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    Magento 2 Quote System

    Magento 2 Quote System will allow the customers to quote for the products in Magento 2 store. This module is very helpful in ordering the admin products in bulk. The buyers can communicate with the admin for any queries regarding the quoted products.

    Note – Quote System for Magento 2 will not work with the Grouped Products.

    Quote System Features

    • Admin can show/hide the “add to cart” button and product price on category and product page.
    • The module supports custom options.
    • The owner can apply a quotation for his products.
    • The module allows the admin to Add Multiple Quotes in one go
    • Admin can approve, disapprove quotation requests of the customers as per his requirement.
    • Admin and customer can edit and delete the quotation requests from his panel.
    • Only registered customers can send quotation requests.
    • Email notification for each action to customer and admin as well.
    • The admin and the customers can add images and file attachments to the quote request.
    • Create a quote for Simple, configurable, downloadable, and virtual products at the admin end has been added.
    • Admin can allow the file types for attachment.
    • Both can send messages to each other in the quote request.

    Installation

    Customers will get a zip folder and they have to extract the contents of this zip folder on their system. Moreover, the extracted folder has an src folder, inside the src folder you have the app folder.

    Now, you need to transfer this app folder into the Magento2 root directory on the server as shown below.

    Run Commands

    And after the successful installation, you have to run these commands in the Magento2 root directory:

    First command


    Second Command – 


    Third Command – 

    Cache Management

    Then 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

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

    Translation

    If a user wants to translate their module from English to German then they need to follow the path app/code/Webkul/Quotesystem/i18n in their unzipped Magento2 Quotesystem 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/Quotesystem/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.

    Forthwith, the user can edit the CSV like the image below.

    Admin Configuration

    The admin can configure the module by following the navigation, Stores>Quotesystem.

      • Quote system Enable/Disable- The module can be enabled or disabled from here.
      • Allow To use Discount while quote product is in cart- Then admin can allow the discount on quote product to be applied or not. That is, it’s upon admin if the quoted product will have a discount or not.
      • Allowed File Types for Attachment – After that, the owner can allow the file types for attachment only those file types customers can upload from the frontend.
      • Show Add to Cart – The admin can show/display “Add to cart” button at the front end by selecting ” Yes” else “No”.
      • Show Product Price – The merchant can show product/display price at the front end by selecting ” Yes” else “No”.
      • Minimum Quote Quantity: The admin can set a default minimum quote quantity for the case when there is no value set for minimum quantity at the product. If the minimum quote quantity is set at the product then only that value will work with the respective product.
      • New Quote Email Template- The template for a new quote can be entered here which will be sent when a new quote is generated.
      • Email Template for Quote Status – Quote template will be sent when there is a change in quote status.
      • Quote Message Email Template– This quote message is sent when a quote is raised.
      • Edited Quote Email Template- Mail is sent when a quote is edited.

    Admin Management

    The owner can navigate through Products -> Catalog and select a product or create a new one to add the quotation request.

    Quote Status

    Store admin will have to set the Quote Status for the product as Yes and set Minimum Quote Quantity so that customers can quote for that product quantity as shown below:

    Store Admin will find the quotes under Webkul Quote System->Manage Quotes as shown below:

    Here admin can manage as well as can add a new quote for the product on behalf of the customer.

    Add New Quote

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

    To check the quote in detail admin can click on view quote. Admin can Delete & Update the quote requests as – Unapproved, Approved, and Declined for each request as required.

    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 on the next window will find the list of that customer 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, description & also can attach the digital version of quotation & will successfully Submit it.

    Quote Product

    Quote Manager

    Thereafter submitting the quoted price, the admin from a single page can view all the requested quotes, can easily manage all the quote requests like Declined, unapproved, or can approve it.

    If a Quote order is completed then Quote status automatically becomes sold. If Admin changes the status of the requested Quote then the buyer will get a mail regarding the status change.

    Edit Quote

    Admin can edit a quote request by clicking on the edit button next to the request as shown below:

    Next clicking on the edit button, admin can edit the quote,  quote status, and send a message to the customer. If the admin is satisfied with the quote request he can approve it and the customer will have an add to cart button available to buy the product.

    Admin can find the quote conversations with the customer under Quote Conversation as shown below:

    Print Quote

    This module facilitates the store admin with print quote feature, check below given image for more details:

    Buyer Management

    On the front-end, the Add Quote option is also available on the category page to let the customers Quote the products

    The buyer can easily quote for the product by clicking to the ” Add to Quote ” button, A pop-up will appear when clicking on Add Quote button as per the below image:

    Here, the customer will-

    • Quantity: enter the product quantity the customer wants to quote for. The entered product quantity should be greater than the configured minimum product quantity applicable for requesting the quote.
    • Price Per Item: define the product price the customer wants to pay for per quantity.
    • Description: Add an additional message or quote details for the admin.
    • Attachments: can even add image/file attachments.

    The customer can even submit a quote from the product page by clicking on the Quote This Product button:

    The buyer can easily quote for the product by clicking to the ” Quote this product ” button, A pop-up will appear & the rest process will be the same as we have seen above.

    The shopper can also quote multiple products and add them to cart, from there the customer can create a combined quote for multiple products by clicking on the “Generate Quote” button.

    Buyer Can View The Quote

    Later submitting the quotation request the buyer can find the details of the quoted requests under his account menu item -> My Quotes.

    The buyers can view the quote by clicking on “View Quote”. & if in case the customer has generated multiple quotes then it will be shown as two separate as shown below:

    Here, the customers can update their quotation requests by clicking the edit button next to the quoted item.

    The shoppers can see the complete conversation had with the admin.

    Also, for the record, the customer can easily print out the quote product data. By clicking on the “Print Quote” button.

    Purchase of a Quote Product

    Moreover, after approval of the quote from the admin, the “Add To Cart” button will be available to the buyer to add the product to the cart.

    Now, by clicking “Add  To Cart” the product will be added to the cart.

    Henceforth the products will be displayed as below image in the cart :

    Discount

    Furthermore, the admin can set ‘Allow To Use Discount while quote product is in the cart‘ as Yes, to enable discount on the quoted product.

    Plus this will be reflected on the customer front at the time of checkout as in the below screenshot. The discount can be seen here on the cart:

    Support

    That’s all for the Magento 2 Quote System. Still, have any issue then feel free to add a ticket and let us know your views to make the module better at webkul.uvdesk.com

    Current Product Version - 3.0.1

    Supported Framework Version - 2.0.x, 2.1.x, 2.2.x, and 2.3.x

    . . .

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