Order custom fields

Order custom fields are created in the same way as other custom fields. Custom fields created for orders are also available for use on quotes.

When creating or editing an order or quote, you can select the data for the custom field(s) in the Custom fields section. Custom field data can be added or amended at any time.

When a quote is marked as paid the custom field data attached to it carries across to the corresponding order.

Custom field data for orders is exported within the order CSV export.

When viewing your orders, you can filter them using custom fields that you have created:

1. Navigate to Order > View orders
2. Use the filters option to open the filter dialogue
3. Select the custom field values you want to apply to the orders and select apply

You can use the save filters option to save the configured filters for later use.

You can use the search option on both the orders and quotes pages to search orders based on text custom field data attached to them.

Use the search box to enter a search query and the list of orders/quotes with matching custom field data will be returned.

Custom fields for orders are available on the order object.

You can therefore use custom fields:

• On order confirmation emails (when you add custom field data to an order when creating it through your ShopWired account)
• On quote emails
• On order status emails
• On invoice PDFs (both for orders and quotes)
• On the order XML feed
• On order pages on your website

To use custom fields on the order object, use the format order.custom_fields.X (replacing X with the name of the custom field).

You can select to request that, at checkout, visitors are asked to enter data into order custom fields by selecting the display this field on your website's checkout for visitors to use setting when creating or editing the custom field.

Custom fields of the following types cannot be displayed at checkout:

• Product list
• Value list
• Date & time picker

Instead, you should use the order questions feature.

You cannot set order custom fields to be required through the custom fields settings page within your ShopWired account. To make custom fields required you'll need to add custom JS to the advanced JS setting within the platform checkout settings page. Contact theme support for assistance.

Order custom fields offer versatile applications within your ShopWired account and on your website. Since they are accessed through Twig, you can leverage Twig's logic functions to dynamically modify orders.

Example use cases:

• Add a custom field to capture a unique identifier like a Sage Accounts Customer ID or internal purchase order number. This information can be used for internal tracking or integrated with external systems
• Implement a toggle or dropdown field to mark orders with a priority level (e.g., standard, express, urgent). This can be used to prioritise processing and fulfilment within your order management system
• Use custom fields to assist with reducing fraud by marking orders with a fraud score
• When selling orders internationally, use custom fields to alter the appearance of the order invoice PDF for international customers to comply with local regulations or display additional information about pricing in local currencies