B2B / Wholesale Checkout
Different checkout experience for business customers
The Problem
B2B customers need to provide company information, VAT/Tax IDs, and often have different payment terms.
The Solution
- Show Company Name, VAT Number, and PO Number fields for wholesale user role
- Hide "Ship to different address" for business accounts
- Enable NET-30 payment terms for verified businesses
- Require Tax Exempt Certificate upload for tax-free purchases
Rule: User Role = Wholesale → Enable "Invoice/NET-30" payment method
Delivery Date Scheduling
Let customers choose when to receive their order
The Problem
Food delivery, florists, and service businesses need customers to select delivery dates and times.
The Solution
- Add Date Picker field with minimum lead time (e.g., 2 days from today)
- Block weekends and holidays
- Add Time Picker with available time slots
- Show special instructions field for delivery
Field: Delivery Time Slot (Dropdown: Morning 9-12, Afternoon 12-5, Evening 5-8)
Gift Orders & Personalization
Collect gift messages and personalization per item
The Problem
Customers ordering gifts need to add messages. Personalized products need engraving text per item.
The Solution
- Use Repeat Fields to show a gift message field for each item in cart
- Show gift wrap option when "Gifts" category is in cart
- Add gift wrap fee ($5) when selected
Rule: Category = Gifts → Show "Gift Wrap" checkbox
Rule: Gift Wrap = Yes → Add $5 fee
Payment Method Gating
Control which payment options customers see
The Problem
You want to restrict certain payment methods based on order value, location, or customer type.
The Solution
- Disable Cash on Delivery for orders over $500
- Require credit card for first-time customers
- Hide PayPal for certain countries with high fraud
- Enable Bank Transfer only for B2B customers
Rule: First Order = Yes → Disable "Pay Later" options
Rule: User Role = Wholesale → Enable Bank Transfer
International Orders
Collect additional info for cross-border shipping
The Problem
International orders require additional information like phone numbers and VAT numbers for EU customers.
The Solution
- Make phone number required for international shipping
- Show VAT field for EU countries
- Add customs declaration checkbox for international orders
Rule: Country in (DE, FR, IT, ES, ...) → Show VAT Number field
Multi-Step Checkout
Guide customers through a focused checkout flow
The Problem
Long checkouts overwhelm customers. Mobile users abandon when they see too many fields at once.
The Solution
- Enable Multi-Step Checkout to split into Billing → Shipping → Payment
- Progress indicator shows customers where they are
- Each step validates before proceeding
Result: 3-step checkout with progress bar, validation per step
Local Pickup
Different fields for pickup vs delivery
The Problem
When customers choose local pickup, you don't need shipping address but you do need pickup time preference.
The Solution
- Hide shipping address when "Local Pickup" is selected
- Show pickup location dropdown
- Show pickup date/time selection
Rule: Shipping Method = Local Pickup → Show Pickup Location & Time
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