> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/samita-wholesale-b2b/setting/set-up-cart-form.md).

# 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

{% stepper %}
{% step %}

### 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.
{% endstep %}

{% step %}

### Enable the cart form

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

<figure><img src="https://1875078098-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcI28ZFsoFjOa0T0AsCVi%2Fuploads%2Fgit-blob-d90070f4a00b84051285cab6c4d54d097bc70e0e%2Fwholesale-cart-form-tab.png?alt=media" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### 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**.
{% endstep %}

{% step %}

### 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**.

{% hint style="info" %}
For a **File upload** field, customers can upload files up to **20 MB** each, with up to **20 files** and **25 MB** in total per submission. Files are kept as long as the app is installed, and their links are attached to the order under **Additional details** in your Shopify admin. See [File upload limits and retention](/samita-wholesale-b2b/registration-form/file-upload-limits-and-retention.md).
{% endhint %}
{% endstep %}

{% step %}

### Save

Click **Save** in the bar that appears at the top of the page, then check the result on your storefront.
{% endstep %}
{% endstepper %}


---

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