...
This option allows you to select specific B2BQuote status when B2B Quote and B2b Opportunity will be created
Sync all Quotes - Yes
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
Set the “Sync all Quotes” option to “Yes“
...
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click the “Select - View“ link on the quote
Click the “Convert to Order“ button and Submit an order
Click on the “Salesforce Quote ID“ link and check all data synchronized
...
Sync all Quotes - No
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
Set the “Sync all Quotes” option to “No“
Mark some Quote statuses for example “Submitted“ and “Ordered“
...
As a result, a quote will be synchronized with Salesforce only when its status will be changed to Submitted or Ordered
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote (Saved status)
Check “Salesforce Opportunity ID“ and “Salesforce Quote ID“ links are missing
...
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click the “Select - View“ link on the quote
Click the “Save & Send button“
Quote status changed to “Submitted“
Click on the “Salesforce Quote ID“ link and check all data synchronized
...
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click the “Select - View“ link on the quote
Click the “Edit“ button, add the discount and click the Save button
...
Check changes were not synchronized with Salesforce
Click the “Save & Finalize button“
Quote status changed to “Submitted“
Check changes were synchronized with Salesforce
...
Click the “Convert to Order“ button and Submit an order
Quote status changed to “Ordered“
Check changes were synchronized with Salesforce
...
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...