order attributes for magento 2
TRANSCRIPT
User Guide: Order Attrbutes for Magento 2
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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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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
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User Guide: : Order Attrbutes for Magento 2
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1. General settings
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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.
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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).
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User Guide: : Order Attrbutes for Magento 2
1. General settings
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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.
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Select the store view for which the attribute will be available.
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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.
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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.
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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
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Choose at which checkout step the attribute will be shown: • Shipping; • Review & Payments;
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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
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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
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User Guide: : Order Attrbutes for Magento 2
Specify an attribute field name that will be displayed on the frontend page.
2. Create a new attribute
Specify attribute values if necessary.
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User Guide: : Order Attrbutes for Magento 2
Specify particular shipping methods to show the extra attribute only to those customers who choose specified methods.
2. Create a new attribute
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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
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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
User Guide: : Order Attrbutes for Magento 2
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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
User Guide: : Order Attrbutes for Magento 2
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You can see the attribute values on the order view page in admin panel.
5. Attributes display in the admin panel
Click here to edit custom order attributes.
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User Guide: : Order Attrbutes for Magento 2
Edit attribute values for each order from an admin panel if necessary.
5. Attributes display in the admin panel
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User Guide: : Order Attrbutes for Magento 2
Display custom order attributes on the orders grid.
5. Attributes display in the admin panel
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User Guide: : Order Attrbutes for Magento 2
Display custom order attributes on the order view page in a customer account.
6. Add custom attributes to HTML Printouts
Print out order info.
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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).
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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).
User Guide: : Order Attrbutes for Magento 2
Thank you!
Your feedback is absolutely welcome!
Should you have any questions or feature suggestions, please contact us at:
http://amasty.com/contacts/
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