Managing Quotes

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:

  1. Click the View icon from the Quotes list

  2. Make changes to the quotes

  3. Click on the Save button

  4. 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:

  1. Make the required changes (optional)

  2. Change the status of the quote to “Approved”

  3. Click Save. Once the quote status is permanently saved as Approved a payment pop-up will appear.

  4. Select the payment method and add the required information.

  5. Click Save.

  6. 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.

  1. Navigate to My Account > Quotes.

  2. Click to view the details of the Quote that is In Review.

  3. Click the "Convert to Order" button.

  4. In the pop-up, select the payment method and add enter any required information.

  5. Click the "Place Order" button.

  6. The Quote is now converted to an Order.






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