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Overview

For businesses using Pronto as their ERP, the Standard Quote mode can be self-configured once enabled by Commerce Vision. For use with other ERPs, consultation with Commerce Vision is required.

With the Standard mode:

  • access to the function is set by Role, and
  • freight is not calculated if the Request Quote button is accessed in Cart and not on the Checkout page.


On this page:

Customer Experience

1. On the cart or checkout page, the customer clicks the Request Quote button. (Where the button appears depends on whether the widget has been added to the cart or checkout page.)


On the cart page

On the checkout page. Request Quote displays as a tab in the Payments panel (the last step of checkout). 



2. The customer clicks Request Quote to process cart contents as a quote instead of an order. 


3. The customer receives a 'Quote Confirmation' email. The internal notification recipient added will also receive a 'Quote Submitted' email.  




The quotation request is loaded into your ERP, e.g., PRONTO, with the quotation status: '02'. In the ERP, your Sales Rep and Customer Service team can easily identify the items on the quote, check cost (and margin), etc. After any price adjustments, the team converts the quote to a Sales Order directly in your ERP. This is re-integrated online.

4. Customer can action quote on Quote Review page.

View Quotes in Order History

Your customer can also view and review the quote details in their Order History screen.


Quote notification emails

After a quote has been submitted, your admin staff will receive a 'Quote Submitted' email. The customer will receive the 'Quote Confirmation' email.  


Email: Quote Confirmation emailExample: Quote Submitted email

Configure Standard Quote Mode

To enable standard quoting:

1. Set Request Quote for a Role

  1. In the CMS, go to Users → Roles.

  2. Select the Role you'd like to update (e.g. 'CSSUser'). The page will immediately refresh to display role details.

  3. Select the Functions tab and click Modify.

  4. Set Allow Order Quote Requests to Yes.


  5. Click OK to save.



2. Set Order Quoting Mode to Standard

Quote requests with the standard quote mode will not include shipping charges. If this is required in quote calculations, please contact Commerce Vision for assistance.

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

  2. Scroll down to Quotes and ensure it is toggled ON.
     

  3. Click Configure.

  4. In Quote Mode Selection, select 'Standard'. (NOTE - While there are other options in the lookup, they will not function unless customised by Commerce Vision.)
  5. Click Save or Save & Exit.


3. Configure the Quote Confirmation Email (optional)

  1. In the CMS, go to Content → Emails.

  2. Search for 'quote' and you'll see the following options:
    • Quote Confirmation - the email your customer gets when they submit a quote request
    • Standard Quote Submitted - the internal email sent to your staff to advise of a new quote request


  3. Select the Quote Confirmation Email template. 

  4. You can edit any of the existing widgets, or add new ones. In the example below, Static Content Widget was added to display the 'thank you' subtitle text.


 

Additional Information


Minimum Version Requirements


4.17

Prerequisites


--

Self Configurable


Yes

Business Function


Orders

BPD Only?


Yes

B2B/B2C/Both


B2B

Third Party Costs


n/a


Related help

Related widgets


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