Quote Settings
There are several Quote-related settings that you can set from the Admin >> Store Configuration >> Site Settings >> Store Configuration tab. On the Site Settings page, search "quote" in the search box:
Enable Quote Module
By default, the Quote Management section is disabled, you can anytime enable it from the "Enable Quote Module" setting by selecting Yes from the drop down and vice-versa.
Quote Request Product
This option will allow customers to add one product in a quote or multiple products in a quote. Depending on your business configurations you can easily select single or multiple product options from the dropdown.
Display Existing Products' Details and Options in Quote Form
This will allow you to display all the price calculator fields of the particular product i.e. the details configured in the OPS system for the Existing Products.
If this is set to ‘Yes’ then all the product details (size and attributes) for the existing product will be displayed in the Quote Form.
For every product price calculator field – Size or Additional Options we have added an ‘Other’ option. This option will provide a textbox where one (both customer and admin) can define their custom details.
The product option rules will only be applicable if it is created based on ‘Select Option/Other Option’.
If there are Quote Extra Fields added then they’ll be displayed after the product's price calculator details.
Now for existing quote products, system will allow a single quantity at the time of quote placement but the admin can give quotation for multiple quantities (based on configuration setting and site variable for quantity limit) by adding quantity first from edit respective quote product from quote action screen.
Quote Request Quantity
If the customer has a few different quantities in mind for placing a quote request then this option will give them the flexibility to do so. They can anytime add another quantity for the same product and choose later which quantity to order. There are two options in the dropdown: Single Quantity and Multiple Quantity.
The Multiple Quantity option will display a ‘+’ plus sign along with the quantity textbox, as shown below –
The customers can add enter upto 3 different quantities for the same product while requesting for the quote.
The Multiple Quantity option will work for Existing product only when the value for the "Display Existing Products' Details and Options in Quote Form" setting is set to "No".
File Upload Location of Quotes
We also have an option where customers can upload their artwork or any other file related to the quote product requested. Thus, we have given flexibility, wherein you can choose where the uploaded file should be saved. The options can be – Standard Upload or Cloud Upload or Both. Select an option that is feasible for your store.