TABLE OF CONTENTS
- Introduction
- Creating A Quote From Admin Application
- Creating A Quote From Web Store
- Modifications In Create Quote Workflow From Znode 9.7 Release
Introduction
Navigate to: OMS > Quotes
Znode application allows different users to request Quotes. This article provides information about how a Quote request can be placed for different users from admin and webstore.
Creating A Quote From 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:
Step1: Click on the “Create Quote” button
Step 2: Add customer details from the Customer tab and click on the “Next“ button
Step 3: Add products, update pricing and quantity and select a shipping method and click on the “Next“ button
Step 4: Add Notes and select Quote Expiration Date from the Notes tab and click on the “Next“ button
Step 5: Review and submit the Quote. This action will
Create a Quote with a status “In Review” if Unit Price of any line item was updated or with a status “Submitted” if Unit Price of no line item was updated
Send an email notification to the admin user to indicate a Quote request was received using “New Quote Request Notification For Admin” email template
Send an email notification to the customer to indicate a Quote request was submitted using “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:
Store
Customer account
Shipping and Billing addresses
This screen displays the following fields/input areas:
Store: Allows users to search and select a Store from the available list of Stores
Customer Name:
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
Allows users to add a new customer for whom the Quote can be created
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
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:
Manage products and the required quantities to Cart
If some products were added to the cart previously from admin or web store then they will be available in the Cart section
Admin users can add/remove products and required quantities to/from Cart
Admin users can update the Unit Price of the products added to cart
Make Quote Tax Exempt (optional)
Select Shipping Method and Shipping Details like:
In Hands Date - Indicates the date by which the customer is expecting the order to be delivered
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 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 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 request 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:
Step 1: Login to the web store account
Step 2: Add products to Cart via any/multiple/all of the following sections:
Search
Search for a product. A list of suggestions would appear
Select a product. User will be redirected to the Search Results page
Open Quick View or Product Details page
Enter quantity
Click on the “Add To Cart“ button. The product will be added to Cart
Select product from a Category page
Select a Category from the Category menu
Select a product. User will be redirected to the Search Results page
Open Quick View or Product Details page
Enter quantity
Click on the “Add To Cart“ button. The product will be added to Cart
Repeat the above steps to add other products to cart
Reorder
Navigate to Order History
Open any order and click on the “Reorder“ button. The products will be added to Cart
Quick Order
Click on the “Quick Order“ button (and “Add Multiple Items“ button - optional)
Enter and select SKUs and required quantities via Search or Paste Multiple mechanisms
Click on Add to Cart. The products will be added to Cart
Order Template
Navigate to Order Template
Click on Add To Cart icon. The products from the template will be added to Cart
Step 3: Navigate to Cart, manage products and quantities if required
Step 4: Click on the “Request Quote” button. User is redirected to Quote Checkout
Step 5: Select/Manage Shipping and Billing Addresses
Step 6: Select a Shipping Method
Step 7: Add additional info (optional)
Step 11: Click on the “Submit Quote“ button. This action will
Create a Quote
Send an email notification to the admin user to indicate a Quote request was received using “New Quote Request Notification For Admin” email template
Send an email notification to the customer to indicate a Quote request was submitted using “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 Customers > Users > Manage User screen from the admin application.
Modifications In Create Quote Workflow From Znode 9.7 and future Releases
The following shipping related information gets displayed and saved separately for all the Order screens in admin and web store:
Shipping
Handling Charges
The total of the following fields gets displayed in the summary:
Subtotal
This is the sum of line item total amounts
Shipping
This is the sum of line item shipping amounts
Handling Charges
This is the charge associated with the selected shipping method
Tax
This is the sum of tax amounts calculated on line item total and line item shipping total.
Quote Total
This is calculated using this formula: Subtotal + Shipping + Handling Charges + Tax
Users will now be able to view the original and updated values of line item wise Unit Price and Shipping
Tax settings -
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
Amount/Percent Off Displayed Product Price discount value is sent to Avalara irrespective of whether the discount setting is applicable or not since Amount/Percent Off Displayed Product Price type of promotion does not actually behave like discount and the discounted value is directly applicable on PLP and PDP.
Limitation of Avalara- When the value of ‘This company is the importer of record’ setting is False, no tax and import duty bifurcations are displayed in the Avalara account