We need the data that B2B clients enter in the registration step, be automatically pre-filled in the checkout process, in order to make the check out faster and easier.
This should indeed be the default way it works: once data is saved to the user profile during registration, that data should be pre-filled during checkout.
This works based on the "billing connection" setting here, for each field under B2BKing -> Registration Fields:
In the above example, the value of the field gets saved to the customer's billing Company Name field. Fields like company name are by default pre-set that way.
Or are you seeing a different result on your site?
I think my checkout uses other fields, maybe due to a translation issue or that here we use to types of invoices: “boletas” and “facturas”, and I have another plugin managing this. Anyway if I disable the mentioned plugin the problem is not solved.
I also can´t find where the clients enter their registration data. The info doesn’t appear in the customers information.
It's possible that your checkout indeed uses custom fields - you may have a checkout plugin or widget that modifies the standard checkout. In that case, we can usually connect to custom fields using a custom key mapping.
Another possibility, since you mentioned you cannot see the customer's registration data, it could be that it's not being saved correctly for some reason.
Would it be possible to share a backend access to the site, or a staging clone site, so we can look into this directly? We could then run a few tests and check all configurations to make sure this is working correctly and as expected.
-> I checked that now on the site. The fields here are custom fields and not from our plugin:
To solve this, we have to connect the B2BKing fields, to the meta keys used by those fields.
-> You mentioned previously:
I also can´t find where the clients enter their registration data. The info doesn’t appear in the customers information.
Just to let you know, most of the details are found here: (the plugin saves them to the standard billing area):
-> I tried now to add a code snippet to the site to connect the keys.
I believe it works for most fields. To test this, please try registering a new user, as it would not work for a previous user.
For this field "Giro de Facturación", I do not see an equivalent field in the registration form? ( https://magnitud.cl/customer/ )
For the 2 dropdowns / select fields: these do not seem to be saveable. I tried to also place an order, but even in that case it seems these fields do not "remember" the value. It depends a bit on how the plugin that adds those fields works. It's possible it does not support it for those fields.
I'm testing the system in an temporary URL www.magnitud.cl
We need the data that B2B clients enter in the registration step, be automatically pre-filled in the checkout process, in order to make the check out faster and easier.
for example: Name of the company, VAT, address
Can this be achieved?
Thanks, Claudio
Hello Claudio,
Thank you for purchasing our plugin,
This should indeed be the default way it works: once data is saved to the user profile during registration, that data should be pre-filled during checkout.
This works based on the "billing connection" setting here, for each field under B2BKing -> Registration Fields:
In the above example, the value of the field gets saved to the customer's billing Company Name field. Fields like company name are by default pre-set that way.
Or are you seeing a different result on your site?
Kind regards,
Stefan
Hi, thank you.
I think my checkout uses other fields, maybe due to a translation issue or that here we use to types of invoices: “boletas” and “facturas”, and I have another plugin managing this. Anyway if I disable the mentioned plugin the problem is not solved.
I also can´t find where the clients enter their registration data. The info doesn’t appear in the customers information.
I’m a little stuck here :-/
It's possible that your checkout indeed uses custom fields - you may have a checkout plugin or widget that modifies the standard checkout. In that case, we can usually connect to custom fields using a custom key mapping.
Another possibility, since you mentioned you cannot see the customer's registration data, it could be that it's not being saved correctly for some reason.
Would it be possible to share a backend access to the site, or a staging clone site, so we can look into this directly? We could then run a few tests and check all configurations to make sure this is working correctly and as expected.
Kind regards,
Stefan
Thank you for the access details,
-> I checked that now on the site. The fields here are custom fields and not from our plugin:
To solve this, we have to connect the B2BKing fields, to the meta keys used by those fields.
-> You mentioned previously:
I also can´t find where the clients enter their registration data. The info doesn’t appear in the customers information.
Just to let you know, most of the details are found here: (the plugin saves them to the standard billing area):
-> I tried now to add a code snippet to the site to connect the keys.
I believe it works for most fields. To test this, please try registering a new user, as it would not work for a previous user.
For this field "Giro de Facturación", I do not see an equivalent field in the registration form? ( https://magnitud.cl/customer/ )
For the 2 dropdowns / select fields: these do not seem to be saveable. I tried to also place an order, but even in that case it seems these fields do not "remember" the value. It depends a bit on how the plugin that adds those fields works. It's possible it does not support it for those fields.