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Order Attributes for Magento 2

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Add an unlimited number of extra fields to your checkout page to easily collect and process additional order related data. Display all created order attributes on a handy backend grid to keep necessary information at hand.

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Order Attributes for Magento 2

  1. 1. 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/
  2. 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
  3. 3. 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.
  4. 4. 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
  5. 5. 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.
  6. 6. 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.
  7. 7. 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.
  8. 8. 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
  9. 9. 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
  10. 10. 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
  11. 11. Page 11 Support: http://amasty.com/contacts/ 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.
  12. 12. Page 12 Support: http://amasty.com/contacts/ 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
  13. 13. 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
  14. 14. 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
  15. 15. 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
  16. 16. User Guide: : Order Attrbutes for Magento 2 Page 16 Support: http://amasty.com/contacts/ 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.
  17. 17. Page 17 Support: http://amasty.com/contacts/ 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
  18. 18. Page 18 Support: http://amasty.com/contacts/ User Guide: : Order Attrbutes for Magento 2 Display custom order attributes on the orders grid. 5. Attributes display in the admin panel
  19. 19. Page 19 Support: http://amasty.com/contacts/ 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.
  20. 20. 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).
  21. 21. 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).
  22. 22. 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/ Page 22 Support: http://amasty.com/contacts/

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