Guide of Magento 2 (Adobe Commerce) Quote System
Magento 2 (Adobe Commerce) Quote System 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.
Also, to hide product prices from the users check Magento 2 Call for Price extension.
Watch the below video tutorial to understand the extension workflow:
Magento 2 Quote System Features
- Admin can show/hide the “add to cart” button and product price on the 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, and 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.
- The customer and admin both can create quotes for out-of-stock products.
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Admin Can Restrict customers from using Discount while the quote product is in the cart.
- 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.
- The customers can quote the out-of-stock products as well.
- The admin can create dynamic quote form fields using the page builder’s insert widget option.
- The extension has been implemented with the GraphQL.
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
After the successful installation, you have to run these commands in the Magento2 root directory:
First Command –
php bin/magento setup:upgrade
Second Command –
php bin/magento setup:di:compile
Third Command –
php bin/magento setup:static-content:deploy
Cache Management
Then after running the commands, you have to flush the cache from the Magento admin panel by navigating through->System->Cache management as shown below.
Configuration For Multi-lingual Support
Consequently, for multilingual support, the admin will navigate through Store->Configuration->General ->Locale Options.
Select the locale as German (the language into which the 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 (Adobe Commerce Cloud) Quote System folder will get a CSV file with the 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 Magento 2 on the server.
The module will be 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 ->Configuration-> Quote System.
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- Quote system Enable/Disable- The module can be enabled or disabled from here.
- Allow to use Discount while quote product is in the cart- Allow the discount on quote product to be applied or not.
- Allowed File Types for Attachment – 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 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”.
- Allow Adding Out of Stock Product To Quote- The Customer and admin both can create quotes for out-of-stock products by selecting ” Yes” else, to not allow, select “No”.
- Minimum Quote Quantity: Set a default minimum quote quantity for the case when there is no value set for the minimum quantity of the product.If the minimum quote quantity is set at the product then only that value will work with the respective product.
- Dynamic Quote Form – Enable it to select the dynamic quote form fields that the admin has created for the Quote form.
After enabling the option, the admin can select the dynamic form from the drop-down option.
- 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 – A 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 the 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.
Store Admin will find the quotes under Webkul Quote System->Manage Quotes as shown below:
Here admin can manage as well as 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 and update the quote requests as – Pending, 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.
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.
Quote Product
Quote Manager
The admin from a single page can view all the requested quotes, and manage all the quote requests like Declined, unapproved, or approved.
If you want to enable customers to request quotes from all marketplace sellers, then you can make use of the Magento 2 Marketplace Request for Quotation(RFQ).
If a Quote order is completed then Quote status automatically becomes sold.
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, the 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 a print quote feature, check the below image for more details:
Customize Quotes:
Here, the admin will be able to create custom quote fields for the quote form as required.
Now, tap the Edit with Page Builder button. After that, drag and drop the row, and HTML code, and then tap the cog icon for the HTML one.
After tapping the cog icon, choose to insert the widget. Here, select the Webkul QuoteSystem widget.
Now, add the widget Options, by tapping the add Field button.
Here, the admin can choose the field type as – Text Field, Text Ares, Yes/No, Dropdown, Multi-Select, and date as required.
Lastly, tap the Save button a success message will be shown.
Now, tap the Insert Widget button and then tap the Save button.
After tapping the save button, tap the save as template option.
Here, give the name to the template and Save it.
Form Templates:
After creating the create custom quote fields for the quote form as required they will get listed under this section.
From here, the admin can apply the dynamic form to the Quote form and the respective created fields will be visible on the same.
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 on the ” Add to Quote ” button, A pop-up will appear when clicking on the 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 on 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 the cart, and customers 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 > Requested 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 using the Quote System for Magento 2.
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
The Quote System for Magento 2 allows the admin to set ‘Allow To Use Discount while quote product is in the cart‘ as Yes, to enable a 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:
If you want to enhance your store features by adding discounts to the bundle of products then you can check Magento 2 Product Bundle Discount.
Support
That’s all for the Magento 2 (Adobe Commerce) Quote System. Still, have any issues then feel free to add a ticket.
Let us know your views on making the module better at webkul.uvdesk.com