attach files to an order in hitachi solutions ecommerce

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Attach files to orderin Hitachi Solutions Ecommerce


Contents

1. Feature Overview

2. File size and type configurations

3. Attach files from web store

4. Attach files from Manager Panel

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Feature overview

• Upload files from multiple locations - Ability to add attachments to order lines from the web store as well

as the Manager Panel. Have shoppers add attachments from product display page, shopping cart, floating

cart, quick order entry and in-store edit, mobile store or have CSRs add attachments while placing orders or

quotes.

• Effectively manage order related data - Attached files visible in the Manager Panel and web store.

Shoppers see added attachments all the way through checkout and the self- service ‘My Account’.

Attachments added by shoppers can be downloaded by the CSRs in the Manager Panel and used as

required.

• Restrict file size - Restrict file size and file types to be uploaded. Have shoppers and CSRs attach multiple

file types like media files, MS word, Xls files etc. to their order during checkout.


File size and type configurations

Restrict size of files uploaded

The file size of the attachments is restricted via the Manager Panel. It is important to define the maximum size of the files that can be attached to an order to ensure web security, and avoid the possibility of the web store collapsing completely due to huge file sizes.

Define file types allowedThe Setup Manager can restrict the type of files that can be added by specifying the restricted file extensions in the Manager Panel Global Setup. Different restrictions can be placed at the order/quote header and line level.


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Sometimes there are products that require documentation, legal or otherwise, from the shopper before he can purchase them. For example, age proof, licenses etc. The ‘Attach Files’ product detail HMTL template fulfills this special requirement and restricts the shopper from adding such items to his cart until he attaches the file. Merchants can put such orders on hold and release them for fulfillment once they have verified the uploaded file.

Attach files from the web store product display page Available on mobile store It is also possible to attach files to an order when purchasing using a mobile device. The customers upload files to individual items in their shopping carts before checkout. These are available to the CSR in the Manager Panel and to the shopper in his self service account on the web store.

Attach files from web store


Attach files from web store

Attach files from shopping cartShopper also has the option to attach files from the shopping cart, floating cart , quick order entry on the web store. Maximum of five attachments are allowed per SKU.

Files visible in checkout and My AccountThe attached files are visible to the shopper all the way through checkout and the self service ‘My Account.’

CSRs download attached filesThe Manager Panel users/CSRs have the ability to download the files added by shoppers and decide further action.


Attach files from Manager Panel

Add attachment from Manager PanelThe Manager Panel allows the CSR to add files to a sales order or sales quote he creates for a shopper. CSRs can also attach files while using ‘in-store edit’ to add special products. The order record in the Manager Panel has been enhanced with an Attachment tab, where the CSR can view the added attachments or add new ones.

File type, size and quantity restrictionsA maximum of 5 files per shopping cart item are allowed. The type of file extensions that may be attached and their size may be restricted in the interest of the web store’s security.


Thank You.

attach files to an order in hitachi solutions ecommerce

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