On the purchase form, I have added some custom fields using CRM. Basically, I modified the 'Open Shop Purchased Form' (under Web Form) and added Recipient Details e.g. name, address, message and Delivery Date. I copied the HTML code and pasted to replace the existing code 'Registration - Buy'. I placed an order providing all the details including in the custom fields, but i can see the data with Customer Order? Also, we want to show Delivery Date and Message on the Labels/Invoice?
I will appreciate some help.
Hey there. Do you mean you want that info on the invoice? Is that what your asking?
Unfortunately you can not output that information in the invoice at this time. Everything other then what is in the drop down for the invoice layout in the admin, won't render.
Thanks Liam. Actually, there are two requirements. 1) We are capturing some custom data on the checkout page e.g. Message on the gift, delivery date and recipient name. We would like to print this data on the shipping label particularly the recipient name and the delivery date? 2) when I go to the order section in the admin whatever I have captured (above fields) I should be able to see in order to process the order, but when I add the custom fields in the order section I get empty values?
https://londonhampers06.worldsecuresystems.com/OrderRetrievev2.aspx?St ep=13&CartID=c496db00-1d6c-4358-ae72-49f680c680d3&CheckOut=1&ANONID=3f 95bb61-6437-41fc-aa3c-51e69c1c76c4&VISID=6a121627-4d89-4510-8a73-706a4 5c0c3fb%23londonhampers06.worldsecuresystems.com%2317.06.2012+11%3a22% 3a17.945&VID=0&VSV=&SelectedRateKey=
Well for that you do not need to make custom fields.
- Shipping attnetion is for the recipetant and so you can use that and it will come out into the invoice.
- Custom CRM fields captured are stored agaisnt the person, not the order.
- Message on the gift you add on the product, you have the instructions field for that product which will also come through in the invoice.
Modify something like shipping instructions so it is split into two parts.
We have a little twist on that issue. We are using paypal to accept payment and print shipping labels. Many purchases are gifts. FIRST NAME and LAST NAME setup the CRM record and are transmitted to Paypal along with the "ship to" address. Unfortunately, we have not yet found a way to change what is passed to paypal for the name for the recipient if it is a gift. We used Shipping Attention and while that kept the CRM record correct, it sent the FIRST NAME and LAST NAME of the purchaser to paypal with the shipping address instead of the Shipping Attention Name. Our client cannot handle manually changing all the gift orders, so FIRST NAME / LAST NAME in CRM is now gift recipient rather than gift giver... not too great.
If anyone has suggestions of how to fix this, please let me know.
Yes, I understand that there is no flexibility with what is sent to Paypal. We ended up setting up a custom CRM with Shipto First Name, Ship to Last name, Company Name, Gift to, and Gift Message. Then using a custom report, we were able to use the Multiorder shipping feature in Paypal to map the csv file to order and print the shipping labels. Looking forward to future improvements with e-commerce.
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