Magento 2 Order Attachment – Meetanshi Extension Explained

Magento 2 Order Attachment - Meetanshi Extension Explained

Magento 2 Order Attachment extension allows customers to attach pdf files, images or any file type while placing the orders.

Do you own a store where customers can purchase personalized products? Do your business require customer communication? Is it needed to gather essential details before delivering a product to customers?

The answer to the above questions is allowing the store customers to attach files that describe their requirements while placing an order. For Magento 2 stores, however, there is no such default functionality. Hence, Meetanshi has developed Magento 2 Order Attachment extension.

The Order Attachment for Magento 2 allows customers to attach pdf, doc, images, etc. type of files while placing or processing an order. Admin gets notified via Email when customers add attachments so as to take the required action corresponding to the files attached. Admin can also add attachments to the orders to communicate with customers about certain patterns the store offers, personalization ideas, quote, etc.

The Magento 2 module for uploading attachments helps the store owner deliver highly personalized products to customers. Moreover, it is easier to process each order referring the corresponding documents attached. This makes the order delivery smooth and errorless!

Magento 2 Order Attachment extension is all that you need to improve the order management of personalized orders in the store!

 

Configure Magento 2 Order Attachment Extension by Meetanshi

Take a look at how you can make the most out of the extension!

Enable the module and give the directory path where the uploaded attachments are to be saved. Being the admin of the store, you can control the type of files that customers can attach from the frontend. Also, restrict the file size for each attachment.

 

Magento 2 Order Attachment - Meetanshi Extension Explained 1

 

The extension allows selecting customers groups to allow attachment upload. Admin has full control over if customers can add attachments in existing orders, delete the attachments, send a notification to customers when he updates the attachment or get a notification when customers add attachments. Also, admin can allow customers to add attachments from Checkout Onepage and add comments there.

 

Magento 2 Order Attachment - Meetanshi Extension Explained 2

 

The module requires Email settings to be configured for email notification to admin and customers. Enable this feature from the backend and add the admin name and email id. Select the Email template and how you want to send Email to customers. Enable the feature to add attachments in the Email.

Magento 2 Order Attachment - Meetanshi Extension Explained 3

If a customer tries to attach an invalid file type that is restricted by admin, an error message as shown below is displayed.

4_Attachment-Validation-Error-Message

Check the below image that shows how customers can attach files while placing an order.

5_Order-Attachment-in-Frontend

Also, customers can check the attachments already uploaded and attach new files from “My Orders”.

There is a separate tab “My Order Attachments” in the “My Account” section where all the attached files are enlisted.

6_Order-Attachment-in-an-Order

For the admin to attach files to order from the backend, navigate to Order Attachments under Order View, as shown here.

8_Order-Attachment-in-backend

The File Upload module for Magento 2 enables notification emails to admin when a customer attached files while placing an order. The email consists of Order ID, name and the email of the customer along with the attached files.

9_Order-Attachment-Email-to-Admin

Similarly, customers get notified when admin adds new attachments with similar details with the added files as shown here.

10_Order-Attachment-Email-to-Customer

 

You can easily learn the above configuration from our video tutorial Magento 2 Order Attachment Extension Explained or from the userguide

Offer the order attachment facility flawlessly with the Magento 2 Order Attachment extension!

CTA_M2-Order-Attachment

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Sanjay is a co-founder at Meetanshi. He is a Certified Magento Developer who loves creating Magento E-commerce solutions. Owing to his contributions in Magento Forums and posting solutions, he is among the top 50 contributors of the Magento community in 2019. When he is not engrossed with anything related to Magento, he loves to play cricket.

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