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    Custom Checkout Steps For Magento 2

    Magento 2 Custom Checkout Steps allows the admin to create special checkout steps that will be visible to the customer at the time of checkout.

    Meanwhile, the customer needs to follow those steps in order to complete the checkout. This is a perfect feature for those store owners that are keen to obey customer demands.

    Further, this module helps to add some particular steps in the product checkout process. Moreover, this feature will also amaze the customers as they will experience something out of the box.

    Note: This module is not compatible with the multi-address checkout feature.

    Watch the video tutorial below to understand the extension workflow:

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    Features

    • Admin can create multiple custom checkout steps from the admin panel.
    • Existing custom options can be edited by the admin.
    • The admin can create a form using custom options from the admin panel.
    • The admin can take actions on created custom steps like Enable, Disable, and Delete.

     

    Module Installation

    First, the customers will get a zip folder and they have to extract the contents of this zip folder from their system.

    After that, the extracted folder has an src folder, inside the src folder you have the app folder. 

    The user needs to transfer this app folder into the Magento2 root directory on the server as shown below.

    installtion-image2-1

    After the successful installation, you have to run these commands in the Magento 2 root directory: 

    First Command –

    php bin/magento setup:upgrade

    Second Command –

    php bin/magento setup:di:compile

    Third Command –

    php bin/magento setup:static-content:deploy
    

     

    After running the commands, the user has to flush the cache from the Magento admin panel by navigating through System > Cache management as shown below.

    Installation Of Magento2 Marketplace DHL Shipping

    Multi-Lingual Support

    For multilingual support, the admin will navigate through Store > Configuration > General > Locale Options and select the locale as German (the language into which the admin wants to translate the store content).

    lang1

    Translation

    For translating the module language, navigate through app > code > Webkul > CustomCheckoutSteps > i18n and edit the en_US.csv file.

    Further, translate the words on the right and upload the modified file to the same location. The filename of the translated file should be according to the language and region code like de_DE.csv.

    The user can edit the CSV like the image below.

    csv-1

    Module Configuration

    On installing the module successfully, the admin can set the basic configurations by navigating through Stores > Configurations > Checkout Steps.

    The admin will find Checkout Steps Settings under the Checkout Steps tab, where the module status can be enabled as shown in the image below.

    webkul-magento2-custom-checkout-steps-configuration

    Create Custom Checkout Step

    Thereafter, the admin will move forward to create the custom steps by navigating to Custom Checkout Steps > Create Custom Steps under the admin panel.

    After that, the admin will find two sections Steps Details and Custom Options.

    Steps Details

    • Status: The admin can Enable/ Disable the step by toggling this radio button.
    • Step Title: The admin will enter the title of the step, that will be visible in the front end.
    • Step Order: The admin will enter the sort order of the step.

    Create-Custom-Steps-Custom-Checkout-Steps-Magento-Admin

    Create-Custom-Steps-Custom-Checkout-Steps-Magento-Admin-2

    Custom Options

    The admin can add any of the custom fields as per the requirement. The available options are visible in the image below:

    webkul-magento2-custom-checkout-steps-admin-option-type

    The admin can use the following Option Type:

    • Field: The admin can enter the option with the text field.
    • Area: The admin can use the text area for the custom option.
    • Drop Down: The customer can use a drop-down option type for selecting one among many.
    • Radio Button: The admin can use the radio button in case the customer can answer by toggling it.
    • Checkbox: The admin can add the custom option with a checkbox.
    • Multiple Select: The customer can use multiple select options for selecting more than one option available in the dropdown.
    • Date: The admin can use this input type in a case to enter the date.
    • Date And Time: The admin can use this input type in a case to enter the date and time.
    • Time: The admin can use this input type in a case to enter the time.

    Finally, the admin will tap on the Save Steps button to save the changes.

    Manage Custom Checkout Step

    Just after clicking on the Save Steps button, the admin will land on the Manage Custom Steps Page.

    Also, the admin can navigate to the same page via the admin panel by navigating to Custom Checkout Steps > Manage Custom Steps as shown in the image below:

    manage-custom-checkout-list

    Under this page, the admin will be able to check the list of created custom steps. The admin can also edit the existing custom steps.

    Admin End Actions – Magento 2 Custom Checkout Steps

    Under the Manage custom steps page, the admin can also take some actions against the created options. The admin can Enable, Disable, and Delete the single or bulk of steps in just one click. The tab is visible as shown in the image below:

    manage-custom-checkout-step-actions

    Front-End Visibility Of Checkout Process

    Once all the backend configurations are completed, the feature will be visible in the front end. The customer will add the product to the cart.

    webkul-magento2-custom-checkout-steps-customer-product-to-cart

     

    After that, the customer will move to the checkout page by clicking on the “View and Edit Cart” button under the cart icon or can directly initialize the checkout process by clicking on Proceed to checkout button.

    webkul-magento2-custom-checkout-steps-customer-proceed-to-checkout

    Further, the customer will click on the Proceed to Checkout button to reach the checkout page.

    webkul-magento2-custom-checkout-steps-customer-view-and-edit-cart

    On the checkout page, the customer will have to provide the shipping address and the shipping method first. The custom checkout steps will be visible here, by completing all the custom steps the customer will be able to place the order successfully.

    webkul-magento2-custom-checkout-steps-customer-select-shipping-address

    Finally, the custom step created by the admin will be visible as shown in the image below:

    webkul-magento2-custom-checkout-steps-checkout-step-2

    Here the customer can add the desired message and can click on the checkbox.

    *Note: These custom steps will depend on how the store owner creates it with the option types and sort order.

    Here in this, the admin has created two custom steps. The customer will enter the details in all the custom steps.

    webkul-magento2-custom-checkout-steps-custom-checkiout-step-three

    Finally, the customer will select the payment option and accept the terms and conditions.

    webkul-magento2-custom-checkout-steps-Customer-confirm-payment

    And the customer will receive the success message once the order is completed as shown in the image below.

    webkul-magento2-custom-checkout-steps-customer-order-completed

    Check-Out With Multiple Addresses

    This module is compatible with the default Magento Check Out with Multiple Addresses. The below snapshot shows, how you can proceed further.

    Magento 2 Custom Checkout Steps

    Here, click on checkout with multiple addresses and it will direct to ship to multiple addresses where the customer shall select the respective address.

    Magento 2 Custom Checkout Steps

    Here, the customer needs to select the shipping method as seen in the snapshot given below.

    Magento 2 Custom Checkout Steps

    Afterwards, additional checkout steps will be displayed which are created by the admin. Here the customer needs to enter the information and click on Continue to Billing Information button as seen in the snapshot given below.

    Magento 2 Custom Checkout Steps

    Last, the order is successfully placed with multiple addresses.

    Magento 2 Custom Checkout Steps

    Admin End: Order and Order View

    You can also create orders and manage them from the admin end. For this, you will have to go through Sales > Orders.

    Create-new-order-

    Here you will have to click on create orders.
    Now it will open a new window which will look like this.

    select-customers

    And here you will have to either create a new customer in case of not have the right customer or you can choose the customer from the list. After choosing the customer it will look like this.

    select-store

    Here you will have to choose the appropriate store to create the order for the customer. And now it will look like this.

    Add-products

    Here, you will have to add a product for the customer which you want to order. Now after that you will have to scroll down fill in the form asking for the address of the customer and then again scroll down and choose the shipping method and custom steps and then submit the order.

    choose-custom-steps

    The admin can view the details of the order that the customer places by navigating through Sales > Orders, in the admin panel.

    The details of the custom steps can be seen under Additional Steps Information as shown in the image below.

    webkul-magento2-custom-checkout-steps-admin-end-order-view-additional-steps

    That’s all for the Magento 2 Custom Checkout Steps. Still, if you face any issues feel free to add a ticket and let us know your views to make the module better https://webkul.uvdesk.com/

    Current Product Version - 5.0.1

    Supported Framework Version - 2.0.x , 2.1.x , 2.2.x , 2.3.x, 2.4.x

    . . .
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    2 comments

  • Tony
    Hi there, great article. How do you add the Additional Steps Information into the Sales Order email?
    • Subhangi (Moderator)

      Hello There,

      Thanks for the appreciation.

      If you have some custom requirements it can be implemented through customization. Please email us at [email protected] and we will get back to you accordingly. 

      Thank you

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