Extra Fields

You can add new custom drop-down menus, date selection, and text fields to your B2B portal and your admin platform to allow you to keep notes about orders or, at times, your customers to specify additional things about their order (e.g., delivery date). Let’s see how you can use the extra fields functionality. 

Step 1. Go to Settings >Extra Fields and click “New record.”

Step 2. Fill in the necessary information on the “Create extra field page.” 

Specifically, on this page, you will encounter the following fields:

Label	Enter the name of the extra field you want to create
View*	Select the relevant option from the drop-down menu where to add your extra field. To find out more, read below. Remember that this field is mandatory
Field type*	Select the appropriate option from the drop-down menu. Remember that here you need to specify what kind of extra field you want to create: Small Text. A single-line text box where you or customers can enter information Text Area. A multi-line text box where you or customers can add information Date. A calendar drop-down from which your or customers can select a date Select. A drop-down menu with predefined options from which you or customers can select only one option File. A field through which you or customers can upload files. Unsupported file types will return an error message Multi-select. A multi-line menu with predefined options from which you or customers can select multiple options using Ctrl + Click or command + Click Remember that this field is mandatory
Required	Check this option to make the extra field mandatory
Is Filter	Check this box to enable customers to filter products using this extra field. This option will only become available if you select the “Product” option under “View.” Read more about product filters in our dedicated article
Show to customers	Check this option to allow customers to see this extra field on your storefront. This option will only become available is you select the “Product” option under “View*”  NOTE: Remember that you’ll need to set which options your customers see for products later. Otherwise, this information will not appear on your storefront. To do so, go to the Products menu and select the appropriate product. Then, on the “Editing Product” page, look for the “Extra fields” tab, where you can define the appropriate options you want to showcase for customers on your storefront.
View order	Select the order in which you want the extra field to appear on your storefront or your platform. For example, if you have two fields with the same “View*” type, you need to set the value to “0,” if you want it to appear first, set the value “1,” if you want it to appear second and so on

 Step 4. Click on "Save" to create your new field.

Understanding Extra Fields View Options

As described above, you can choose where your extra fields will appear. Let’s see the available options on B2B Wave.

1. Order Checkout

Choose this option to place the extra field on the storefront’s checkout page for your customers to review and edit (e.g., Material).

2. Order Products Edit

Select this option to add the extra field on the Products section on the Order’s page accessible through the Orders menu. Remember that only platform admins and sales reps (assigned to the customer who placed the specific order) can edit this field.

3. Order Edit (admin)

Choose this option to add the extra field below the “Admin Notes” on the Order’s page accessible through the Orders menu. Remember that only platform admins and sales reps (assigned to the customer who placed the specific order) can edit this field.

4. Customer Registration

Select this option to place the extra field in the “Sign Up” Form on your storefront so that potential customers can edit this field.

Remember that if you add a Customer Registration extra field, this will appear on customers’ pages under the “Contact details” tab.

5. Customer Edit

Select this option to add the extra field on the “Admin Fields” tab on a customer’s page accessible through the Customers menu. Remember that only platform admins and sales reps (assigned to the customer who placed the specific order) can edit this field.

6. Product

Choose this option to place the extra field in the “Extra Fields” tab on the product’s page, accessible through the Products menu. 

Remember that only  platform admins and sales reps (assigned to the customer who placed the specific order) can edit this field. However, if you check the “Show customers” option when creating this type of fields, customers can see it on the storefront.

Updating Extra Fields in Bulk

You can mass import and edit extra fields following a few simple steps. Let’s see how you can do this based on the field’s view type.

1. Product View Extra Fields

To update and edit product-related extra fields in bulk, complete these steps:

Step 1. Go to Products >Export on your Admin Panel, make the appropriate selections, and click “Export” to download your product list. If you want to update products’ extra field values across all price lists, remember to leave the “Price List” field blank. Read our article more on importing and exporting products to find out more about this functionality.

Step 2. Open the spreadsheet and look up the Product-view extra fields you created using the name of the extra field label. Once you locate them, update their values.

Step 3. Once you have made the necessary changes to your file, go to Products >Import, click “Choose File” and “Import” to update all product-related extra fields. Remember that your file should be in xlsx. format.

The edits you make will appear on the affected products pages. To view them, go to the  Products menu, select a product for which you have updated the extra fields values, and click the “Extra Fields” tab.

Remember that any bulk changes you make to product view extra fields will appear on your storefront if you have checked the “Show to customers” option when creating them.

2. Customer Edit Extra Fields

To mass edit customer-related extra fields, follow these steps:

Step 1. Go to Tools >Import Customers on your Admin Panel and click “export existing customers” to download your customer list. To find out more about importing/exporting customers, click here.

Step 2. Open the spreadsheet and look up any Customer Edit fields using the name of the extra field label. Once you locate them, update their values. 

Step 3. Once you have made the necessary changes to your file, go to Tools >Import Customers, click “Choose File” and “Import” to update any Customer Edit extra fields. Remember that your file should be in xlsx. format.

The edits you make will appear on the affected customers’ pages. To view them, go to the  Customers menu, select a customer for whom you have updated the extra fields values, and click the “Extra Fields” tab.

NOTE: To be able to edit order-related extra fields, please get in touch with our support.