Quotes placed by customers using the ‘Request a Quote’ form on your storefront will show in the ‘View Quotes’ section. Quote Management is disabled by default. You can enable it with one easy step…
Once you have enabled this, ‘Request a Quote’ form will show as a link on your storefront.
Overview: The View Quote page provides important quote information like name and email address of the customer who has placed the quote, quote title, whether the quote was for existing or custom product, quote amount, quantity, quote status and date the quote was placed.
- Now customers have an option to get quotation for multiple quantities in a single quotation. Customers can ask for quotation for maximum three different quantities. The order will be considered only for approved quantity.
To allow the customer to enter single or multiple quantities in quotation you can set that from below path.
New Quote Notification: You will receive the notification for new quote requests placed by customer in the top right side corner of admin panel.
Action Menu
Edit: Quick link to view and update the quote requested by customer. You can give the price for each quantity specified by the customer or even modify the quantity as well as set vendor price based on configuration settings. You can also see complete quote history details for this quote. Initially, when the customer submits a quote, the quote status will be shown as Quotation pending. You have three ways to address the customer’s quote:
- Enter Quote Price: Tick this option if you can offer this product at the customer’s demanded quantity. You can enter different price for different quantities requested by the customer. Enter price and other details, and click Save. You can even upload a file for customer’s approval along with the quote. The quote status will be updated in the customer’s My Account. Moreover, customer will receive notification if this option is enabled. You can view or edit the customer notification email text from here…
Completing this action will change quote status to ‘Quotation’. Customer can approve or reject your quote from their My Account.
Once customer approves your quotation, they can then place order for that particular quote and quote status automatically changes to ‘Quotation Approved’. If the order is successfully placed, the quote status will be ‘Quotation Completed’ and it will show in the List Orders section. The customer is required to place order within 30 days of approving it, else it will automatically expire and it will show in their My Account. In case the customer rejects your quotation, the quote status will turn to ‘Quotation Rejected’.
- Post Message to Customer: Tick this option if you need to ask for more details from the customer. You can even upload file for customer’s approval along with the quote. Completing this action will change the quote status to ‘Customer Review Pending’. Your message will show in the customer’s My Account from where they can post a reply. Once the customer replies, the quote status will change to ‘Admin Review Pending’.
- Quote Cancelled: Tick this option if you want to decline the quote request from the customer. You can state the reason in Comments section and the customer will receive your reply in their My Account. Tick Customer Notify to send email notification to the customer. Completing this action will change selected quote status to ‘Quote Cancelled’.
Note: It is recommended that you take only one action at a time when some response is awaited from the customer so as to avoid any chances of overlapping actions. For example, if you have entered your quote amount on customer’s quote, you should not use ‘Post Message to Customer’ unless your quotation is approved or rejected by the customer. If you use ‘Post Message to Customer’ in this scenario, it makes your previous quotation void and you will need to enter the quotation again for the customer to approve or reject it.
View Quote: You will see this option only for those quotes which are either completed or rejected. It’s a quick link to view the history of quote details.
Delete: 2-step confirmation to delete the selected quote. Those with status of Quotation Approved cannot be deleted from here.
Add New Quote
Just like a storefront user can request a quote using the quote form on your storefront, you can add a new quote on behalf of your customers using the ‘Add New Quote’ screen. All the fields in the form will remain the same as in the regular quote form which is displayed to the storefront users.
Help
‘Help’ link is a pop-up showing flow chart of how quote process works, from the time customer places the quote until the time quotation gets marked as completed or rejected.