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Creating a new quote
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You can create a new quote by clicking the “New Quote/Order” button in the following locations:
ODB> Orders > Create New Order button
At the top of the Order Grid page ODB > View All Orders
At the top of the Order Grid page ODB > View All Drafts
At the top of the Order Grid page ODB > View All Quotes
Sending a quote
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To send a quote, create or open an existing quote, and click the send quote button.
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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.
Quote Email Templates
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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.
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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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Like all Magento transactional templates if you do not specify an override the default will send.
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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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Accepting a 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 customer is checking out a quote has been selected, the customer is , 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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Managing quotes
Editing a quote
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To edit a quote, from the sidebar select: ODB > View All Quotes
From the quotes screen go to the Action column, click “Select” and “Edit” from the dropdown list.
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Sending the quote at this stage will save over the previous quote |
Send an alternative quote
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If you wish to send an alternative quote go to the Quote Grid:
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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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Keyword [Product Name / SKU / Quote ID / Firstname / Lastname /Company / Email Address]
Planned features
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