Quotes in ODB
- Jaqueline Woods
- perry bird
- Paul Croft
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.
Quote Email Templates
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.
The comment box is visible to the customer, don’t put any sensitive information in there!
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
Quotes will 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.
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 , 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.
They 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.
The Quote Grid
Fields need to be added https://rixxo-hq.atlassian.net/browse/RODB-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:
| 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 |
|
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]