{"id":93175,"date":"2017-08-23T13:25:29","date_gmt":"2017-08-23T13:25:29","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=93175"},"modified":"2024-07-23T12:01:49","modified_gmt":"2024-07-23T12:01:49","slug":"marketplace-quote-system","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/marketplace-quote-system\/","title":{"rendered":"Odoo Marketplace Quote System"},"content":{"rendered":"\n<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>INTRODUCTION<\/strong><\/h2>\n\n\n\n<p><strong><em>&#8220;Transforming Quotes into Customer Smiles!&#8221;<\/em><\/strong><\/p>\n\n\n\n<p>&nbsp;<a href=\"https:\/\/store.webkul.com\/Odoo-Marketplace-Quote-System.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Marketplace Quote System<\/a> is a helpful tool that makes it easier for businesses to create and manage quotes for their customers.<\/p>\n\n\n\n<p>This module improves how companies interact with clients and helps increase sales efficiency.&nbsp;<\/p>\n\n\n\n<p>With features that allow easy quote creation, customization, and tracking, the Odoo Marketplace Quote System helps businesses respond quickly to customer requests.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Prerequisites For <\/strong><strong>Odoo Marketplace Quote System<\/strong><\/h2>\n\n\n\n<p>The Odoo Marketplace Quote System Module works in conjunction with the following module:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/store.webkul.com\/Odoo-Multi-Vendor-Marketplace.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Multi Vendor Marketplace<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/store.webkul.com\/Odoo-Website-Quote-System.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Website Quote System<\/a><\/li>\n<\/ul>\n\n\n\n<p>You must install these modules first for the Odoo Marketplace Quote System to work.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>FEATURES<\/strong><\/h2>\n\n\n\n<p>1. Flexible quote system allows admins and sellers to enable quoting for their products.&nbsp;&nbsp;<\/p>\n\n\n\n<p>2. Customers can submit their own prices for products, promoting personalized offers.&nbsp;&nbsp;<\/p>\n\n\n\n<p>3. Customers have the option to order products in bulk, enhancing purchasing efficiency.&nbsp;&nbsp;<\/p>\n\n\n\n<p>4. Both admins and sellers can change the status of customer quotes for better tracking.&nbsp;&nbsp;<\/p>\n\n\n\n<p>5. Customers receive email alerts whenever there is a change in the status of their quotes.&nbsp;&nbsp;<\/p>\n\n\n\n<p>6. Opening doors for high-volume sales and growing your business to new heights.<\/p>\n\n\n\n<p>7. Ask questions, clarify details &amp; get quick answers through built-in chat features<\/p>\n\n\n\n<p>8. Approved quotes automatically populate your cart with the agreed quantity &amp; price.<\/p>\n\n\n\n<p>Looking to implement ERP in your system? Check out<a href=\"https:\/\/webkul.com\/odoo-implementation-services\/\" target=\"_blank\" rel=\"noreferrer noopener\"> Odoo Implementation<\/a>! It&#8217;s your go-to solution for seamless integration and enhanced efficiency.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>INSTALLATION<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you have purchased the module from our Webkul store, you will receive a link to download the zip file of the module.<\/li>\n\n\n\n<li>Extract the file on your system after the download finishes. You will be able to see a folder named- <strong>\u2018marketplace_quote_system\u2019.<\/strong><\/li>\n\n\n\n<li>Copy and paste this folder inside your Odoo Add-Ons path.<\/li>\n\n\n\n<li>Now, open the Odoo and click on the Settings menu. Here, click on Activate the Developer Mode. You can activate the developer mode by typing \u2018<strong>debug<\/strong>\u2019 after \u2018<strong>web?<\/strong>\u2019 in the URL as well.<\/li>\n\n\n\n<li>Now, open the Apps menu and click on \u2018<strong>Update Modules List<\/strong>\u2019.<\/li>\n\n\n\n<li>In the search bar, remove all the filters and search \u2018<strong>marketplace_quote_system<\/strong>\u2019.<\/li>\n\n\n\n<li>You will be able to see the module in the search result. Click on \u2018<strong>Install<\/strong>\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n<p>Before moving further, explore our <a href=\"https:\/\/webkul.com\/odoo-development\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo development<\/a> services &amp; an extensive range of quality <a href=\"https:\/\/store.webkul.com\/Odoo.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Apps<\/a><em>.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>WORKFLOW<\/strong><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Admin Settings<\/strong>&nbsp;<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Admins can view customer quote records in the dashboard by clicking on the sales &lt; quote requests section and statuses for approved products under the &#8220;Customer Quotes&#8221; menu will appear.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sone-2.webp\" alt=\"Click on sales then quote requests.\n\" class=\"wp-image-454033\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sone-2.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sone-2-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sone-2-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sone-2-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. In the Seller Dashboard, admins can approve or reject customer quote requests for approved products using the Approve and Reject buttons.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" data-id=\"454034\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/stwo.webp\" alt=\"Approve or Reject Quote.\n\" class=\"wp-image-454034\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/stwo.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/stwo-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/stwo-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/stwo-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n<\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li>List view of customers\u2019 quotations requests, it shows the details of products on which quotes have been requested along with the current status of each quotation (Pending, Accepted, Rejected, etc.).<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sthree.webp\" alt=\"List view of customers quote request.\" class=\"wp-image-454035\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sthree.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sthree-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sthree-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sthree-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li>In the Seller Dashboard, go to Approved Products and enable the &#8220;Allow to Quote&#8221; option to let customers request quotes for specific products.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sfour.webp\" alt=\"Enable Allow to Quote.\" class=\"wp-image-454036\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sfour.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sfour-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sfour-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sfour-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Seller Settings&nbsp;<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\">\n<li>The seller can view approved product quote records and their statuses under the Customers quote menu.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sfive.webp\" alt=\"Quote records and status\" class=\"wp-image-454037\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sfive.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sfive-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sfive-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sfive-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\">\n<li>In the Seller Dashboard menu, under &#8220;Customers Quotes,&#8221; sellers can approve or reject a customer&#8217;s quote request for approved products using the Approve or Reject buttons.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sssix.webp\" alt=\"Approve or Reject Quote\" class=\"wp-image-454206\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sssix.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sssix-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sssix-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sssix-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\">\n<li>The list view shows customers&#8217; quotations for the seller&#8217;s products along with their statuses.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sseven.webp\" alt=\"List view of quotations.\" class=\"wp-image-454040\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sseven.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sseven-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sseven-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sseven-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"8\">\n<li>To enable the &#8220;Allow to Quote&#8221; option for a product, go to the Seller Dashboard menu, select &#8220;Approved Products,&#8221; and create or edit a product.&nbsp;<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/seight.webp\" alt=\"Enable allow to quote.\" class=\"wp-image-454041\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/seight.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/seight-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/seight-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/seight-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>After that, visit the<a href=\"https:\/\/webkul.com\/blog\/website-quote-system\/\" target=\"_blank\" rel=\"noreferrer noopener\"> Website Quote System<\/a> module blog to understand the workflow of the dependency.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Frontend View<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\" start=\"9\">\n<li><strong>&nbsp;<\/strong>On the shop page and product page, customers can see the \u2018Request Quote\u2019 option, which allows them to request a quotation for specific products they are interested in purchasing.&nbsp;<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/snine.webp\" alt=\"Click on Request Quote Option.\" class=\"wp-image-454042\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/snine.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/snine-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/snine-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/snine-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"10\">\n<li>After selecting the product, the &#8216;Request Quote&#8217; button will be visible once you open the product.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sten.webp\" alt=\"Select Request Quote.\" class=\"wp-image-454043\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sten.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sten-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sten-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/sten-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"11\">\n<li>This form enables customers to specify their needs clearly, helping sellers provide accurate quotations tailored to their requirements.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/seleven.webp\" alt=\"Specify quantity and price.\" class=\"wp-image-454044\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/seleven.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/seleven-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/seleven-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/seleven-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">&nbsp;&nbsp;<\/h3>\n\n\n\n<p>12. This form serves to confirm to the customer that their quote request has been successfully submitted and provides a detailed overview of the products they have requested, along with pricing and quantities.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/stwelve.webp\" alt=\"Quote Submitted\" class=\"wp-image-454045\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/stwelve.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/stwelve-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/stwelve-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/07\/stwelve-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>NEED HELP?<\/strong><\/p>\n\n\n\n<p>Hope you find the guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries regarding the same, please raise a ticket at the<a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\"> UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at our <a href=\"support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support mail<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; INTRODUCTION &#8220;Transforming Quotes into Customer Smiles!&#8221; &nbsp;Odoo Marketplace Quote System is a helpful tool that makes it easier for businesses to create and manage quotes for their customers. This module improves how companies interact with clients and helps increase sales efficiency.&nbsp; With features that allow easy quote creation, customization, and tracking, the Odoo Marketplace <a href=\"https:\/\/webkul.com\/blog\/marketplace-quote-system\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":323,"featured_media":93519,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2030,3185,2007],"tags":[1642,5354,436],"class_list":["post-93175","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-e-commerce","category-marketplace-odoo","category-odoo","tag-marketplace-quote-system","tag-quotation-request","tag-quote-system"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Odoo Marketplace Quote System | User Guide<\/title>\n<meta name=\"description\" content=\"Odoo Marketplace Quote System allows customers to request bulk quotes with custom prices and quantities for approved seller products.\" \/>\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\/marketplace-quote-system\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Odoo Marketplace Quote System | User Guide\" \/>\n<meta property=\"og:description\" content=\"Odoo Marketplace Quote System allows customers to request bulk quotes with custom prices and quantities for approved seller products.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/webkul.com\/blog\/marketplace-quote-system\/\" \/>\n<meta property=\"og:site_name\" content=\"Webkul Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/webkul\/\" \/>\n<meta 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