TABLE OF CONTENTS

• Introduction
• Steps to Create a Quote on Behalf of a Customer

Introduction

In the Znode 9, the “Create Quote” feature in the Admin Workflow on the manage quote screen had some limitations. Hence, in the Znode 10, this process has been enhanced by enabling admins to use the Impersonation feature to create quotes directly through the Storefront on behalf of customers. This enhancement ensures full compatibility with all storefront features, provides a consistent and intuitive user experience, and aligns the admin quote creation process with the actual customer-facing workflow.

Steps to Create a Quote on Behalf of a Customer

• Initiate Impersonation
  • Navigate to: Admin Console > Customers > User List.
  • From the User List page, click the Impersonation Icon in the Actions column to begin impersonation.

• Alternatively,  Admin Console > Customers > Manage User> User Cart.
• In the User Cart screen, a dynamic action button is available at the top-right corner:
  • If the user’s cart is empty, the button label displays “Create Order.”
    • Clicking this button impersonates the user and redirects the admin to the Homepage or the Redirection URL configured in Store Settings.
      
    • If the user’s cart contains items, the button label displays “Proceed to Checkout.”
      • Clicking this button impersonates the user and redirects the admin directly to the Cart page.

• Perform Storefront Actions
  • Once impersonation begins, the admin can perform all actions available to the user in the Storefront, including:
    • Adding items to the cart.
    • Select “Request a Quote” during checkout.
    • Accessing all Storefront features tied to the customer’s profile, such as catalog visibility, pricing, payment, and shipping options.
• Quote Management
  • Quotes created via impersonation are assigned a default status of “In Review.”
  • Administrators can then manage these quotes through the Admin Console, including:
    • Reviewing and approving quotes.
    • Converting quotes into orders.
    • Managing approvals based on the configured workflow.
• Address Handling as Per Shopper Roles
  • Customer: Admin can change/add/edit addresses. Updates are saved to the shopper’s address book.
  • User B2B: Admin can change/add/edit addresses. Updates are saved to the Account Address Book. A modal appears indicating the shopper is a “User (B2B)”.
  • Manager B2B: Admin can add/edit addresses. Updates are saved to the Account Address Book. A modal appears confirming the shopper is a “Manager (B2B)”.
  • Administrator B2B: Works as usual; addresses are saved to the Account Address Book.