Magento Advanced Quote System

Installation of the module is super easy, you just need to move the app and skin folders into Magento root folder on the server as shown below in the snapshot.

After moving the app and the skin folders, you just need to flush the Magento cache, by navigating through System->Cache Management.

After the successful installation of the module, the admin can see the “Advance Quotes” menu option under the admin panel as per the snapshot below.

There are two sub-menus under the advance quotes –

• Manage Advance Quotes and
• Configuration.

Navigate to Advanced Quotes-> Configuration.

• Here the admin can set his email(responsible for all notifications), name(Name of the store owner), Minimum Quote Quantity(Minimum quote quantity that needs to be purchased), Allowed File Types.

• Now the admin will enter the details that will be visible on the quotation receipts. Here the admin will enter the Heading titles for the three headers available and the title for the footer, select the icon for quotation or delete any previously added icon.
• The admin will enter the State, City, and Zip code and the contact number. After making all the configuration settings tap the save button at the top right-hand side to save all the settings.
• lastly, the admin can set the option to disable the price of the quote products at the front-end.

Under this menu option, the admin will find all the bulk quotes that have been submitted by various customers.

The admin can see the quotation receipts submitted by clicking on the respective “Quotation Id“. To view the quoted product, the admin will click on the “Product Id“.

To view the complete details of the quote the admin can click on the “View Quotes“.

After clicking on the “View Quotes“, the admin can view all the quotation requests for the product. Here the admin can delete or change the status of the quotes.

The admin can also view the quotation for the product by clicking on the “View” button.

After clicking the “View” button, the admin can view the quote details as shown below in the snapshot.

The admin can Enable the quote status for Quote the product via the customer. The customer can give their quote on that particular product that has an enabled quote status.

Customers will be able to quote the products after logging in to their account. Now,  the customers can quote the product by clicking the “Add To QuoteCart” button.

After this, a pop-up will appear where the customer will have to enter the quantity for the quoted product, price per item, description if any, and an image if any as shown below in the snapshot.

Tapping the “Add To QCart” button will add the quoted product into the QCart as per the below snapshot.

Add More Quotes

If you want to add more quotes to the cart you can click on the “Add More Quotes” else if you want to generate the quotation receipt click on the “Generate Quotes” button.

After which a PDF gets downloaded with the details of your quote.

The customer can see their quotes under My account > Advance Quotations.

Here the customer can download their quotation request details in a pdf format.

By clicking the Quotation Id, click on the Product Id to go to the quoted product, and click on View Quotes to see their quotation request and edit or delete the request.

After clicking on the “View” button, the customer can see the below-shown page.

Edit or Delete Quotation Requests

Here the customer can edit or delete his quotation requests. After clicking on the edit button below edit page will open.

After making the changes the customer will click on the update button to update the quotation as shown below in the snapshot.

Admin and customer can both send each other messages as per the snapshot below.

The customers can send their message by going to My Account -> Advance Quotations as per the snapshot below.

If the admin has set – Disable Price in the front-end as “Yes“, then the price of the quoted products will be hidden along with the add-to-cart button and another button – “Ask For Price“.

This will Appear as shown below in the snapshots.

After the above option is set to – “Yes” – the front-end appear as shown below in the snapshot.

Now when the customer clicks on the “Ask For Price” button, a popup will appear where the customer will enter the quantity, and description, and upload a file if applicable.

Click the “Add to Qcart” to get a quote for the product as per the snapshot below. Rest the process will be same.

Support

That’s all for the Magento Advanced Quote System module still have any issues feel free to add a ticket and let us know your views to make the module better at https://webkul.uvdesk.com.