Order Memos and Attachments
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Order Memos and Attachments
by Amasty
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).
The extension lets you add the data to the order grid, so you will be able to filter and sort orders using this data. This powerful and very easy to use tool will make your order handling a lot more effective and organized.
What's more, it is possible to display the information on the order view page in customer's account. You can also enable customers to edit any of the fields.
Also customers can upload files for orders, after the orders have been submitted - this makes it easy to provide payment proof documents, design images, mockups and other data needed for order processing.
Features:
Add fields to order page (for orders that have been created).
You can add unlimited number of fields, which are then displayed on the order page and can be filled in by admin. The fields and their values are visible only to admin in admin panel. You can also fold and unfold the attachments block on the order view page.Display fields on order grid.
You can show text, dropdown and date type fields on order grid - this will let you filter and sort orders by these fields. Let's say you use the fields to specify sales person and actual shipping date for orders. This way you will be able to track down the orders processed by some sales person and/or orders shipped between certain dates.Display fields to customers and let them edit any of the fields.
The extension allows to display the fields on order view page in customers account. For each field you can define whether it should be displayed to customers or not. What's even better, you can enable customers to edit any of the fields.Let customers upload files to orders after the orders have been placed.
Very often customers need to provide some files for the orders to get completed - for example images, payment documents or some other paperwork. The files, uploaded by customers, are visible on order view page in admin panel. This feature enables you to effectively manage order-related data - both admin and customer can upload and see files. The files are easy to find, as now they are attached to corresponding orders. In addition, you don't need to run a separate system for storing order-related files, now you can store all the order data in one place.Create data fields of different types.
It is possible to add text field, text area, dropdown and 'date' type fields, which will let you add memos, indicate important dates and other information.Create fields for file upload.
You can create either single upload or multiple upload fields. For multiple upload fields you can upload unlimited number of files - this comes very handy when the number of files to upload is different for each order, so you won't need to create a separate field for each file. Of course, admin can download the uploaded files.Select order statuses for fields display.
You can choose order statuses for each field separately for front end and for back end. The fields will be displayed only for orders which have the selected statuses. Let's say you have a field 'memo' and select 'Pending' status for front end and 'Complete' and 'Pending' statuses for back end. The 'memo' field will be displayed on front end only for 'Pending' orders, while in admin panel it will be displayed for 'Pending' and 'Complete' orders.Prevent data loss.
When you store order-related information in several places, it is easy to lose something and difficult to find the necessary data. With the module this process goes the other way round - now it will be very easy to find order information and difficult to lose, as all the data will be attached to corresponding orders.Indicate default values.
The module enables you to use default values for 'text field', 'text area' and 'dropdown' field types. If you specify a default value for a field, the value will be automatically displayed in the field for each order. It is possible to edit default values.Use the fields data in emails.
You can add the extension data to email templates with the help of variables of the kind: {{var order.memo('some_field')}}. Replace some_field with the alias of the field which you would like to use for emails.Change date in the 'updated_at' field.
It is possible to change date in the 'updated_at' field in order related tables each time a memo or an attachment is edited. This can be important for fluent work with some order export software.Each field can be disabled.
Our other extensions which make order manamagent a lot more effective:
- Efficient Order Export extension - with it can export all order-related information, including data generated by our Order Attributes extension and third-party extensions.
- Order Attributes extension - allows to add more fields to the checkout process and get all the order information you need. You can also display the fields on the order grid and in emails.
- Edit Order Address extension - lets you edit billing and shipping address without cancelling orders.
- Order Status extension - enables you to create custom order statuses and edit existing ones. Also you can send email notifications on order status change.
- Order Flags extension - with it you can greatly improve order processing by marking your orders with flags for easy priority recognition and adding important notes.
Check the DEMO:
http://order-memos-and-attachments.amasty.com/admin/
Admin username: demouser
Admin password: pass1234Also the extension:
- .: is easy to use
- .: meets all Magento development practices
- .: is 100% Open Source
- .: is easy to install (takes just a couple minutes)
Additional services:
- .: Professional 120-day free e-mail support, help and guidance
- .: Risk free purchase, 2-week money back guarantee
- .: Paid extension customization
Extension home page: http://amasty.com/order-memos-and-attachments.html
Please email your questions and suggestions via http://amasty.com or send us a PM at Magento site. Feedback is absolutely welcome.
Extension Updates Log:
Version 2.2.1 - May 8, 2013:
- Fix for renderers on the order grid (some field types were displayed incorrectly).
Version 2.2.0 - April 5, 2013:
- Correct handling of values what contain $ symbol.
- Class rewrite removed - event used.
Version 2.1.9 - January 15, 2013:
- Fix for including fields into e-mail templates.
Version 2.1.8 - December 12, 2012:
- Bug fix for syntax error.
Version 2.1.7 - September 27, 2012:
- Filtering error fix.
Version 2.1.3 - July 25, 2012:
- An option for superadmin to give permission to view the block with order memos, when creating admin roles.
Version 2.1.1 - June 11, 2012:
- Admin can choose order statuses for display of fields. For example, you can set up any field to be displayed only when order is in 'Pending' or 'Complete' or some other status.
Version 2.0.1 - May 3, 2012:
- Ability to display order memos and attachments in customer's account. Admin can also enable customers to edit any of the fields - there's a setting for each field.
Version 1.1.3 - December 8, 2011:
- Ability to change date in the 'updated_at' field in order related tables each time a memo or an attachment is edited.
Version 1.1.2 - November 14, 2011:
- Ability to fold and unfold the attachments block on the order view page.
Version 1.1.1 - November 4, 2011:
- Ability to specify default value for 'text field', 'text area' and 'dropdown' field types.
Version 1.1.0 - June 22, 2011:
- Ability to use the fields data in emails.
- Dropdown field type added.
- Release Notes
Make notes, attach files, specify dates and add info to orders after they’ve been created! Fast and easy!
2011-05-16 11:23:00 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).
What's more, the extension lets you add the data to the order grid, so you will be able to filter and sort orders using this data. This powerful and very easy to use tool will make your order handling a lot more effective and organized.
Features:
Add fields to order page (for orders that have been created).
You can add unlimited number of fields, which are then displayed on the order page and can be filled in by admin. The fields and their values are visible only to admin in admin panel.Display fields on order grid.
You can show text and date type fields on order grid - this will let you filter and sort orders by these fields. Let’s say you use the fields to specify sales person and actual shipping date for orders. This way you will be able to track down the orders processed by some sales person and/or orders shipped between certain dates.Create data fields of different types.
It is possible to add text field, text area and 'date' type fields, which will let you add memos, indicate important dates and other information.Create fields for file upload.
You can create either single upload or multiple upload fields. For multiple upload fields you can upload unlimited number of files – this comes very handy when the number of files to upload is different for each order, so you won't need to create a separate field for each file. Of course, admin can download the uploaded files.Each field can be disabled.
Also the extension:
- .: Is easy to use
- .: meets all Magento development practices
- .: is 100% Open Source
- .: is easy to install (takes just a couple minutes)
Additional services:
- .: Professional 6-month free e-mail support, help and guidance
- .: Risk free purchase, 2-week money back guarantee
- .: Paid extension customization
Extension home page: http://amasty.com/order-memos-and-attachments.html
You might be also interested in:
- .: Efficient Order Export extension
- .: Order Status extension
- .: Order Attributes extension
- .: Shipping & Payment By Customer Groups extension
- .: Order Flags extension
Please email your questions and suggestions via http://amasty.com or send us a PM at Magento site. Feedback is absolutely welcome.
- Reviews
About the Developer
This extension was developed by and is supported by Amasty
Order Memos and Attachments 4 4Great extension! It help me solve our jobs faster, especially writting memo and shown the memo at frontend features. Definitely will purchase other extensions that we need from you again. January 3, 2013This looks like just what we want, so we bought it on 10/11/2012. We also bought two other extensions on 10/18/2012 from Amasty (Address Attributes and Customer Attributes). Unfortunately we have been unable to get Order Memos and Customer attibutes installed, despite multiple promises of help from Amasty. Looks like they are pretty busy! October 29, 20125 stars ***** first I will like to point out that this guys have an excellent support Always reply fast easy installation as well and competitive price . We have dill with many companies in the past and I can rest a sure you this guys are professionals ! We were looking for CRM for magento and find out it will cost a lot and not always will be so efficient. The combination of the flags >order memos and attachments > order status extensions gave us the abele to handle a very large amount of orders with no need to import or export anything all from our back end with the same look and feel we know . I will highly recommend to any one ! Thanks Andrew Regards , December 14, 2011This extension provides exactly what I needed: Easy to install and to use, absolutly no problems, great enhancement of the order. Besides the functionality, Amasty was very quick in its responses: I neded to access the attributes programmatically during the checkout phase and all my questions were answered in less than half an hour! August 20, 20111-4 of 4- Q&A
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