LogoLogo
Online GuideTutorials & GuidesNewsNetset PDB
English (original)
English (original)
  • Welcome
  • Online Guide
    • Dashboard
      • Supplier Status Widget
      • Purchase Orders Widget
    • Orders
      • Orders
      • Purchase Orders
      • Create Combined PO (EOL)
      • Invoices
      • Uncompleted Orders
      • Returns
      • PunchOut - ADD-ON
    • Products
      • Products
      • Bundles
      • Focus Assortments
      • List of Products
      • Suppliers
      • System Suppliers
      • Supplier Import Logs
      • Manufacturers
      • Product Range Limitations
      • Product Range
      • Product Variations
      • Supplier Import Filters
      • Flags
      • Top Sellers
      • Warehouses - ADD-ON
      • Weight
      • Product Forms - ADD-ON
      • Product Notification
      • 1WorldSync SKU
      • Configurators
        • Aurdel Cable Guide
      • Expired Products
      • Product Option Groups - ADD-ON
      • Product Options - ADD-ON
      • Asset Inventory - ADD-ON
    • Shipping & Delivery
      • Shipping Matrices
      • Delivery Options
      • Delivery Sites
      • Category Settings
      • Supplier Settings
      • Geographical Areas
      • Shipping Test
    • Marketing
      • Promotion Items
      • Promotion Pages
      • CMS Pages
      • Front Page Sections
      • Menus
      • Page Footer
      • Page Header
      • Vouchers
      • Mail Forms
      • Documents (EOL)
      • Search Linking
      • Image Overlays
      • Additional Product Text - ADD-ON
      • Product Tags
    • Categories
      • Categories
      • Category Groups
      • Business Area - ADD-ON
      • Accessories
      • Product Menu Settings
    • Pricing
      • Price Logics
      • Rounding
      • Price Level Naming
      • Fixed Price Editor (EOL)
      • Fixed Price Lists
      • Price Logics Groups - ADD-ON
      • Bids
      • Price Test
      • Global Bids - ADD-ON
      • Cost Price Strategies
    • Customers & Users
      • Customers
      • Users
      • Customer Groups
      • Customer Segments - ADD-ON
      • Administrators
      • Sales Teams - ADD-ON
      • Resellers
      • Permission Profiles
      • Merge Customers
      • Single Sign on - ADD-ON
    • Payment Options
      • Payments
      • Payment Option Groups
      • Payment Providers
      • Taxes
      • Currencies - ADD-ON
    • Quotes
      • Quotes
      • Quote Requests
      • Quote Templates
    • Email
      • Email log
      • Mail Lists
      • Grabbed Emails
      • HTML Email
      • Email Templates
      • Mail Server
      • DKIM
    • Imports
      • Imports
      • Order Imports - ADD-ON
    • Exports
      • Exports
      • Single Object Exports
        • XML Sales Order
        • XML Purchase Order
      • Products Exports - ADD-ON
    • Statistic
      • Login Statistics
      • Active Users
      • Sales Statistics
      • Retailer Statistics
      • Product Statistics
      • Customer Group Statistics
      • Customer Statistics
    • Settings
      • Settings
        • 1WorldSync Logo Services
      • Admin Settings
      • Contact Info
      • Cookie Banner
      • Countries
      • Domains
      • Extrinsic Fields - ADD-ON
      • Files
      • Form Editor
      • Google Analytics
      • JavaScript
      • Languages - ADD-ON
      • Next Invoice Number
      • Next Order Number
      • Notifications
      • Order History Search
      • Order Status
      • PDF
      • Password Policy
      • Responsive Profile
      • Search Tuning
      • Translations
    • End of Life Features
      • Newsletter Email
      • Templates for Newsletters
  • Tutorials & How-to
    • Authentication and Security
      • 2-Factor Authentication
      • SPF Setup Instructions
      • DKIM Setup Instructions
      • reCAPTCHA Setup Instructions
    • Workflow and Process
      • Approval Process
      • Exports
      • Imports
      • Log in as an Customer/User
      • Setting up a Discount Using "Discount on General Price".
      • Project Database, PDB, Onboarding Manual
      • Dynamic HTML - ADD-ON
    • Techical Setup
      • Avalara Tax Calculator Setup Instructions
      • Google Analytics 4 Setup Instructions
      • URL Setup Instructions
    • Product Management
      • Alternative Products
      • Lists of Products - LOP
      • Focus Assortment
      • Setting up Display Categorys - ADD-ON
      • Asset Inventory - ADD-ON
    • Tips and How-to
      • How a Product is Identified in Nettailer.
      • How to benefit from Extrinsic fields & Product form.
      • Test order Delivery to ERP-Integration?
      • Keyboard Shortcuts for Administration Users
      • Markup vs Margin
      • Address Handling
      • Order Status
      • Using "Privacy Mode"
  • Explore add-ons for Nettailer
    • Orders
    • Products
    • Marketing
    • Categories
    • Pricing
    • Customer & Users
    • Payments
    • Quotes
    • Integrations
    • Settings / Other
  • Current Suppliers
  • Security & Accessibility
    • Accessibility requirements
  • News
    • Nettailer release 25.1
    • Nettailer release 25.0
    • Nettailer release 24.6
    • Nettailer release 24.5
    • Nettailer release 24.4
    • Nettailer release 24.3
    • Nettailer release 24.2
    • Nettailer release 24.1
    • Nettailer release 24.0
    • Archive
      • Webinar March 20th 2024
Powered by GitBook

Netset AB

  • Adelgatan 9
  • 211 22 Malmö
  • Sweden

Project database (pdb)

  • >> Create a support ticket

Get in touch

  • netset.com
  • support@netset.com
  • +46 40 20 88 00

Copyright © 2025 Netset AB all rights reserved.

On this page
  • What is the Form Editor?
  • How to use the Form Editor...
  • Formatting Fields
  • Form Tabs
  • Contact information:
  • Order Information:
  • Custom order fields ADD-ON
  • Delivery Address:
  • Delivery recipient:
  • Invoice Address:
  • Payment info:
Export as PDF
  1. Online Guide
  2. Settings

Form Editor

What is the Form Editor?

This section is for you to determine what information you require from your customer to register and place orders. Here, you have the ability to specify the fields you want to use in your shop and edit their properties. The fields have been grouped into different tabs depending on the information required: contact information, order information, shipping address, billing address, and payment information.

How to use the Form Editor...

Using the form editor, you can create customised forms using the tabs across the top for the following forms:

  • Contact information

  • Order information

  • Delivery address

  • Delivery recipient

  • Invoice address

  • Payment info

For each form, you can:

  • Activate and deactivate pre-existing fields

  • Make individual fields mandatory

  • Rename the pre-existing fields to better match with your own business

  • Create your own custom fields

  • Determine the order in which the fields appear

  • Set maximum number of characters that can be used in a field

  • Mandatory grouping means the customer must fill out at least one of the mandatory fields with the same group number

These fields can then be stored globally, or they can be connected to specific customers, allowing you to tailor your individual customers requirements

Formatting Fields

Using the "Regular Expression" field you can specify the format an entry needs to be made.

E.g. an email address must have @ symbol or a telephone field can only accept number and not letter characters.

A regular expression is a sequence of characters that specifies a search pattern in text. Usually such patterns are used by string-searching algorithms for "find" or "find and replace" operations on strings, or for input validation.

Form Tabs

Contact information:

This is essentially the user details that you need to collect to fulfill an order.

Please note: the top sort order feature (listed in the top section, not the field section) is EOL and is no longer used in Nettailer (this field can be ignored)

Order Information:

This form will determine the fields and data collected at the store checkout, including PO numbers and additional reference numbers that may be required. These forms can be unique to individual customers to cater for a wide range of checkout requirements.

Since each supplier has a different technical format and options for receiving order address information in the supplier purchase order, the number of fields can vary incl. the possibility to receive reference fields.

The field “Shipping reference” is used as the primary for “end customer/recipient shipping reference” and should be activated in the Form Editor.

For some suppliers, the field “Order reference” is also include as part of the supplier purchase order, either in separately field or if the shipping reference is left empty.

Please note: the top sort order feature (listed in the top section, not the field section) is EOL and is no longer used in Nettailer (this field can be ignored)

Custom order fields ADD-ON

With this module, it's possible to display up to 8 additional fields during check-out. The information entered into these fields will be included in the order XML

Delivery Address:

This allows you to customise the delivery form that customers need to complete at checkout, collecting any additional data as needed.

Both the invoice and delivery address can also be locked at the customer level if necessary.

There are additional options to determine how the form behaves in different areas of the store (as to whether it is always expanded or whether it is collapsed).

The address fields will be auto-populated with the default customer information unless the do not use default option is checked.

Both the invoice and delivery address can also be locked at the customer level if necessary.

Please note: the top sort order feature (listed in the top section, not the field section) is EOL and is no longer used in Nettailer (this field can be ignored)

Delivery recipient:

This form is designed to allow your users to add more information during the checkout process. This feature allows you to input essential delivery recipient information, ultimately ensuring the successful and timely arrival of your orders.

Please note: the top sort order feature (listed in the top section, not the field section) is EOL and is no longer used in Nettailer (this field can be ignored)

Invoice Address:

This will be the customers billing address and will auto-populate with the default address unless the "do not use default option is checked.

Both the invoice and delivery address can also be locked at the customer level if necessary.

There are additional options to determine how the form behaves in different areas of the store (as to whether it is always expanded or whether it is collapsed).

Please note: the top sort order feature (listed in the top section, not the field section) is EOL and is no longer used in Nettailer (this field can be ignored)

Payment info:

This is an EOL feature and is no longer used in Nettailer

Function

What it does

Sorting

Each tab has a sorting order. The sorting number determines the order in which each section appears on the customer registration and ordering page .The higher the numbers the further down the page the section will appear.

Original Label

This is the default name of a field set as the Nettailer standard.

Custom label

This is the name of the field you may enter to replace the original label.

Active

Tick this box if you want this field to be displayed.

Mandatory

If you want a field to be mandatory click here. If selected the registration/order process will not complete until the customer has entered this field.

Placeholder text

This text is displayed in a field if it's empty and will disappear when the user types something into it. Can be used to give a hint of what information should be put in.

Sort Order

Determines the order in which the fields are displayed o the form. The higher the number the further down the list the field will be displayed.

Character Count

Min and Max Allows you to specify minimum and maximum number of characters you want the client to use in a field.

Mandatory group

In the case you want one of several values ​​to be mandatory, you can group them here. For example if you want the customer to specify either the "Marks" or "Invoice reference", you can group them by giving them the same value, such as 10. The shop will then notify the customer in the event that he tries to place an order without any of the relevant fields completed.

Do not use the default value

Nettailer automatically sets values for some of the fields. In the event that you do not wish Nettailer to use the default values ​​for a field, click the "Do not use the default value".

Read Only

This makes the field read only and un-editable by the customer at checkout.

Last updated 10 months ago

See for best practices.

Tips and tricks - Nettailer address handling