Customer Experience
1. A customer user adds products to cart. In the last step of the checkout process, in the Payments panel, they click the Request Quote tab, then the Request Quote button. NOTE - Request Quote cannot be accessed on the cart page.
2. The customer receives a quote confirmation email. If approvals is triggered, the approver is emailed.
3. The customer can find the quote on the Quote Review page.
4, The customer clicks View for the quote. Action buttons to convert the quote to an order, as well as to reprint, resent, cancel, and add comment are available. See: Quote Review
This guide assumes Commerce Vision has enabled the Standard mode for your website.
1. Enable Online Only Quote mode
This will have been set up for your site during implementation.
Use Configuration Settings to add custom search quote fields and edit the 'quote expiring' email task and labels.
Quote Search Custom Field List: select one or more custom fields to display as a column in the Quote Review page. (NOTE - Required custom fields may need to be added by Commerce Vision.)
No added custom field With 'Quote Expiry Date' field added |
When a user requests the use of an expired quote on the Quote Review page, an email is sent to the notification email address entered.
The template is accessed via Content menu → Emails → Expired Quote Usage Request Email Template
CMS Administrators can go directly to the Expired Quote Usage Request Email template via Quotes settings. Click the Expired Quote Usage Request Email button. See: Expired Quote Usage Email Information Widget.
The user can cancel the quote on the Quote Review page. Add a list of cancel reasons they can select from.
The scheduled task checks for any expiring quotes within the days set in 'Number of Days Before Quote Expires' and sends an email to the user and any cc'ed/bb'ed users.
Admin quote functions must be set by Role to prevent global access. Use the Overrides system to give Quote Admin rights to particular Roles. Example: Cancelling an online quote might be restricted to Purchasing Officers. Only that Role can view and use the Cancel Quote button.
Set which Roles can:
send a quote
edit a quote
cancel a quote
The quote email template and cancel quote email templates can be edited. Both templates contain the order details. See: Email Order Summary Widget. The Online Quote Email includes a link for the user to accept the quote and convert it to an order.
The templates are accessed on the Content menu → Emails → Online Quote Email Template / Online Quote Cancelled Email Template.
CMS Administrators can access them directly from the Quotes Features Settings page. Click:
Minimum Version Requirements |
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Prerequisites |
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Self Configurable |
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Business Function |
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BPD Only? |
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B2B/B2C/Both |
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Third Party Costs |
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