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    Marketplace Order Attachments for Magento 2

    Introduction

    Marketplace Order Attachments for Magento 2 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.

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

    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 uploaded attachment.
    • The admin can even delete the attachment.
    • Customer can upload new order attachments if seller disapprove old order attachment
    • The seller can see uploaded attachments
    • Seller can approve or disapprove the uploaded order attachment

    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 bellow image

    Installment marketplace order attachments

    After the successful installation, you have to run these commands in the Magento2 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.

    Language Translation Magento 2

    Module Configuration

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

    General Settings

    Email-settings

    Email Setting Order attachment Magento 2

    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.

    Enable attachment marketplace order attachments

    For existing product

    Enable Attachment Magento 2

    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 expiry date / set them along with view comment too as per given image bellow respectively.

    Magento 2 order attachment

    Here in bellow image admin can view the comment

    Status of Attachment

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

    Status Magento 2 Order Attachment

    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.

    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 –

    Pending Magento 2 Order Attachment

    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

    Checkout Marketplace Order Attachment Magento 2

    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.

    Magento 2 Order Attachment

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

    Marketplace Order Attachment Magento 2

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

    Magento 2 Marketplace Order Attachment

    Seller End

    Once the order is placed with or without attachments the seller can see the notification on My Order History as per the image given bellow

    Order History marketplace order attachments

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

    Magento 2 marketplace order attachments

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

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

    Order History Magento 2

    In the Pending Order when seller click on any pending order then on View Order bellow image will appear

    Pending Order Attachment Magento 2

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

    View Order marketplace order attachments

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

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

    Comment marketplace order attachments

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

    Action marketplace order attachments

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

    Disapprove marketplace order attachments

    After filling the reason for disapproving attachment seller will get the bellow image

    Disapprove marketplace order attachments

    Hence, Attachment Order status will be shown as per given image bellow

    Seller: My Orders

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

    My Order marketplace order attachments

    When seller click on View Order and then Order Attachment then bellow image will appear with following status

    * Green box means the attachment is approved by 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 this bellow image

    Expired Attachment marketplace order attachments

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

    Current Product Version - 5.0.0

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

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