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Quotes

Quotes facilitate personalized pricing, negotiation, and customization for customers, particularly in B2B or complex sales scenarios. They provide a formal framework for discussing pricing and terms, helping both sellers and customers reach a mutually beneficial agreement before finalizing the purchase.

Manage Quotes​

THis is a dedicated section in the backend to view and manage all quotes which involves handling the creation, management, and tracking of quotes for customers and Administrators should be able to search for specific quotes,

Steps​

  • In DCKAP Commerce admin, under B2B -> Quotes.

  • Click on the Quote id or Edit link under Action icon.

Quote Creation​

Enable administrators or staff members to create quotes on behalf of customers within the backend. This includes selecting the products or services, specifying quantities, applying any relevant discounts or promotions, and setting an expiration date for the quote.

Steps​

  • In DCKAP Commerce admin, under B2B -> Quotes.

  • From the Quotes page, click New Quote.

  • Pick a Compnay and User to whom quote is being created

  • Enter Quote Name, select products and enter its respective quantity and price.

  • Click Create Quote.

Quote Editing​

Allow administrators to edit existing quotes, enabling them to make adjustments to product quantities, pricing, or other parameters based on customer requirements or negotiations.

Steps​

  • In DCKAP Commerce admin, under B2B -> Quotes.

  • Click on the Quote id or Edit link under Action icon.

  • Modify the quote details which include price, quantity etc.

  • Update the Quote status.

Quote Status​

Quote status refers to the current state or stage of a quote in the quoting process. It helps both the seller and the customer understand the progress and status of the quote.

Status
Description
Pending
This status indicates that the quote has been created but has not yet been reviewed or responded to by the customer. It is in the initial stage of the quoting process.
Approved
When the customer agrees to the terms, pricing, and conditions outlined in the quote, the quote status is updated to "Approved." This indicates the customer's intention to proceed with the purchase based on the quoted details.
Negotiated
If there are changes made to the original quote based on customer feedback or negotiations, the quote status can be updated to "Negotiated." This indicates that the quote has been modified and is awaiting the customer's review or response.
Rejected
If the customer decides not to accept the quote or finds it unsatisfactory, they may reject the quote. The quote status is updated to "Rejected" to indicate that the customer does not wish to move forward with the offer.
Completed
When a customer accepts a quote and complete the purchase, the quote status is updated to "Completed" This signifies that the quote has been finalized and transformed into an order within the e-commerce system.
Expired
Quotes often have an expiration date, after which they are no longer valid. When a quote reaches its expiration date without being accepted or rejected, the status is updated to "Expired." This signifies that the quote is no longer valid and needs to be reviewed or reissued if the customer is still interested.