The post How to Add Customer Note to Any Order in WooCommerce appeared first on PluginsForWP.
]]>While most products can be sold as-is, others will require special requirements before being fulfilled.
In this article, you’ll learn how to add notes to any order in WooCommerce.
Why Adding Notes to Orders
When selling products online, all the details will be displayed inside the product’s page and don’t require any further instructions.
In other cases, however, some businesses will require to add special instructions to order or product.
Here is some example of orders that will need to have additional notes:
- Digital product – you can add the serial number as a note.
- Goods delivery – when sending flowers, a customer may want to add a note to the order with a dedicated text to his loved one.
- Medic/vet – add a note to provide instructions on treating a wound or using medication.
- Prescription – add a glasses prescription to an order invoice.
Those were just a shortlist of many scenarios when we could attach notes to our order invoice.
In the next section, I will show you how to add notes to any PDF invoice of the order.
Add Note to Order in WooCommerce
Follow the steps below to add notes to any order in WooCommerce.
- From inside your WordPress dashboard, navigate to Plugins -> Add New.
- Install and activate the WooCommerce PDF Invoices & Packing Slips plugin.
- Once activated, navigate to any order under WooCommerce -> Orders.
- Then, you’ll see a new box added to the admin panel called PDF document data. Click on the pencil icon to add a note.
- Once you have entered the note, save the changes and click on the update button.
Congratulation, you just added a helpful note for your customers in the order’s invoice.
The last step is to generate the PDF invoice with the special note and send it by email or the package.
Scroll down the order page and click on the PDF Invoice inside the Create PDF box to generate the invoice.
Inside the PDF invoice or the packaging slip, you’ll see the customer and the admin notes of the current order.
The new invoice will be opened in a new window with the option to print the document or download it to your computer.
You can also create a downloadable PDF link for the convenience of your customers.
Add the Invoice to Order
Once you have generated the invoice and verified that all notes are in, we should enable your customers to download their invoices from the dashboard.
After generating the first order’s invoice, the customer’s account page will display an invoice button that they can click on to view the document.
Clicking on the invoice button will show the customer the same document that we generated in the last step, including the notes.
To prettify the document, visit the WooCommerce -> PDF invoices tab and add details about your business like description and logo.
Order Updates with Notes
The YITH WooCommerce PDF Invoices & Packing Slips is a very well-coded plugin that will enable you to add notes as order updates.
The most valuable features of the plugin is the option to display the note inside the WooCommerce view order page.
In addition to the text you entered, additional information such as the date and time will help track the order’s status.
You can get the plugin from the official YITH website for the total price or from us for only $4.99.
Once you activate the plugin, navigate to any of your store’s orders and change the note from private to customer.
Then, enter your desired instructions in the text field and save the changes.
After saving the order, your customer will be able to view the notes from inside his account page by going to the orders tab and into his order number.
There, at the top of the page, they will see the latest information just below the order updates heading.
That way, you and your customers can document and view the progress of every order.
Conclusion
Order notes in WooCommerce are an effective way to communicate between the store and its customers.
This article teaches you to add order notes to WooCommerce with two different plugins.
Leave us a comment and tell us which methods you chose to achieve this task.
The post How to Add Customer Note to Any Order in WooCommerce appeared first on PluginsForWP.
]]>The post Upload, Link, and Embed PDF Files in WordPress – The Definite Guide appeared first on PluginsForWP.
]]>If you want to know how to add a PDF file and share it with your visitors, you came to the right place.
This article will teach you how to upload a PDF file to your WordPress website.
Why Upload PDF to WordPress
As mentioned above, PDF is a trendy format and a common way to save documents.
There are many reasons to upload PDF files to your WordPress website, and here are only some of them:
- Display long articles or user manuals in a downloadable file.
- Send an eBook to users that subscribed to your email list.
- Gift the content to users who purchased membership to your website.
- Increase engagement that will improve the time a visitor spend on your website. As a result, it will reduce the bounce rate and improve the overall SEO score.
Whatever the reason, uploading a PDF file to WordPress is a task you should know how to do.
In the next section, I will show you how to upload PDF files in three ways: first through the media library, second to a specific blog post or page, and lastly, by using a plugin.
How to Upload PDF Files to WordPress
Uploading PDF files to WordPress is a straightforward process, and you can do it in multiple ways.
Let’s start first by uploading PDF to the WordPress media library.
- From the backend of your WordPress website, navigate to Media -> Library and click on the Add New button to add a new file.
- Click on the select files button and drag your desired PDF file into the marked area.
- Once the file is finished uploading, you’ll be able to access it by navigating to the file’s URL path.
When the PDF file is hosted on your server, you can add it to your opt-in offer for your email campaign.
On the other hand, keep reading if you would like to add it to your blog posts or pages.
Embed PDF in a Page or Post
Once the PDF file is hosted on our website, we can embed it on any page or post.
The default pages or posts of WordPress use the Gutenberg editor, while custom post types use the old editor. Let’s start with Gutenberg first.
PDF in Gutenberg
When editing a page or a post, you’ll have the option to upload and embed a PDF file into it using the correct Gutenberg clock.
Click on the plus icon in your desired position to add a block.
First, type in and search for the file block. Then, click on it to add it to the content.
Next, choose if you would like to upload a new file or use the same PDF file you uploaded in the last section.
I’ll choose the file we uploaded earlier and click on select in this example.
Once you selected the PDF file, it was embedded inside the page and downloaded below.
After updating the changes, revisit the page and verify that the download button is working as expected.
If you’re trying to upload the file to a custom post type, you won’t use the Gutenberg editor. Therefore, use the classic editor instead.
PDF in the classic editor
Because custom post types (WooCommerce products, EDD, etc.) don’t use the Gutenberg editor, it’s beneficial to know how to upload files using the classic editor.
Uploading files to the classic editor is similar to the Gutenberg one.
While under the visual tab, click on the add media button, select your PDF file and click insert.
If you didn’t upload any file yet, drag it into the library.
Once inserted, WordPress will add the file to the content. Unlike the Gutenberg editor, the classic editor won’t embed it but add a download link instead.
After updating the page, revisit it and click on the download link to verify it’s working as expected.
If you want to display PDF content in custom post types, we will need to use a dedicated plugin.
Embed PDF with a plugin
There are WordPress plugins for everything, and PDF files are no different.
We will need to use a plugin to embed a PDF on any post type (including customs).
Navigate to Plugins -> Add New and install the PDF Embedder plugin.
Once activated, open the page where you would like to display the file and click on the add media button.
We will use the same WooCommerce product that we used earlier in our example.
This time, after selecting and inserting the file, it will be added to the content as a shortcode.
The plugin will automatically insert the shortcode into the visual editor and transform it into a viewable file on the front-end.
Then, revisit the page and make sure the plugin embedded the PDF file successfully.
Create a Downloadable Link
If you would only like to create a download link of the file instead of displaying it, you can do that with simple HTML.
Creating a download link helps add a download link to your email campaign.
Switch to the visual tab of the editor and create a link tag with the PDF file path.
<a href="LINK GOES HERE">Download PDF</a>Make sure to replace the LINK GOES HERE with the actual address of the file.
Then, add the download attribute into the tag to make it downloadable.
The complete code will look like that:
<a href="LINK GOES HERE" download>Download PDF</a>Now, when visiting the page, you’ll be able to click on the link and download the file to your computer.
Conclusion
You learned how to upload and embed a PDF file in your WordPress website in this article.
Leave us a comment and tell us which methods you used to achieve this task.
The post Upload, Link, and Embed PDF Files in WordPress – The Definite Guide appeared first on PluginsForWP.
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