Which quote mode your ecommerce site should implement depends on the combination of several factors, e.g., is quoting is to be done in the ERP or online, what ERP is used, how freight should be handled, and whether to allow customers to use an approval process. If your business uses Pronto, the standard mode can be self-configured. All options need consultation with Commerce Vision. standard: can be self-configured by Admin (if used with Pronto). Access is set by Role. Note that freight is not calculated in the quote.
standard and approved:standard | Mode | Description | Additional Information |
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| Advanced with Freight | - This mode includes freight calculations customised to your specific freight solution
| The 'Advanced With Freight' quote mode is the most advanced and powerful one on CSS. This mode enables user to define multi-step pages to complete a quoting process, where customised freight options can be defined and added/estimated to the quote. The freight of a quote can also be updated/re-calculated on ERP. | | Online Only | - A mode that is completely maintained on your Commerce Vision website
| On 'Online only' quote mode, B2B users submit a quote request at checkout, where freight can be added and calculated. With fixed pricing, the quote is available on the 'Quote Approve' and 'Quote Review' pages. Users can elect to convert the quote into a sales order. | | Online and Pronto Approved | - The online mode integrated with the online approvals
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| The workflow of 'Online And Pronto Approved' quote mode is similar to that of 'Online Only' mode. However, the requested quote is sent to Pronto for approval before it can be converted into a sales order. | | Pronto Approved | - (For use with Pronto only) -
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- This mode integrates with the Pronto quote approval system
| The 'Pronto Approved' quote mode can only work with Pronto ERP, and integrates with the Pronto quote approval system. | | Pronto |
| Freight Approved | - (For use with Pronto only) -
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- This mode integrates with the Pronto freight system
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| The 'Pronto Freight Approved' quote mode can only work with Pronto ERP, and integrates with the Pronto freight system. | | Standard | - Can be self-configured by Admin (if used with Pronto). Access is set by Role. Note that freight is not calculated in the quote.
| On 'Standard' quote mode, a quote created by B2B users on CSS is automatically sent to ERP for review and editing. After the quote is finalised and freight added in ERP, it is converted to a sales order and re-integrated to CSS. | | Standard and Approved | - Standard mode integrated with the online approvals feature
| The advantage of 'Standard And Approved' quote mode over 'Standard' is that customer can manage (approve/modify) a quote on CSS before it is sent to ERP. The freight options can also be defined and added/estimated to the quote. |
Note Solutions that integrate with non-Pronto ERPs can also be implemented. |