How do I add a custom checkout field?
Custom checkout fields are configurable questions your company adds to the order checkout flow to capture extra information, codes, locations, project IDs, or other internal references.
These fields appear to your employees during checkout and can be marked as required or optional.
Admins can create fields as either a Text entry (free text) or a Dropdown (choose from preset values).
Why use custom checkout fields?
Custom checkout field values appear on receipts and invoices and are included as columns in relevant Corporate Portal reports, helping with reconciliation and analysis. They support internal expense tracking and policy compliance by collecting the exact data your team needs at the point of purchase.
How to set up checkout fields (Admins)
In the Corporate Portal, go to Settings, then select Custom Checkout Fields, and click Create custom checkout field.
Enter a clear Name for the field (for example, “Cost center” or “Project ID”).
Choose the Type:
Text entry for open-ended info (for example, meeting purpose).
Dropdown for standardized values (for example, office locations, GL numbers, cost centers); add your list of Values.
Decide whether the field is Required. Required fields must be filled in to place an order; optional fields can be left blank.
Save. The field will appear to your company’s shoppers during checkout.
Advanced: Parent–child account setups
If your company uses linked “parent–child” accounts, create the needed checkout fields in each account where you want them to appear; adding a field only at the parent does not automatically apply it to child accounts.
What do my employees see at checkout?
Required fields must be completed before an order can be submitted; optional fields are not enforced. If your company has enabled invoice splitting via a checkout field, the code selected at checkout can be used to allocate the order on the correct invoice.
Permissions and limitations
Only Corporate Portal admins can add, edit, or remove custom checkout fields.
Some fields may be system-managed and read-only in the admin interface; those cannot be edited or removed.
Checkout fields display alphabetically in checkout and cannot be reordered.
Best practices
Keep field names short and specific so shoppers know exactly what to enter.
Use dropdowns when you need consistent, reportable values, use text when responses vary.
Limit the number of required fields to only what’s essential for compliance.
Test your new field by placing a draft order to confirm behavior and reporting output.
FAQs
Who can create checkout fields? Only Corporate Portal admins.
Where do checkout field values show up? Receipts, invoices, and applicable Corporate Portal reports.
Can we split invoices by a checkout field value? Yes—use a mandatory dropdown field and contact your ezCater team to enable invoice splitting.
Why can’t I change the order of fields? Fields are sorted alphabetically and cannot be reordered.
Why can’t I edit or remove a particular field? Some fields may be system-managed and read-only in the admin.