How to create a unique checkout form for larger pallet products?

Store Design
1

I’m looking for unique script or a plug in that can help me create a unique form for larger pallet products. I run a site that offers cases of water, or pallets. We need to gather more shipping information in regards to our pallets due to the freight requirements. ie. business or residence, loading dock area, forklift available…etc.

But I do not need this for our standard checkout procedures for the case checkout/shipping. They are easily managed.

Is there something available to assist with this issue? I’m proficient in coding, if necessary. But this form will require an additional 4 questions, mostly radio buttons.

2

For this, I use the Customer Fields app from Helium (which I already had installed for other things and was able to repurpose for a checkout form). There may be better solutions.

  1. Require customers to be logged in to checkout

  2. Create a form with the desired fields (ignore any warnings about the customer not being able to register)

  3. Don’t install the form on the normal places; instead put it on the cart page (it has to be outside the element that contains the checkout button, i.e. below the checkout button.) You can set a variable in the “for item in line_items” loop to trigger this form to only appear if they have an applicable product in their cart.

It works for my use case, but there are caveats:

  • The details are persistent to the customer, so if they order another product that uses this form, it will pre-populate the same information (which could actually be useful for your use case)

  • The way I’ve set it up, it’s possible for the customer to check out without filling out the form, or submit the form and then not check out.

  • This only works if you force the user to go to the standalone cart page (vs the ajax slider cart), and requires customers to log in.

You can also put the form on the customer’s account page (I’ve created tabs on our account page that show/hide based on the customer properties) and you can use customer.metafields.customer_fields.fieldname to display the submitted information on the order confirmation email and elsewhere.

You may be able to force them to submit the form by using JS to show/hide certain layout elements before they can add the product to their cart or before they can checkout.