Quick Actions

actions you can perform quick actions on the quotes using their action menu the actions are – edit, duplicate quote, convert to order, and delete edit option edit option this is the section where you accept or cancel the quote, edit product details, view customer details, change quote status, and view quote history customer details customer details this section displays the customer’s details and basic quote details you can view the quote title and also add a note for admins the quote creation date and quote update date will help you keep track of the quote history quotation details quotation details the quotation tab allows the admin to edit the quote in terms of adding the pricing for the quote requested, add new product, delete, edit or duplicate the quote in the quotation details, the product price for the quoted quantities, production days, and vendor price will be auto filled the admin will have the option to modify the details as per the requirement these details will automatically populate, but only if they have been configured in their respective sections beforehand add new quote product using the ‘add new quote product’, you can easily add a new product, using a similar kind of add product form as seen in the add quote section it is possible that, on the customer’s request, you are willing to delete a product from the quote, duplicate it, or edit the existing products from the quote this can happen if you have a different business model or if you are unable to fulfill the product requirements enter quote price you can directly enter prices based on the customer’s requested quantities and products use the online price calculator if needed to assist with accurate pricing calculations other actions for these actions, we have given quick action buttons such as – delete, edit, and duplicate quote updates quote updates this is the section where you, i e , admin, get a chance to send any message or update the quote details such as title, status, and other settings send message to customer this option will help you retrieve more information from the customer you have the option to upload a file for the customer’s approval add a message in the text box and click on the save this will change the quote status to ‘customer review pending’ front end scenario your customers can navigate to the quotes page via – my account >> my quote customers can click on the review/update quotation and view your message your customers will check your message and take the action as desired as soon as the customer sends their response, the quote status changes to ‘admin review pending’ quote cancellation if because for some reason, you are not able to fulfill the requested quote, then simply write a message for your customer, change the status to quote cancelled, and click on the save allow partial quote this will allow the customer to place an order for partial items from the quote this feature works only if the quotation has two or more products for example, if a customer requests a quotation for 3 products but wishes to order only two at first, then this feature will give him the flexibility to do so this will encourage a more flexible business model enter the price and other details, and click on the save button you can even upload a file for the customer’s approval along with the quote the quote status will be updated in the customer’s my account moreover, the customer will receive a notification if this option is enabled you can view or edit the customer notification email text from the admin >> content management >> e mail template >> search with “quote” >> action dropdown >> edit as soon as you save the estimated price, the status of the quote changes to quotation as shown below you can also see the price being indicated under the product details column front end scenario your customers can navigate to the quotes page via – my account >> my quotes in the quotes section, your customers can perform tasks such as ‘review/update quotation’, requote products, requote a single product, or view details of the quote using the ‘review/update quotation’, your customers can review and approve or reject the quote for products with more than one quantity, your customers will get an option to select any one quantity and continue when the customer approves the quote, the quote status changes to – quotation approved when the customer rejects the quote, the quote status changes to – quotation rejected if the ‘allow partial quote’ option is enabled, then while placing an order of the approved quote your customers will get a checkbox using this they can select the products they wish to order and save the others for the remaining quote life cycle allow product quantity combination when this setting is enabled, a set of quote combinations is created with different product quantities these combinations will be visible in the printed quote file, allowing the customer to review and choose the most suitable product quantity combination for their needs before accepting the quote quote history quote history this section will help you keep track of the activities performed on the quotes all the changes and requests made by the customer and admin will be listed here convert to order convert to order you can directly convert quote to order(offline) with/without it being approved by your end customers example you receive a quotation request via email, and its finalized over email itself you might want to maintain this quotation in onprintshop this feature will benefit the super admin, sub admin, and the branch admin this option will only be available for the quotes with status as ‘quotation’, ‘quotation approved’, ‘quotation partially completed’, and ‘quotation completed’ clicking on the convert to order button will display a pop up with all the quote products the products whose order has not been placed at least once will be ticked by default the continue button will redirect you to the ‘payment and shipping’ page of the offline order here, you can enter the shipping and payment details and confirm the order on the offline order screen, you can also navigate to the second step, where you can change product options, price weight, and production days if the quote is yet to be approved and you convert the quote into order, then the order quantity selected will be considered as approved (if there are multiple quantities for a quote product) duplicate quote duplicate quote you can easily create a duplicate of the original quote using the ‘duplicate quote’ option check the message that appears while creating a duplicate of the quote admins can replicate an existing quote and assign it to same or another customer within the same store this is especially useful for handling similar or recurring requests without having to recreate everything from scratch delete delete delete any quotation with a 2 step confirmation quotes with the status of ‘quotation approved’ cannot be deleted note it is recommended that you take only one action at a time when some response is pending from the customer so as to avoid any chances of overlapping actions for example, if you have entered your quote amount on the customer's quote, you should not use 'post message to customer' unless your quotation is approved or rejected by the customer if you use 'post message to customer' in this scenario, it makes your previous quotation void and you will have to enter the quotation again for the customer to approve or reject it