order attributes for magento 2

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User Guide: Order Attrbutes for Magento 2 Page 1 Order Attributes for Magento 2 Magento Extension User Guide Official extension page: Order Attributes for Magento 2 Support: http://amasty.com/contacts/

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Page 2: Order Attributes for Magento 2

Page 2

Table of contents:

1. General settings………………….……………………………………………….………………….…..3 2. Create a new attribute…………………………………………...………………………………….….5 3. Order attributes on checkout pages………………………………………………….…………...13 4. Order attributes on the checkout progress bar……………….…………………….…………15 5. Attributes display in the admin panel….…………………………………………………………16 6. Add custom attributes to HTML printouts……………………………………………………..19 7. Add custom attributes to PDF documents………………………………………………………21

Support: http://amasty.com/contacts/

User Guide: : Order Attrbutes for Magento 2

Page 3: Order Attributes for Magento 2

Page 3

1. General settings

Support: http://amasty.com/contacts/

User Guide: : Order Attrbutes for Magento 2

To configure general extension settings please go to Stores -> Configuration -> Order Attributes

Set the option to ‘Yes’ if you want to display custom order attributes on the checkout progress bar (see page 15).

Turn this option to ‘Yes’ to hide attributes with empty values on the checkout progress sidebar.

Page 4: Order Attributes for Magento 2

Page 4

Define whether to include order attributes in PDF documents (invoices and shipping slips). You can also decide where do display order attributes (invoices/shipment grid and view).

Support: http://amasty.com/contacts/

User Guide: : Order Attrbutes for Magento 2

1. General settings

Page 5: Order Attributes for Magento 2

Page 5 Support: http://amasty.com/contacts/

To manage order attributes please go to Sales -> Manage Order Attributes

User Guide: : Order Attrbutes for Magento 2

Click here to add a new attribute.

2. Create a new attribute

Edit already existing attributes.

Page 6: Order Attributes for Magento 2

Page 6

Select the store view for which the attribute will be available.

Support: http://amasty.com/contacts/

User Guide: : Order Attrbutes for Magento 2

2. Create a new attribute

Specify the attribute title and code. The code will be used only for internal needs.

NOTE: after the attribute code is specified and saved it can’t be changed.

Page 7: Order Attributes for Magento 2

Page 7 Support: http://amasty.com/contacts/

User Guide: : Order Attrbutes for Magento 2

2. Create a new attribute

Specify customer groups for which the attribute will be available.

Choose whether the attribute will be optional or required. If the option is set to ‘Yes’ customers won’t be able to leave it blank.

Page 8: Order Attributes for Magento 2

Page 8 Support: http://amasty.com/contacts/

User Guide: : Order Attrbutes for Magento 2

Select the field type, enter default value, if needed, specify whether the attribute should be displayed on the front end, etc.

It’s possible to choose various input types depending on your specific needs.

2. Create a new attribute

Page 9: Order Attributes for Magento 2

Page 9

Choose at which checkout step the attribute will be shown: • Shipping; • Review & Payments;

Support: http://amasty.com/contacts/

User Guide: : Order Attrbutes for Magento 2

Specify the display order for frontend sorting.

If you set ‘Save Entered Value For Future Checkout’ option to ‘Yes’, registered customers will need to fill in the field only once, after that the field will be auto-populated (with possibility to edit).

2. Create a new attribute

Page 10: Order Attributes for Magento 2

Page 10 Support: http://amasty.com/contacts/

User Guide: : Order Attrbutes for Magento 2

You can specify whether to include each particular order attribute in PDF documents and HTML printouts. NOTE: Configuration settings need to be turned to ‘Yes’ to make the option work (see page 4).

Enable the option if you want to make one of the values chosen by default in the attribute field on the frontend.

2. Create a new attribute

Page 13: Order Attributes for Magento 2

Page 13 Support: http://amasty.com/contacts/

User Guide: : Order Attrbutes for Magento 2

See the example of different input types for order attributes on a checkout page: • Date and time; • Text field; • Checkbox; • Radio buttons;

3. Order attributes on checkout pages

Page 14: Order Attributes for Magento 2

Page 14 Support: http://amasty.com/contacts/

User Guide: : Order Attrbutes for Magento 2

Display a handy calendar for ‘Date’ and ‘Date and Time’ input types. The calendar appears once a customer clicks on the attribute field.

3. Order attributes on checkout pages

Page 15: Order Attributes for Magento 2

User Guide: : Order Attrbutes for Magento 2

Page 15 Support: http://amasty.com/contacts/

The additional attributes are displayed in the checkout progress bar. If you would like to disable them in the bar please go to admin panel -> System -> Configuration -> Order Attributes (see page 3).

4. Order attributes on the checkout progress bar

Page 20: Order Attributes for Magento 2

Page 20 Support: http://amasty.com/contacts/

User Guide: : Order Attrbutes for Magento 2

Customers will see additional attributes in HTML printouts.

6. Add custom attributes to HTML Printouts

NOTE: Make sure you’ve enabled including order attributes in HTML printouts in general extension settings and on particular order attribute pages (see pages 4 and 10).

Page 21: Order Attributes for Magento 2

Page 21 Support: http://amasty.com/contacts/

User Guide: : Order Attrbutes for Magento 2

You can include custom order attributes into shipping slips and invoice.

7. Add custom attributes to PDF Printouts

Click here to print out.

NOTE: Make sure you’ve enabled including order attributes in PDFs in general extension settings and on particular order attributes pages (see pages 4 and 10).