Managing Quotations: Difference between revisions
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After you accessed the admin area of the website and while '''adding/editing''' a product switch on '''Request for quote''' switch. | After you accessed the admin area of the website and while '''adding/editing''' a product switch on '''Request for quote''' switch. | ||
[[File:Image | [[File:Image 465.png|alt=|none|frame]] | ||
Find the product on the website front end, click on '''Request for Quote''' button and on '''Go to cart''' button in the pop up window. | Find the product on the website front end, click on '''Request for Quote''' button and on '''Go to cart''' button in the pop up window. | ||
[[File:Image | [[File:Image 466.png|alt=|none|frame]] | ||
Click on '''Request for Quote''' button again. | Click on '''Request for Quote''' button again. | ||
[[File:Image | [[File:Image 467.png|alt=|none|frame]] | ||
Choose how you would like to proceed. | Choose how you would like to proceed. | ||
[[File:Image | [[File:Image 468.png|alt=|none|frame]] | ||
Fill in the required fields and click on '''Confirm and Pay''' button. | Fill in the required fields and click on '''Confirm and Pay''' button. | ||
[[File:Image | [[File:Image 469.png|alt=|none|frame]] | ||
The process is over on the website front end. You will see the following screen and receive the following email. | The process is over on the website front end. You will see the following screen and receive the following email. | ||
[[File:Image | [[File:Image 470.png|alt=|none|frame]] | ||
[[File:Image | [[File:Image 471.png|alt=|none|frame]] | ||
This quotation will appear in the admin area of the website. By default the quotation is in '''Awaits confirmation''' status. | This quotation will appear in the admin area of the website. By default the quotation is in '''Awaits confirmation''' status. | ||
[[File:Image | [[File:Image 472.png|alt=|none|frame]] | ||
If the user who made this quotation logs in to his account he will be able to '''view''' this quotation by clicking on '''Quotation Info''' link. | If the user who made this quotation logs in to his account he will be able to '''view''' this quotation by clicking on '''Quotation Info''' link. | ||
[[File:Image | [[File:Image 473.png|alt=|none|frame]] | ||
[[File:Image | [[File:Image 474.png|alt=|none|frame]] | ||
After the administrator changes the status for a quotation to processed the link for the corresponding order will appear next to it (the '''quotation''' has been changed to the '''order''' and the following status update email as well as the invoice is sent to this user). Click on this link. | After the administrator changes the status for a quotation to processed the link for the corresponding order will appear next to it (the '''quotation''' has been changed to the '''order''' and the following status update email as well as the invoice is sent to this user). Click on this link. | ||
[[File:Image | [[File:Image 475.png|alt=|none|frame]] | ||
[[File:Image 183.png|none|frame]] | [[File:Image 183.png|none|frame]] | ||
[[File:Image | [[File:Image 476.png|alt=|none|frame]] | ||
The order is in '''Pending''' status. | The order is in '''Pending''' status. | ||
[[File:Image | [[File:Image 477.png|alt=|none|frame]] | ||
Now the user from his account can '''Reorder''' or '''View''' this order in the '''Order History''' section. | Now the user from his account can '''Reorder''' or '''View''' this order in the '''Order History''' section. | ||
[[File:Image | [[File:Image 478.png|alt=|none|frame]] | ||
If the user clicks on '''View''' link he will be able to make some other actions on this page by clicking on the corresponding buttons. | If the user clicks on '''View''' link he will be able to make some other actions on this page by clicking on the corresponding buttons. | ||
[[File:Image 187.png|none|frame]] | [[File:Image 187.png|none|frame]] | ||
Revision as of 16:30, 1 December 2021
Note: This manual is for osCommerce v4.
After you accessed the admin area of the website and while adding/editing a product switch on Request for quote switch.
Find the product on the website front end, click on Request for Quote button and on Go to cart button in the pop up window.
Click on Request for Quote button again.
Choose how you would like to proceed.
Fill in the required fields and click on Confirm and Pay button.
The process is over on the website front end. You will see the following screen and receive the following email.
This quotation will appear in the admin area of the website. By default the quotation is in Awaits confirmation status.
If the user who made this quotation logs in to his account he will be able to view this quotation by clicking on Quotation Info link.
After the administrator changes the status for a quotation to processed the link for the corresponding order will appear next to it (the quotation has been changed to the order and the following status update email as well as the invoice is sent to this user). Click on this link.
The order is in Pending status.
Now the user from his account can Reorder or View this order in the Order History section.
If the user clicks on View link he will be able to make some other actions on this page by clicking on the corresponding buttons.
