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    Order Attachments for Magento 2

    With the help of this 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.

    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 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 only for logged-in customers.

    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 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.

    Multi-Lingual Configuration

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

    Module Translation

    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.

    Module Configuration

    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 – The admin can set the max number of attachment files. (Maximum files can be uploaded 10 and minimum 1 )

    Extension SupportedThe 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

    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.

    Admin End

    Once the customer places the order, the admin can navigate through Sales> Orders> View so 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 four attachment status (approve, disapprove, pending, 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 medical attachment.

    Disapprove – If the admin does not accept the attachment. (The customer can upload a new attachment if the admin disapproves the old one).

    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.

    Pending – Pending option is useful when the admin did approve or disapprove attachment file by mistake.

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

    Customer End

    If the admin sets the “Attachments Required” as ‘Yes’ in the backend, then the customer can view that option on the checkout page as shown.

    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.

    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.

    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 - 2.1.0

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

    . . .

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