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    Magento Custom Order Quote

    Updated 19 December 2017

    Magento Quote System module helps us to enable the customer quotation request in Magento. It is very useful for ordering the products in bulk.

    Features Of Magento Custom Order Quote

    • A Customer can add a custom quote for products to buy in bulk.
    • Works with every type of product viz. Simple, Virtual, Downloadable, Configurable and Bundle, except Grouped because when grouped product is added to cart only its simple product got added to cart.
    • Admin can enable or disable Quote system.
    • Admin can approve or decline customer quote.
    • Admin can set minimum quote quantity product wise.
    • A Quote will be applicable only to those products for which quote status is enabled.
    • Follows the core Magento way.
    • Email notification of each action to customer and admin as well.
    • Multi-Lingual Support.
    • Supports latest modern Magento RWD layout.
    • Works with multi-store and multi-website of Magento.
    • A Customer can communicate with the admin via conversation system (inbuilt).
    • A Customer can quote a product from the search page as well as the category page.
    • Works with every type of custom option including file type.
    • Admin can approve or decline customer quote.
    • Converts a retail Magento store into a wholesale store.
    • Works with all Magento versions.
    • Buyer can view the bulk orders,price and much more.
    • Enter custom prices for products.

    Installation Of Magento Custom Order Quote

    Installation of the module is very simple. You need to move the app and skin folder into Magento root directory.

    installation

    After moving both the folders flush the cache from magento admin module. Under System >  Cache management.

    cache management

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    After above steps, you just need to configure the module.

    Configuration Of Magento Custom Order Quote

    Admin will be able to see “Quote System” under admin panel. There are two sections under Quote System as shown below screen shot.

    Under System > Configuration admin can set their name, minimum quote quantity, email id, and the number of days allowed to purchase a product after Quote approval.

    Manage Products
    Admin can Enable the quote status of the product. The customer can give their quote for that particular product which has enabled quote status.
    Manage Quote

    Manage Quote menu is liable for showing all bulk quote added by the customer. From here, admin can delete or change the quote status using the mass action or individually. Quote status is applicable for all products like simple / Virtual / downloadable/configurable / bundle products except Grouped products because a group product lets you offer multiple, standalone products for sale as a group on the same product detail page.

     

    Admin can View Quote details by clicking view option. Admin can give their message only for those products which has Unapproved and Decline quote status.

    A customer can not give his/her quotes without login. After login, a customer can give his/her quotes by clicking on Quote this Product.

     

    Customers can see their quotes on My account > My quote. Customers can see their quote status. A customer can also edit or delete the quotes. In a pending and declined status, both customer and admin can send messages to each other. If the Quote has been approved by Admin, then the Admin cannot send messages to the customer. Once the product gets sold then a customer cannot send a message to Admin and Vice Versa.

     

    Admin and customer both can give their message.

     

    Customer can send their message under My Account > My Quote > Edit Quote.

    That’s all for the Magento Custom Order Quote, still have any issue feel free to add a ticket and let us know your views to make the module better webkul.uvdesk.com

    Current Product Version - 1.0.2

    Supported Framework Version - 1.6.x.x, 1.7.x.x, 1.8.x.x, 1.9.x.x

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  • Moises Sanchez
    • webkul
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