Page History

Your Customer Experience

 Quote Review is usually added as a Dashboard menu item. But you can add a link to this page from another menu or in the home page itself. (See: Add a Menu Item) 

1. User logs in and accesses the Quote Review page (Dashboard → Quote Review).

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2. Quote Review can be set to show all quotes or none on page load. Default summary settings for the quote list are displayed. What information is included can be set. Custom fields can also be implemented.  

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4. For a current (non-expired) quote, the user can:

• Accept Quote: convert the quote into an order. (Greyed for expired quotes.)
• Quote Followup: enter a comment about the quote. This will be saved in the Followup popup.
• Resend Quote: send the quote to any email address
• Reprint Quote: download a PDF of the quote
• Cancel Quote: delete quote. The user must select a cancel reason. See: Add quote cancel reasons 

For an expired quote, the user can:

• Renew Quote: request reactivation of the quote.

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Configure settings

Add Cancel reasons

When a user cancels a quote, they are asked to select the reason for cancelling. Administrator roles maintain these reasons in the CMS. With Freight Recalculation enabled

1. Quote checkout

The customer selects Request Quote in the Payment panel. Apart from confirming a quote checkout, the message contains an alert that freight will be recalculated on the quote acceptance date. 

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2. Quote acceptance 

On a later date, the customer accepts the quote on the Quote Review page. (Notice the original freight selected on the freight line.)

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3. Freight reselection

The locked quote summary is displayed. Notice the freight line has been removed. The customer must now reselect a freight option. Otherwise, the next step, the Payments panel, will not display.

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4. Payment entry and order submission

Once freight has been reselected, the freight line displays with the cost. (It will not display for Free freight.) The Payment panel displays. The customer can pay and submit the order. 

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Configure Freight Recalculation

Follow this procedure to enable customers to reselect a freight option. 

1. Enable setting

1. In the CMS, go to Settings → Settings → Feature Management → Payment & Checkout → Quotes.
   
   
2. Click Configure for Quotes.
   
   
3. In Configuration Settings, click the Edit Quote Cancelled ReasonsImage Removedbutton.
   In Quote Cancelled Maintenance, to add a reason. click the Add New Quote Cancelled Reason button. 
   Enter reason information.
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   Is Active - reason is live and can be used
   Code - id for the reason. Not shown to users.
   Description - label for the reason. Displayed to users in the dropdown list. 
   
4. Click Save.

Customise Quote Review page and Search 

Options, text and labels for the Search function and Quote Review page are rendered by the Quote Review Widget. 

To edit the widget:

1. Go to Content → Pages & Templates → Orders → Quote Review Template. You can also use the Search tool to find it.
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2. Click Edit for Quote Review Template.
   Find Quote Review widget and click Edit.
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   For a guide to options, see: Quote Review Widgetenable Enable Freight Recalculation on Quote Acceptance.
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3. Click Save or Save & Exit.

2. Edit Freight Options widget 

1. Go to Content → Content → Pages & Templates → Checkout → Checkout Quote.
   
   
2. Click Edit for the Checkout Quote template.
   
   
3. Click Edit for the Freight Options widget. (NOTE - If it is not there, in the Content zone, click Add Widget to add the widget. It should be positioned between the Order Lines and Select Approver widgets.)
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4. Select the Notifications tab.
   
   
5. The Freight Recalculation On Quote Acceptance Message prompts the user to reselect a freight option. Customise this message if you wish. 
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6. Click Save.

3. Edit Checkout Payment Options Widget 

1. Go to Content → Content → Pages & Templates → Checkout → Checkout.
   
   
2. Click Edit for the Checkout template.
   
   
3. Locate and click Edit for the Checkout Payment Options widget.
   
   
4. Click the Notifications tab.
   
   
5. Scroll down to Freight Recalculation on Quote Acceptance Message. This alerts the user that the freight added when the quote is created is an estimate. Customise it if you wish. 
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6. Click Save.

Additional Information

Related help