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Info

This feature must be switched on by Commerce Vision.

  • For 4.37+ using online only quote mode
  • Cannot be used with approvals


Allow a customer to reselect a freight option based on the day an online only quote is accepted from the Quote Review page. The rest of the quote is locked from editing.


A freight option would have been  selected when the quote was created. But it could be days or weeks later that the customer converts the quote to an order. Freight options and estimated delivery dates may have changed. Or if your site makes live freight calls to provide the most up-to-date options, that old freight might now be invalid.

With the Freight Recalculation setting enabled, the customer can reselect an updated freight option at the time the quote is submitted as an order. 

   

Excerpt
hiddentrue

Freight Recalculation from Quote Review lets your customers choose an up-to-date option when they convert a quote into an order.



Panel

On this page:

Table of Contents


 


Customer Experience

 When Freight Recalculation is on...


1. Quote checkout

The user selects Request Quote in the Payment panel. An alert freight will be recalculated on the quote acceptance date appears. 

2. Quote acceptance 

The user accepts the quote on the Quote Review page. Notice the original freight selected on the freight line.


3. Freight reselection

The quote summary is displayed. It is locked from editing. Notice the freight line has been removed. The user must reselect a freight option. Otherwise the Payments panel will not display.

4. Payment entry and order submission

Once freight is selected, the cost appears on the freight line. (Free freight will not be displayed.) The Payment panel displays so the order can be submitted. 

 


Configure Freight Recalculation

Enable setting

  1. In the CMS, go to Settings → Settings → Feature Management → Payment & Checkout → Quotes.

  2. Click Configure for Quotes.

  3. In Configuration Settings, enable Enable Freight Recalculation on Quote Acceptance.


  4. Click Save or Save & Exit.


Edit Freight Options widget 

  1. Go to 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.)


  4. Select the Notifications tab.

  5. TheFreight Recalculation On Quote Acceptance Message prompts the user to reselect a freight option. Customise this message if you wish. 



  6. Click Save.


Edit Freight Options widget 

  1. Go to 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. 
     
  6. Click Save.



Additional Information


Minimum Version Requirements


Multiexcerpt
MultiExcerptNameMinimum Version Requirements

4.37


Prerequisites


Multiexcerpt
MultiExcerptNamePre reqs

--


Self Configurable


Multiexcerpt
MultiExcerptNameSelf Configurable

No


Business Function


Multiexcerpt
MultiExcerptNameBusiness Function

Ordering Functions


BPD Only?


Multiexcerpt
MultiExcerptNameBPD Only

Yes


B2B/B2C/Both


Multiexcerpt
MultiExcerptNameB2B/B2C/Both

B2B


Third Party Costs


Multiexcerpt
MultiExcerptNameThird Party Costs

n/a




Related help

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cqllabel = "widget" and space = "KB" and title ~ "'freight options'"
labelswidget cms

Content by Label
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