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. 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
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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
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User Guide: : Order Attrbutes for Magento 2
3. Page 3
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.
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).
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User Guide: : Order Attrbutes for Magento 2
1. General settings
5. Page 5
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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.
6. Page 6
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.
7. Page 7
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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.
8. Page 8
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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
9. Page 9
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
10. Page 10
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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
11. Page 11
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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.
12. Page 12
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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
13. Page 13
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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
14. Page 14
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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
15. User Guide: : Order Attrbutes for Magento 2
Page 15
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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
16. User Guide: : Order Attrbutes for Magento 2
Page 16
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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.
17. Page 17
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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
19. Page 19
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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.
20. Page 20
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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).
21. Page 21
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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).
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
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