This deck explains how a customer can attach different types of files to his order when placing an order via a Hitachi Solutions Ecommerce web store.

1. © Hitachi Solutions. 2015. All rights reserved.
Attach files to order
in Hitachi Solutions
Ecommerce

2. © Hitachi Solutions. 2015. All rights reserved.
Contents
1. Feature Overview
2. File size and type configurations
3. Attach files from web store
4. Attach files from Manager Panel
2

3. © Hitachi Solutions. 2015. All rights reserved.
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.

4. © Hitachi Solutions. 2015. All rights reserved.
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 allowed
The 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.

5. © Hitachi Solutions. 2015. All rights reserved.
5
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

6. © Hitachi Solutions. 2015. All rights reserved.
Attach files from web store
Attach files from shopping cart
Shopper 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
Account
The attached files are visible to the
shopper all the way through checkout
and the self service ‘My Account.’
CSRs download attached files
The Manager Panel users/CSRs have
the ability to download the files added
by shoppers and decide further action.

7. © Hitachi Solutions. 2015. All rights reserved.
Attach files from Manager Panel
Add attachment from Manager Panel
The 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 restrictions
A 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.

8. © Hitachi Solutions. 2015. All rights reserved.
Thank You.