New Stores Reporting

How to Access Custom Checkout Field Data

How to access the custom checkout field data from your stores for order fulfillment

In this guide, we will show you how to access the data entered into your custom checkout fields.

You can view this data in a number of ways:

  • In the Order Manager
  • On Work Orders
  • On Packing Slips
  • Orders Report

To learn more about InkSoft's custom checkout fields feature please see here.

Order Manager

  • If you navigate directly into an order from the Order Manager you will see 'Order Info' as highlighted below. This will contain the custom field names and your customer's input.
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Work Orders

  • If you generate work orders you will see 'Order Info' as highlighted below. This will contain the custom field names and your customer's input.
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Packing Slips

  • If you generate packing slips you will see 'Order Info' as highlighted below. This will contain the custom field names and your customer's input.
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Orders Report

From Reports > Orders Reports

You can use the report criteria options to configure an order report based on your needs.

  • Ensure you select the 'Display Custom Checkout Fields' in an Order Report as seen highlighted below. This criteria is selected by default.
  • Choose the 'Order Detail' report type (Note: The 'Summary' DOES NOT contain custom checkout field data). You can generate this in either Excel or HTML.
  • You can also access this information in a CSV format on our new Simple Orders Report, click here for more information! 
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