Versions Compared

Old Version 6

changes.mady.by.user Documenter

Saved on

compared with

New Version Current

changes.mady.by.user Documenter

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Info

This page Quote Review is for use with the Request a Quote featurewith the Online Only or Standard and Approved modes. It must be implemented by Commerce Vision.


The Quote Review page lets gives your customer users (set by Role) review requested quotes that your staff have gone through. For example, a discount may have been applied for a volume purchase or comments added. On this page, the user can accept a quote by converting it into an order, decline the quote, and ask for clarification. They can also request for an expired quote to be used.access to all current, expired and cancelled quotes requested on the account (except those that needed approver acceptance). Users with quoting access can:

  • view a quote's details
  • regenerate a quote PDF for download
  • cancel a quote
  • add notes against a quote
  • send a quote to any email address
  • request activation of an expired quote (optional)
  • convert a quote to an order

   

Excerpt
hiddentrue

Quote Review lets your customer users (set by Role) respond to requested quotes that your staff have gone through.view all quotes on the account and respond to them.

The Quote Review page is usually added to the Dashboard menu. Users need to have quoting enabled against their Role to view this page. 


Panel

On this page:

Table of Contents



Access the Quote Review page

The Quote Review page is available for specified Roles when the Request Quote feature has been implemented on your website. It

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) 

Image Removed

To access 1. User logs in and accesses the Quote Review page :

When logged in, go to

(Dashboard → Quote Review).

Image Modified

The Search Quotes page displays. This is a searchable list of current, expired and customer cancelled quotes that have been returned after confirmation by your staff. NOTE - Depending on settings, a search for 'Show All' may start when the page loads.  
Search by Quote Number or in Advanced Search, enter a search criteria, then click Search. 
Image Removed 
Quote Status: Show All, Current, Expired or Cancelled
Quote Submit Date (start)/Quote Submit Date (end): submission date range
Your Reference: Reference code that may have been entered when quote was created
Entered By: User ID of person who submitted the quote (usually email address)
Product Description: product code or description matching products in the quote
Quote Followup Date (start)/Quote Followup Date (end): re-review date range of quotes that were sent for comment or re-review  
Once the needed quote is in the Search Results, click View next to it. 
The quote details are displayed. At the bottom of the screen, select the button that matches what you want to do.
Image Removed
Accept Quote: converts a current quote to an order. Note - For expired quotes, this is greyed and a Renew Quote button is displayed. The user can send a request to re-activate the quote.
Image Removed
Quote Followup: enter a comment about the quote. This will be emailed to the contact staff member
Resend Quote: re-emails the quote to the user.
Customise the Quote Review Search and Page

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.  


The user finds the quote and clicks View next to it. 

Image Added 

3. The quote's details are displayed. Buttons for permitted actionss are at the bottom of the page.

Image Added


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

  • Accept Quote: convert the quote into an order. (Greyed for expired quotes.) To enable freight to be recalculated on order submission, see: Freight Recalculation from Quote Review.
  • 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.

Image Added


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. 

  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 Addedbutton.

  4. In Quote Cancelled Maintenance, to add a reason. click the Add New Quote Cancelled Reason button. 

  5. Enter reason information.
    Image Added
    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. 

  6. Click Save.


Customise Quote Review page and Search 

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


To access edit the widget:

  1. Go to Content → Content → Pages & Templates → Orders → Quote Review Template. You can also use the Search tool to find it.
  2. Click Edit for Quote Review Template.

  3. Find Quote Review widget and click Edit.


  4. For a guide to options, see: Quote Review Widget.



Additional Information


Minimum Version Requirements


Multiexcerpt
MultiExcerptNameMinimum Version Requirements

4.17


Prerequisites


Multiexcerpt
MultiExcerptNamePre reqs

--


Self Configurable


Multiexcerpt
MultiExcerptNameSelf Configurable

No


Business Function


Multiexcerpt
MultiExcerptNameBusiness Function
Orders

Ordering


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

Content by Label
showLabelsfalse
spacesKB
showSpacefalse
sortcreation
excerpttrue
reversetrue
excludeCurrenttrue
operatorAND
cqllabel = "quoting" and space = "KB"
labelswidget cms

Content by Label
showLabelsfalse
spacesKB
showSpacefalse
sortcreation
excerpttrue
reversetrue
titleRelated widgets
excludeCurrenttrue
operatorAND
cqllabel = "widget" and space = "KB" and title ~ "quote"
labelswidget cms