4. How to use

1. Create a new quote

  • Go inside customer view
  • Select quotation tab
  • Click on “New quotation” tab
  • Fill quotation caption and then click on “Save” button
  • A new quotation is created and displayed
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Create a new order from admin panel with a quote

To add the quote to the customer order from admin panel, you must :

  • Click on the button “Notify” from the quote. This will create the bundle product on Catalog > products
  • Create a new order for the customer, select the created bundle product quotation by filtering per sku or name
  • Checkout the order

2. Find a Quotation

There are 2 ways to find an existing quotation:

  • Use customer view and then select “Quotation” tab
  • Use search form using Customer > Quotation menus

3. Edit a quotation

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Caption:
Quotation short description
Valid until:
Limit date for customer to use quotation
Message:
Personal message for customer
Free shipping:
If checked, free shipping will be applied when placing order
Product:
Product generated for this quotation
Show detail prices:
If checked, sub items price will be displayed in PDF and front office
Price (excl tax):
Quotation Price. If ” Calculate from sub-items ” is checked, price is calculated as sum of sub-items price. If not checked, you can set any value
Weight:
Quotation Weight. If ” Calculate from sub-items ” is checked, weight is calculated as sum of sub-items weight. If not checked, you can set any value
Last Notification:
Date of customer notification
Associated promotion:
If free shipping is checked, a magento promotion is created

Status

Define quotation status :

  • New : quotation is created but not visible by customer
  • Customer request : quotation is created because customer made a quotation request. You must set status to “active” to allow customer to view it
  • Active : customer can view quotation
  • Expired : quotation is expired

Note

 To save changes, click on “Save” button

4. Add Products

Note

This extension only manages simple products, with or without custom options.

All products have to be stock managed to be recognized by this extension.

There are 2 kind of products you can add to a quote :

  • “Real” products : Retrieved from your Magento products catalog
  • “Fake” products : Not already existing in your Magento products catalog

Warning

Quotes must contain at least a real product, not optional, when they contain at least a fake product.

This is due to functional reasons, and as all the extension is working accordingly to this logic, we cannot change it.

Real products

Basicaly, when you create or edit a quote from the Magento back-office, a grid allowing to add already existing products from your products catalog will be displayed :

_images/add_real_products_to_quote.png

From this grid, you can add product(s) setting a quantity in the “Qty to add” column, and then clicking on Save to save the whole quote.

Once the quote has been saved, you should see all the products you selected in the “Quote items” grid.

Note

Only products associated to the same website than the quote one will be displayed in this grid, and so will be addable to the quote.

Fake products

The second kind of products you can add to a quote are “fake” products.

Note

Fake products are usualy used to add things like warranty extension, repair service or extra costs to a quote.

As their creation requires minimum information, it’s pretty quick to set and add them to any quote.

To add them to a quote, from the previous “Add products to quote” grid click on Add Fake Product.

You should now see a few fields allowing to set fake product information :

_images/add_fake_products_to_quote.png

Set all information, then click on Save to save the whole quote.

Once the quote has been saved, you should see the fake product added to the “Quote items” grid.

Note

A warning will notice you about the fake products once they’re added to a quote (to avoid picking staff trouble, as these products are not real so don’t need any picking/paking).

6. Adjust products information

Once products have been added to a quote, you can add some discounts or even modify their name, quantity, weight or final price.

You can even chose custom options to apply if the product have some.

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Note

In the “Price (incl Tax)” column, you’ll find between 2 and 3 information depending of the fact your product have custom options or not :

  • The first textfield allow you to set the product final price (incl. tax).
  • The first price displayed under this textfield shows the product initial price (incl. tax).
  • The second price, only displayed under the previous one if some custom options are available for the product, shows the product final price including all custom options currently selected (changes dynamically).

To save changes once all information have been set (for one or multiple products at once), simply click on Save.

5. Printing and Customer notification

Note

“print” button is not available if quotation is not transformed as product

To transform quotation in product, click on “Notify” link (quotation will automatically be set visible).

To print a quotation, click on “print ” button.

The default logo size is : 585px (width) per 50px (height). You can set the logo into the PDF by uploading a new image (png or jpeg) into

See also

System > Configuration > Customer > Quote

 To modify email content, use Magento transactional email menu.

6. Duplicate quotation

To duplicate a Quotation, click on “Duplicate” button inside quotation view and then select target customer :

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Setting Description
Position Set products order in quotation
Product Id Empty if fake product
Sku Product Sku
Name Product Name
Qty Product qty
Price Unit price (excl tax)
Cost Product cost (read only)
Weight Product weight
Exclude If checked, product could be removed from quotation by customer. This is useful to propose additional options to quotation
Action To remove a product from quotation

8. Business Proposal

When creating a quote you may want to explain why your quote is so attractive and competitive. Customer will surely negotiate the quote etc …

That’s is why our extension allow you to add a business proposal section!

Go into a quote and click on tab “Commercial offer”

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Click on the button “Add section” to create the business proposal section.

Some text will appear on the tab “New title” and “New content” , just click inside “New title” to edit it.

Then click on the grey block to exit the edition.

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 Then click on the text “New content” a field for text edition will appear :

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  • Write your text in this field.
  • Once the business proposal is filled click on the button “Preview” to get the final render.
  • If you are satisfy then you must save it by clicking on the button “Save” at the top of the quote to record it.
  • If you want remove the text content just click on “Delete” button.
  • If you want add a new section with both title and content , just click on the button “Add section”

Now the customer will be able to view the commercial offer offer by clicking on the button “Download PDF” in his account under section “My quotes”.

Here the rendering PDF of a business proposal (page 2) :

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