{"id":141960,"date":"2018-09-10T13:24:17","date_gmt":"2018-09-10T13:24:17","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=141960"},"modified":"2024-11-19T04:31:25","modified_gmt":"2024-11-19T04:31:25","slug":"magento2-service-request-payment-form","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/magento2-service-request-payment-form\/","title":{"rendered":"Magento 2 Quotation Payment Form Builder"},"content":{"rendered":"\n<p>Magento 2 Service Request Quote &#8211; In default Magento, the admin can create and complete the order on behalf of customers. But the customer cannot review their orders before their orders get completed.<\/p>\n\n\n\n<p>Therefore, using the <strong>Magento 2 Quotation Payment Form Builder<\/strong> module, the store owner can create an order on behalf of customers from the admin backend. <\/p>\n\n\n\n<p>And a link will be sent to the customers on their registered email Ids to complete the order.<\/p>\n\n\n\n<p>The customer will use the link to complete the order. Before completing the order the customer can check or review the order information. <\/p>\n\n\n\n<p>Like product name, SKU, price, quantity, discount, tax amount, shipping &amp; handling charges.<\/p>\n\n\n\n<p>Along with Magento store products, the store admin can add the service products and upload file attachments with this quick order.<\/p>\n\n\n\n<p>Watch the below video tutorial to understand the extension workflow :<\/p>\n\n\n\n<div class=\"wp-block-wk-block-youtube-video wp-block-wk-block--yt-video components-placeholder wk-block--yt-video\"><div class=\"wk-block--yt-video-frame\"><div class=\"wk-block--yt-video-frame-request\" data-plyr-provider=\"youtube\" data-plyr-embed-id=\"oGoCmIWXFXA\"><div class=\"components-placeholder__instructions\">oGoCmIWXFXA<\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Features <\/h3>\n<\/div><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The admin can now let the customers review the order that the admin has created for the customers.<\/li>\n\n\n\n<li>The admin can create an order and send the order URL to the customer to complete it.<\/li>\n\n\n\n<li>Along with the Magento products, the admin can add service products that contain multiple services.<\/li>\n\n\n\n<li>The admin can create the order for registered users.<\/li>\n\n\n\n<li>The admin can add unlimited Magento Products to the order.<\/li>\n\n\n\n<li>The customer receives a link to complete the order.<\/li>\n\n\n\n<li>The admin can even add\/remove products.<\/li>\n\n\n\n<li>The admin can add the attachment to the order.<\/li>\n\n\n\n<li>The customer can track the orders under the &#8220;My Orders&#8221; section.<\/li>\n\n\n\n<li>The admin can apply the discounts to the order.<\/li>\n\n\n\n<li>The admin will have the option to select multiple payment methods for sharing the online order link.<\/li>\n\n\n\n<li>Display the shipping and payment methods to the customer on the checkout page.<\/li>\n\n\n\n<li>The admin can select any of the online <a href=\"https:\/\/store.webkul.com\/Magento-2\/Payment-Extensions.html\">payment methods<\/a> for the order.<\/li>\n\n\n\n<li>The admin can also use a custom email template.&nbsp;<\/li>\n\n\n\n<li>The extension is compatible with the <a href=\"https:\/\/webkul.com\/hyva-theme-development\/\" target=\"_blank\" rel=\"noreferrer noopener\">Hyva Theme<\/a>. <\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Installation<\/strong><\/h3>\n\n\n\n<p>Customers will get a&nbsp;<strong>zip folder<\/strong>&nbsp;and they have to extract the contents of this zip folder on their system. <\/p>\n\n\n\n<p>The extracted folder has an&nbsp;<strong>src<\/strong>&nbsp;folder, inside the src folder you have the&nbsp;<strong>app<\/strong>&nbsp;folder.&nbsp;You need to transfer this&nbsp;<strong>app<\/strong>&nbsp;folder&nbsp;into the Magento2 root directory on the server as shown below.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/1-9.png\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/1-9.png\" alt=\"INSTALLATION\" class=\"wp-image-90732\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>After the successful installation, you have to run these commands in the\u00a0Magento2 root directory.<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">php bin\/magento setup:upgrade<\/pre>\n\n\n\n<pre class=\"EnlighterJSRAW\">php bin\/magento setup:di:compile<\/pre>\n\n\n\n<pre class=\"EnlighterJSRAW\">php bin\/magento setup:static-content:deploy<\/pre>\n\n\n\n<pre class=\"EnlighterJSRAW\">php bin\/magento indexer:reindex<\/pre>\n\n\n\n<pre class=\"EnlighterJSRAW\">php bin\/magento cache:flush<\/pre>\n\n\n\n<p>After running the commands,\u00a0you have to flush the cache from the Magento admin panel by navigating through<strong>->System->Cache management<\/strong>\u00a0as shown below.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/4-11-e1593446754786.png\"><img decoding=\"async\" width=\"1250\" height=\"547\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/4-11-e1593446754786.png\" alt=\"INSTALLATION\" class=\"wp-image-90736\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/4-11-e1593446754786.png 1250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/4-11-e1593446754786-250x109.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/4-11-e1593446754786-300x131.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/4-11-e1593446754786-768x336.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/4-11-e1593446754786-1200x525.png 1200w\" sizes=\"(max-width: 1250px) 100vw, 1250px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Multi-Lingual Configuration<\/strong><\/h3>\n\n\n\n<p>For Multilingual support, please navigate to&nbsp;<strong>Store&gt;Configuration&gt;General &gt;Locale Options<\/strong>. And select your desired language from the&nbsp;<strong>Locale&nbsp;<\/strong>option.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/change-language-magento-2-locale-e1593445275581.png\"><img decoding=\"async\" width=\"1243\" height=\"636\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/change-language-magento-2-locale-e1593445275581.png\" alt=\"change-language-magento-2-locale\" class=\"wp-image-90737\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/change-language-magento-2-locale-e1593445275581.png 1243w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/change-language-magento-2-locale-e1593445275581-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/change-language-magento-2-locale-e1593445275581-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/change-language-magento-2-locale-e1593445275581-768x393.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/change-language-magento-2-locale-e1593445275581-1200x614.png 1200w\" sizes=\"(max-width: 1243px) 100vw, 1243px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Language Translation<\/strong><\/h3>\n\n\n\n<p>For module translation, navigate to the following path in your system&nbsp;<strong> app\/code\/Webkul\/QuickPayForOrder\/i18n\/en_US.csv.<\/strong> Open the file named&nbsp;<strong>en_US.CSV&nbsp;<\/strong>for editing as shown in the below screenshot.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/22-3.png\"><img decoding=\"async\" width=\"1263\" height=\"400\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/22-3.png\" alt=\"LANGUAGE TRANSLATION\" class=\"wp-image-90738\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/22-3.png 1263w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/22-3-250x79.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/22-3-300x95.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/22-3-768x243.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/22-3-1200x380.png 1200w\" sizes=\"(max-width: 1263px) 100vw, 1263px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>Then replace the words after the&nbsp;<strong>comma(,)&nbsp;<\/strong>on the right in the file with your translated words.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/csv.png\"><img decoding=\"async\" width=\"1078\" height=\"465\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/csv.png\" alt=\"csv\" class=\"wp-image-142123\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/csv.png 1078w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/csv-250x108.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/csv-300x129.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/csv-768x331.png 768w\" sizes=\"(max-width: 1078px) 100vw, 1078px\" loading=\"lazy\" \/><\/a><\/figure>\n<\/div>\n\n\n<p>After editing and translating the CSV file, you need to save the translated file name according to your region language and country code such as &#8211;<strong>&nbsp;de_DE.CSV<\/strong>. <\/p>\n\n\n\n<p>Followed by uploading the translated file to the same folder from where you have obtained it. Now your module translation is complete.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/2016-05-02_16-25-34-3.png\"><img decoding=\"async\" width=\"1258\" height=\"399\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/2016-05-02_16-25-34-3.png\" alt=\"Language translation\" class=\"wp-image-90740\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/2016-05-02_16-25-34-3.png 1258w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/2016-05-02_16-25-34-3-250x79.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/2016-05-02_16-25-34-3-300x95.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/2016-05-02_16-25-34-3-768x244.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/2016-05-02_16-25-34-3-1200x381.png 1200w\" sizes=\"(max-width: 1258px) 100vw, 1258px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Configuration<\/h3>\n<\/div><\/div>\n\n\n\n<p>Admin needs to navigate through&nbsp;<strong>Stores&gt;Configuration&gt;Webkul&gt;Quickpay<\/strong>. There admin needs to choose the email template.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1092\" height=\"775\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/configuration-1.webp\" alt=\"Configuration\" class=\"wp-image-474309\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/configuration-1.webp 1092w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/configuration-1-300x213.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/configuration-1-250x177.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/configuration-1-768x545.webp 768w\" sizes=\"(max-width: 1092px) 100vw, 1092px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\"><strong>Admin End \u2013 Create Customer Order<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<p>After the module installation, the admin can create the order on behalf of customers. For this, the admin will navigate to the <strong>Sales -&gt; Orders<\/strong> as per the below image.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"1108\" height=\"631\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/sale-order.webp\" alt=\"sale-order\" class=\"wp-image-474314\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/sale-order.webp 1108w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/sale-order-300x171.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/sale-order-250x142.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/sale-order-768x437.webp 768w\" sizes=\"(max-width: 1108px) 100vw, 1108px\" loading=\"lazy\" \/><\/figure>\n<\/div>\n\n\n<p>Here, the admin clicks the&nbsp;<strong>Create New Order&nbsp;<\/strong>button to create the order on behalf of customers.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1105\" height=\"718\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/order-s.webp\" alt=\"create-new-order\" class=\"wp-image-474396\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/order-s.webp 1105w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/order-s-300x195.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/order-s-250x162.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/order-s-768x499.webp 768w\" sizes=\"(max-width: 1105px) 100vw, 1105px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Clicking <strong>Create New Order&nbsp;<\/strong>button will navigate the admin to the customer list as per the below image.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"1116\" height=\"629\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/create-new-order-e.webp\" alt=\"create-new-order\" class=\"wp-image-474398\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/create-new-order-e.webp 1116w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/create-new-order-e-300x169.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/create-new-order-e-250x141.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/create-new-order-e-768x433.webp 768w\" sizes=\"(max-width: 1116px) 100vw, 1116px\" loading=\"lazy\" \/><\/figure>\n<\/div>\n\n\n<p>Here, the admin will select the customers for whom the admin wants to create the order.&nbsp;For this, the admin first needs to create that new user by clicking&nbsp;<strong>Create New Customer.<\/strong><\/p>\n\n\n\n<p>Either selecting the<strong> <a href=\"https:\/\/webkul.com\/blog\/custom-registration-field-for-magento2\/\">registered<\/a> customer<\/strong> or creating the<strong> new customer&nbsp;<\/strong>will navigate the admin to the store view selection page.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/store-view.png\"><img decoding=\"async\" width=\"1265\" height=\"463\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/store-view.png\" alt=\"store-view\" class=\"wp-image-142092\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/store-view.png 1265w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/store-view-250x92.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/store-view-300x110.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/store-view-768x281.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/store-view-1200x439.png 1200w\" sizes=\"(max-width: 1265px) 100vw, 1265px\" loading=\"lazy\" \/><\/a><\/figure>\n<\/div>\n\n\n<p>Here, the admin will select the store view and finally gets landed on the&nbsp;<strong>Order Creation&nbsp;<\/strong>page as per the below image.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"1157\" height=\"1895\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/order-booking-1-1.png\" alt=\"order-booking-1-1\" class=\"wp-image-242122\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/order-booking-1-1.png 1157w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/order-booking-1-1-183x300.png 183w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/order-booking-1-1-625x1024.png 625w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/order-booking-1-1-152x249.png 152w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/order-booking-1-1-768x1258.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/order-booking-1-1-938x1536.png 938w\" sizes=\"(max-width: 1157px) 100vw, 1157px\" loading=\"lazy\" \/><\/figure>\n<\/div>\n\n\n<p>Here, the admin will:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Add Products &#8211;&nbsp;<\/strong><\/h3>\n\n\n\n<p>Add the products to the order by clicking the Add Products button and a list of store products gets displayed.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/add-products.png\"><img decoding=\"async\" width=\"1285\" height=\"753\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/add-products.png\" alt=\"add-products\" class=\"wp-image-141990\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/add-products.png 1285w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/add-products-250x146.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/add-products-300x176.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/add-products-768x450.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/add-products-1200x703.png 1200w\" sizes=\"(max-width: 1285px) 100vw, 1285px\" loading=\"lazy\" \/><\/a><\/figure>\n<\/div>\n\n\n<p>The admin will select the products and define their quantity. Then, hit the&nbsp;<strong>Add Selected Product(s) to Order&nbsp;<\/strong>button. This will successfully add the products to the order.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/added-products.png\"><img decoding=\"async\" width=\"1286\" height=\"423\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/added-products.png\" alt=\"added-products\" class=\"wp-image-141993\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/added-products.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/added-products-250x82.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/added-products-300x99.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/added-products-768x253.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/added-products-1200x395.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\"><strong>Add Service Products<\/strong> &#8211;<\/h3>\n\n\n\n<p>Add the service products to the order by clicking <strong>Add Service Products<\/strong> button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1169\" height=\"407\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/add-service-product.png\" alt=\"add-service-product\" class=\"wp-image-243716\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/add-service-product.png 1169w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/add-service-product-300x104.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/add-service-product-250x87.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/add-service-product-768x267.png 768w\" sizes=\"(max-width: 1169px) 100vw, 1169px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Clicking the&nbsp;Add Service Products&nbsp;button, a pop up will display where the admin can even add the service products. <\/p>\n\n\n\n<p>By clicking the <strong>Add&nbsp;<\/strong>button&nbsp;and lastly hit the&nbsp;<strong>Save&nbsp;<\/strong>button to add the service products successfully.<\/p>\n\n\n\n<p>The admin can even remove the added services by hitting the&nbsp;<strong>Remove&nbsp;<\/strong>button.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/service-added.png\"><img decoding=\"async\" width=\"1282\" height=\"605\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/service-added.png\" alt=\"service-added\" class=\"wp-image-142001\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/service-added.png 1282w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/service-added-250x118.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/service-added-300x142.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/service-added-768x362.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/service-added-1200x566.png 1200w\" sizes=\"(max-width: 1282px) 100vw, 1282px\" loading=\"lazy\" \/><\/a><\/figure>\n<\/div>\n\n\n<p>The admin can even update products and their quantities by clicking&nbsp;<strong>Update Items and Quantities&nbsp;<\/strong>button.&nbsp;<\/p>\n\n\n\n<p>After adding the products and service products, the admin will provide the <strong>Payment &amp; Shipping Method Information <\/strong>for the order as per the below image.<\/p>\n\n\n\n<p>The admin can either select all online payment &amp; shipping method that is available or select certain method which will visible to the customer at the checkout page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"938\" height=\"490\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/Payment-method-1.png\" alt=\"Payment-method-1\" class=\"wp-image-241909\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/Payment-method-1.png 938w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/Payment-method-1-300x157.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/Payment-method-1-250x131.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/Payment-method-1-768x401.png 768w\" sizes=\"(max-width: 938px) 100vw, 938px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Under the <strong>Payment &amp; Shipping Method<\/strong> section, the admin will get three following option<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Send Order Link <\/strong><\/h4>\n\n\n\n<p>The admin checks the checkbox for&nbsp;<strong>Send Order Link.&nbsp;<\/strong>This will send the payment link on the customer registered email ids to complete the order.<\/p>\n\n\n\n<p>If the admin doesn&#8217;t want the customer to complete the order and rather wants to complete the order by himself then, leave this checkbox unchecked. The payment link will not be sent to the customer.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"885\" height=\"329\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/send-order-link.png\" alt=\"send-order-link\" class=\"wp-image-241911\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/send-order-link.png 885w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/send-order-link-300x112.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/send-order-link-250x93.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/send-order-link-768x286.png 768w\" sizes=\"(max-width: 885px) 100vw, 885px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Payment Method<\/strong><\/h4>\n\n\n\n<p>Under <strong>Payment Method<\/strong>, If the admin wants to show all available payment methods to the customer, leave this checkbox checked else, unchecked it to visible specific payment method at the checkout page.<\/p>\n\n\n\n<p>Once the admin unchecked the checkbox, all available payment methods will appear. From here the admin will select the available payment method for the order.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"881\" height=\"264\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/payment-method.png\" alt=\"payment-method\" class=\"wp-image-241914\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/payment-method.png 881w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/payment-method-300x90.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/payment-method-250x75.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/payment-method-768x230.png 768w\" sizes=\"(max-width: 881px) 100vw, 881px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Shipping Method<\/strong><\/h4>\n\n\n\n<p>Under <strong>Shipping Method<\/strong>, If the admin wants to show all available shipping methods to the customer, leave this checkbox checked else, unchecked it to visible specific shipping method for the order.<\/p>\n\n\n\n<p>Once the admin unchecked the checkbox, all available shipping methods will appear. From here the admin will select the available shipping method for the order.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"848\" height=\"324\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/shipping-method.png\" alt=\"shipping-method\" class=\"wp-image-241915\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/shipping-method.png 848w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/shipping-method-300x115.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/shipping-method-250x96.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/shipping-method-768x293.png 768w\" sizes=\"(max-width: 848px) 100vw, 848px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>And finally hit the <strong>Send Order Link&nbsp;<\/strong>button to send the order completion link to the customer successfully.<\/p>\n\n\n\n<p>When the <strong>Send Order Link<\/strong> button is checked, the admin can add the attachment to the order by clicking to the Choose File as shown in the image below.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1189\" height=\"601\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/order-details-1.png\" alt=\"order-details-1\" class=\"wp-image-243728\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/order-details-1.png 1189w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/order-details-1-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/order-details-1-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/04\/order-details-1-768x388.png 768w\" sizes=\"(max-width: 1189px) 100vw, 1189px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>Note:&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The admin can even add<strong> the attachments<\/strong> to the orders which the customer can view.<\/li>\n\n\n\n<li>The admin can <strong>apply the discounts<\/strong> to the products added.<\/li>\n\n\n\n<li>Also, The admin can <strong>edit or update<\/strong> the product and their quantities.<\/li>\n<\/ul>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\"><strong>Customer End &#8211; Complete The Order<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<p>Once the admin has created the order successfully, the customer will get the order completion link as per the below image.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/123-Quick-Pay-For-Order-neeleshvikram1998-gmail-com-Gmail-3.png\" alt=\"Magento 2 Quotation Payment Form Builder\" class=\"wp-image-142026\" loading=\"lazy\" \/><\/figure>\n<\/div>\n\n\n<p>In the email, the customer will click the <strong>Click Here To Complete Your Order&nbsp;<\/strong>link to complete the order. <\/p>\n\n\n\n<p>Clicking this link, the customer gets navigated to the <strong>order details review<\/strong> page before completing the order as shown in the image below.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/devmage-webkul-com-11235-quickpayfororder-order-view-id-OTY-3D-payid-NDM-3D-.png\" alt=\"QuickPayForOrder\" class=\"wp-image-193515\" loading=\"lazy\" \/><\/figure>\n<\/div>\n\n\n<p>After adding the products to cart, the customer will be able to checkout and complete the payment with the following payment methods that are selected by the admin as shown in the image below.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/payment-details-2.png\"><img decoding=\"async\" width=\"1351\" height=\"768\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/payment-details-2.png\" alt=\"payment-details-2\" class=\"wp-image-193558\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/payment-details-2.png 1351w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/payment-details-2.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/payment-details-2.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/payment-details-2.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/payment-details-2.png 1200w\" sizes=\"(max-width: 1351px) 100vw, 1351px\" loading=\"lazy\" \/><\/a><\/figure>\n<\/div>\n\n\n<p>Thus completing the order and after the order is being placed, the customer will receive the order number as shown in the image below.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/order-complete.png\"><img decoding=\"async\" width=\"1060\" height=\"272\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/order-complete.png\" alt=\"order-complete\" class=\"wp-image-142060\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/order-complete.png 1060w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/order-complete-250x64.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/order-complete-300x77.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/order-complete-768x197.png 768w\" sizes=\"(max-width: 1060px) 100vw, 1060px\" loading=\"lazy\" \/><\/a><\/figure>\n<\/div>\n\n\n<p>To track the order, the customer can navigate to the&nbsp;<strong>My Order&nbsp;<\/strong>section as per the below image.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/order-list.png\"><img decoding=\"async\" width=\"1086\" height=\"467\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/order-list.png\" alt=\"order-list\" class=\"wp-image-142063\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/order-list.png 1086w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/order-list-250x108.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/order-list-300x129.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/09\/order-list-768x330.png 768w\" sizes=\"(max-width: 1086px) 100vw, 1086px\" loading=\"lazy\" \/><\/a><\/figure>\n<\/div>\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\"><strong>Admin End &#8211; Manage Orders<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<p>The admin will view and manage those under the<strong> Sales -&gt;&nbsp;Orders&nbsp;<\/strong>section as per the below image.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"1200\" height=\"684\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/order-sale-1200x684.webp\" alt=\"order-sale\" class=\"wp-image-474313\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/order-sale-1200x684.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/order-sale-300x171.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/order-sale-250x143.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/order-sale-768x438.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/11\/order-sale.webp 1257w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n<\/div>\n\n\n<p>The orders will be visible at the admin end only after the order gets completed(payment made) by the customer.<\/p>\n\n\n\n<p>That\u2019s all for the <strong>Magento 2 Quotation Payment Form Builder<\/strong> module. If you&nbsp;still have any issue, please feel free to add a ticket at&nbsp;&nbsp;<a href=\"http:\/\/webkul.uvdesk.com\/\">http:\/\/webkul.uvdesk.com\/<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Magento 2 Service Request Quote &#8211; In default Magento, the admin can create and complete the order on behalf of customers. But the customer cannot review their orders before their orders get completed. Therefore, using the Magento 2 Quotation Payment Form Builder module, the store owner can create an order on behalf of customers from <a href=\"https:\/\/webkul.com\/blog\/magento2-service-request-payment-form\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":152,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[302],"tags":[7490,7493,7489],"class_list":["post-141960","post","type-post","status-publish","format-standard","hentry","category-magento2","tag-customer-pay-link","tag-order-complete-link","tag-pay-by-payment-link"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Magento 2 Service Request Quote | Store Owner Payment Form<\/title>\n<meta name=\"description\" content=\"Service Request Quote This Payment Form lets the admin create customer orders. 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