Orders, Quotes & Customers
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Quote Management
Quote Status
Customer Quote Status
1min
The Quote Statuses mentioned in the Customer Quote Status are mainly related to the Customer and Admin.
For certain quote status where email notifications can be sent to the customer, you can edit the email template using the Email Description Help given there.
- Quotation (pending) – As soon as you or your customer places a quotation, the by default status applied to it is the Quotation (pending).
- Customer Review Pending – At times, it becomes difficult for you to fulfill the exact same order as described by the customer in the quote. In such situations when you post a message for the customer then the quote is updated with ‘Customer Review Pending’ status.
- Admin Review Pending – This status indicated that the customer has left some message for the Admin to review.
- Quotation – After the Admin sends the price to Customer for their quoted products the status of the Quote changes to ‘Quotation’.
- Quote Rejected – If the price quoted by you doesn’t meet the requirements of the customer then the customer can ‘Reject’ your quote. This will update the quote status to ‘Quote Rejected’.
- Quotation Approved – After sending the order quote if the customer approves the Quoted Amount then the status changes to ‘Quotation Approved’.
- Quotation Completed – After quote approval if the customer places an order for the same then the status is changed to ‘Quotation Completed’.
- Quote Cancelled – If the Admin cancels the quote or the system cancels it due to the expiration of the quote then the Quote is termed as Cancelled.
- Quotation Partially Completed – If the ‘Allow Partial Quote’ is enabled, and if the customer places an order of partial products from the quote then the quote status is ‘Quote Partially Completed’.