Copyright © 2011 amasty.com       Order Memos and Attachments                                  Magento Extension          ...
Copyright © 2011 amasty.com        Table of contents:         1. Extension settings …………………………………………………………………………….. 3     ...
Copyright © 2011 amasty.com                                                                       1. Extension settings   ...
Copyright © 2011 amasty.com                                                    2. How to create fields                    ...
Copyright © 2011 amasty.com                                                     2. How to create fields You can indicate a...
Copyright © 2011 amasty.com                                                             2. How to create fields    You can...
Copyright © 2011 amasty.com                                                        2. How to create fields     It is possi...
Copyright © 2011 amasty.com                                 3. Select order statuses for fields display  At the ‘Order Sta...
Copyright © 2011 amasty.com                                                      4. Fill in fields on order page   On the ...
Copyright © 2011 amasty.com                                                       5. Fields on order grid                 ...
Copyright © 2011 amasty.com                                        6. Fields in customer’s account Here’s an example of ho...
Copyright © 2011 amasty.com                   7. Add the extension data to email templates           You can also include ...
Copyright © 2011 amasty.com                                        Thank you!         Should you have any questions or fea...
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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!
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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Order Memos and Attachments: Magento Extension by Amasty. User Guide

  1. 1. Copyright © 2011 amasty.com Order Memos and Attachments Magento Extension User Guide User Guide: Order Memos and Attachments Page 1 Support: http://amasty.com/support.html
  2. 2. Copyright © 2011 amasty.com 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 User Guide: Order Memos and Attachments Page 2 Support: http://amasty.com/support.html
  3. 3. Copyright © 2011 amasty.com 1. Extension settings 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. 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. Extension settings are in admin panel -> System -> Configuration -> Order Memos And Attachments User Guide: Order Memos and Attachments Page 3 Support: http://amasty.com/support.html
  4. 4. Copyright © 2011 amasty.com 2. How to create fields To create a field for order memos/attachments (or some other purpose) please press ‘Add New Field’ button. Please go to admin panel -> System -> Order Memos And Attachments User Guide: Order Memos and Attachments Page 4 Support: http://amasty.com/support.html
  5. 5. Copyright © 2011 amasty.com 2. How to create fields You can indicate any alias (it is used only in the code) 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). User Guide: Order Memos and Attachments Page 5 Support: http://amasty.com/support.html
  6. 6. Copyright © 2011 amasty.com 2. How to create fields You can specify default value for ‘text field’, ‘text area’, and ‘dropdown’ field types. This value will be assigned to all orders by default. 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. User Guide: Order Memos and Attachments Page 6 Support: http://amasty.com/support.html
  7. 7. Copyright © 2011 amasty.com 2. How to create fields It is possible to enable and disable the fields. You can show the fields on order list page. This will work only for ‘text field’, ‘text area’, ‘date’ and ‘dropdown’ field types. User Guide: Order Memos and Attachments Page 7 Support: http://amasty.com/support.html
  8. 8. Copyright © 2011 amasty.com 3. Select order statuses for fields display 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. You can have a separate selection of statuses for frontend (customer) and backend (admin) order displays. User Guide: Order Memos and Attachments Page 8 Support: http://amasty.com/support.html
  9. 9. Copyright © 2011 amasty.com 4. Fill in fields on order page 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. You can also fold and unfold the attachments block. To upload a file or fill in a field please click the ‘pencil’ icon. User Guide: Order Memos and Attachments Page 9 Support: http://amasty.com/support.html
  10. 10. Copyright © 2011 amasty.com 5. Fields on order grid You can display the fields (except upload types) on order grid. Also you can filter and sort orders by these fields. User Guide: Order Memos and Attachments Page 10 Support: http://amasty.com/support.html
  11. 11. Copyright © 2011 amasty.com 6. Fields in customer’s account Here’s an example of how the fields are displayed in customer’s account. Customers can edit the field values if allowed by admin. User Guide: Order Memos and Attachments Page 11 Support: http://amasty.com/support.html
  12. 12. Copyright © 2011 amasty.com 7. Add the extension data to email templates 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. User Guide: Order Memos and Attachments Page 12 Support: http://amasty.com/support.html
  13. 13. Copyright © 2011 amasty.com Thank you! Should you have any questions or feature suggestions, please contact us at: http://amasty.com/support.html Your feedback is absolutely welcome! User Guide: Order Memos and Attachments Page 13 Support: http://amasty.com/support.html

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