Additional Data Collection

Additional Data Collection

The Additional Data Collection feature ensures key details—like serial numbers—are captured at checkout for select SKUs before an order is placed. With a flexible checkout extension tied to SKU lists, it keeps critical information accurate and fulfillment error-free.

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Additional Data Collection
  • Additional Data Collection
Details

Collect the extra details B2B orders usually require, without pushing your team into emails and spreadsheets.

Additional Data Collection adds structured fields to the buying flow so customers can provide information like internal reference numbers, project codes, delivery notes, or compliance acknowledgements at the moment of purchase. That data becomes part of the order record so it is available downstream for fulfillment, invoicing, and reporting.
How It Works

Custom fields are presented at the appropriate step (cart, checkout, or post-purchase, depending on the implementation) and written back to the order as notes, attributes, or metafields. Validation rules can require specific fields before checkout is allowed, reducing incomplete orders.
B2B Use Cases
  • Capture PO references, internal reference numbers, project codes, delivery notes, or compliance acknowledgements
  • Require delivery instructions for complex shipments
  • Collect compliance acknowledgements or required certifications
  • Reduce back-and-forth by collecting complete order context up front

Industries That Benefit

Manufacturing
Construction + Building Materials
Healthcare + Medical
Wholesale Distribution