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There is a checkout now button on the email that the customer can click and check the quote out on the site.

This button will log the customer in directly to their account and take them to the checkout page.

The quote is valid for 15 days by default . This can be changed generally in the odb configuration settings, and on a quote by quote basis.

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The quote email template can be viewed in Marketing > Communication > Email Templates.

The defalt quote email template shows the customers full order details, line items, discounts and the comment from the comment box.

Note

The comment box is visible to the customer, don’t put any sensitive information in there!

To edit the quote email template

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Info

coming soon

Quote Expiry

The Quotes will automatically expire after 15 days. This can be changed in the ODB config settings. You may also specify a specific period per quote.

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expire within a set time period. At this time the quote will not be able to be checked out within the site.

The options are:

  • 15 days

  • 30 days

  • 60 days

  • Custom

For custom, the user can choose a specific date from the date picker and set any specific date they wish.

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Accepting a Quote

If a customer accepts a quote, they can click the check out now link in the email and directly purchase the agreed order through the website interface with no additional interaction.

The can also select a quote from the my quotes table in the customer area.

When a quote has been selected, the customer is customer is checking out a quote , they are locked into the address and items that they have specified for the quote, they cannot add to it or change the quantities of the items.The , items, quantities, prices and delivery method that you have chosen on the quote. This is to prevent the customer from making any changes that could cause issues from the business and straying from the agreed upon quote.

They may exit this by clicking the cancel quote purchase in the top right hand corner.

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Fields need to be added

Jira Legacy
serverJIRA (rixxo-hq.atlassian.net)
serverId246b7a3d-8fe1-3d1c-99a1-b8dcf0d086cd
keyRODB-150

Quote ID

Company

First Name

Last Name

Email Address

Sales Agent

Total

Status

Last Updated

Actions

The ID of the Quote

Company associated if present.

Works with:

  • Aheadworks Company Accounts

Firstname of customer

Lastname of customer

email address of customer

Admin who entered the quote

Sum of all items on quote

  • Sent Pending Approval

  • Draft

  • Converted to Order

  • Expired

The date when a change was last made to the quote

  • View

  • Duplicate

Filtering the Quote Grid

You can filter the order grid by all of the items in the columns above under the filters tab

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