Do you want to collect files with orders in Magento 2? Learn here how to do it using the Magento 2 Order Attachments module.
Why Do You Need an Order Attachment Feature?
Certain types of businesses require customers to upload documents with their orders. For example, it can be a medical prescription, identity proof, or a legal document to provide eligibility for a tax exception.
In case you sell any such product or service, you must set up a system to accept documents from the customers.
How to Enable Magento 2 Order Attachments Using Extension?
There is no in-built file upload Magento 2 feature; therefore we’ll need to use a third-party extension. Other possible option could be custom development – but it would take a few weeks along with extra costs.
Magento 2 Order Attachment by Meetanshi is a complete system that accepts and manages order file uploads. It allows customers to upload files with their orders and admins to manage them in the backend, along with email notifications.
Let’s see the step-by-step process for order attachments in Magento 2.
Step 1: Install Magento 2 Order Attachment Extension
First, download the zip file of Order Attachment extension for your store.
Extract the zip to the root folder of Magento 2 installation via FTP. Then, run the following commands one-by-one:
php bin/magento setup:upgradephp bin/magento setup:static-content:deploy –fphp bin/magento cache:flushNow, you’ve successfully installed the Magento 2 extension for order upload functionality.
Step 2: Enable & Configure Order Attachments
Go to Stores > Configuration > Order Attachment to configure the extension.
In the Configuration panel, enable the order attachment in Magento 2 and specify the directory path to store the order attachment files. You can also define the file extensions to accept and the maximum size of attachment.
Now, move to General Settings to customize the order attachments functionality. Here, you can select customer groups for the order upload functionality and toggle other features like adding attachments to existing orders, attachment deletion, admin notifications, and comments.
Now, move to General Settings to customize the order attachments functionality. Here, you can select customer groups for the order upload functionality and toggle other features like adding attachments to existing orders, attachment deletion, admin notifications, and comments.
Once the setup configuration is done, click the Save button.
Step 3: Set up Email Notifications (Optional)
To keep the store manager informed about the file attachments in Magento 2, you can set up email notifications. Go to Email Settings to enable the notifications and customize them.
Here, you can set admin name & email, choose a template, and add attachments to emails.
Configure the notification settings as per your preferences and click “Save.”
That’s it – you’ve successfully enabled order file upload in Magento 2 store. The customers can now upload a file during the checkout via a drag and drop editor and also leave comments (if enabled.)
They can also view, delete, and re-upload order attachments from their my account sections for previous orders. In the backend, the store manager or admin can see the order attachments for each order in a separate grid.
The admin can also attach a file to the order with comments for the customers. It enables a two-way communication between the customer and the store manager through file uploads.
Display an Upload File feature on the checkout page to get required customer info.
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Explore the File Upload Solution Today
In the tutorial above, we covered an easy way to enable order attachments in Magento 2 using extension. You can use the method to accept any type of files with orders in your M2 store. It takes less than 10 minutes to configure.
Now, it’s your turn to try this method and start accepting file attachments in your store.
