Set up Cart form

Collect extra information from customers, like a PO number, before they check out from the Wholesale cart.

The Wholesale cart can show a custom form so you can collect additional information from customers before they check out.

Steps to manage

1

Turn on the Wholesale cart

Open the app, click Add-on Features, turn on the Wholesale cart toggle, then click Customize to open its editor.

2

Enable the cart form

Click the Cart form tab, then enable Enable cart form.

3

Choose who sees the form

Set Apply to Customers to control who sees the form:

• All customers — everyone sees it.

• Logged-in customers — only customers logged in to your store see it.

• Customer tags — only logged-in customers with the tag you specify see it.

If you choose All customers but want to hide the form from certain tagged customers, tick Exclude Customers.

4

Add the fields you want

In the Elements section, add or remove fields to collect exactly the information you need — for example File upload, Purchase Order (PO) Number, Notes to seller, or Payment methods.

5

Save

Click Save in the bar that appears at the top of the page, then check the result on your storefront.