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Website Document Upload
Website Document Upload allows customers to upload required documents directly during the checkout process, creating a smooth and efficient purchasing experience. The module provides flexible configuration options to define allowed file formats, maximum file size, and the number of files that can be uploaded. All upload settings can be easily managed from the backend to match your business requirements. The entire functionality can be enabled or disabled with a single setting, giving you complete control over document collection on your website.
Features
Screenshots
Support
Service
Features
Document Upload During Checkout
Customers can attach supporting documents directly from the shopping cart and payment pages. This is useful for purchase orders, reference files, identity documents, prescriptions, design files, or any other information required to process an order.
Configurable Upload Validation
Administrators can control document uploads from the settings. The maximum number of files, maximum file size, and accepted file extensions can be configured according to business requirements. Unsupported or oversized files are automatically rejected with a clear message.
Review and Remove Uploaded Files
Every uploaded document appears in a simple list during checkout. Customers can review the file names, remove incorrect documents, and upload replacements before completing the order. The same documents remain available while moving from the cart to the payment step.
Automatic Cleanup for Empty Carts
When all products are removed from the shopping cart, documents linked to that unfinished order are also deleted. This prevents unused attachments from remaining in the system and keeps document storage organized.
Documents Linked to the Sales Order
Uploaded files are automatically attached to the related quotation or sales order. A Documents smart button displays the total number of attachments and gives backend users quick access to all files submitted by the customer.
Screenshot
1.) Website Document Upload Settings :
The document upload feature can be enabled from the INKERP section in General Settings. Administrators can also define the maximum number of files a customer may upload, set the maximum size allowed for each file, and specify which file extensions are accepted. These settings help keep website uploads secure and controlled.
Navigation : Settings → INKERP
2.) Upload Documents from the Cart Page :
Customers can attach documents directly from the order summary page before continuing to checkout. After choosing a file and clicking Upload, the document appears in the list below. Each uploaded file can also be removed before the customer proceeds to the next new order.
3.) Documents Available on the Payment Page :
Uploaded documents remain connected to the order throughout the checkout process. On the payment page, customers can review the files already added, upload more documents when required, or remove any incorrect file before completing the order.
4.) Uploaded Documents Linked to the Sales Order :
Once the website order is created, a Documents smart button appears on the related quotation or sales order in the backend. The number shown on the button indicates how many files were submitted by the customer, allowing the sales team to access the order documents quickly.
5.) Document List in the Backend :
The document list provides complete details for every uploaded file. Users can view the file name, website, related model, order reference, file type, size, company, creator, and upload date. This makes it easier to manage and track all customer documents connected to a specific sales order.
User Guide
Teams
team@inkerp.com
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| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
•
Sales (sale_management)
• eCommerce (website_sale) • Discuss (mail) • Invoicing (account) • Website (website) |
| Community Apps Dependencies | Show |
| Lines of code | 769 |
| Technical Name |
eg_website_document_upload |
| License | OPL-1 |
| Website | http://www.inkerp.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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