TABLE OF CONTENTS
Navigate to: OMS > Quotes
Quotes module allows admin users to create quotation requests on behalf of customers, for the products customers wish to purchase. Administrators can create, view, and manage quote requests submitted by admin users/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 Quotation 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 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 the payment pops up will appear.
Select the payment method and add the required information.
Click Save.
The quote is converted to order.
