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  4. Managing Quotes

Creating a Quote

TABLE OF CONTENTS

Introduction

Navigate to: OMS > Quotes
The znode application allows different users to request Quotes. This article provides information about how a Quote request can be placed for different users from the admin and webstore.

Creating A Quote From the Admin Application

Navigate to: OMS > Quotes > “Create Quote” button
Admin users can create Quotes for only registered users from the admin application.


Steps To Create A Quote

To create an Order, admin users can follow the below steps:

  1. Step1: Click on the “Create  Quote” button
  2. Step 2: Add customer details from the Customer tab and click on the “Next“ button
  3. Step 3: Add products, update pricing and quantity and select a shipping method and click on the “Next“ button
  4. Step 4: Add Notes and select Quote Expiration Date from the Notes tab and click on the “Next“ button
  5. Step 5: Review and submit the Quote. This action will
    1. Create a Quote with the status “In Review” if the Unit Price of any line item was updated or with a status “Submitted” if the Unit Price of no line item was updated
    2. Send an email notification to the admin user to indicate a Quote request was received using the “New Quote Request Notification For Admin” email template
    3. Send an email notification to the customer to indicate a Quote request was submitted using the “Quote Request Acknowledgement Notification For Customer” email template


Details Of Different Create Order Workflow Screens

Customer tab

This tab allows admin users to select and add Customer details like:

  1. Store
  2. Customer account
  3. Shipping and Billing addresses


This screen displays the following fields/input areas:

  1. Store: Allows users to search and select a Store from the available list of Stores
  2. Customer Name: 

    1. Allows users to select an existing customer account by entering a Username or Phone Number in the input area and then selecting the available suggestion, OR by selecting a user account by clicking on the “Advanced Search“ button and then searching and selecting a user account

    2. Allows users to add a new customer for whom the Quote can be created

    3. Once the customer is selected/added the customer details like the general information and shipping and billing addresses (if available) appear in the Customer Information section

  3. Addresses: Allows users to add/edit shipping and billing addresses


Cart & Shipping tab

This tab allows admin users to manage product and shipping information.


From this screen, admin users can:

  1. Manage products and the required quantities to Cart

    1. If some products were added to the cart previously from the admin or web store then they will be available in the Cart section

    2. Admin users can add/remove products and required quantities to/from the Cart

    3. Admin users can update the Unit Price of the products added to the cart

  2. Make Quote Tax Exempt (optional)
  3. Select Shipping Method and Shipping Details like:
    1. In Hands Date - Indicates the date by which the customer is expecting the order to be delivered
    2. Shipping Constraint - Indicates how the customer wants all items from the order to be shipped


Notes tab

This tab allows admin users to add general details regarding the Quote and also set the Quote Expiration Date. By default, a value for the Quote Expiration Date will be available in this section.

Note: The default value of Quote Expiration Date is calculated based on the value set for Quote Expire In (Days) setting from Stores & Reps > Stores > Manage Store > Additional Attributes > Quote Settings. Therefore if the value of Quote Expire In (Days) is 30 then the Quote Expiration Date will by default be set as 30 days past the current date.


Review & Save Quote tab

This tab allows admin users to review the quote details and save the Quote request. Admin users can also visit the other tabs to change the details added previously.


Note: When the Customer Name, Email address, or Phone No. of a user is updated, it will not reflect on the Quotes list, and Orders list when Quotes are converted to Orders.


Creating A Quote From Web Store

Only registered users can create Quote requests from the web store.
Note: The requested feature is enabled when the value of Enable Quote Requests From Web Store setting is Yes from the admin application - Stores & Reps > Stores > Manage Store > Additional Attributes


Steps To Create A Quote For Registered Users

To create a Quote request, registered users can follow the below steps:

  1. Step 1: Log in to the web store account
  2. Step 2: Add products to Cart via any/multiple/all of the following sections:
    1. Search
      1. Search for a product. A list of suggestions would appear
      2. Select a product. The user will be redirected to the Search Results page
      3. Open Quick View or Product Details page
      4. Enter Quantity
      5. Click on the “Add To Cart“ button. The product will be added to the Cart
    2. Select a product from a Category page
      1. Select a Category from the Category menu
      2. Select a product. The user will be redirected to the Search Results page
      3. Open Quick View or Product Details page
      4. Enter Quantity
      5. Click on the “Add To Cart“ button. The product will be added to the Cart
      6. Repeat the above steps to add other products to the cart
    3. Reorder
      1. Navigate to Order History
      2. Open any order and click on the “Reorder“ button. The products will be added to the Cart
    4. Quick Order
      1. Click on the “Quick Order“ button (and “Add Multiple Items“ button - optional)
      2. Enter and select SKUs and required quantities via Search or Paste Multiple mechanisms
      3. Click on Add to Cart. The products will be added to the Cart
    5. Order Template
      1. Navigate to Order Template
      2. Click on Add To Cart icon. The products from the template will be added to the Cart
  3. Step 3: Navigate to Cart, manage products and quantities if required
  4. Step 4: Click on the “Request Quote” button. The user is redirected to Quote Checkout
  5. Step 5: Select/Manage Shipping and Billing Addresses
  6. Step 6: Select a Shipping Method
  7. Step 7: Add additional info (optional)
  8. Step 11: Click on the “Submit Quote“ button. This action will do the following:
    1. Create a Quote
    2. Send an email notification to the admin user to indicate a Quote request was received using the “New Quote Request Notification For Admin” email template
    3. Send an email notification to the customer to indicate a Quote request was submitted using the “Quote Request Acknowledgement Notification For Customer” email template

Admin users can also create Quotes for registered users by following the same steps as mentioned above, by impersonating a user account from the Customers > Users > Manage User screen from the admin application.


Modifications In Create Quote Workflow From Znode v9.7 and Future Releases

  1. The following shipping-related information gets displayed and saved separately for all the Order screens in the admin and web store:
    1. Shipping
    2. Handling Charges
  2. The total of the following fields gets displayed in the summary:
    1. Subtotal
      1. This is the sum of the line item total amounts
    2. Shipping
      1. This is the sum of line item shipping amounts
    3. Handling Charges
      1. This is the charge associated with the selected shipping method
    4. Tax
      1. This is the sum of tax amounts calculated on the line item total and line item shipping total.
    5. Quote Total
      1. This is calculated using this formula: Subtotal + Shipping + Handling Charges + Tax
  3. Users will now be able to view the original and updated values of line item-wise Unit Price and Shipping
  4. Tax settings -
    1. Price Is Inclusive Of Tax setting is Yes and Tax Exemption setting (User Profile and/or Manage Order) is ON Znode will not be performing any further calculations
    2. Amount/Percent Off Displayed Product Price discount value is sent to Avalara irrespective of whether the discount setting is applicable or not since the Amount/Percent Off Displayed Product Price type of promotion does not actually behave like a discount and the discounted value is directly applicable on PLP and PDP.
    3. Limitation of Avalara- When the value of the ‘This company is the importer of record-setting is False, no tax and import duty bifurcations are displayed in the Avalara account

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Managing Quotes