Table of Contents
Introduction
Magento 2 is a popular e-commerce platform that offers a range of powerful features for managing orders. However, sometimes the standard order management functionality may not be sufficient for your business needs. In such cases, you can use Magento 2’s custom fields feature to add additional data fields to your orders. This will allow you to collect and store more information about your orders, customers, and products, and help you better manage your e-commerce operations.
In this article, we’ll explore how you can use custom fields in Magento 2 to manage orders more efficiently. We’ll cover the following topics:
- Creating custom fields in Magento 2
- Adding custom fields to order forms
- Collecting and storing data in custom fields
- Viewing and managing custom fields in orders
Creating Custom Fields in Magento 2
Magento 2 allows you to create custom fields for orders, customers, and products. To create a custom field, go to Stores > Attributes > Order, and click the Add New Attribute button. Then, fill in the following details:
Attribute Code: This is the internal name of the custom field. It should be unique and lowercase, and can only contain letters, numbers, or underscores.
Default Label: This is the label that customers will see on the order form. It should describe the purpose of the custom field, such as "Delivery Date", "Special Instructions", or "Gift Message".
Input Type: This is the type of input field that will be displayed on the order form. You can choose from various options, such as text field, date field, dropdown list, textarea, or yes/no button.
Values Required: Select "Yes" if the custom field is mandatory, and "No" if it is optional.
Visible on Frontend: Select "Yes" if the custom field should be displayed on the order form, and "No" if it should be hidden.
Scope: This determines the scope of the custom field, which can be Global, Website, or Store. Select "Global" if the field applies to all websites and stores, "Website" if it applies to a specific website, or "Store" if it applies to a specific store within a website.
Once you’ve filled in these details, click the Save Attribute button to create the custom field.
Adding Custom Fields to Order Forms
After you’ve created a custom field, you need to add it to the order form so that customers can fill in the data. To do this, go to Stores > Configuration > Sales > Sales > Sales Order Fields, and select the custom field you just created from the list of available fields. Then, choose the position of the field on the order form, and click the Save Config button.
Collecting and Storing Data in Custom Fields
When customers place an order and fill in the custom fields, Magento 2 will automatically collect and store the data in the database. You can view this data by going to the Sales > Orders section, and selecting the order you want to view. Then, scroll down to the Order Details section, and you’ll see the custom fields listed along with their values.
You can also export the order data and custom fields to a CSV file for analysis or reporting. To do this, go to the Sales > Orders section, and click the Export button. Then, choose the fields you want to export, including the custom fields, and click the Export button again.
Viewing and Managing Custom Fields in Orders
Magento 2 allows you to view and manage custom fields in orders using the built-in order management features. For example, you can filter orders by custom field value, sort orders by custom field value, and use custom fields as search criteria. You can also create custom reports and dashboards that include custom field data.
To view and manage custom fields, go to the Sales > Orders section, and select the order you want to view or manage. Then, you can edit the custom field data, delete the custom field, or add a new custom field. You can also view the custom field data in the order view page, the invoice page, and the shipment page.
Conclusion
Custom fields in Magento 2 are a powerful and flexible way to manage orders and collect additional data about your customers, products, and operations. By creating custom fields, adding them to order forms, and collecting and storing data, you can gain valuable insights into your e-commerce business and make more informed decisions. With Magento 2’s built-in order management features, you can view and manage custom fields easily and efficiently, and use them to improve your e-commerce operations.