TABLE OF CONTENTS
Introduction
Znode provides support for quotes, converting quotes to orders,
and quotes approval management.
Znode General Quote Workflow
Admin users can view and manage various quote-related details from the Manage Quote screen.
- A Shopper adds products to their cart, and chooses “Request Quote”
- The Quote Request is added to Admin with a Status of “Submitted”
- A Quote Administrator reviews the quote in Admin, adjusts and posts it back to the shopper with a status of “In Review”
- The shopper gets the response and reviews the final quote.
- If the Shopper is happy, they choose “Convert to Order” and enter payment information. Quote changes to a status of “Accepted” and an order is created.
Quote Process Walkthrough
- A Shopper adds products to their cart, and chooses “Request Quote”
- The Shopper enters the address and shipping information and chooses Submit Quote
- The Shopper sees a confirmation page that the quote was submitted
- The shopper gets a confirmation email and the store customer service also gets an email
- The Shopper can view their submitted Quotes on their Account, Quote History page
- Quote Managers can see the quote request in the Admin, OMS, and Quotes page
- Quote Managers can edit the Quote, adjust prices, and save the updates
- When they have the quote finalized, the Quote Manager can mark it as In Review. The shopper is notified their quote is ready.
- The Shopper can view the final quote and, if they are happy, can convert it to an order
- The Shopper then provides payment details and chooses to place an order.
- The shopper sees a confirmation on their order