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  • This mode must be implemented by Commerce Vision. For versions 4.34+ only.
  • Quote requests via the standard system functionality will not include shipping charges. For quote calculations to include shipping, please contact Commerce Vision for assistance.

Overview

Standard and Approved mode integrates with the quoting system in your ERP while approvals are managed through your Commerce Vision website. Users can view and action quotes online on the Quote Review page. 

Like Standard Quotes, a Standard and Approved quote is loaded into your ERP, e.g., PRONTO, with the quotation status: '02'. Your Sales Rep or Customer Service team can easily identify the items on the quote, check costs (and margins), etc, directly in the ERP. After finalising the quote, it is converted to a Sales Order and reintegrated online.

Features

  • A quote is requested at the end of checkout in the Payments panel by clicking the Request Quotes tab (unlike the Standard mode).
  • Quotes with totals over the user's budget limit will trigger the online approval process (if active). See: Order Approvals   
  • This mode integrates with the Quote Review feature to provide users on a customer account with functions beyond just conversion of a quote to an order. 


On this page:

Customer Experience


Review Quotes

Once reintegrated, the customer reviews the quote through the Review Quote page. There, they can choose to accept the quote and place an order, ask followup questions, have the quote re-sent, request reactivation of an expired quote, or delete the quote. See: Quote Review.


Integration with Approvals feature

For sites set up with customer or user budget limits and an approval process, the Standard and Approved mode is automatically integrated. If the quote total will exceed the user's Order Limit, an assigned approver must accept the quote before it can be converted to an order. For Approvals configuration and options, see: Aprovals.



Configure Standard and Approved mode


  1. In the CMS, go to Settings → Feature Management → Payment & Checkout → Quotes.

  2. Ensure Quotes is toggled ON, then click Configure.

  3. In Quote Mode Selection, select 'Standard And Approved'.
  4. The quote search comes with default fields. To add other fields, in Quote Search Custom Field List, add the required fields. Leave blank if not needed.

  5. (Optional) In Quote Request Submitted Message, edit the confirmation message displayed to the user after submitting a quote.
     
  6. The Expired Quote Usage Request Email button goes to the email template used when a user asks for an expired quote to be re-activated. There, the email message can be edited. See: Expired Quote Usage Request Email Information Widget.

  7. The Edit Website Users button goes to the Website Users function. This allows you to look up users to check and edit user budgets.

  8. The Edit Quote Cancelled Reasons button goes to the Quote Cancelled Reason Maintenance page. There, quote cancellation reasons can be added, edited and deleted. A user must select a reason when they want to delete a quote. 

    Maintain Quote Cancellation Reasons

    To add a reason:

      1. Click the Add New Quote Cancellation Reason button.

      2. In Add Quote Cancelled Reason, set the options:
         
        Is active: toggle ON for this reason to be available to users
        Code: a unique Id code for this reason
        Description: description of reason (displays to the user) 

      3. Click Save.



  9. In Task Options, set options for the scheduled task that sends the expiring soon email. NOTE - The expiry date is integrated from your ERP.

    Number of days before quote expires to send email: enter the number of days before the expiration date to send a reminder email,
    Date/time to start running scheduled task?: enter the date and time the scheduled task starts.


  10. The Quote Reminder Email button go to the Quote Reminder Email template. You can edit the email message in the Quote Reminder Information Widget.

  11. Click Save.


Additional Information


Minimum Version Requirements


4.34

Prerequisites


--

Self Configurable


No

Business Function


Orders

BPD Only?


Yes

B2B/B2C/Both


B2B

Third Party Costs


n/a


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