Description: This category explains how to collect extra information from customers during the basket and checkout journey by adding custom checkout fields, defining the type of input users can provide, and deciding when a field is required, optional, taxable, or tied to shipping eligibility. It also covers managing selectable values and adjustments, applying visibility rules so fields only appear for the right customers or contexts, and where staff can review captured responses within order records and Shared Print Operations.
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Tags: custom checkout fields, basket notes collection, delivery instructions field, gift option toggle, required checkout prompts, optional checkout prompts, selectable field values, radio button checkout options, dropdown checkout options, tax exempt checkout option, conditional field visibility, department based checkout rules, customer role based checkout rules, order response reporting, shared print operations details