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Order Memos and Attachments: Magento Extension by Amasty. User Guide
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Order Memos and Attachments: Magento Extension by Amasty. User Guide

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Make notes, attach files, specify dates and add info to orders after they've been created! Fast and easy! …

Make notes, attach files, specify dates and add info to orders after they've been created! Fast and easy!
Need to add information to orders while or after processing them? Order Memos and Attachments enables you to make memos, add important data (like processing or actual shipping dates) to any orders after customers or admins have created them. Very often there are some documents associated with orders. You will never need to look for them if you attach them right to the order (e.g. some screen shots, logos, design mockups, etc). You can learn more at http://amasty.com/order-memos-and-attachments.html

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  • 1. User Guide: Order Memos and Attachments Page 1 Order Memos and Attachments Support: http://amasty.com/support.html Magento Extension User Guide Official extension page: Order Memos and Attachments
  • 2. Table of contents: 1. Extension settings …………………………………………………………………………….. 3 2. How to create fields ………………………………………………………………………….. 4 3. Select order statuses for fields display ……………………………………………….. 8 4. Fill in fields on order page ………..……………..……………………………………….. 9 5. Fields on order grid ………………………..……………..…………………………………. 10 6. Fields in customer’s account ……………………………………………………………… 11 7. How to add the extension data to email templates ………………………………. 12 Page 2 Support: http://amasty.com/support.html User Guide: Order Memos and Attachments
  • 3. Page 3 Extension settings are in admin panel -> System -> Configuration -> Order Memos And Attachments If ‘Collapsed by default’ option is set to ‘Yes’, the block with the additional fields will be folded on the order view page by default (of course, you can unfold it. Support: http://amasty.com/support.html 1. Extension settings If this option is set to ‘Yes’, date in ‘updated_at’ field for orders gets updated each time, when you modify an order memo or attachment. User Guide: Order Memos and Attachments
  • 4. Page 4 Please go to admin panel -> System -> Order Memos And Attachments To create a field for order memos/attachments (or some other purpose) please press ‘Add New Field’ button. Support: http://amasty.com/support.html 2. How to create fields User Guide: Order Memos and Attachments
  • 5. Page 5 There are six field types available: text field, text area, dropdown, date, single file upload, multiple files upload (it will be possible to upload as many files as you need for one field). You can indicate any alias (it is used only in the code) Support: http://amasty.com/support.html 2. How to create fields User Guide: Order Memos and Attachments
  • 6. Page 6 You have full control of display of the fields to customers: 1. ‘Do Not Display’ option – the field will not be displayed to customers. 2. ‘View Only’ – customers will be able only to see the field. 3. ‘Allow To Edit’ – customers will be both able to see and to edit the field values. Support: http://amasty.com/support.html You can specify default value for ‘text field’, ‘text area’, and ‘dropdown’ field types. This value will be assigned to all orders by default. 2. How to create fields User Guide: Order Memos and Attachments
  • 7. Page 7 You can show the fields on order list page. This will work only for ‘text field’, ‘text area’, ‘date’ and ‘dropdown’ field types. It is possible to enable and disable the fields. Support: http://amasty.com/support.html 2. How to create fields User Guide: Order Memos and Attachments
  • 8. Page 8 You can have a separate selection of statuses for frontend (customer) and backend (admin) order displays. At the ‘Order Status Visibility’ tab you can select order statuses. The fields will be displayed only for orders with the statuses you select here. Support: http://amasty.com/support.html 3. Select order statuses for fields display User Guide: Order Memos and Attachments
  • 9. Page 9 On the order page you will find a block called ‘Order Attachments. All the fields that you have created will be displayed in this block. To upload a file or fill in a field please click the ‘pencil’ icon. Support: http://amasty.com/support.html 4. Fill in fields on order page You can also fold and unfold the attachments block. User Guide: Order Memos and Attachments
  • 10. Page 10 You can display the fields (except upload types) on order grid. Also you can filter and sort orders by these fields. Support: http://amasty.com/support.html 5. Fields on order grid User Guide: Order Memos and Attachments
  • 11. Page 11 Here’s an example of how the fields are displayed in customer’s account. Customers can edit the field values if allowed by admin. Support: http://amasty.com/support.html 6. Fields in customer’s account User Guide: Order Memos and Attachments
  • 12. Page 12 You can also include the extension data in email templates. For this please add variables of the kind to the templates: {{var order.memo('some_field')}} Replace some_field with the alias of the field which you will use in emails. Support: http://amasty.com/support.html 7. Add the extension data to email templates User Guide: Order Memos and Attachments
  • 13. Thank you! Your feedback is absolutely welcome! Page 13 Should you have any questions or feature suggestions, please contact us at: http://amasty.com/support.html Support: http://amasty.com/support.html User Guide: Order Memos and Attachments