{"id":158518,"date":"2019-01-17T11:05:42","date_gmt":"2019-01-17T11:05:42","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=158518"},"modified":"2025-02-26T13:30:28","modified_gmt":"2025-02-26T13:30:28","slug":"opencart-sales-rep-extension","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/","title":{"rendered":"Opencart Sales Rep"},"content":{"rendered":"<p>This module will help to create a new Sales representative which manages the quotation request efficiently and in an organized manager. Dedicated Sales reps agents are created for the products and categories.<\/p>\n<p>Managers can be created and the admin can assign different sales rep agents to the managers so that the managers can keep a track of the sales rep agents.<\/p>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3>Watch the video to understand the extension workflow:-<\/h3>\n<div class=\"wp-block-wk-block-youtube-video wk-block--yt-video wk-block-yt-classic components-placeholder\">\n<div class=\"wk-block--yt-video-frame\">\n<div class=\"wk-block--yt-video-frame-request\" data-plyr-provider=\"youtube\" data-plyr-embed-id=\"gehEftBw-Sk\">\n<div class=\"components-placeholder__instructions\">gehEftBw-Sk<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h3 class=\"panel-title\">Features<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<ul>\n<li>The admin can create new Sales Rep agents<\/li>\n<li>Assign sales rep manually or automatically<\/li>\n<li>Admin can set sequence\/priority for assigning a\u00a0sales rep<\/li>\n<li>Dedicated sales rep for products and categories<\/li>\n<li>Admin can assign sales reps to a manager for better management<\/li>\n<li>Admin can set max team size and max number of managers of sales rep<\/li>\n<li>Admin can set minimum quote quantity for the products<\/li>\n<li>The admin can select products for which the quote status needs to be enabled.<\/li>\n<li>Admin can set custom status for initial quote, update quote, and approval quote<\/li>\n<li>Customer, sales rep, manager, and admin can send, receive, view complete conversation<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Installation<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>Installation of the Opencart Sales Rep module is very simple. You just need to move Admin and Catalog folder into the\u00a0Opencart root.<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/12\/ftp.png\"><img decoding=\"async\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2014\/12\/ftp.png\" alt=\"Opencart Product Quote\" loading=\"lazy\" \/><\/a><\/p>\n<p>You can also install the Opencart Sales Rep module by uploading the\u00a0Sales_Representative.ocmod.zip\u00a0file through<b class=\"black\">\u00a0Extension&gt;Extension Installer.<\/b><\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Extension-Installer-1.png\"><img decoding=\"async\" class=\"aligncenter wp-image-158564 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Extension-Installer-1.png\" alt=\"Extension installer\" width=\"1286\" height=\"632\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Extension-Installer-1.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Extension-Installer-1-250x123.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Extension-Installer-1-300x147.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Extension-Installer-1-768x377.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Extension-Installer-1-1200x590.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<p>After uploading the file go to the <strong>Extensions &gt; Modification<\/strong> and click on refresh field.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Modifications-2.png\"><img decoding=\"async\" class=\"aligncenter wp-image-158565 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Modifications-2.png\" alt=\"install\" width=\"1286\" height=\"583\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Modifications-2.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Modifications-2-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Modifications-2-300x136.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Modifications-2-768x348.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Modifications-2-1200x544.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a>After that in Admin panel go to <b class=\"orange\">System -&gt; Users \u00a0-&gt; Usergroup<\/b> and edit <b class=\"black\">\u2018Administrator\u2019<\/b> and choose select all for both\u00a0Access and Modify Permission and save it.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/User-Groups-1.png\"><img decoding=\"async\" class=\"aligncenter wp-image-158567 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/User-Groups-1.png\" alt=\"user group\" width=\"1286\" height=\"921\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/User-Groups-1.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/User-Groups-1-250x179.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/User-Groups-1-300x215.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/User-Groups-1-768x550.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/User-Groups-1-1200x859.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Admin Configuration<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>After that under <b class=\"orange\">Extensions &gt; Order Totals<\/b>, install the Opencart Sales Rep module by clicking on the<strong> Plus option<\/strong><\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Extensions-1-.png\"><img decoding=\"async\" class=\"aligncenter wp-image-158572 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Extensions-1-.png\" alt=\"Extensions\" width=\"1286\" height=\"583\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Extensions-1-.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Extensions-1--250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Extensions-1--300x136.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Extensions-1--768x348.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Extensions-1--1200x544.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<p>After the installation gets completed, the admin can edit the module by clicking on the <strong>edit button.\u00a0<\/strong>On clicking the <strong>edit<\/strong> button, Sales Rep page will appear as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158575\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative.png\" alt=\"configuration1\" width=\"1278\" height=\"1245\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative.png 1278w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-250x244.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-300x292.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-768x748.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-1051x1024.png 1051w\" sizes=\"(max-width: 1278px) 100vw, 1278px\" loading=\"lazy\" \/><\/a><\/p>\n<p>The admin can set the\u00a0<strong>Status<\/strong> of the module as enable or disable. Once the status is set enabled the admin can also configure the module by navigating to\u00a0<strong>Sales Representative &gt; Config Settings\u00a0<\/strong>as shown in the image below.<\/p>\n<p><strong><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-8.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-159213\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-8.png\" alt=\"Configure setting\" width=\"1286\" height=\"632\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-8.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-8-250x123.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-8-300x147.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-8-768x377.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-8-1200x590.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a>Dedicated Sales Representative<\/strong><\/p>\n<p><strong>Assign Manually\u00a0<\/strong>&#8211; The admin can set the sales rep agents to be assigned <strong>automatically<\/strong> or <strong>manually<\/strong>.<\/p>\n<p>If the assign manually option is set as\u00a0<strong>Disabled\u00a0<\/strong>then the admin can set the priority rules based on which the sales rep agent will be assigned to a particular quote.<\/p>\n<p>If the assign manually is set as <strong>Enabled,<\/strong> then the admin will have to manually assign the sales rep.<\/p>\n<p><strong>Rules<\/strong>-based\u00a0on which the sales rep agents are assigned are:<\/p>\n<ol>\n<li>First Contacted Sales Rep is the Dedicated Sales Rep.<\/li>\n<li>Customer Most Quotes assigned to Sales Rep.<\/li>\n<li>Product based Sales Rep.<\/li>\n<li>Sales Rep with Highest assigned Quotes<\/li>\n<li>Sales Rep will Lowest assigned\u00a0Quotes.<\/li>\n<li>Set default Sales Rep.<\/li>\n<\/ol>\n<p><strong>Default Sales Representative<\/strong><\/p>\n<p>Under the following section, the admin can be set the default sales representative.<\/p>\n<p><strong>Category Sales Rep<\/strong>: The admin can set the sales rep which will be notified when the customer will message through the category page by selecting the\u00a0<strong>Message Sales Rep<\/strong>\u00a0as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Cameras.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158586\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Cameras.png\" alt=\"Category page\" width=\"1286\" height=\"583\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Cameras.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Cameras-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Cameras-300x136.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Cameras-768x348.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Cameras-1200x544.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<p><strong>Product Sales Rep<\/strong>: The admin can set the sale rep which will be notified when the customer will message from the product page by selecting the\u00a0<strong>Message Sales Rep<\/strong>\u00a0as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/sdf.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158587\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/sdf.png\" alt=\"product page\" width=\"1286\" height=\"583\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/sdf.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/sdf-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/sdf-300x136.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/sdf-768x348.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/sdf-1200x544.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<p><strong>Managers And Team\u00a0<\/strong><\/p>\n<p><strong>Maximum Number of Managers of Sales Rep:<\/strong> This option helps the admin set the maximum number of the manager that can be assigned to the sales rep agent.<\/p>\n<p><strong>Maximum Team Size<\/strong>: The admin can set the maximum team size which could be feasible.<\/p>\n<h3>General Settings<\/h3>\n<p>Under the following section, the admin can edit multiple options as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-3.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158588\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-3.png\" alt=\"general setting\" width=\"1029\" height=\"1402\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-3.png 1029w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-3-183x249.png 183w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-3-220x300.png 220w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-3-768x1046.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-3-752x1024.png 752w\" sizes=\"(max-width: 1029px) 100vw, 1029px\" loading=\"lazy\" \/><\/a><\/p>\n<p>The admin can configure the following options:<\/p>\n<ul>\n<li><strong>Order Total Title:<\/strong> The admin can set custom order total title in multiple languages.<\/li>\n<li><strong>Sort Order:<\/strong> The admin can set the sort order in which the order total title will be displayed.<\/li>\n<li><strong>Default Form Field:<\/strong> The admin can set the name which will be used for the conversations and over emails. If left bank then the store name will be taken.<\/li>\n<li><strong>Default Form Email:<\/strong> Similar to the default form field, this option allows the admin to set the email used over conversation and emails.<\/li>\n<li><strong>All Products Quote Status:<\/strong> If\u00a0<strong>Enabled<\/strong>, the customers can quote for all the products over the store. If the admin sets the status as\u00a0<strong>Disabled<\/strong>, then <strong>Quote product\u00a0<\/strong>option will be displayed in which the admin can select the product for which the quote needs to be enabled.<\/li>\n<\/ul>\n<p>The Quote Product tab will be displayed as shown in the image below:<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-2.png\"><img decoding=\"async\" class=\"aligncenter wp-image-158590 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-2.png\" alt=\"Quote tab\" width=\"1015\" height=\"314\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-2.png 1015w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-2-250x77.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-2-300x93.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-2-768x238.png 768w\" sizes=\"(max-width: 1015px) 100vw, 1015px\" loading=\"lazy\" \/><\/a><\/p>\n<ul>\n<li><strong>Minimum Quote Quantity:<\/strong> The admin can set the minimum quantity below which the customer will not be able to send the quote.<\/li>\n<li><strong>Maximum Shopping:<\/strong> The maximum quantity of the shopping list that can be created by the customer.<\/li>\n<li><strong>Show product price on product page:<\/strong><span class=\"orange\"> Admin can set <strong>Yes<\/strong> or <strong>No<\/strong>, if we could see the price of the product on the product page.\u00a0<\/span><\/li>\n<li><strong>Show quote button on product page:<\/strong> Admin can <strong>E<\/strong><strong>nable<\/strong> or <strong>Disable<\/strong> the button of &#8216;<strong>Request Quote<\/strong>&#8216; on the product page.<\/li>\n<li><strong>Show &#8220;Add to cart&#8221; button on product page:\u00a0<\/strong>Admin can set <strong>Yes<\/strong> or <strong>No<\/strong> the button of &#8216;<strong>Add To Cart<\/strong>&#8216; on the product page.<\/li>\n<li><strong>Change Status on Quote Update\/Delete:\u00a0<\/strong>Admin can set <strong>Yes<\/strong> or <strong>No,<\/strong> the functionality where if the customer updates the requested quote or delete any product in the quote request then the status would be changed.<\/li>\n<li><strong>Initial Quote Status:\u00a0<\/strong>Admin can set the status of the quote when for the first time the quote is requested by the customer.<\/li>\n<li><strong><label class=\"col-sm-2 control-label\" for=\"input-updated-status\"><span title=\"\" data-toggle=\"tooltip\" data-original-title=\"Status to be set when the products in the quotation are either updated or deleted.\">Status on Quote Update\/Delete:\u00a0<\/span><\/label><\/strong>Admin can set the status of the quote when customer Update\/Delete the Requested quote.<\/li>\n<li><strong>Status on Quote Approval:\u00a0<\/strong>Admin can set the status of the quote if it is approved by assigned sales representative or admin.<\/li>\n<li><b class=\"orange\">Customer Groups:\u00a0<\/b>Using this option admin can select the customer groups who can request the product quote.<\/li>\n<\/ul>\n<h3>Mail Templates<a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot1.png\"><img decoding=\"async\" class=\"aligncenter wp-image-106281 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot1.png\" alt=\"mail template\" width=\"1061\" height=\"579\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot1.png 1061w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot1-250x136.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot1-300x164.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot1-768x419.png 768w\" sizes=\"(max-width: 1061px) 100vw, 1061px\" loading=\"lazy\" \/><\/a><\/h3>\n<p>Admin can set message templates for different subjects-<\/p>\n<ul>\n<li><strong>Subject of quote generation mail to customer- <\/strong>This mail would be sent to the customer when they generate the request for new quote.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot2.png\"><img decoding=\"async\" class=\"aligncenter wp-image-106283 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot2.png\" alt=\"quote request mail\" width=\"1021\" height=\"593\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot2.png 1021w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot2-250x145.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot2-300x174.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot2-768x446.png 768w\" sizes=\"(max-width: 1021px) 100vw, 1021px\" loading=\"lazy\" \/><\/a><\/p>\n<ul>\n<li><strong>Subject of quote generation mail to admin- <\/strong>This mail would be sent to admin when the new quote is requested by the customer.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot3.png\"><img decoding=\"async\" class=\"aligncenter wp-image-106284 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot3.png\" alt=\"quote received mail\" width=\"1024\" height=\"493\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot3.png 1024w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot3-250x120.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot3-300x144.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot3-768x370.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" loading=\"lazy\" \/><\/a><\/p>\n<ul>\n<li><strong>Subject of quote updation mail to customer- <\/strong>This mail is sent to the customer when there will be updation in the requested quote.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot4.png\"><img decoding=\"async\" class=\"aligncenter wp-image-106285 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot4.png\" alt=\"quote updated mail\" width=\"1011\" height=\"496\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot4.png 1011w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot4-250x123.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot4-300x147.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot4-768x377.png 768w\" sizes=\"(max-width: 1011px) 100vw, 1011px\" loading=\"lazy\" \/><\/a><\/p>\n<ul>\n<li><strong>Subject of quote updation mail to admin- <\/strong>This mail would be sent to admin when the customer updates the requested quote.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot5.png\"><img decoding=\"async\" class=\"aligncenter wp-image-106286 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot5.png\" alt=\"quote request update\" width=\"1007\" height=\"492\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot5.png 1007w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot5-250x122.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot5-300x147.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot5-768x375.png 768w\" sizes=\"(max-width: 1007px) 100vw, 1007px\" loading=\"lazy\" \/><\/a><\/p>\n<ul>\n<li><strong>Subject when customer messages admin- <\/strong>This mail is sent to admin with the messages sent by customers.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot6.png\"><img decoding=\"async\" class=\"aligncenter wp-image-106289 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot6.png\" alt=\"message from customer\" width=\"1008\" height=\"479\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot6.png 1008w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot6-250x119.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot6-300x143.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot6-768x365.png 768w\" sizes=\"(max-width: 1008px) 100vw, 1008px\" loading=\"lazy\" \/><\/a><\/p>\n<ul>\n<li><strong>Subject when admin messages customer- <\/strong>This mail is sent to the customer with the messages sent by admin.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot7.png\"><img decoding=\"async\" class=\"aligncenter wp-image-106291 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot7.png\" alt=\"message from admin\" width=\"1005\" height=\"471\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot7.png 1005w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot7-250x117.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot7-300x141.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot7-768x360.png 768w\" sizes=\"(max-width: 1005px) 100vw, 1005px\" loading=\"lazy\" \/><\/a><\/p>\n<ul>\n<li><strong>Subject when admin changes status- <\/strong>This mail is sent to the customer when the admin changes the status of the Requested Quote.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot8.png\"><img decoding=\"async\" class=\"aligncenter wp-image-106293 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot8.png\" alt=\"status update\" width=\"997\" height=\"456\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot8.png 997w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot8-250x114.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot8-300x137.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot8-768x351.png 768w\" sizes=\"(max-width: 997px) 100vw, 997px\" loading=\"lazy\" \/><\/a><\/p>\n<ul>\n<li><strong>Subject when admin assigns sales representative- <\/strong>This mail is sent to the customer when the quote is assigned to a sales representative.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot9.png\"><img decoding=\"async\" class=\"aligncenter wp-image-106296 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot9.png\" alt=\"new quote assigned\" width=\"1010\" height=\"500\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot9.png 1010w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot9-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot9-300x149.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot9-768x380.png 768w\" sizes=\"(max-width: 1010px) 100vw, 1010px\" loading=\"lazy\" \/><\/a><\/p>\n<ul>\n<li><strong>Subject when quote notification is sent to Manager-\u00a0<\/strong>This mail is sent to the Manager when the quote is assigned to the sales rep in that particular Manager&#8217;s team.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-5.png\"><img decoding=\"async\" class=\"aligncenter wp-image-158597 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-5.png\" alt=\"manager's template\" width=\"1021\" height=\"505\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-5.png 1021w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-5-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-5-300x148.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-5-768x380.png 768w\" sizes=\"(max-width: 1021px) 100vw, 1021px\" loading=\"lazy\" \/><\/a><\/p>\n<ul>\n<li><strong>Subject when Customer contacts sales rep-\u00a0<\/strong>The mail will be sent to the sales rep when the customer messages through the Category or product page.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-6.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158601\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-6.png\" alt=\"sales rep template\" width=\"1006\" height=\"509\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-6.png 1006w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-6-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-6-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Representative-6-768x389.png 768w\" sizes=\"(max-width: 1006px) 100vw, 1006px\" loading=\"lazy\" \/><\/a><\/p>\n<p>This is an example of mail sent to the customer on Creation of new Quote Request.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot-from-2017-12-27-19-28-38-1.png\"><img decoding=\"async\" class=\"aligncenter wp-image-106488\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot-from-2017-12-27-19-28-38-1.png\" alt=\"email\" width=\"800\" height=\"272\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot-from-2017-12-27-19-28-38-1.png 1298w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot-from-2017-12-27-19-28-38-1-250x85.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot-from-2017-12-27-19-28-38-1-300x102.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot-from-2017-12-27-19-28-38-1-768x262.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/Screenshot-from-2017-12-27-19-28-38-1-1200x409.png 1200w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Manager &amp; Sales Rep Permission<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>The admin can provide access and modified permission to the manager and sales representative. For this, the admin needs to navigate to <strong>System&gt;User&gt;User Group\u00a0<\/strong>as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/User-Groups-2.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158606\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/User-Groups-2.png\" alt=\"user group\" width=\"1280\" height=\"535\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/User-Groups-2.png 1280w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/User-Groups-2-250x104.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/User-Groups-2-300x125.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/User-Groups-2-768x321.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/User-Groups-2-1200x502.png 1200w\" sizes=\"(max-width: 1280px) 100vw, 1280px\" loading=\"lazy\" \/><\/a><\/p>\n<p>The Admin can\u00a0click on the edit button to change the permission of sale representatives and managers. The admin can tick various permissions and save them as shown in the image below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/01\/User-Groupsp.png\" alt=\"sales rep user group\" width=\"1040\" height=\"656\" loading=\"lazy\" \/><\/p>\n<p><span style=\"text-decoration: underline;\"><strong>Please Note-<\/strong><\/span>Here in our module, we have provided some default the access permission- requested a quote, quote orders to the manager and the sales representative.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Sales Representative<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Requested Quotations<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>The admin can view all the requested quotations under the following sections. For this, the admin needs to navigate to\u00a0<strong>Sales Representative&gt;Requested Quotations<\/strong> as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-1.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158624\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-1.png\" alt=\"Request quotations\" width=\"1277\" height=\"999\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-1.png 1277w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-1-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-1-300x235.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-1-768x601.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-1-1200x939.png 1200w\" sizes=\"(max-width: 1277px) 100vw, 1277px\" loading=\"lazy\" \/><\/a><\/p>\n<p>Here, the admin could see different quotations from the different customer.<\/p>\n<ul>\n<li>Admin can change the status of the multiple quotations here, amongst cancel, complete, update and pending by checking the checkbox in front of the quote.<\/li>\n<li>Admin can delete multiple quotes\u00a0by checking the checkbox in front of the quote and clicking on delete button.<\/li>\n<li>Various filtration\u00a0can be applied like Quotation ID,\u00a0Customer Name,\u00a0Date Added, and Quote Status in order to fetch the quotes.<\/li>\n<\/ul>\n<p>On clicking on the <strong>view<\/strong> option, the admin will be able to see the <strong>Quotation Details<\/strong>\u00a0and <strong>Quotation Messages\u00a0<\/strong>as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158634\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation.png\" alt=\"Quotation details\" width=\"1286\" height=\"961\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-250x187.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-300x224.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-768x574.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-1200x897.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<p>The admin can check the details and can alter the <strong>Quotation Status<\/strong> and <strong>Sales Representative<\/strong> for the particular Requested quotation selected.<\/p>\n<p>Under the <strong>Quotation Message<\/strong> section, the admin can view and converse with customers by sending the message to the customer as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-1.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158641\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-1.png\" alt=\"quotation messages\" width=\"1286\" height=\"583\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-1.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-1-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-1-300x136.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-1-768x348.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-1-1200x544.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Quotation Orders<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>After the requested Quote is ordered by the customer, the following order will be displayed under this section as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158646\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders.png\" alt=\"Quotation Order\" width=\"1286\" height=\"583\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-300x136.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-768x348.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-1200x544.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<p>On clicking the\u00a0<strong>View Button<\/strong>, the respective order, customer and quoted item details get displayed as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-2.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158649\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-2.png\" alt=\"quotation order\" width=\"1286\" height=\"953\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-2.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-2-250x185.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-2-300x222.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-2-768x569.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-2-1200x889.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<p>The admin can also select the view order which will redirect the order section where the admin can see all the order details of that particular quoted order as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Orders-1.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158652\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Orders-1.png\" alt=\"order details\" width=\"1043\" height=\"1794\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Orders-1.png 1043w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Orders-1-145x249.png 145w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Orders-1-174x300.png 174w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Orders-1-768x1321.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Orders-1-595x1024.png 595w\" sizes=\"(max-width: 1043px) 100vw, 1043px\" loading=\"lazy\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Quote Status<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<div>\n<div class=\"panel panel-success\">\n<p>Admin can add various status or edit existing from here. For instance, status can be-\u00a0 <strong>Cancel, Pending, Update or Complete.<\/strong><\/p>\n<ul>\n<li>Admin can add new Status by clicking on Plus sign on right side of the page.<\/li>\n<li>Admin can edit the status by clicking on the edit button on under action<\/li>\n<li>Admin can even delete multiple statuses by checking the checkbox in front of the status and click the delete button.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quote-Statuses-1.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158653\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quote-Statuses-1.png\" alt=\"quotation status\" width=\"1046\" height=\"458\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quote-Statuses-1.png 1046w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quote-Statuses-1-250x109.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quote-Statuses-1-300x131.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quote-Statuses-1-768x336.png 768w\" sizes=\"(max-width: 1046px) 100vw, 1046px\" loading=\"lazy\" \/><\/a><\/p>\n<p>Now the admin can either add or edit the status.<\/p>\n<\/div>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quote-Statuses.png\"><img decoding=\"async\" class=\"aligncenter wp-image-158655 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quote-Statuses.png\" alt=\"Edit status\" width=\"1067\" height=\"363\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quote-Statuses.png 1067w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quote-Statuses-250x85.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quote-Statuses-300x102.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quote-Statuses-768x261.png 768w\" sizes=\"(max-width: 1067px) 100vw, 1067px\" loading=\"lazy\" \/><\/a><\/p>\n<\/div>\n<p><strong>Quote Status Name<\/strong>&#8211; Name of the status which admin can use in admin configuration.<\/p>\n<p><strong>Quote Status Color<\/strong>&#8211; The color assigned to a particular status.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div>\n<div class=\"panel panel-success\">\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Conversation<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>Under the following section, the admin will be able to see the conversation of the various customer regarding the quotation as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Conversations.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158918\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Conversations.png\" alt=\"Conversation\" width=\"1286\" height=\"583\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Conversations.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Conversations-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Conversations-300x136.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Conversations-768x348.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Conversations-1200x544.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<p>On selecting the\u00a0<strong>View\u00a0<\/strong>button, the admin will be navigated to <strong>Quotation Messages<\/strong> of the <strong>Quotation Request<\/strong> section as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-3.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158916\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-3.png\" alt=\"Quotation messages\" width=\"1286\" height=\"583\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-3.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-3-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-3-300x136.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-3-768x348.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-3-1200x544.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Sales Representative List<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>Under the following section, the admin can create new sales rep and can view or modify the existing sales rep agents as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Reps-List.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158923\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Reps-List.png\" alt=\"Sales rep list\" width=\"1286\" height=\"583\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Reps-List.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Reps-List-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Reps-List-300x136.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Reps-List-768x348.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Sales-Reps-List-1200x544.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<p>On clicking\u00a0the<strong> edit\u00a0<\/strong>button, admin can edit the sales rep details like sales rep info, role, and assign product\/category.<\/p>\n<p>Under the <strong>Sales Rep info<\/strong> section, the sales rep details can be edited that are as follow.<\/p>\n<p><strong>Username:<\/strong> The admin can set the username which will be assigned to particular Sales Rep.<\/p>\n<p><strong>First Name:<\/strong> The admin can enter the First Name of the Sales Rep.<\/p>\n<p><strong>Last Name:<\/strong> The admin can enter the Last Name of the Sales Rep.<\/p>\n<p><strong>Email:<\/strong> The admin can set the email address on which the sales rep will be notified.<\/p>\n<p><strong>Image:<\/strong> Sales rep photo can be uploaded in the following field.<\/p>\n<p><strong>Password:<\/strong> The admin can assign the password to the following Sales Rep<\/p>\n<p><strong>Confirm Password:<\/strong> The following password needs to be re-entered.<\/p>\n<p><strong>Status:<\/strong> The Status of the Sales Rep can be defined by the admin.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158929\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep.png\" alt=\"Sales rep info\" width=\"1047\" height=\"879\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep.png 1047w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-250x210.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-300x252.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-768x645.png 768w\" sizes=\"(max-width: 1047px) 100vw, 1047px\" loading=\"lazy\" \/><\/a><\/p>\n<p>The admin can add the roles to the particular Sales Rep in the <strong>Sales Rep Role<\/strong> Section.<\/p>\n<p>In this section, the admin can assign the manager to a particular Sales Rep. The Managers can be filtered based on the <strong>username<\/strong> or the <strong>email address<\/strong> as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-1.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158937\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-1.png\" alt=\"sales rep role\" width=\"1036\" height=\"708\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-1.png 1036w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-1-250x171.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-1-300x205.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-1-768x525.png 768w\" sizes=\"(max-width: 1036px) 100vw, 1036px\" loading=\"lazy\" \/><\/a><\/p>\n<p>Under the <strong>Assign\u00a0Product\/Categories\u00a0<\/strong>section, the admin can set the products and the categories for which the notifications emails will be sent to respective Sales Rep when the quotation is requested as shown.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-2.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158942\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-2.png\" alt=\"assign product\/category\" width=\"1039\" height=\"1150\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-2.png 1039w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-2-225x249.png 225w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-2-271x300.png 271w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-2-768x850.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Sales-Rep-2-925x1024.png 925w\" sizes=\"(max-width: 1039px) 100vw, 1039px\" loading=\"lazy\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Manager List<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>Admin can create new Managers and can assign Sales Reps to them. The Admin can view the list of manager by navigating to\u00a0<strong>Sales Representative &gt; Managers List<\/strong>.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Managers-List.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158946\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Managers-List.png\" alt=\"managers list\" width=\"1044\" height=\"454\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Managers-List.png 1044w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Managers-List-250x109.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Managers-List-300x130.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Managers-List-768x334.png 768w\" sizes=\"(max-width: 1044px) 100vw, 1044px\" loading=\"lazy\" \/><\/a><\/p>\n<p>The admin can view the Manager list, edit the existing Managers or can create new once according to the requirement.<\/p>\n<p>On clicking on the\u00a0<strong>edit<\/strong> button, the admin can edit the manager&#8217;s details.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158949\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager.png\" alt=\"manager details\" width=\"1036\" height=\"873\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager.png 1036w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-250x211.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-300x253.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-768x647.png 768w\" sizes=\"(max-width: 1036px) 100vw, 1036px\" loading=\"lazy\" \/><\/a><\/p>\n<p>The Admin can view the Manager&#8217;s Role under the Sales Rep Role section.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-1.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158950\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-1.png\" alt=\"role\" width=\"1049\" height=\"369\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-1.png 1049w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-1-250x88.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-1-300x106.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-1-768x270.png 768w\" sizes=\"(max-width: 1049px) 100vw, 1049px\" loading=\"lazy\" \/><\/a><\/p>\n<p>The Admin can assign the Team of Sales Rep to the respective Manager. The filtration can be done based on the Username and E-mail address of Sales Rep agents.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-2.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158952\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-2.png\" alt=\"sales rep team \" width=\"1037\" height=\"510\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-2.png 1037w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-2-250x123.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-2-300x148.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Edit-Manager-2-768x378.png 768w\" sizes=\"(max-width: 1037px) 100vw, 1037px\" loading=\"lazy\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Front End Section<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Create Quotation<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>The customer can easily create a request for the quotation by multiple ways.<\/p>\n<ol>\n<li>From\u00a0<strong>Product Page<\/strong><\/li>\n<li>From\u00a0<strong>Shopping list Section<\/strong><\/li>\n<\/ol>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Product Page<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>Under the Product Page, the customer can request to quote for the particular product by selecting the\u00a0<strong>Request to Quote<\/strong> button.<\/p>\n<p>After that admin needs to select the shopping list as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Beige-Ruffle-Dress.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158961\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Beige-Ruffle-Dress.png\" alt=\"Product page\" width=\"1193\" height=\"993\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Beige-Ruffle-Dress.png 1193w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Beige-Ruffle-Dress-250x208.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Beige-Ruffle-Dress-300x250.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Beige-Ruffle-Dress-768x639.png 768w\" sizes=\"(max-width: 1193px) 100vw, 1193px\" loading=\"lazy\" \/><\/a><\/p>\n<p>On selecting any of the shopping list, the pop box will appear with the following information as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Beige-Ruffle-Dress-2.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158963\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Beige-Ruffle-Dress-2.png\" alt=\"quote\" width=\"1198\" height=\"401\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Beige-Ruffle-Dress-2.png 1198w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Beige-Ruffle-Dress-2-250x84.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Beige-Ruffle-Dress-2-300x100.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Beige-Ruffle-Dress-2-768x257.png 768w\" sizes=\"(max-width: 1198px) 100vw, 1198px\" loading=\"lazy\" \/><\/a><\/p>\n<p>The customer can add the required quantity and price per unit and can add a custom note. After that, the customer can click on Add Quote to the shopping list.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Quotation Shopping List<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>The customer can request for quotation by navigating to\u00a0<strong>Accounts&gt;Quotation Shopping List.<\/strong><\/p>\n<p>The customer can enter the product for which quote is needed to be requested and assign the requested quote to the shopping list as desired.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-1.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158974\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-1.png\" alt=\"request quote\" width=\"1190\" height=\"405\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-1.png 1190w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-1-250x85.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-1-300x102.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-1-768x261.png 768w\" sizes=\"(max-width: 1190px) 100vw, 1190px\" loading=\"lazy\" \/><\/a><\/p>\n<p>After the Quote is requested, the product gets added to the shopping list as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-2.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158981\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-2.png\" alt=\"shopping list\" width=\"1173\" height=\"823\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-2.png 1173w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-2-250x175.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-2-300x210.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-2-768x539.png 768w\" sizes=\"(max-width: 1173px) 100vw, 1173px\" loading=\"lazy\" \/><\/a>The customer can <strong>Ask for Quote<\/strong> or <strong>Move<\/strong> the item from the one shopping list to another. The customer can even delete the list by selecting the<strong> Delete Shopping List<\/strong>.<\/p>\n<p>On selection of Ask for Quote, the description box will appear in which the customer can add any custom description if needed as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-4.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158985\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-4.png\" alt=\"Remark\" width=\"596\" height=\"269\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-4.png 596w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-4-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Shopping-Lists-4-300x135.png 300w\" sizes=\"(max-width: 596px) 100vw, 596px\" loading=\"lazy\" \/><\/a>After the submission, the quote request will be generated.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Quotation Request<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>After the Quotation Request, the customer can see the quotation in the Request Quote section as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-4.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158987\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-4.png\" alt=\"Quotation request\" width=\"883\" height=\"906\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-4.png 883w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-4-243x249.png 243w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-4-292x300.png 292w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-4-768x788.png 768w\" sizes=\"(max-width: 883px) 100vw, 883px\" loading=\"lazy\" \/><\/a>The customer can check the status of the quote and can view the quote by selecting the\u00a0<strong>view\u00a0<\/strong>button.<\/p>\n<p>The quote will appear with the conversation details between the customer and the sales rep.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-3-1.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158988\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-3-1.png\" alt=\"Quotation \" width=\"880\" height=\"1026\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-3-1.png 880w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-3-1-214x249.png 214w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-3-1-257x300.png 257w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-3-1-768x895.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-3-1-878x1024.png 878w\" sizes=\"(max-width: 880px) 100vw, 880px\" loading=\"lazy\" \/><\/a><\/p>\n<p>On the completion of the status, the customer can add the product to cart with the quoted price. The add to cart button will appear as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-2.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-158989\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-2.png\" alt=\"Complete status\" width=\"857\" height=\"356\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-2.png 857w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-2-250x104.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-2-300x125.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-2-768x319.png 768w\" sizes=\"(max-width: 857px) 100vw, 857px\" loading=\"lazy\" \/><\/a><\/p>\n<p>The Product with quoted directly from the Request Quotation page or will can also be added to cart from the Quotation page by clicking on Add to Cart page as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-1-1.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-159019\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-1-1.png\" alt=\"add to cart\" width=\"895\" height=\"868\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-1-1.png 895w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-1-1-250x242.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-1-1-300x291.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-1-1-768x745.png 768w\" sizes=\"(max-width: 895px) 100vw, 895px\" loading=\"lazy\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Quotation Order<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>After the quotation is requested the customer places an order on the quoted price. The order is displayed under the following section.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-1.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-159028\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-1.png\" alt=\"Quotation order list\" width=\"876\" height=\"526\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-1.png 876w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-1-250x150.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-1-300x180.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-1-768x461.png 768w\" sizes=\"(max-width: 876px) 100vw, 876px\" loading=\"lazy\" \/><\/a><\/p>\n<p>On selecting the\u00a0<strong>view\u00a0<\/strong>button, the customer can see the quoted order, shopping list, and message as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-5.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-159220\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-5.png\" alt=\"view order\" width=\"868\" height=\"1306\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-5.png 868w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-5-165x249.png 165w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-5-199x300.png 199w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-5-768x1156.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-5-681x1024.png 681w\" sizes=\"(max-width: 868px) 100vw, 868px\" loading=\"lazy\" \/><\/a>On further selecting the <strong>view order<\/strong> button, the customer will be navigated to the order information page in the order history section as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Order-Information-1-1.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-159030\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Order-Information-1-1.png\" alt=\"order history\" width=\"878\" height=\"1119\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Order-Information-1-1.png 878w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Order-Information-1-1-195x249.png 195w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Order-Information-1-1-235x300.png 235w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Order-Information-1-1-768x979.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Order-Information-1-1-803x1024.png 803w\" sizes=\"(max-width: 878px) 100vw, 878px\" loading=\"lazy\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Sale Representative<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>The Sales Rep agent can log in through the admin login page by entering the credential set by the admin.<\/p>\n<p>After the login, the Sales Rep can see the following permitted option made available by the admin. In this case, the permission granted is of <strong>Requested Quotation<\/strong> and <strong>Quote Orders<\/strong>.<\/p>\n<p>Under the <strong>Requested Quote<\/strong> section, the sales rep agent can check the quoted request. The sales rep can update the status and converse with the customers.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-3.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-159053\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-3.png\" alt=\"quotation request\" width=\"1286\" height=\"583\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-3.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-3-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-3-300x136.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-3-768x348.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-3-1200x544.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<p>Under the <strong>Quote Order<\/strong> section, the following quotations will be displayed of the respective Sales Rep agent as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-3.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-159059\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-3.png\" alt=\"Quote Orders\" width=\"1286\" height=\"583\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-3.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-3-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-3-300x136.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-3-768x348.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-3-1200x544.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Manager<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>The manager can log in through the admin login page by entering the credential set by the admin.<\/p>\n<p>After the login, the Manager can see the following permitted option made available by the admin. In this case, the permission granted is of <strong>Requested Quotation<\/strong> and <strong>Quote Orders<\/strong>.<\/p>\n<p>Under the <strong>Requested Quote<\/strong> section, the manager can check the quoted request of all the Sales Rep which are assigned in his team.<\/p>\n<p>The Manager can update the status or change the Sales Rep agent. The manager can also converse with the customers.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-159077\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-5.png\" alt=\"quotation request\" width=\"1286\" height=\"583\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-5.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-5-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-5-300x136.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-5-768x348.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Requests-5-1200x544.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/p>\n<p>Under the <strong>Quote Order<\/strong> section, the following quotation order will be displayed of the Sales Rep under that respective Manager as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-3-1.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-159078\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-3-1.png\" alt=\"quote order\" width=\"1286\" height=\"583\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-3-1.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-3-1-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-3-1-300x136.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-3-1-768x348.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/01\/Quotation-Orders-3-1-1200x544.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<p>That\u2019s all for the Opencart Sales Rep module, for any issues feel free to add a ticket and let us know your views to make the module better <a href=\"http:\/\/webkul.uvdesk.com\/\">https:\/\/webkul.uvdesk.com\/\u00a0<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>This module will help to create a new Sales representative which manages the quotation request efficiently and in an organized manager. Dedicated Sales reps agents are created for the products and categories. Managers can be created and the admin can assign different sales rep agents to the managers so that the managers can keep a <a href=\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":202,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[305],"tags":[8049,8043,8044],"class_list":["post-158518","post","type-post","status-publish","format-standard","hentry","category-opencart","tag-bulk-quote-sales-rep-module","tag-opencart-sales-rep","tag-sales-representative"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Opencart Sales Rep - Webkul Blog<\/title>\n<meta name=\"description\" content=\"This module will help to create new Sales representative which manages the quotation request efficiently and in an organized manager.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Opencart Sales Rep - Webkul Blog\" \/>\n<meta property=\"og:description\" content=\"This module will help to create new Sales representative which manages the quotation request efficiently and in an organized manager.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/\" \/>\n<meta property=\"og:site_name\" content=\"Webkul Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/webkul\/\" \/>\n<meta property=\"article:published_time\" content=\"2019-01-17T11:05:42+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-02-26T13:30:28+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/webkul.com\/blog\/wp-content\/uploads\/2014\/12\/ftp.png\" \/>\n<meta name=\"author\" content=\"Abhishek Oberoi\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@webkul\" \/>\n<meta name=\"twitter:site\" content=\"@webkul\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Abhishek Oberoi\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"25 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/\"},\"author\":{\"name\":\"Abhishek Oberoi\",\"@id\":\"https:\/\/webkul.com\/blog\/#\/schema\/person\/047f826cffc5888aa2c8ca5b947f686c\"},\"headline\":\"Opencart Sales Rep\",\"datePublished\":\"2019-01-17T11:05:42+00:00\",\"dateModified\":\"2025-02-26T13:30:28+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/\"},\"wordCount\":2825,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/webkul.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/webkul.com\/blog\/wp-content\/uploads\/2014\/12\/ftp.png\",\"keywords\":[\"Bulk Quote Sales Rep module\",\"Opencart Sales rep\",\"Sales Representative\"],\"articleSection\":[\"opencart\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/\",\"url\":\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/\",\"name\":\"Opencart Sales Rep - Webkul Blog\",\"isPartOf\":{\"@id\":\"https:\/\/webkul.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/webkul.com\/blog\/wp-content\/uploads\/2014\/12\/ftp.png\",\"datePublished\":\"2019-01-17T11:05:42+00:00\",\"dateModified\":\"2025-02-26T13:30:28+00:00\",\"description\":\"This module will help to create new Sales representative which manages the quotation request efficiently and in an organized manager.\",\"breadcrumb\":{\"@id\":\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#primaryimage\",\"url\":\"http:\/\/webkul.com\/blog\/wp-content\/uploads\/2014\/12\/ftp.png\",\"contentUrl\":\"http:\/\/webkul.com\/blog\/wp-content\/uploads\/2014\/12\/ftp.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/webkul.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Opencart Sales Rep\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/webkul.com\/blog\/#website\",\"url\":\"https:\/\/webkul.com\/blog\/\",\"name\":\"Webkul Blog\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/webkul.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/webkul.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/webkul.com\/blog\/#organization\",\"name\":\"WebKul Software Private Limited\",\"url\":\"https:\/\/webkul.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/webkul.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/08\/webkul-logo-accent-sq.png\",\"contentUrl\":\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/08\/webkul-logo-accent-sq.png\",\"width\":380,\"height\":380,\"caption\":\"WebKul Software Private Limited\"},\"image\":{\"@id\":\"https:\/\/webkul.com\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/webkul\/\",\"https:\/\/x.com\/webkul\",\"https:\/\/www.instagram.com\/webkul\/\",\"https:\/\/www.linkedin.com\/company\/webkul\",\"https:\/\/www.youtube.com\/user\/webkul\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/webkul.com\/blog\/#\/schema\/person\/047f826cffc5888aa2c8ca5b947f686c\",\"name\":\"Abhishek Oberoi\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/webkul.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/883e0458dc99284b17bec40fc0f9d0ed9a8855afd3539a5a68a831438f075ad6?s=96&d=https%3A%2F%2Fcdnblog.webkul.com%2Fblog%2Fwp-content%2Fuploads%2F2019%2F10%2Fmike.png&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/883e0458dc99284b17bec40fc0f9d0ed9a8855afd3539a5a68a831438f075ad6?s=96&d=https%3A%2F%2Fcdnblog.webkul.com%2Fblog%2Fwp-content%2Fuploads%2F2019%2F10%2Fmike.png&r=g\",\"caption\":\"Abhishek Oberoi\"},\"url\":\"https:\/\/webkul.com\/blog\/author\/abhishekoberoi-bd437\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Opencart Sales Rep - Webkul Blog","description":"This module will help to create new Sales representative which manages the quotation request efficiently and in an organized manager.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/","og_locale":"en_US","og_type":"article","og_title":"Opencart Sales Rep - Webkul Blog","og_description":"This module will help to create new Sales representative which manages the quotation request efficiently and in an organized manager.","og_url":"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/","og_site_name":"Webkul Blog","article_publisher":"https:\/\/www.facebook.com\/webkul\/","article_published_time":"2019-01-17T11:05:42+00:00","article_modified_time":"2025-02-26T13:30:28+00:00","og_image":[{"url":"http:\/\/webkul.com\/blog\/wp-content\/uploads\/2014\/12\/ftp.png","type":"","width":"","height":""}],"author":"Abhishek Oberoi","twitter_card":"summary_large_image","twitter_creator":"@webkul","twitter_site":"@webkul","twitter_misc":{"Written by":"Abhishek Oberoi","Est. reading time":"25 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#article","isPartOf":{"@id":"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/"},"author":{"name":"Abhishek Oberoi","@id":"https:\/\/webkul.com\/blog\/#\/schema\/person\/047f826cffc5888aa2c8ca5b947f686c"},"headline":"Opencart Sales Rep","datePublished":"2019-01-17T11:05:42+00:00","dateModified":"2025-02-26T13:30:28+00:00","mainEntityOfPage":{"@id":"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/"},"wordCount":2825,"commentCount":0,"publisher":{"@id":"https:\/\/webkul.com\/blog\/#organization"},"image":{"@id":"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#primaryimage"},"thumbnailUrl":"http:\/\/webkul.com\/blog\/wp-content\/uploads\/2014\/12\/ftp.png","keywords":["Bulk Quote Sales Rep module","Opencart Sales rep","Sales Representative"],"articleSection":["opencart"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/","url":"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/","name":"Opencart Sales Rep - Webkul Blog","isPartOf":{"@id":"https:\/\/webkul.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#primaryimage"},"image":{"@id":"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#primaryimage"},"thumbnailUrl":"http:\/\/webkul.com\/blog\/wp-content\/uploads\/2014\/12\/ftp.png","datePublished":"2019-01-17T11:05:42+00:00","dateModified":"2025-02-26T13:30:28+00:00","description":"This module will help to create new Sales representative which manages the quotation request efficiently and in an organized manager.","breadcrumb":{"@id":"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#primaryimage","url":"http:\/\/webkul.com\/blog\/wp-content\/uploads\/2014\/12\/ftp.png","contentUrl":"http:\/\/webkul.com\/blog\/wp-content\/uploads\/2014\/12\/ftp.png"},{"@type":"BreadcrumbList","@id":"https:\/\/webkul.com\/blog\/opencart-sales-rep-extension\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/webkul.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Opencart Sales Rep"}]},{"@type":"WebSite","@id":"https:\/\/webkul.com\/blog\/#website","url":"https:\/\/webkul.com\/blog\/","name":"Webkul Blog","description":"","publisher":{"@id":"https:\/\/webkul.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/webkul.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/webkul.com\/blog\/#organization","name":"WebKul Software Private Limited","url":"https:\/\/webkul.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/webkul.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/08\/webkul-logo-accent-sq.png","contentUrl":"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/08\/webkul-logo-accent-sq.png","width":380,"height":380,"caption":"WebKul Software Private Limited"},"image":{"@id":"https:\/\/webkul.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/webkul\/","https:\/\/x.com\/webkul","https:\/\/www.instagram.com\/webkul\/","https:\/\/www.linkedin.com\/company\/webkul","https:\/\/www.youtube.com\/user\/webkul\/"]},{"@type":"Person","@id":"https:\/\/webkul.com\/blog\/#\/schema\/person\/047f826cffc5888aa2c8ca5b947f686c","name":"Abhishek Oberoi","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/webkul.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/883e0458dc99284b17bec40fc0f9d0ed9a8855afd3539a5a68a831438f075ad6?s=96&d=https%3A%2F%2Fcdnblog.webkul.com%2Fblog%2Fwp-content%2Fuploads%2F2019%2F10%2Fmike.png&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/883e0458dc99284b17bec40fc0f9d0ed9a8855afd3539a5a68a831438f075ad6?s=96&d=https%3A%2F%2Fcdnblog.webkul.com%2Fblog%2Fwp-content%2Fuploads%2F2019%2F10%2Fmike.png&r=g","caption":"Abhishek Oberoi"},"url":"https:\/\/webkul.com\/blog\/author\/abhishekoberoi-bd437\/"}]}},"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/webkul.com\/blog\/wp-json\/wp\/v2\/posts\/158518","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/webkul.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/webkul.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/webkul.com\/blog\/wp-json\/wp\/v2\/users\/202"}],"replies":[{"embeddable":true,"href":"https:\/\/webkul.com\/blog\/wp-json\/wp\/v2\/comments?post=158518"}],"version-history":[{"count":25,"href":"https:\/\/webkul.com\/blog\/wp-json\/wp\/v2\/posts\/158518\/revisions"}],"predecessor-version":[{"id":423841,"href":"https:\/\/webkul.com\/blog\/wp-json\/wp\/v2\/posts\/158518\/revisions\/423841"}],"wp:attachment":[{"href":"https:\/\/webkul.com\/blog\/wp-json\/wp\/v2\/media?parent=158518"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/webkul.com\/blog\/wp-json\/wp\/v2\/categories?post=158518"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/webkul.com\/blog\/wp-json\/wp\/v2\/tags?post=158518"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}