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Version: 4.0 preview

Tailor the customer fields

Version
4.0 preview
Updated
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Audience: store admins · Scope: the Customer Fields matrix · Last reviewed: 2026-07-20

What this does — Controls exactly what personal data you collect, and when. For every customer/address field, you decide separately in each of four flows whether it is shown and whether it is required — so checkout can demand more than a quick quotation request, and the profile can stay lean.

The Customer Fields matrix

How to read the matrix​

Each row is a field (company, salutation, name, address lines, ZIP, the country/state chain, VAT number, phone, language, newsletter …). The columns pair show and require for each flow:

  • Checkout — the buying flow (billing and delivery sections).
  • Quotation — the request-a-quote flow.
  • Save Order — saving a cart for later.
  • Profile — the account-editing screen.

Tick show to render the field in that flow; tick require to block submission while it's empty. A field can be required at checkout, optional in the profile, and absent from quotations — that's the point.

Steps​

  1. Go to Customer Fields.
  2. Walk each flow column asking one question: do we truly need this, here? Every required field costs conversion; quotations especially deserve a short form (name + email often suffices — you're starting a conversation, not shipping a parcel).
  3. Save, then run each flow on the storefront once to feel the result.

Worked examples​

  • B2B store: require Company and VAT IN at Checkout; show both, required, in Quotation; hide the salutation everywhere.
  • Consumer store: hide Company and VAT IN everywhere; require only name, address and email at Checkout; Quotation shows name + email only.

Good to know​

  • Delivery-address fields appear when the customer unticks "same as billing" — their show/require switches live in the same matrix. Whether the delivery block starts expanded is a Settings → Checkout switch.
  • The country → state → county → city dropdowns only offer populated, active geography records — if a state dropdown looks empty, that's the geography screens, not this matrix.
  • Salutation options (Mr/Ms/…) are managed in the embedded Salutations manager in Settings; this matrix only decides whether the field shows.
  • Requiring the VAT number is what enables clean EU B2B reverse-charge handling — pair it with the country flags from taxes.
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