invoice form.
Click “Change” to edit these data.
If admin edits custom data in an Order,
the Order is not cancelled, nor is another
Order created.
Aitoc4. Custom checkout fields in Order details

19. Aitoc5. Orders grid options
Export custom fields from the Orders grid
along with regular Magento fields in .csv
or .xls.
Export data from selected custom fields
matched with Order IDs to .xls.
Add custom fields to the Orders grid.
Filter Orders by custom fields (except for
Date)
Sort Orders by custom fields (except for
Date, checkbox or multiselect).

20. Aitoc6. Magento API Support
You can export the data provided by customers using Magento API. We add data entered via our extension to the following
Magento objects:
sales_order.list
sales_order.info
Please find below an example of how to retrieve an order data using the API:
// SOAP v1:
$client = new SoapClient('http://example.com/api/?wsdl=1');
$order = '100000001';
$session = $client->login('apiUser', 'apiKey');
$return = $client->call($session, 'sales_order.info', array($order));
echo '<pre>'.print_r($session,1).'</pre>';
echo '<pre>'.print_r($return,1).'</pre>';
// SOAP v2:
$client = new SoapClient('http://example.com/index.php/api/v2_soap?wsdl=1');
$order = '100000001';
$session = $client->login('apiUser', 'apiKey');
$return = $client->salesOrderInfo($session, $order);
$client->endSession($session, $order);
echo '<pre>'.print_r($session,1).'</pre>';
echo '<pre>'.print_r($return,1).'</pre>';
// SOAP v2 + WSI:
$client = new SoapClient('http://example.com/api/v2_soap?wsdl=1');
$order = '100000001';
$session = $client->login((object)array('username'=> 'apiUser', 'apiKey' => 'apiKey')); //with WS-I
$return = $client->salesOrderInfo((object)array('sessionId'=> $session->result, 'orderIncrementId' => $order));
$client->endSession((object)array('sessionId'=> $session->result, 'orderIncrementId' => $order));
echo '<pre>'.print_r($session,1).'</pre>';
echo '<pre>'.print_r($return,1).'</pre>';
* WS-I works only without index.php in hostname
* WSDL works only with index.php
The data can also be retrieved within sales_order.list.

21. Aitoc
Brought to you by
You can purchase Checkout Fields Manager at
www.aitoc.com/en/magentomods_checkoutfieldsmanager.html
For questions please email at sales@aitoc.com