Magento 2 Multi Vendor Order Attachments

Introduction

Marketplace Order Attachments for Magento 2 (Adobe Commerce) extension can be used for various uses cases. The admin can set whether any file upload is required or not required in the product.

Order attachments have the best use in real-time, such as uploading attachments for medicines, orders for guns or heavy machinery requiring a license, or other types of drug products, etc.

In the marketplace order attachment, the seller can also update the attachment. After placing the order, the customer can upload the file from the order page. Supporting the format as selected by the admin – PDF, DOC, DOCX, JPEG, JPG, PNG.

Also, add multiple files to products to increase the information provided on the product page using the Magento 2 Product Attachment extension. 

Important Note – This is an add-on of Webkul’s Magento 2 Multi Vendor Module, so you need to install Marketplace modules first.

Check a brief overview of the add-on –

Features

• The customer can upload attachments at the time of ordering or after the order.
• The customer can see the uploaded attachment’s file status.
• The admin can view the uploaded attachment.
• The number and size of the attachment file can be set by the admin.
• The admin can select supported extensions for the attachment file.
• The customer can upload new attachments if the admin disapproves of the older ones.
• The admin can approve or disapprove the uploaded attachment.
• The admin can even delete the attachment.
• Customer can upload new order attachments if the seller disapprove of old order attachment
• The seller can see uploaded attachments
• The seller can approve or disapprove the uploaded order attachment.
• Admin can also add attachments to previous orders.
• Customers can upload new order attachments for multi-checkout.
• Admin will have the same features as a customer for the attachment part

Installation

Customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder.

You need to transfer this app folder into the Magento 2 root directory on the server as per below image

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, you have to flush the cache from the Magento admin panel by navigating through “System->Cache Management” as shown below.

Language Translation

For Multilingual support, please navigate to Store > Configuration > General > Locale Options. And select your desired language from the Locale option.

Module Configuration

After the successful installation of the module Marketplace Order Attachments for Magento 2 (Adobe Commerce), the admin can configure this module under Store > Configuration > Webkul > Marketplace Order Attachments as shown below snapshot.

General Settings

Email-settings

Enabled -Here,  the admin can choose between “Yes” to enable the module or “No” to disable the module.

File Max Size – The admin can set attachment file size in MB (File size greater than 0 and less than 10 MB).

Max File Upload Limit – The admin can select the max file upload limit as manual, or automatic. When selected as manual, the admin can set the max number of attachment files that the customer can upload (Maximum files can be uploaded 30 and minimum 1 )

When selected as automatic, customers will be able to upload the files as per the products they have in their cart for which order attachments are required.

Extension Supported – The admin can select file extensions/formats (PDF, JPG, JPEG, PNG, DOC, DOCX) only those format of files, the customer can add/attach along with orders

Attachment Notifications To Admin – The admin can select yes if the admin wants to receive notifications when a customer attached the file with the order else select no.

Email Setting – The admin can select the customer email template and admin email template as per their needs.

Enable Attachment For Product

On adding a New Product or on Editing a product, the admin can configure ‘Yes’ or ‘No’ against the “Attachment Required” field as shown in the image below.

If required then the admin can choose the field as ” Yes” else as “No”,  For new product as shown below.

For existing product

Order Grid – Attachment Column

Once the customer places the order, the admin can navigate through Sales > Orders > View to view order attachment files as shown in the image below.

Then, the admin can view attachment files under the “Order Attachments” tab as shown in the image below. Here Admin can update the expiry date / set them along with the view comment too as per the given image below respectively.

Here in below image admin can view the comment

Status of Attachment

After adding the attachment, the admin will have three attachment statuses (approve, disapprove, and delete). The admin can select the attachment and change the status of the attachment as shown in the image below.

Approve – if the admin accepts the attachment, customers will get notified on email

Disapprove – If the admin does not accept the attachment. they can disapprove it

Delete – If the admin wants to delete the attachment file.

Upload Attachment for Customer – The admin can upload the attachments for the customer, once the customer has uploaded the same from their end.

Pending Order Attachments

By navigating to Pending Order Attachments from the Order Attachments menu in the admin panel the admin can view all the pending attachments of pending orders as shown in the image below –

Customer End

If the admin sets the “Attachments Required” as ‘Yes‘ in the backend, then the customer will be able to see the Attachment Required in the cart of that particular product which required the attachment as shown in the image below

The customer needs to click on the select attachment icon and select file as per the given parameter. One can add an attachment to check out page also as per given below image

If the customer selects ” Yes, I will add now” then the customer will have to add the attachment before placing the order.

The customer will have to click on the “plus” sign so as to add the attachment files and place the order in a usual way as shown in the image below.

If the customer selects ” No, I will add later” then the customer can add attachment files after placing the order

For an order, the customers can also add the attachments under “My Orders” section as shown in the image below.

Seller End

Once the order is place with or without attachments the seller can see the notification on My Order History as per the image below

From the above image when seller click on view order details will appear.

By clicking on “pending order attachments” seller can view the pending order of pending attachment as per the given image below

In My Order History Once the invoice is generated the order status will be Processing

In the Pending Order when the seller clicks on any pending order then on View Order below image will appear

After clicking on Order Attachment from the above image below image will appear, the seller can perform approve, disprove and delete actions and can also Set /Remove Expiry on the attachment

On the above image by clicking on Set /Remove Expiry seller can select the expiry date of the attachment.

In the above image there are two process i.e. View Comment and action. In below image seller can view comment by clicking on View Comment

By Click on Actions filed below image Actions drop down will appear

From drop-down option Disapprove action is selected then below image will appear

After filling in the reason for disapproving the attachment seller will get the below image

Hence, the Attachment Order status will be shown as per the image below

Seller: My Orders

When the seller click on the My Order list all orders will appear as per below image

When the seller clicks on View Order and then Order Attachment the below image will appear with the following status

* Green box means the attachment is approved by the admin.
* Orange box means the attachment is pending by admin.
*Red box means the attachment is disapproved by the admin.
* Brown box means the attachment is expired.

Expired attachment will be shown like the below image

That’s all for the Marketplace Order attachment of the Magento 2 (Adobe Commerce) plugin. Still, have any issues, feel free to add a ticket and let us know your views at webkul.uvdesk.com

Explore the Adobe Commerce Cloud development services by Webkul. You may also browse other Magento 2 marketplace addons. Also our quality Magento 2 extensions.