Module Quotation User Manual V3.5.6
Contents
1. Settings Comment PDF Header text displayed in Quotation PDF Header PDF Footer text displayed in Quotation PDF Footer text displayed in quotation pdf www boostmyshop com Quotation English 4 13 T e Be The place for ecommerce management tools General Category for associated Product STORE VIEW Aftribute set Id for associated Computer STORE VIEW Product Default validity duration 30 STORE VIEW days Tax Class for quotation defaut m WEBSITE Display text field Noe a WEBSITE Manufacturer attribute manufacturer e WEBSITE Settings O 3 Comment Enter the default categories linked to the product Leave Category for associated product empty for all Attribut set id f iated Select the default attribute for product Leave empty for all Quote notification Quote Notification Email Sender General Contact STORE VIEW Email Template New quotation available Default Template from Ld lt STORE VIEW etins Comment 4 Email Sender Email to use to send new request notification Email Template Email template to use www boostmyshop com Quotation English 5 13 WW cen res comme Mn The place for ecommerce management tools Quotation request Allow text quotation request Yes x STORE VIEW Allow quotation request from All products STORE VIEW product v2. June 25 2009 My Orders mide Comme convenu voici la configuration d finie ensemble lors de note entretien t l phonique Nous restons votre My Tags disposition pour tous renseignement compl mentaires Newsletter Subscnplions My Wishlist My Downloadable Products My Quotations Did you know 1x Assemblage Our customer service is le24 7 Boitier Gamer From quotation view customer can e Print quotation e Add quotation to cart www boostmyshop com Quotation English 11 13 nW w rara The place for ecommerce management tools Shopping Cart Remove Product Name love Unit Price Qty Wishiat Exel Tax lect Tax Exel Tax ba Tex Devis no 20090002001 o 491 00 522 12 4 491 00 532 12 Description 2 x Produit 1 Description2 1x Assemblage B Produit 2 o 120 00 130 05 14 120 00 130 05 Quotation request If you enabled customer quotation request in magento config section customer can request for a quotation from their cart Request for a new quotation 1 Select products from your cart Product Qty Echarpe en tolle 400 Sofa 400 2 Type your message Please offer us your best prices for those large quantities Clicking on create request button customer is redirected to a page in wich they can select product to include in quotation inquiry plus an area to fill comments If customer is not logged in he is redirected to ma
3. Module Quotation User Manual V3 5 6 www boostmyshop com Quotation English 1 13 UT w ra The place for ecommerce management tools Summary ONEVIEW ee 3 laici curo PER om 3 a e Mc ee ee een 3 Magento Bolo c INR NE TE ETE 3 Omer MMO CUES COMMA TOIL NR 3 SS ee cesarean E 3 PAR SES gs sess Soca sree ee pect oe min ws See ere puree lees ne sc ety eee 4 enlm e Rn 5 QUOTE mot CACO ee a Tm 5 OUOT SEO GCOS Streuner 6 RTE esn Le en E 7 CUS Keli Te i WGI ee OO OU TUE m 7 Wark WITH CCL AEN ONS ee m ses 7 B 10 a NEW CUO aU ON ee ee een 7 AO eee 8 Find A eee ON ee P 8 EEIT 9 Printinge Customer ae Laid er nae 10 DCS CO SON een ee nee 10 CUSTOMER SI E ee ee 11 Quotations list T 11 OUOTSLIOH REES TTT 12 E e ed E ee ee ee re 13 bE A SURUREERRNEEENN 13 www boostmyshop com Quotation English 2 13 WW cen res comme Mn m 4 Ba The place for ecommerce management tools Overview Magento Quotation Module is Designed to Help Webiste owner to propose to their customer customized quotations containing products with specific prices and delivery conditions You also can print quotation to PDF Format or simply notify customer by email Once quotation is activated customer can view it from customer area print quotation or add it to cart De son cot le client p
4. Clear the customer cart empty cart defore adding quote Customer reminder Customer reminder Enable No GLOBAL Reminder Delay days GLOBAL Email Sender General Contact STORE VIEW Email Template Customer reminder Default Template from Loca STORE VIEW Seins Comment Reminder delay Enter the delay in days select the sender Email template Choose the template for email Work with Quotations Create a new Quotation To create a new quotation e Go inside customer view e Select quotation tab e Click on new quotation tab e Fill quotation caption and then click on save button e Anew quotation is created and displayed www boostmyshop com Quotation English 7 13 KUIT a PT The place for ecommerce management tools zimmermann olivier Customer View j Quotations i rot dnd i ___ D Addresses Page 1 ofipages View 20 m perpage Total 2 records found AL dde eure raar ANTINES GENTOO SB Shopping Cart 20090002001 2009 06 03 PC Gamer Add Products ominue curn For adding product click on the product tab there are 2 ways to add products to quotation products and then select Add to quotation in combo box Select products from stock click on Add from products list button checked wanted Add fake product to add a fake product click on Add fake product button fill the field and click on Add button A fake product is interesting if
5. gento authentication page to log in or to create an account Once customer has filled information a new quotation is created with customer request status Then administrator has to fill required information such as expiration date and product prices and notify customer After customer is notified quotation status is set to active to allow customer to view it www boostmyshop com Quotation English 12 13 nW d PT The place for ecommerce management tools Misc Taxes There is no explicit tax management inside a quotation as a quotation is transformed in product magento applies taxes as other products Notice if you create a quotation for a new customer it s better to set billing and shipping addresses as magento use those information to calculate taxes www boostmyshop com Quotation English 13 13
6. iew Allow quotation request from cart Yes STORE VIEW Allow quote request for this Please Select STORE VIEW customer groups General Wholesale Email Sender for Quotation General Contact STORE VIEW Hequest Send to STORE VIEW Email Template for Quotation Quote request Default Template from Locale STORE VIEW Request Disable add to cart button for Mo lt STORE VIEW individual request products Settings o Comment if enabled customer could request for quotation Allow text quotation request using a form from customer area Select no or only enabled products or all Allow quotation request from product view products to display the button for quotation request Allow quotation request from cart Allow quote request for this customer group Choose customer s group multiselect Email to use to send new request notification Email sender for quotaton request from customer Email to use to send new request notification Email template for quotaton request Email template to use Disable had to cart button for individual request Yes no product www boostmyshop com Quotation English 6 13 mi The place for ecommerce management tools Cart options Cart options Empty cart after quote request Yes GLOBAL Empty cart before adding quote Yes x GLOBAL Setins Comment Empty cart after quote request
7. m subtems 611 00 Wert IZ Calculate from subtems 909 Last Notficabon Date 2009 06 04 08 26 00 Molly Customer ASSocisted Promotion No promotion ass0dated Comments Limit date for customer to use quotation Personnal message for customer If checked free shipping will be applied when placing order Product generated for this quotation If checked sub items price will be displayed in PDF and front office Define quotation status New quotation is created but not visible by customer Customer request quotation is created because customer made a quotation request You must set status to active to allow customer to view it Active customer can view quotation Expired quotation is expired Quotation Price If Calculate from subitems is checked price is calculated as sum of subitems price If not checked you can set any value Weight Quotation Weight B If Calculate from subitems is checked weight is calculated as sum of www boostmyshop com Quotation English 9 13 ingel mY ferne The place for ecommerce management tools ME S S S S subitems weight If not checked you can set any value Last Notification Date of customer notification Associated promotion If free shipping is checked a magento promotion is created To save changes click on Save button Printing Customer notification To print a quotation click on print button Notice print button is not available if quotation i
8. ourra visualiser les devis dans son espace client les imprimer au format PDF et les ajouter au panier pour passer commande Installation Copy Files Unzip the archive and open the folder quotation 3 5 6 upload al folder and files into your web site Once all files are uploaded you have to refresh both magento and index caches Once caches are refreshed log out and login from admin panel to reset permissions Magento Updates Modules are designed to be independent of magento core so you can update magento core without problem However we advise you to test on test environment before upgrading production website Other modules compatibility Magento architecture allows to customize class behavior using overriding However 2 modules can not override the same class So if you install other modules that override the same class you need to custom it To know overridden classes by Purchase Module take a look at config xml file sections Settings To set Quotation Module configuration use system configuration customer tab Quotation Warning if access denied message is displayed you have to log out log in to reset admin permissions www boostmyshop com Quotation English 3 13 mu w PT ire The place for ecommerce management tools Pdf settings PDF Design Header Image 585x50 Ce STORE VIEW Delete Image PDF footer Boostmyshop all right reserved STORE VIEW Agreement STORE VIEW
9. s not transformed as product To transform quotation in product click on Create product button To notify customer click on Notify customer link quotation will automatically be set visible To modify email content use Magento transactional email menu Duplicate quotation To duplicate a Quotation click on Duplicate button inside quotation view and then select target customer Duplicate Quotation Id 2009060009 Capt PC Gamer Page 1 ofi papes View 20 v perpage Total 2 records found hd firatname Leatname Emad 1 ammermann olteer Smmernnannamenomai com 2 Ayelle Prevost ap ap com Relds Comments H Product Sky Unit price excl tax Product cost read only Product weight If checked product could be removed from quotation by customer This is usefull to propose additional options to quotation To remove a product from quotation Exclude www boostmyshop com Quotation English 10 13 uf d raa The place for ecommerce management tools Customer side Quotations list Once a quotation is visible customer can view it from customer area Account Dashboard Account information Address Book My Orders My Product Reviews My Tags Newstatter Subscriptions My Wishlist My Downloadable Products My Quotations Click on the link to view the contain of the quotation Account Dashboard nn Creaton ae June 3 2000 asstocan C Address Book Valid unti
10. you wish to sell services or products not present in the database Once products are added you can set several information Quotation Items Position Productid Sku Name aty Price o 2 ba Boitier Gamer j aan p 0 pls Cate raphe Gi B mew 4 Assemblage at 1100 To save changes click on Save button Find a Quotation There are 2 ways to find an existing quotation e Use customer view and then select quotation tab e Use search form using Customer gt Quotation menus www boostmyshop com Quotation English Coat Weight Eackude Acson 112 200 0 Ben 000 100 E Be 000 500 Remove 8 13 WW cen res comme Mn mi 4 Ba The place for ecommerce managemen t tools Edita Q On the quotation Edit Quotation Quotation 7009060009 Customer Created at Updated at Capton Valid unii Message Free Shipping Product Customer Created at Updated At Caption Valid until Message Free Shipping Product Show detail prices Status Price excl tax uotation more information can be filled 2009 04 05 2009 0 05 PC Gamer 2002 06 25 3j Do not hestate to call me back at X3 00 00 000 O0 for arer information o Quelaton not transtoemed into product Linked customer Date of creation Date of last update Quotation short description s Cisse ean CIEN tice Show detail paces is visible 7 Price exc tax 7 Calculate fro
Download Pdf Manuals
Related Search