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Creating a new quote

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

To send a quote, create or open an existing quote, and click the send quote button.

To open a quote go to the quotes table in admin → ODB → view all quotes, and select a quote from the grid.

This will send an email with the quote in to the customers email address. This will show the products, quantities, price and subtotal for each product.

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.

Checking out a Quote

When a customer is checking out a quote , they are locked into the address, 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.

Quote Email Templates

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

To edit the quote email template

Like all Magento transactional templates if you do not specify an override the default will send.

Override the default template by adding an override to Marketing > Communication > Email Templates

Adding the “Checkout Now” button to your email template

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.

coming soon

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

Managing quotes

Editing a quote

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.

Sending the quote at this stage will save over the previous quote

Send an alternative quote

If you wish to send an alternative quote go to the Quote Grid:

ODB > View All Quotes > Click Select > Duplicate

This will create a duplicate which can be edited as desired.

Sending the quote at this stage will send another version leaving the original quote unaffected

The Quote Grid

Fields need to be added RODB-150 - Getting issue details... STATUS

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

Sorting the Quote Grid

You can sort the columns by clicking on the titles.

Searching the Quote Grid

You can search the quote grid by the following criterion

Keyword [Product Name / SKU / Quote ID / Firstname / Lastname /Company / Email Address]

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