Quote Review Widget

Widget Use

Controls the options and text in the Quote Review search tool and page.

Example of Widget Use

Search

Quote Review Page

Where can the Widget be placed?

The widget can be used in the following templates:

Quote Review Template

Widget Options

Option	Use	Comments	Available from Version
Description	A short description of the widget's use	We recommend this field be updated so the widget's purpose is clear at a glance from the template page.	All
Layer	The layer the widget is valid for	The layering technology allows for the content to be shown to specific audiences. This is handy if the content is only valid for a certain type of user, or if the same widget is required for more than one audience but different configurations are needed. The widget can be added to the zone more than once and the layer feature can determine which audience can see each widget.	All
Email Label	Label for the field for User (Login ID) who submitted quote in Advanced Search.	Default: Entered By	4.17
Product Description Label	Label for the product description field in Advanced Search	Default: Product Description	4.17
Cancel Quote Dialog Heading	Heading for the Cancel Quote confirmation dialog box	Default: Cancel Quote Confirmation	4.17
Resend Quote Dialog Heading	Heading for the Resend Quote dialog box	Default: Resend Quote	4.17
Quote Cancel Reason Label	Label for the Cancel Reason field on Cancel Quote dialog box	Default: Cancel Reason	4.17
Quote Cancel Comments Label	Label for the Cancel Comments field on Cancel Quote dialog box	Default: Cancel Comments	4.17
Resend Quote Email Label	Label for email address field on Resend Quote dialog box	Default: Email Address	4.17
Order Return Success Heading		Default: Succeeded processing your request	4.17
Order Return Failure Heading		Default: Failed to process your request	4.17
Invalid Comments Message	Error message displayed when user tries to cancel a quote without entering a comment in Cancel Quote dialog box	Default: Cancel comments must be provided	4.17
Refund Succeed Message		Default: Refund type: {0}	4.17
Accept Quote Button Label	Label for Accept Quote button on Quote Review page	Default: Accept Quote	4.17
Reprint Quote Button Label	Label for Reprint Quote button on Quote Review page	Default: Reprint Quote	4.17
Resend Quote Button Label	Label for Resend Quote button on Resend Quote dialog box and Quote Review page	Default: Resend Quote	4.17
Cancel Quote Button Label	Label for Cancel Quote button on Quote Review page	Default: Cancel Quote	4.17
Cancel Quote Confirmation Button Label	Label for Confirm Cancel Quote button on Cancel Quote dialog box	Default: Confirm To Cancel	4.17
Quote Followup Enabled	Displays a button for user to send a followup comment for a quote	Default: OFF Toggle to enable	4.17
Quote Followup Button Label	Label for Quote Followup button on Quote Review page	Default: Quote Followup	4.17
Quote Followup Notes Label	Label for Notes fields on Quotes Followup Notes dialog box	Default: Notes	4.17
Quote Followup Notes Dialog Heading	Heading for Quotes Followup Notes dialog box	Default: Quote Followup Notes	4.17
Add Quote Followup Notes Button Label	Label for Quote Followup Notes button on Quotes Followup Notes dialog box	Default: Add Notes	4.17
Quote Followup Start Date Label	Label for Quote Followup Start Date field in Advanced Search	Default: Quote Followup Date (start)	4.17
Quote Followup End Date Label	Label for Quote Followup End Date field in Advanced Search	Default: Quote Followup Date (end)	4.17
Notes History Label	Heading for Notes History section in Followup Notes dialog box once a note has been added	Default: Notes History	4.17
Start Search on Page Load?	Search for 'Show All' quotes automatically starts when Quote Review page loads	Default: ON Toggle to disable	4.17
Warning Can Be Overridden Message		Default: Do you still want to ignore the warning and refund the order?	4.17
Accept Quote Dialog Heading	Heading for Accept Quote dialog box	Default: Accept Quote Confirmation	4.17
Accept Quote Dialog Message	Text asking user to confirm they want to convert the quote to an order in the Accept Quote dialog box	Default: Do you want to checkout the quote now?	4.17
Reject Return Message	Text asking user to confirm they want to cancel the quote in the Cancel Quote dialog box	Default: Are you sure you want to cancel the quote?	4.17
Send Quote Renew Request Enabled	Displays a button for user to send a request to renew an expired quote on Quote Review page	Default: OFF Toggle to enable	4.17
Send Quote Renew Request Button Label	Label for Renew Quote button on Renew Quote dialog box	Default: Renew Quote	4.17
Send Quote Renew Request Dialog Heading	Heading for Renew Quote dialog box	Default: Renew Quote	4.17
Send Quote Renew Request Dialog To Label		Default: To	4.17
Send Quote Renew Request Dialog Subject Label		Default: Subject	4.17
Send Quote Renew Request Dialog Body Label		Default: Body	4.17
Send Quote Renew Request Dialog Send Email Copy Label		Default: Send me a copy	4.17
Send Quote Renew Request Dialog Cancel Button Label		Default: Cancel	4.17
Send Quote Renew Request Dialog Send Email Button Label		Default: Send Email	4.17
Titles	Use	Comment
Advanced Product Search heading	Heading for Advanced Search section on Quote Review page	Default: Advanced Search	4.17
Search Input title	Heading for Search function	Default: Search Range	4.17
Search Results title	Heading for Search Results section	Default: Search Results	4.17
Order Tracking heading		Default: Order Tracking	4.17
Buttons	Use	Comment
Simple Search button	Label for Search button for Quote Number search	Default: Search	4.17
Advanced Search button	Label for Search button for Advanced search	Default: Search	4.17
Back To Results button	Label for button on Quote Review page to return to search results	Default: Back To Results	4.17
Search Button Text	?	Default: Search	4.17
View Order button	Label for button to view details of a quote when found on Search Quote page	Default: View	4.17
Labels	Use	Comment
Result Grid - Invoice Number	Heading of Invoice Number column in search results	Default: Invoice No. NOTE - 'Show Invoice Details on Search Results?' on the Advanced Options tab must be ON.	4.17
Result Grid - Invoice Number inline		Default: Invoice No:	4.17
Result Grid - Invoice Date	Heading of Invoice Date column in search results	Default: Invoice Date NOTE - 'Show Invoice Details on Search Results?' on the Advanced Options tab must be ON.	4.17
Result Grid - Invoice Date inline		Default: Invoice Date:	4.17
Quote Number input field	Label for Quote Number field in Quote Number search	Default: Quote Number	4.17
Live Order Search - Invoice No. radio button		Default: Invoice No.	4.17
Live Order Search - Order No. radio button		Default: Quote No.	4.17
Advanced Search - Quote Status	Label for Quote Status field in Advanced Search	Default: Quote Status	4.17
Advanced Search - Start Date	Label for Start Date field in Advanced Search	Default: Quote Submit Date (start)	4.17
Advanced Search - End Date		Default: Quote Submit Date (end)	4.17
Advanced Search - Reference		Default: Your Reference	4.17
Result Grid - Entered By		Default: Entered By	4.17
Result Grid - Options		Default: Options	4.17
Result Grid - Order Number		Default: Quote No.	4.17
Result Grid - Order Number inline		Default: Order No:	4.17
Result Grid - Quote Date		Default: Quote Date	4.17
Result Grid - Quote Date inline		Default: Quote Date:	4.17
Result Grid - Customer Code		Default: Customer Code	4.17
Result Grid - Customer Code inline		Default: Customer Code:	4.17
Result Grid - Status		Default: Status	4.17
Result Grid - Status inline		Default: Status:	4.17
Result Grid - Customer Reference		Default: Your Ref	4.17
Result Grid - Customer Reference Inline		Default: Your Ref:	4.17
Result Grid - Order Total Inc		Default: Total (inc)	4.17
Result Grid - Order Total Ex		Default: Total (ex)	4.17
Quote Details - heading		Default: Quote Details	4.17
Quote Details - Sales Quote Date		Default: Sales Quote Date	4.17
Quote Details - Preferred Delivery Date		Default: Preferred Delivery Date	4.17
Quote Details - Actual Delivery Date		Default: Actual Delivery Date	4.17
Quote Details - Customer Reference		Default: Customer Reference	4.17
Quote Details - Warehouse Code		Default: Warehouse Code	4.17
Quote Details - Warehouse Description		Default: Warehouse Description	4.17
Quote Details - Entered By		Default: Entered By	4.17
Quote Details - Invoice Number		Default: Invoice Number	4.17
Quote Details - Invoice Date		Default: Invoice Date	4.17
Quote Details - Invoice Due Date		Default: Invoice Due Date	4.17
Quote Details - Reject Notes		Default: Reject Notes	4.17
Quote Details - Delivery Address heading		Default: Delivery Address	4.17
Quote Details - Delivery Instructions heading		Default: Delivery Instructions	4.17
Quote Details - Carrier heading		Default: Carrier	4.17
Quote Details - Consignment Note label		Default: Consignment Note	4.17
Quote Details - Track Order button		Default: Track Order	4.17
Order Lines - Line Number		Default: Line	4.17
Order Lines - Product Info		Default: Product	4.17
Order Lines - Order Qty		Default: Order Qty	4.17
Order Lines - Order Qty inline		Default: Order Qty	4.17
Order Lines - Unit		Default: Unit	4.17
Order Lines - Unit Inline		Default: Unit	4.17
Order Lines - Shipped Qty		Default: Shipped Qty	4.17
Order Lines - Shipped Qty inline		Default: Shipped Qty	4.17
Order Lines - Backorder Qty		Default: Backorder Qty	4.17
Order Lines - Backorder Qty inline		Default: Backorder Qty	4.17
Order Lines - Item Price inline		Default: Item Price:	4.17
Order Lines - Item Price Inc Tax		Default: Item Price (inc)	4.17
Order Lines - Item Price Ex Tax		Default: Item Price (ex)	4.17
Order Lines - Price Per		Default: Per	4.17
Order Lines - Price Per inline		Default: Per	4.17
Order Lines - Discount inline		Default: Discount:	4.17
Order Lines - Discount		Default: Discount:	4.17
Order Lines - Line Total inline		Default: Total:	4.17
Order Lines - Line Total Inc Tax		Default: Total (inc)	4.17
Order Lines - Line Total Ex Tax		Default: Total (ex)	4.17
Order Lines - Options		Default: Options	4.17
Order Lines - Shipped Amount Inline		Default: Shipped Amount:	4.17
Order Lines - Options		Default: Line Total	4.17
Order Lines - Shipped Amount Inline		Default: Shipped Total	4.17
Order Line Details: Receipted Qty		Default: Receipted Qty	4.17
Order Line Details: Receipted Qty Inline		Default: Receipted Qty	4.17
Invoice Reprint - Format dropdown selector		Default: Reprint Format	4.17
Order Summary - Tax label		Default: GST	4.17
Order Summary - Subtotal Inc Tax		Default: Subtotal (Inc GST)	4.17
Order Summary - Subtotal Ex Tax		Default: Subtotal (Ex GST)	4.17
Order Summary - Shipped Subtotal Inc Tax		Default: Shipped Subtotal (Inc GST)	4.17
Order Summary - Shipped Subtotal Ex Tax		Default: Shipped Subtotal (Ex GST)	4.17
Order Summary - Discounts		Default: Discounts	4.17
Order Summary - Shipping Discounts		Default: Discounts	4.17
Order Summary - Additional Freight Charges		Default: Combined Freight Charges	4.17
Order Summary - Charges		Default: Charges	4.17
Order Summary - Charge Line Discounts		Default: Discounts	4.17
Transactions Log heading		Default: Transactions Log	4.17
Button - Make Payment		Default: Make Payment	4.17
Transactions Log - User Name inline label		Default: User Name:	4.17
Transactions Log - User Name label		Default: User Name:	4.17
Transactions Log - Invoice Number inline label		Default: Invoice Number:	4.17
Transactions Log - Invoice Number label		Default: Invoice Number	4.17
Transactions Log - Receipt Number inline label		Default: Receipt Number:	4.17
Transactions Log - Receipt Number label		Default: Receipt Number	4.17
Transactions Log - Time Stamp inline label		Default: Time Stamp:	4.17
Transactions Log - Time Stamp label		Default: Time Stamp	4.17
Transactions Log - Transaction Amount inline label		Default: Transaction Amount:	4.17
Transactions Log - Transaction Amount label		Default: Transaction Amount	4.17
Transactions Log - Balance Amount Owing label		Default: Balance Amount Owing:	4.17
Messages	Use	Comments
No Results message		Default: Your search returned no results	4.17
Error Retrieving Results message		Default: There was an error retrieving your search results at this time, please try again later	4.17
Order Cannot Be Found message		Default: Your requested order cannot be found	4.17
Order Contains No Lines message		Default: This order has no lines to display	4.17
Invoice/Order Number Empty message		Default: Please enter a value for an invoice or order number	4.17
Order Detail warning message		No default - blank	4.17
Included Charges message (appended to the order total)		Default: with included charges	4.17
Processing message when sorting		Default: Sorting Results	4.17
Advanced Options	Use	Comments
Show Invoice Details on Search Results?		Default: OFF Toggle to enable	4.17
Show Discount Column?		Default: ON Toggle to disable	4.17
Enable Order Shipped Total Summary?		Default: OFF Toggle to enable	4.17
Itemise Charges In Summary?		Default: OFF Toggle to enable	4.17
Show Customer Name In Customer Code Column?		Default: OFF Toggle to enable	4.17
Show Blank When Disc Rate Is Zero?		Default: ON Toggle to disable	4.17
Show Warehouse Description Instead Of Code?		Default: OFF Toggle to enable	4.17
Consolidate Note Lines?		Default: OFF Toggle to enable	4.17
Use Product Hyperlink?		Default: ON Toggle to disable	4.17
Show Extended UOM Difference Text?		Default: OFF Toggle to enable	4.17
Detail View UOM Difference Text		Default: Price Per {0}{1}	4.17
Show APN Instead Of Product Code		Default: OFF Toggle to enable	4.17
Show Backorders Column?		Default: OFF Toggle to enable	4.17
Show Preferred Delivery Date?		Default: ON Toggle to disable	4.17

Related help

Page:

Freight Recalculation from Quote Review
Page:

Quotes
Page:

Online Quotes mode
Page:

Standard and Approved Quotes mode
Page:

Quote Review
Page:

Standard Quotes mode
Page:

Quote Requests - Classic sites

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