Custom Checkout Fields
info
Custom checkout fields are available on the Pro plan only.
Custom checkout fields let you capture additional information during the checkout process. Fields are configurable from the Shopify admin and appear in the POS checkout panel.
Field Types
| Type | Description | Example Use |
|---|---|---|
| Text | Short free-text input | Customer reference number, vehicle plate |
| Number | Numeric input | Table number, loyalty card number |
| Date | Date picker | Delivery date, event date |
| Select | Dropdown with predefined options | Sales channel, occasion type |
| Textarea | Multi-line text input | Special instructions, gift message |
Managing Fields
From Shopify Admin
- Go to Shopify Admin > Swift POS > Settings > Checkout Fields
- Click Add Field
- Configure:
- Label -- the field name displayed to staff (e.g., "Table Number")
- Type -- select from text, number, date, select, or textarea
- Required -- whether the field must be filled before placing the order
- Options (for select type) -- comma-separated list of dropdown options
- Save
Fields appear in the checkout panel in the order they are created. Drag to reorder.
Template Presets
Four presets provide common field configurations for different business types:
| Preset | Fields Included |
|---|---|
| Restaurant | Table number (number), Server name (text), Dining type (select: Dine-in/Takeaway/Delivery) |
| Retail | Sales associate (text), Gift wrap (select: Yes/No), Gift message (textarea) |
| B2B | PO number (text), Company name (text), Payment terms (select: Net 30/Net 60/COD) |
| Events | Event name (text), Event date (date), Attendee count (number) |
Applying a preset adds its fields to your configuration. You can modify or remove any preset fields afterward.
Where Data Appears
Custom field values are:
- Stored as order note attributes on the Shopify order
- Visible in the order detail view in the POS
- Included in receipt output
- Available in order exports
caution
Custom field data is stored as order metadata in Shopify. It is visible to anyone with access to the order details in Shopify admin.