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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.
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Fields need to be added
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Quote ID | Company | First Name | Last Name | Email Address | Sales Agent | Total | Status | Last Updated | Actions |
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The ID of the Quote | Company associated if present. Works with:
| Firstname of customer | Lastname of customer | email address of customer | Admin who entered the quote | Sum of all items on quote |
| The date when a change was last made to the quote |
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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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