Customize your checkout
Guide to customizing the checkout flow in your Shoporama online store, including payment methods, shipping, customer fields and gift cards.
The checkout flow in your Shoporama online store can be customized to suit your business and your customers' needs.
Payment Methods
Under Settings > Payment, you can enable and disable payment methods. Customers will only see the active methods at checkout. You can offer:
- Card payments via your payment gateway (QuickPay, Stripe, OnPay, etc.)
- MobilePay
- Klarna (invoice, installment plan)
- Invoice payment
- EAN payment (for public institutions)
Shipping Options
Under Settings > Shipping, you can set up shipping options. You can create multiple shipping types with different prices and restrictions. The customer selects the shipping method at checkout.
Customer Fields
Under Settings > Customer Fields, you can create additional fields for the customer’s profile, such as a business registration number, a department, or a membership number. These fields appear when the customer creates an account and on the customer’s profile page. However, they are not part of the checkout form itself, and the values are associated with the customer rather than the individual order. If the customer needs to provide information during the ordering process, you should use the “Additional Fields in Checkout” section below.
Additional Fields in Checkout
Some stores need to ask the customer a single question during the ordering process. This could be about a free product sample in a specific size, a choice between two types of gift wrapping, or whether the order should be packaged discreetly. In Montana and MontanaB2B, you can create these types of fields yourself without modifying the theme’s code.
You’ll find them under Design > Theme Settings in the Checkout: Additional Fields group. There’s room for three fields, and each field appears as a dropdown on the address step of the checkout, right below the comment field.
The three options per field
| Setting | What it does |
|---|---|
| Field name on the order | The name the option will have on the order, e.g., Free Sample. Keep it short, as the order summary only displays the first two custom fields. If the field is empty, the dropdown won’t appear at all. |
| Heading | The text the customer sees above the dropdown, e.g., “Would you like a free sample?” If you leave it blank, the dropdown will appear without a heading. |
| Options | One option per line. There is no upper limit on the number of options. |
The first line is the default option. It appears in the dropdown but is not saved with the order. Therefore, enter “No, thank you ” or “Please select” at the top. That way, orders where the customer hasn’t selected anything won’t have an extra line, and you can instantly see which orders actually need something included in the package.
An example
If you want to offer a free sample in three sizes, set up field 1 like this:
- Field name on the order: Free sample
- Heading: Would you like a free sample included in the package?
- Options: No, thank you / Yes, please, size S / Yes, please, size M / Yes, please, size L (one per line)
If the customer selects “Yes, please, size M,” the order will show “Free sample: Yes, please, size M.”
Where can you see the customer’s selection afterward?
- In the order overview, where the first two additional fields appear directly in the list under “Extra.”
- On the order itself in the administration section, where all fields are displayed.
- In the order email you receive, under the “Extra Fields” heading.
- Via the REST API in the “extra” field on the order.
- On the packing slip, in a box labeled “Extra Information” at the bottom of the page. You can print it from the order overview using “Print Packing Slips,” or for a single order via the print icon in the row menu.
- On the picking list, in a box just above the items—the same place as the customer’s comment.
The packing slip and picking list only display the fields you’ve created yourself. If you use EAN payment, the EAN reference is also included, while purely technical values are excluded.
However, this information does not appear on the customer’s order confirmation or on the invoice. If you want it to appear there, it requires a small addition to the theme’s template, and we’re happy to help at support@shoporama.dk.
Good to Know
- The “Gift” option does not affect inventory. It is a note on the order and not an order line, so nothing is deducted from inventory or added to the price. If the gift is to be counted or deducted from inventory, it must be created as a regular product.
- Two field names are reserved. The theme itself uses `customer_type` and `ean_reference` for business and EAN orders. If you use either of these, your field will be skipped so that the customer type on the order isn’t overwritten. The same thing happens if you give two fields the same name.
- The field will only appear once both the field name and the options have been filled in. If you want to disable a field again, simply clear the field name.
- If you’re using a theme other than Montana, this setting isn’t available. Please contact us, and we’ll look into it.
Gift Cards at Checkout
The gift card field appears automatically at checkout if the feature is enabled. The customer can enter a gift card code, which will be deducted from the order total. Read more in the article Gift Cards and Credit Notes.
Open vs. Closed Cart
You can choose between an open cart (the customer continues shopping) and a closed cart (the customer is sent directly to checkout). Read more in the article “Open vs. Closed Cart.”
Related articles
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Guide to setting up DHL parcel shop as a shipping method in Shoporama. Let customers choose the nearest DHL ServicePoint at checkout.
MobilePay Checkout
Guide to setting up MobilePay Checkout as a payment option in your Shoporama online shop.
Subscriptions
Learn how to set up subscriptions in Shoporama so your customers can create recurring orders with automatic payment and delivery at set intervals.