Magento 2 B2B Extensions

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User Guide

1. Overview

Magento 2 Request for Quote extension is developed with B2B e-commerce business in mind. It provides both the admin and customers a quick and professional way to streamline the price quotation process.

2. How Does It Work?

2.1 Global config

Please go to Stores ⇒ Configuration ⇒ BSS COMMERCE ⇒ Request4Quote

Enable Request4Quote

Set Enable Request4Quote to Yes to enable the quote request function.

Request for Quote Global Config

  • In Enable “Add to Quote” for All Products, please choose among:

+ Yes: Display “Add to Quote” for all products

+ No: Disable “Add to Quote” for all products

+ Customer Group: Choose groups you want to enable the quote request function.

Notes:

  1. Magento 2 Request for Quote extension supports all product types
  2. Once enabled, “Add to Quote” button will be shown on the Product page; Category page; Search page; Wishlist page; Compare page; and CMS widget.
  3. You can go to Catalog ⇒ Categories and choose a specific category to enable or disable the “Add to Quote” button.

Enable Add to Quote button per category

4. Also, go to Catalog ⇒ Products and choose a specific product to enable or disable the “Add to Quote” button.

Enable Add to Quote button per product

The quote request settings will be applied according to Global Config to Category, and to Product Config.

Minimum Quote Amount for Customer Group

  • Set Apply Default Qty Conditions for Quoted Products to No. Customers can add any number of products to the quote cart without concerning the minimum, maximum, or increment quantity set in advance.
  • In Minimum Quote Amount per Customer Group, you can define the minimum quote amount allowed in the quote cart.

Notes:

When the quote total is lower than the requirement, the Message will be shown and the Submit Quote Request will be hidden.

Minimum Quote Amount Alert in Frontend

We also equip Magento 2 Request for Quote extension with many thoughtful configurations to help you manage the quote better.

Request for Quote Global Config_continued

  • In Default Day(s) to Quote Expiration, enter a number after which all created quotes will expire. You can adjust this period per quote request on the Quote Edit Page.
  • In Send Reminder …. Day(s) before Expiration, enter a number after which a Quote Reminder email will be sent to notify the admin and customers about soon-to-expire quotes.
  • In Disable Comment per Quote Item, set this field to No if you allow customers to add some notes for each item in the quote cart.

Comment for Quote Iten

  • In Required Shipping Address, set this field to Yes to require customers to enter the shipping address when submitting a new quote request. That way, both you and your customers can choose a suitable shipping method. Otherwise, set it to No.
  • In Disable Resubmit Action,

+ Set this field to No if you allow customers to resubmit the expired and rejected.

+ Set this field to Yes if you only allow customers to resubmit the updated quotes

  • In Icon Mini Quote, upload an image.

Mini quote cart

In Auto Logging for Customer, set this field to Yes so that customers can login automatically and go to the quote detail page when clicking the quote link in transactional emails. Otherwise, set it to No.

2.2 Email config

Expand the Request4Quote Email Config tab:

Request for Quote Email Config

You can choose our built-in email templates or create a new one by going to Marketing ⇒ Communications ⇒ Email Templates.

To check the email, enter your email in Send Quote Email Copy to.

2.3 Customize the Quote Button

You can tailor the text and custom style of quote request button to fit your site the most.

Custom Style for Quote Button

On completing all settings, remember to Save Config and go to Cache Management.

2.4 Submit & manage Quotes in storefront

2.4.1 Submit a quote request

Based on your configuration, the “Add to Quote” button is shown for products, categories, and for customer groups.

Customers, then, can add multiple products to the quote cart from Product page; Category page; Search page; Wishlist page; Compare page; and CMS widget.

Add to Quote button in catalog page

All quoted products will be listed on the quote cart page for further updates. Click on the mini quote cart icon to go to the Quote Cart.

Here, customers can add notes per quote item and a comment for the whole quote request.

Customers might be required to login before submitting the quote request.

Login to request a quote

Fill in the required fields and submit the quote request.

add_notes_and_comment_to_the_quote_request

2.4.2 Manage the quotes in My Quotes

All submitted quote requests will be updated in My Quotes under My Account.

My quotes

If you Enable Resubmit Action, customers can resubmit the rejected/expired/updated quotes so that they can streamline the price quotation process without having to submit a new quote. This saves you from hundreds of spam quote requests a day!

Resubmit quote rather than create a new quote

For updated quotes, customers can convert them to order in a click!

Move accepted quote to cart in one click

2.5 Manage Quote Requests in the backend

In the Admin Panel, please go to Sales ⇒ BSS Commerce ⇒ Manage Quote Requests

Quote Status Explanations
Pending After the customer submits a quote request for the first time
Updated After the admin clicks on “Send to Customer” in the quote edit page.  The admin can customize the quote in advance.
Rejected After the admin rejects the quote request
Resubmitted After the customer resubmit a rejected/updated/expired quote
Ordered After the customer moves the quote to cart
Closed After the customer cancels the quote request

You can accept, reject or customize the quote request as wished by going to the Quote Edit Page.

Manage the quote request

  • Click on Rejected to reject the quote request. You can no longer edit the quote.

Rejected quote

In My Quotes, the quote status is changed to Rejected. Whether customers can resubmit the quote or not is based on your configurations.

  • Or, you can customize the quote (price, quantity, expiry date, comment, additional products; shipping method) and Send to Customer.

update-the-quote-request

In My Quotes, the quote status is changed to Updated. Customers can either move quote to cart or resubmit the quote.

Notification emails are sent whenever the quote status is updated.

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