Magento 2 Multi Vendor Quote System

Installation

Firstly, the 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 Magento 2 root directory on the server as shown below.

After the successful installation, you have to run these commands in the Magento 2 root directory:

Configuration For Multi-lingual Support

For multilingual support, the admin will navigate through Store->Configuration->General ->Locale Options and select the locale as German (the language into which the admin wants to translate his store content).

Module Configuration

To view the module configuration navigate to Stores>Configuration>Webkul>Marketplace Quote system. Here, we have three settings –

• Marketplace Quotesystem Settings
• Marketplace Quote Configuration
• Transactional Emails Setting
• Marketplace QuoteSystem Product Information

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.
• Show Add to Cart – The admin can show/display the “Add to cart” button at the front end by selecting ” Yes” else “No”.
• Show Product Price – The merchant can show the product/display price at the front end by selecting ” Yes” else “No”.

MarketplaceQuote Configuration:

Moreover, 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 for making a quote.
• Allowed Type for Attachments:
  Enter the legal file types separated by a comma that can be used by the customers while uploading their attachments.

Transactional Emails Setting

New Quote Email – When customers create a quote, the admin, seller, and customer will receive an email notification.
Edit Quote Email – When a seller or the admin edits a quote, the customer, seller, and admin. will receive an email notification.
Quote Message Email – When any new message is entered on a quote, the customer, seller, and admin will receive an email notification.
Quote Status Update Email – When a seller or the admin update a quote status, the customer, seller, and admin will receive an email notification.

Marketplace QuoteSystem Product Information

The admin can check the product information of the marketplace quote system as follows.

Author: Webkul

Version: 5.0.0

User Guide: https://webkul.com/blog/magento2-marketplace-quote-system/

Store Extension: https://store.webkul.com/magento2-marketplace-vendor-quote.html

Ticket/Customisations: https://webkul.uvdesk.com/en/customer/create-ticket/

Services: https://webkul.com/magento-development/

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 the template name, and edit the subject. Then, click Save Template.

Seller management

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 tabs will be as follows:

• Quote ID
• Product Name
• Quantity
• Price
• Attachment
• Status as – Approved/Pending or Sold
• Action- Edit or Delete 

The seller can also delete the quote if the status of the quote is either pending or approved.

Furthermore, 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. 

On clicking on the edit button a pop confirmation is visible as present 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.

• Quoted Price
• Quoted Quantity
• Attachment
• Status
• Enter message 

Edit Quote Email to Seller:

After editing the quote, it will be sent to the seller over the email address as present 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 does not update this quote setting then, the admin end quote setting will be applied to teh quoted product. The first priority is always given to the seller’s quote settings.

Further, the seller can set the quote category wherein the products will be available for a quotation.

Meanwhile, the seller will tap on the drop-down option and check the categories that should be available for quote purposes. Along with that, the seller can set the minimum quote quantity for the products.

Moreover, 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.

Under the quote status, the seller can choose to select –

• Default
  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).
• Disabled
  If this option is selected then the quote will not be applied to the current product.
• Enabled
  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.

Further, 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.

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 customers can quote for that product.

Apart from selecting Enabled for the Quote Status, the admin can select it as –

• Default
  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).

Meanwhile, the 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 can perform actions as shown in the image below:

By clicking on the Actions tab, the Delete and Update Quotes option will be visible: 

Further, the admin can view the attachments within the quote by tapping the Attachment link.

After clicking on “Edit” the admin will be 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 entering the message regarding a particular quote.

Furthermore, 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.

Add New Quote

The admin can also add a new quote for the products by clicking on the ” Add New Quote ” button:

Post clicking on the ” Add New Quote ” button, the admin will get a new window showing the list of customers. From there the admin can easily select the customer as shown below:

After selecting the particular customer the next window will find the list of that customer’s requested products. The admin will click on the “Add Quote” option for the requested product.

Now, this module allows the admin to Add Multiple Quotes in one go. Also, the admin can easily add a quote to the product by providing information in the fields.

Admin needs to define Quantity, Price per item, and description & also can attach the digital version of the quotation & will successfully Submit it.

Support

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. You may also browse other Magento 2 marketplace addons and our quality Magento 2 extensions.