How to attach documents to orders for internal use.

Solved

How to attach documents to orders for internal use.

Droy47
Visitor
3 0 0

How can I attach PDF documents to existing orders. These would be completely internal and are not for customer use and download.

 

For example. We have a payment option to use a Purchase Order. The customer replies to their order confirmation email with a PDF copy of their purchase order and we fulfill the order. 

I would like to be able to upload that PDF to the individual order so there is a record the order was paid for.

Accepted Solution (1)

Shay
Shopify Staff
3028 465 623

This is an accepted solution.

Hey there @Droy47 

 

Depending on the functionality you might be looking for, you can actually do this from within the order details itself. The "Timeline" has the option to add merchant facing notes and attachments, this includes the ability to upload a PDF file or similar to the order timeline. 

 

08-23-12237-56247

 

Shay | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

View solution in original post

Replies 4 (4)

WhiteWater_Web
Shopify Partner
461 17 42

Hi there, this can be done either via a custom/private app, or via a paid app. We just recently did this for a client - hit us up if you need a hand.

 

Cheers.

 

WhiteWater Web

A certified Shopify Partner and Expert, WhiteWater Web (WWW) is a premium digital solutions company specializing in advanced Shopify Dev, Usability/Design, and Online Strategy. WWW has been working with the Shopify platform since 2006.
info@whitewatersolutions.com

Shay
Shopify Staff
3028 465 623

This is an accepted solution.

Hey there @Droy47 

 

Depending on the functionality you might be looking for, you can actually do this from within the order details itself. The "Timeline" has the option to add merchant facing notes and attachments, this includes the ability to upload a PDF file or similar to the order timeline. 

 

08-23-12237-56247

 

Shay | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

WhiteWater_Web
Shopify Partner
461 17 42

Yes, if you do not need this information exportable/reportable (i.e. how many orders have paid and have a certified PO) this is a means of attaching a doc to an order.

 

Cheers.

 

WhiteWater Web

A certified Shopify Partner and Expert, WhiteWater Web (WWW) is a premium digital solutions company specializing in advanced Shopify Dev, Usability/Design, and Online Strategy. WWW has been working with the Shopify platform since 2006.
info@whitewatersolutions.com
brentPT
Shopify Partner
1 0 0

Is there an attachment limit by order or by account?