Managing Quotations: Difference between revisions

Latest revision as of 19:18, 20 February 2024

Welcome to the user guide for managing Quotations with our powerful Quotations module. This feature-rich tool allows you to seamlessly handle quotation requests, providing a convenient and efficient way for customers to inquire about products. In this guide, we'll take you through the steps of setting up and managing quotations, from module configuration to customer interactions on the website front end.

1 Module Installation:

After installing the Quotations module, head to the Modules and Extensions tabs. Locate the module through the quick search option and click Edit to access its settings.

2 Module Configuration:

In the Settings section, enable the module and customize options:

Toggle to enable the module.
Enable the quote fast order option.
Choose to show quantity input for the quote button.
Enable or disable shipping estimate for quotations.
Enable or disable the Show price for the quote product option. Click Update to save your customization.

3 Product Configuration:

Move to the product edit page. Under the Main details tab, enable the Request for quote option.

4 Customer Interaction - Front End:

Find the product on the website front end, click on the Request for Quote button, and then on the 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.

5 Admin Area - Quotation Handling:

The quotation appears in the admin area with the default status "Awaits confirmation."

If the user logs in, they can view the quotation by clicking on the Quotation Info link.

6 Order Processing:

After the administrator changes the status to "Processed," the link for the corresponding order appears. The quotation transforms into an order, and status update emails, as well as invoices, are sent to the user. Click on this link.

7 Customer Interaction - Post Order:

The order is in Pending status.

From their account, users can Reorder or View the order in the Order History section.

Clicking on the View link allows users to take additional actions on this page by clicking on the corresponding buttons.

Thank you for choosing our Quotations module, and we hope this guide proves helpful in optimizing your quotation management process. If you encounter any issues, refer to the documentation provided with the module.

@@ Line 1: / Line 1: @@
-'''Note: This manual is for osCommerce v4.'''
+Welcome to the user guide for managing Quotations with our powerful Quotations module. This feature-rich tool allows you to seamlessly handle quotation requests, providing a convenient and efficient way for customers to inquire about products. In this guide, we'll take you through the steps of setting up and managing quotations, from module configuration to customer interactions on the website front end.
+'''Module Installation:'''
+After installing the Quotations module, head to the Modules and Extensions tabs. Locate the module through the quick search option and click Edit to access its settings.
+[[File:1 Edit Quot.png|none|thumb|800x800px]]
+'''Module Configuration:'''
+In the Settings section, enable the module and customize options:
+* Toggle to enable the module.
+* Enable the quote fast order option.
+* Choose to show quantity input for the quote button.
+* Enable or disable shipping estimate for quotations.
+* Enable or disable the Show price for the quote product option. Click Update to save your customization.
+[[File:2 Settings Quot.png|none|thumb|800x800px]]
+'''Product Configuration:'''
+Move to the product edit page. Under the Main details tab, enable the Request for quote option. [[File:Image 465.png|alt=|none|thumb|799x799px]]
+'''Customer Interaction - Front End:'''
+Find the product on the website front end, click on the Request for Quote button, and then on the Go to cart button in the pop-up window. [[File:Image 466.png|alt=|none|thumb|802x802px]]
+Click on Request for Quote button again.
+[[File:Image 467.png|alt=|none|thumb|801x801px]]
-After you accessed the admin area of the website and while '''adding/editing''' a product switch on '''Request for quote''' switch.
-[[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.
-[[File:Image 466.png|alt=|none|frame]]
-Click on '''Request for Quote''' button again.
-[[File:Image 467.png|alt=|none|frame]]
 Choose how you would like to proceed.
-[[File:Image 468.png|alt=|none|frame]]
+[[File:Image 468.png|alt=|none|thumb|801x801px]]
-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 469.png|alt=|none|frame]]
+[[File:Image 469.png|alt=|none|thumb|800x800px]]
 The process is over on the website front end. You will see the following screen and receive the following email.
-[[File:Image 470.png|alt=|none|frame]]
+[[File:Image 470.png|alt=|none|thumb|802x802px]]
-[[File:Image 471.png|alt=|none|frame]]
+[[File:Image 471.png|alt=|none|thumb|802x802px]]
-This quotation will appear in the admin area of the website. By default the quotation is in '''Awaits confirmation''' status.
-[[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.
+'''Admin Area - Quotation Handling:'''
-[[File:Image 473.png|alt=|none|frame]]
-[[File:Image 474.png|alt=|none|frame]]
+The quotation appears in the admin area with the default status "Awaits confirmation." [[File:Image 472.png|alt=|none|thumb|800x800px]]
-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 475.png|alt=|none|frame]]
-[[File:Image 183.png|none|frame]]
+If the user logs in, they can view the quotation by clicking on the Quotation Info link.
-[[File:Image 476.png|alt=|none|frame]]
+[[File:Image 473.png|alt=|none|thumb|801x801px]]
-The order is in '''Pending''' status.
+[[File:Image 474.png|alt=|none|thumb|802x802px]]
-[[File:Image 477.png|alt=|none|frame]]
-Now the user from his account can '''Reorder''' or '''View''' this order in the '''Order History''' section.
-[[File:Image 478.png|alt=|none|frame]]
+'''Order Processing:'''
-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]]
+After the administrator changes the status to "Processed," the link for the corresponding order appears. The quotation transforms into an order, and status update emails, as well as invoices, are sent to the user. Click on this link.[[File:Image 475.png|alt=|none|thumb|801x801px]]
+[[File:Image 183.png|none|thumb|800x800px]]
+[[File:Image 476.png|alt=|none|thumb|802x802px]]
+'''Customer Interaction - Post Order:'''
+The order is in Pending status. [[File:Image 477.png|alt=|none|thumb|802x802px]]
+From their account, users can Reorder or View the order in the Order History section.
+[[File:Image 478.png|alt=|none|thumb|802x802px]]
+Clicking on the View link allows users to take additional actions on this page by clicking on the corresponding buttons.
+[[File:Image 187.png|none|thumb|802x802px]]Thank you for choosing our Quotations module, and we hope this guide proves helpful in optimizing your quotation management process. If you encounter any issues, refer to the documentation provided with the module.