Magento 2 Marketplace Quote System module helps to enable the customer quotation request in Magento2 Marketplace. Sellers can allow customers to Quote for their products.
This module is very useful for ordering the seller’s products in bulk. Using this module buyers can communicate with sellers about their queries. Sellers and admin can enable the quote system for their products.
This module is an add-on of the Magento 2 Marketplace module. To use this module, you must have installed first Magento2 Marketplace.
Note: Magento 2 Marketplace Quote System will not work with the Grouped Products.
- Admin and Seller can enable the quote system for their products.
- The customer can enter custom prices for quoted products.
- The customer can order the seller’s products in bulk.
- The Buyer/Seller can upload their attachments.
- The Buyer/Seller and the admin can download the attachment from the order.
- Add a product to Quote from the Category page.
- Admin can set whether to allow the customer to add the discount on quote product cart or not.
- Admin and seller can set quote according global configuration.
- Customer, Admin, and Seller all can view the quoted products.
- The seller can view the bulk orders, price and status of a particular quoted product.
- Buyer can communicate with sellers about their queries.
- Admin can also involve in-between the buyer and seller conversation.
- The admin can also change the status of the customer quote.
- Allow admin to create custom email templates for quote system email templates.
- Admin can also add the quote system on their products.
- Works with multi-store and multi-website of Magento.
- The seller receives email notification when the buyer sends any quotation for the products and the buyer receives email notification when the seller approves their quotation.
- The seller & admin receives email notification when the buyer sends any quotation for the products and the buyer receives email notification when the seller/admin approves their quotation.
- Multi-Lingual Support.
- The code is fully open & you can customize it according to your need.
Customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder. You need to transfer this app folder into the Magento2 root directory on the server as shown below.
After the successful installation, you have to run these commands in the Magento2 root directory:
Second Command – php bin/magento setup:di:compile
Third Command – php bin/magento setup:static-content:deploy
After running the commands, you have to flush the cache from Magento admin panel by navigating through->System->Cache management as shown below.
Configuration For Multi-lingual Support
If a user wants to translate their module from English to German then they need to follow the path app/code/Webkul/Mpquotesystem/i18n in their unzipped folder and will get a CSV file with name “en_US.csv”. Now they will rename that CSV as “de_DE.csv” and translate all right side content after the comma in the German language. After editing the CSV, save it and then upload it to the path app/code/Webkul/Mpquotesystem/i18n where they have installed Magento2 on the server. The module will get translated into the German Language. It supports both RTL and LTR languages.
The user can edit the CSV like the image below.
To view the module configuration navigate to Stores>Configuration>Webkul>Marketplace Quotesystem. Here, we have three settings –
- Marketplace Quotesystem Settings
- Marketplace Quote Configuration
- Transactional Emails
Marketplace Quotesystem Settings
Here the admin can –
- Enable or Disable the quote system for the products by selecting Yes or No as per the requirement as shown below in the snapshot.
- Allow to Use Discount while quote product is in cart – Allow or disallow the customers to get the discount while purchasing the quoted product by selecting Yes or No as per the choice.
Here, the admin can set the Quote Configuration for his products –
- Quote Category:
The admin will select the quote categories for his products.
- Minimum Quantity:
Set the minimum quote quantity for the products that must be fulfilled for making a quote.
- Allowed Type for Attachments:
Enter the allowed file types separated by a comma that can be used by the customers while uploading their attachments.
Transactional Emails Setting
New Quote Email – When a customer creates a quote, email notifications will be sent to customer, seller, and admin.
Edit Quote Email – When a seller or the admin edit a quote, email notifications will be sent to the customer, seller, and admin.
Quote Message Email – When any new message is entered on a quote, email notifications will be sent to the customer, seller, and admin.
Quote Status Update Email – When a seller or the admin update a quote status, email notifications will be sent to the customer, seller, and admin.
Managing Email Templates
For using default email templates or making any changes to the templates, go to Marketing>Email Templates>Add New Template. From the Template option, find Webkul_Mpquotesystem. Select any one template and click Load Template, enter template name, edit subject. Then, click Save Template.
The Seller can Manage Quote and Quote Setting from the front end by navigating through My Account> Marketplace Quote System.
Under the Manage Quote section, the sellers can manage a different quotation. Using Manage Quote, the seller can edit and delete the quote.
Here, the seller will also be able to download the attachment file if any attached by the customer while quoting the product. To check the attachment just click on the attachment icon and the image will be displayed in another window. From here, you can download the image.
The seller can also delete the quote, if the status of the quote is either pending or approved.
To edit the quotes, the vendor will click on the edit button under the action tab and this brings up the section with the quote details. Here, the seller can view the following:
- Quoted ID
- Product Name
- Quoted Quantity
- Quoted Price
- Attach Image(by clicking the Attach button)
- Status as – Approved/Pending or Sold
- Edit or Delete the Action
On clicking on the edit button a pop confirmation is displayed as shown in the image below.
After the Ok button is clicked, the seller will be navigated to the edit page as shown in the image below.
The seller can edit the following quote details.
- Quote Price
- Quote Quantity
- Custom message for the quote.
Edit Quote Email to Seller:
The edited quote will be sent to the seller over the email address as shown in the image below.
Seller Quote Settings:
The seller has the option to set the quote settings under his own account panel. If the seller has forgotten to set the quote settings then the admin’s will be applied to the quoted product. The first priority is always given to the seller’s quote settings.
Here, the seller can set the quote category wherein the products will be available for quotation. The seller will tap on the drop-down option and check the categories that should be available for quote purpose. Along with that, the seller can set the minimum quote quantity for the products.
To add the quote to a product, the seller will set the Quote Status as Yes and set the minimum quote quantity for the product on the Product Page so that the customer can quote for that product.
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If this option is selected then the quote settings that the seller has configured will be applied to all the product(if the seller forgets to enable the Default in this situation the admin’s global configuration will apply).
If this option is selected then the quote will not be applied to the current product.
The quote will be enabled for the current product.
New Quote Email to Vendor
The mail will be sent to the seller if the new quote is generated as shown in the image below.
Quote Message by Customer Email to Seller
When a customer sends any message in the quote, notification emails will be sent to the admin, vendor, and the customer.
The seller can also download the attachment added by the customer from the order history section. Here, click on the Download button to download the attachment.
After opening the respective order the seller can see the Download button here as well for the attachment and can click that to download the attachment from the customer.
After enabling the quote status for a particular product, customers can give their quote on the product page as shown in the image below.
On the Category Page, the Add to Quote will be displayed as shown in the image below.
When customer will click on “Quote This Product” below pop up will open. Here, the customers can enter the Quote details which include – Product Quantity, Price Per Item, Description, and the Attachment can also be added depending upon the file types allowed by the admin. New Quote Email to Customer
A customer can find the list of the Quotes and also edit and delete the quotes under My Account > My Quotes. The customer can also download the attachment(Image, pdf, etc.) attached to the quotes by clicking the Attachment icon.
If the admin or the seller would have attached any images to the customer quote that will available after clicking the attachments icon.
After clicking on Edit option below page will be open here buyer can edit the quote details and can add an attachment, enter any message for the seller as well.
Quote Status Change Email
When the status of a quote status is changed, an email notification is sent to a customer, vendor, and the admin.
If quote status is approved, the customer will find Add to Cart button under the status column at the My Quotes page as shown below in the snapshot.
After clicking on Add To Cart that quoted product will be added to the cart. If there are any non-quote products in the cart, the customer can also complete the checkout process with no issues. Apart from that, the customer can also download any attachment that was uploaded by tapping the download button.
The customers can view the applied discount on the quoted product if the admin has allowed the customers to get the discount while purchasing the quoted product.
The customer can download the attachment if any within their placed order as well as shown below in the snapshot.
The admin can enable or disable the quote status for a particular product. Admin will have to enable the Quote status as enable and set minimum quote quantity so that customer can quote for that product.
Apart from selecting Enabled for the Quote Status, the admin can select it as –
If this option is selected then the quote settings that the admin has configured within the module configuration will be applied to all the products.
- Disabled (Quote will not be applied to the respective product).
Admin can find all Quotes under Marketplace Management > Marketplace Quote Manager as shown below in the screenshot.
New Quote Email to Admin
Here the admin can edit and delete the quotes and send his message to the buyer and seller. Apart from that the admin will be able to Unapprove, Approve, and Decline any of the quotes as require. The admin can download the attachments within the quote by tapping the Attachment link.
After click on “Edit” admin will able to edit the quote, which includes – Changing the Quoted Price, Quoted Quantity, changing the Status of the Quote to Approved or Declined, and lastly enter the message regarding a particular quote. To update the quote click the Update Quote button. If the quote status is sold then you can’t edit the quote.
It also shows the Quote conversation between the Seller, buyer and the admin.
Quote Edit by Seller Email to Admin
The admin can also download the attachment added by the customer from the Orders section. After opening the respective order the admin will find the download button for the attachment. Tap the button to open the image or file and then download it.
That is all for the Magento 2 Marketplace Quote System still, have any issue feel free to add a ticket and let us know your views to make the module better at webkul.uvdesk.com
Current Product Version - 3.0.0
Supported Framework Version - 2.0.x, 2.1.x, 2.2.x, 2.3.x