TABLE OF CONTENTS
Navigate to: OMS > Quotes
The Quotes module allows administrators to create quote requests on behalf of customers, for the products customers wish to purchase. Administrators can create, view, and manage quote requests submitted by administrators and customers from this section.
Manage Quote
Navigate to: OMS > Quotes > “View” Action
The "View" action is used to open the Manage Quotes screen for the respective quote.
Administrators can modify or make changes to an existing Quote that has been submitted by a customer from this screen.
Administrators can view/update/modify the following from a Quote request:
Quote Status
Expiration Date
In Hands Date
Shipping Type
Job / Project Name
Shipping Constraints
Billing Address
Shipping Address
Unit Price of line item
Quantity of line item
Tax Exemption
Quote Notes
Note: No minimum and maximum quantity restrictions are considered for managing Quotes from the admin application hence Administrators can decide the minimum and the maximum quantities of a line item for Quotes
The changes in the following results in recalculations of the Quote summary:
Shipping Address
Unit Price of line item
Quantity of line item
Administrators can perform the below steps to manage the quote:
Click the View icon from the Quotes list
Make changes to the quotes
Click on the Save button
The changes are saved successfully
Quote Conversion To Order Process
Administrators
Administrators can convert any non-expired/non-approved quote to an order by following the below steps:
Make the required changes (optional)
Change the status of the quote to “Approved”
Click Save. Once the quote status is permanently saved as Approved a payment pop-up will appear.
Select the payment method and add the required information.
Click Save.
The Quote is now converted to an Order.
Customers
A customer can convert a Quote Request to an Order from the Quote Request Detail page in the My Account section. After the Quote Request is submitted to the merchant, an administrator must change the Quote Status to "In Review" after reviewing and/or editing the request. With the edits and the status change saved, the customer will receive an email notification with the updated status. The customer is now able to convert the quote to an order.
Navigate to My Account > Quotes.
Click to view the details of the Quote that is In Review.
Click the "Convert to Order" button.
In the pop-up, select the payment method and add enter any required information.
Click the "Place Order" button.
The Quote is now converted to an Order.
