With the help of order attachment extension, the customers can upload file attachments in their orders.
Order attachments have best use in real time such as while uploading attachments for medicines, orders for guns or heavy machinery which require a license, or other types of drug products, etc.
Magento 2 Order Attachments extension can be used for various uses cases. The admin can set whether any file upload is required or not required in the product.
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.
- 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 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 the older ones.
- The admin can approve or disapprove uploaded attachment.
- The admin can even delete the attachment.
- This module works for both logged-in and guest customers.
Note – This module does not support Virtual and Downloadable product types. Also, for the Grouped and Bundled Products, the requirement of order attachment will depend on their specific associated products.
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 Magento2 root directory on the server as shown below.
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.
For translating the module language, navigate through
app/code/Webkul/OrderAttachments/i18n and edit the en_US.csv file.
Thereafter, rename the CSV as “en_SA.csv” and translate all right side content after the comma in the Arabic language. After editing the CSV, save it.
Then upload it to the path app/code/Webkul/OrderAttachments/i18n where the Magento2 is installed on the server. The module gets translated into the Arabic Language. It supports both RTL and LTR languages.
After successful installation of the module, the admin can configure this module under Store > Configuration > Webkul > Order Attachments as shown below snapshot.
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 is 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”, as shown below.
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.
The admin can view the ‘Status’ and ‘Uploaded At’ for the respective attachment.
The admin needs to click on “Attachment” under ‘Attachment’ column in order to view the file.
Attachment Status –
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 attachment as shown in the image below.
Four Attachment Status: –
Approve – if the admin accepts the attachment, customers will get a notification as shown in the image below –
Disapprove – If the admin does not accept the attachment. (The customer can upload a new attachment if the admin disapproves the old one).
The admin can enter the reason why the attachment was disapproved and notify the customers.
For example– If the admin set maximum number of the attachment file is one, then the customer can upload only one attachment file.
Further, if the admin disapproves old attachment then the customer can upload a new attachment file.
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 –
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 on that particular product which required the attachment as shown in the image below –
The customer needs to select “Yes, I will add now” so as to add an attachment file with the order as shown in the image below.
If the customers want to add an attachment after placing the order then they must select ” No, I will add later”.
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 “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.
Admin will also get the notification if the customers attach the prescription after placing the order as shown in the image below –
Two products in the cart (Attachment required for a product )
If two products are present in the cart and the attachment needs to be added for only one product, the customer will get the option of Order Attachments in the checkout page.
Under Order Attachments, the customer can upload the required attachment file.
Moreover, the guest users can also upload the Order Attachments as shown in the image below –
That’s all for the Order Attachments for 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 - 3.0.0
Supported Framework Version - 2.0.x, 2.1.x, 2.2.x, 2.3.x