redSHOP:Placing and anwering Quotation Requests

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Contents

Customer front-end quotaton requests

Admin back-end quotation completion

The Quotation Details screen (new quotation)

RedSHOP - Quotation Details.png

Fields:
Select User - sets the customer that this quotation is being made out for; type in the first few letters of the customer's name and wait a moment for a dropdown list to be displayed with matching results, and click on the relevant customer's name to select them. If they do not yet have an account, fill in the relevant account information and include username/password details if you want to create a new account for this customer when making the quotation.


"Add User" link - resets the form and clears all the fields


Account Information
First Name -
Last Name -
Address -
Postal Code -
City -
Country - (Select: from "Retail Countries")
State - (Select: dependent on country)
Phone -
Email -


Quotation Details
"New (add) / Delete" links

Per product added to order:
Action - displays a red cross which when clicked will remove the product from the quotation
Product Name - indicates the product being added to the quotation, simply type in the first few letters of the product name and wait a moment for a dropdown list to be displayed with matched results, then click on the name of the product to select it. All attributes, accessories and related products that have been configured for this product will be available to customize the quotation, and any options that have prices attached will update related prices accordingly.
Note -
Price without VAT/Tax - displays the normal price assigned to the product, with the ability to adjust the price manually when required; changing the price value will automatically update related prices such as product and quotation totals
VAT/Tax - displays any tax payable that has been defined in the tax rates section
Price - displays the total price payable for each unit of this product, calculating the normal price with any applicable taxes added
Quantity - sets the number of units of this product being ordered
Total - displays the total amount payable for the quantity of products being quoted with any applicable taxes added


Quotation Subtotal - the total amount payable so far for all products being quoted
Quotation Tax - the total value of all the tax calculated for the quotation
Quotation Total - the total amount payable for the quotation


Action:
Save - saves any changes made and redirects to the listing screen
Cancel - returns to the listing screen without saving any changes



The Quotation Details screen (existing quotation)

Quotation Information
Quotation Date - the date the order was placed, displayed in the date format set in the global configuration screen
Quotation Number - the unique number identifying the order
Quotation IP Address - the IP address of the computer or device that the order was placed from; useful for security tracking and for orders placed by guests
Quotation Note - a space where comments made by the customer during the checkout process will appear, and a space where new comments can be made by the shop administrator when the quotation status is updated
Quotation Status - Quotation Status - displays the current status of the order and of payment, the payment statuses you can choose from include:


Account Information
First Name -
Last Name -
Address -
Postal Code -
City -
Country -
State -
Phone -
Email -


Quotation Details
"New (add) / Delete" links

Per product added to order:
Action - displays a red cross which when clicked will remove the product from the order
Product Name - indicates the product being quoted for, including any attributes, accessories or related products that were added to customize this quotation
Note -
Price without VAT/Tax - displays the normal price assigned to the product, with the ability to adjust the price manually when required; changing the price value will automatically update related prices such as product and quotation totals
Price - displays the total price payable for each unit of this product, calculating the normal price with any applicable taxes added
Quantity - sets the number of units that have been quoted for this product
Total - displays the total amount payable for the quantity of products being quoted for with any applicable taxes added


Quotation Discount - sets the value of any discount that can be manually applied to this order
Quotation Subtotal - the total amount payable so far for all products being ordered
Quotation Tax - the total value of all the tax calculated for the order


Quotation Total - the total amount payable for the order


Action:
Save - saves any changes made and redirects to the listing screen
Send - saves any changes made, sends an email notifying the customer of the current stage the quotation is in and returns to the listing screen
Cancel - returns to the listing screen without saving any changes

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