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    Magento 2 Marketplace Request For Quotation (RFQ)

    Request For Quotation (RFQ) is a standard Reverse Auction process and also use for the Tender eProcurement system where the buyer invites multiple suppliers into a bidding process to bid on specific products or services.

    After receiving the RFQs, each seller sends its own quote for the product to the buyer. After approving the quote, the buyer can purchase the product at a competitive price.

    Magento 2 Marketplace Request For Quotation (RFQ) allows the customer to send the RFQs to the marketplace sellers. Each seller can view and manage the RFQ from their end. The admin can configure auto or manual approval of RFQs from the back-end.

    With the help of Marketplace RFQ, the admin can create custom fields for the RFQ form. These additional fields allow the customer to provide detailed specifications of the items/services to the sellers.

    The more detailed the product specifications, the more accurate and comparable will be quotes.

    Please Note – To use Magento 2 Marketplace Request For Quotation, you must have Webkul Magento 2 Multi-Vendor Marketplace extension installed.

    Watch the video tutorial below to understand the extension workflow:

    u2GBgvBwcwk

    Features

    • Admin can approve RFQs automatically or manually.
    • ‘Request For Quote’ button on all the product pages.
    • Create custom attributes fields for the RFQ form.
    • Allow customers to send RFQs even if the product doesn’t exist in the marketplace.
    • Email notifications for new RFQ, seller reply, and customer reply.
    • Customer and seller can communicate from their RFQ dashboard.
    • Customers can upload image files with the RFQ.
    • Sellers can update the bulk order quantity.
    • Quotation status – pending, open, answered, resolved, closed.
    • Other sellers cannot contact the customer once the quotation is resolved.
    • Only Logged-In customers can send RFQs.
    • Supports multiple languages and translations.
    • Module source code is 100% open for customization.
    • The admin can select the seller’s from the list and send the RFQ to whom the quote should go.
    • The admin can map attributes with the category to display attribute field on RFQ form.
    • The customer can select the desired product attribute with the RFQ. 
    • An online e-tender and RFQ system for customers to request information and price quotations.

    Install Extension from Webkul Store

    #1 Download Module

    Firstly, you need to log in to Webkul Store, go to My Account>My Purchased Products section, verify and then download and extract the contents of this zip folder on the system.

    #2 Upload Folder

    Once the module zip is extracted, follow path src>app and then copy the app folder into the Magento 2 root directory on the server as shown below:

    Installation Of Show Price After Login for Magento2

    #3 Run Commands

    After uploading the module folder, you need to run the following commands in the Magento 2 root directory:

    • php bin/magento setup:upgrade
    • php bin/magento setup:di:compile
    • php bin/magento setup:static-content:deploy
    • php bin/magento indexer:reindex
    • php bin/magento cache:flush

    Install Extension from Magento Marketplace

    If you have purchased this extension from the Magento Marketplace then please follow the below process or visit this link.

    #1 Get Access Keys

    You need to get access keys, navigate to My Profile in Magento Marketplace, then choose Access Keys in the My Products section.

    excess key

    Go to Magento 2 and then you need to copy both the Access Keys – Public Key and Private Key. These access keys will be needed in the next steps for authentication.

    excesskey

    If access keys are not created earlier, click Create A New Access Key, enter any name and click OK.

    new access key

    #2 Update composer.json File

    To know the component name and version number, go to your Magento Marketplace account section, My Profile>My Purchases, then find this extension to view the details.

    Please note – Below is an example image, every extension will have its unique component name and version.

    Zip file

    After that, navigate to your Magento project directory and update your composer.json file in the following format.

    composer require <component-name>:<version>

    For example, to install version 4.0.0 of this extension you need to run the following command:

    composer require webkul/request-for-quote:4.0.0

    #3 Enter Access Keys

    Now you will need to enter the Access Keys that you obtained as explained in the first step #1 Get Access Keys. Wait for Composer to finish updating your project dependencies and make sure there aren’t any errors.

    #4 Run Command

    You need to run the following commands:

    • php bin/magento setup:upgrade
    • php bin/magento setup:di:compile
    • php bin/magento setup:static-content:deploy
    • php bin/magento indexer:reindex
    • php bin/magento cache:flush
     

    Module Configuration

    After successfully installing the module, the admin needs to go to the backend admin panel and follow Stores>Configuration>Webkul>Request For Quote. The following page will open as visible in the screenshot.

    Request For Quote Settings

    Enable – Select Yes option to enable Marketplace Request For Quotation. Else, select No to disable the module.

    Minimum Quantity for “Request For Quote” – Set the default quantity for the RFQ. The customers won’t be able to send the RFQ lower than the specified value here.

    Request For Quote Approval Required – Select Yes if admin approval is required for sending the RFQs to the sellers. Select No for directly sending the RFQs to the sellers.

    Allowed File Extension – Here, enter the file types like jpeg, jpg, doc or pdf. This enables the customer and seller to upload files of the allowed format hence they can share image at the time of chat or RFQ.

    Configuration-Settings-Stores-Magento-Admin-5

    Request For Quote Transactional Emails

    Mail to Seller Template – Select the email template for the sellers, when a new RFQ is created.

    Reply Mail to Seller Template – Select the email template for the seller, when the customer sends a reply.

    Reply Mail to Customer Template – Select the email template for the customer, when a seller sends any message to the customer.

    Magento 2 Marketplace RFQ - mail settings

    RFQ Form Custom Fields

    With this extension, the admin can create customized fields for the RFQ form. To create a new form field, please go to Stores>Product>Add New Attribute. The following page will appear:

    Enter the title for the field in the Default Label and click Save Attribute. Please leave rest of the option as it is. Also, at the moment you can only select Catalog Input Type as Text Field only.

    Magento 2 Marketplace RFQ - Create New Form Field

    Manage RFQ Form Custom Fields

    After creating the RFQ form field, the admin has to go to Marketplace Management>Manage Custom Attributes. From here, the admin can show or hide the custom form fields.

    1. First, select a custom field using the checkbox option.
    2. Then, go to Actions and select Show In Front or Hide From Front accordingly.
    3. You can use various filters and search option to find any custom form field from the list.

    Manage Custom Attributes

    Category and Attribute Set Mapping

    The admin can even provide an option to select the attribute based on the category while submitting the RFQ form.

    To do so, the admin has to map attribute with category by navigating through Marketplace Management–>>Category and Attribute Set Mapping. Here, the admin can view the list of mapped category and attribute set as shown below:

    Manage-category-and-map-attribute

    Now, click on the Add Mapping button. A new page will appear, here the admin needs to first map attribute set with the category. Select the attribute set and category from the drop-down as shown below:

    Map-attribute-set

    After that, go to the next tab Map Attributes. Click on it. Here, select the attribute which should display in the RFQ form as shown below:

    map-attribute

    Product Page

    On the seller product page, the customers will see ‘Request for Quote’ button. To send an RFQ for this product, the customer can click the button. After that, the customer will be redirected to RFQ Form page.

    RFQ Button on Product page

    Create RFQ

    After clicking the ‘Request for Quote’ button, the following form will appear. Here, the product name, tax class, description, images, minimum quantity for RFQ will be visible.

    The customer can update quantity, upload additional images, and change the description. The custom RFQ fields will be visible under the section ‘Admin Attribute Information’.

    Also, customer can select the desired product attribute specified by the admin. Here the customer can provide additional information as asked.

    RFQ_form

    Click Request for Quote button to send the RFQ to the sellers. The customer will get a success message on top – “Request for quote was successfully sent”. The Request For Quotation will be sent to all the sellers of the marketplace.

    Note: In Admin Attribute Information, customer name attribute can be only of “Text Field Type.”

    RFQ for New Product

    If a product doesn’t exist in the marketplace, the customer can still send an RFQ to all the sellers. To do that the customer can go to header menu and click Request For Quote option, please view the below screenshot:Magento 2 Marketplace RFQ - RFQ Menu

    After clicking the ‘Request for Quote’ option, the following page will appear. Here the customer needs to enter the following information:

    • Name of the product
    • The customer can update the quantity
    • Select the Tax Class
    • Upload sample images
    • Enter some description
    • Provide additional information using custom fields

    Magento 2 Marketplace RFQ - Form - New Product

    Send RFQ to Sellers

    The admin needs to send the Request For Quotations to the sellers by going to Marketplace Management>Manage Requested Quotes. Here, the admin can find and view all the requests for quotations.

    The admin can see the requested quote for the product, quantity requested, customer name, date created, and the status of the quote.

    Send_quote

    First, click on the Send Quote button, a pop window as shown below will appear. Here the admin can select the seller from the seller’s list and send the quote to the selected seller by clicking Send Quote button.

    seller_list

    View RFQ by Seller

    When a new RFQ is sent to the sellers by the admin, the sellers will get an email notification as below. A seller can view the requested quote product with the bulk quantity requested.

    Seller RFQ email

    All Requested Quotes

    After logging into the seller account, the seller can go to My Account>Request for Quote>All Requested Quotes for viewing all the RFQs. All the requests will be automatically divided into the following statuses:

    1. Open – When the customer sends a reply to the seller, the quote status will become ‘Open’.
    2. Pending – All the new requests will be under ‘Pending’ status.
    3. Answered – When the seller sends a reply to the customer, the quote status will become ‘Answered’.
    4. Resolved – When the customer accepts the offered quotation of the seller, its status will become ‘Resolved’.
    5. Closed – When the customer accepts the offered quotation of the seller, its status will become ‘Closed’ for other sellers.

    Seller - All Requested Quote

    Here the seller can also see the Requested Quote For Product, Customer Name, Created On, and Action. Various filter options can be used to find the product from the list – Subject, Date, or Status.

    View Pending Quote

    After clicking the View link, the seller can view the detailed information of the RFQ.Seller-View-RFQ

    The seller needs to enter the offered Bulk Quoted Quantity with the Per Unit Price. The seller can also write a response and upload any sample images with the message. When the seller sends the reply to the customer, its status will be changed to ‘Answered’ automatically.

    View RFQ by Customer

    After sending the RFQs, the customer can view and manage the all requested RFQs from ‘My Account>My Requested Quotes’.

    RFQ Status

    1. When a new RFQ is submitted and it is not yet sent to the sellers, its status will be ‘Pending’.
    2. When the admin sends the RFQ to the sellers, its status will become ‘Sent to Seller’.

    My Requested Quotes page

    View RFQ Details

    The customer can view the detailed information about the RFQ by clicking View link. The following page will open showing the requested quote details. The customer can click the (Sent to # sellers) link to view the quotes given by the sellers.

    Customer - View RFQ

     

    Address Book

    From the My Account Section, The Customer can set the Billing Address and Shipping Information as well by navigating to My Account>Address Book

    webkul-magento-2-request-for-quote-manage-address

    Note: Input type for the Shipping address attribute could be only “Text Field Type.”

    Views Quotes By Seller

    All the seller quotes are automatically divided into five different statuses:

    1. Open – When a new message is sent by the seller, the quote status will be Open.
    2. Pending – When the customer submits a new RFQ and not yet sent to the sellers, its status will be ‘Pending’.
    3. Answered – When the RFQ is sent to the sellers, its status will be Answered. Also, when a customer sends a reply to the seller, the quote status will be ‘Answered’.
    4. Resolved – When the quote is approved and accepted by the customer, its status will be changed to ‘Resolved’.
    5. Closed – When the customer accepts any seller’s quotation, the other sellers will not be able to contact the customer. For other sellers, this quotation status will be ‘Closed’.Customer-RFQ-Answered

    Open Quote Status

    When the seller sends a reply to the customer for quotation, an email notification will be sent to the customer. Please view the following email notification. Also, the quote status will be changed to Open.seller reply to customer email

    In the Open Quote status, the customer can see the offered Bulk Quoted Quantity with the Quoted Price. The customer can send a reply to the seller for any query or negotiation. When the customer sends a message to the seller, the quote status will be changed to ‘Answered’.seller reply to customer

    Resolved Quote

    If the customer wants to accept the offered quote of the seller, the customer can tick the checkbox “Click here to approve last quote price and quantity.” and click Send Message button. The quote will become ‘Resolved’.Approved by customer

    Closed Quote

    When the customer approves the quotation of any seller, the other sellers will not be able to contact the customer. For other sellers, this quotation request will become closed. Other sellers and the customer can send or receive the messages.

    Customer - Closed quote

    Create RFQ Product

    Once the quotation has been approved by a customer, the seller needs to click Create Product button. After that, the quote product will be added to the seller’s catalog.

    Create Quote product

    Seller Product List

    A seller cannot make any changes to the quoted product. Its price and quantity will be fixed according to the quotation approved by a customer.

    quote-product-seller-catalog

    Purchase RFQ Product

    Once the quotation is approved and resolved, the customer can purchase and pay for the product. Approved quotation information is also visible in the resolved quote.customer -quote product purchase

    After clicking “Click Here to Purchase” link, the customer will be redirected to the shopping cart page. A customer cannot make any changes in the quantity.quote product - shopping cart

    Select Shipping Method

    Now the customer will choose a preferred shipping method and continue to payment method.select shipping

    Select Payment Method

    Here, the customer will select a payment method for the quoted product and place the order. After placing the order successfully, the customer can view the order details from My Account section.

    select shipping

    RFQ Order Details

    The admin as well as the seller, can see the order information and complete the order. the seller will create an invoice, generate a shipment, and send tracking information to the customer.

    seller order view

    Thank you for reading this post 🙂 In case you need more information or require any customization, then please send us an email to [email protected]

    Current Product Version - 5.0.0

    Supported Framework Version - Magento 2.0.x, 2.1.x, 2.2.x,2.3.x, 2.4.x

    . . .
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