B2BQuote: from Request to Order

1. Customer creates request for Quote

After your customer add some product to the shopping cart - he can see the “Request a Quote“ button on the Shopping cart page:

Open

This button open a popup window, the customer can put a comment and Quote name(subject) here:

Open

After the Request Quote is submit - created request will be available for the customer on the appropriate page:

To check the Quote informatio use the “View“ link and you will be forwarded to the record page:

2. Admin reviews the Quote.

The Magento admin has the “Quotes“ page with the list of all posted Request for Quote:

On this Grid page Admin can view short information about Quotes, here is our new Request too:

To open specific record page - click the row or the “View“ link in the Action column.

The detailed page will looks like here, the Quote has “Open“ status, i.e. Admin can modify Quote information: Products list, Quantities and Prices:

The admin modify data here and has a few buttons:

• Save - push undated info to the database temporrary to continue data modify later

• Save and send - save changes, complete the Quote modify and send corrected Quote to the customer

Once the Admin finish request changing he clicks the Save and send button - updated information will be sent to the customer

3. The customer receives Quote update

The Magento send email about Quote update to the customer automatically. In our example it looks like:

Here customer can clicks the “Accept“ or “Reject“ button:

• Accept - click here to inform Admin you agree this proposal, ypu can fill Address and Delivery information

• Reject - the Quote will be returned to the Admin back

In Magento customer has additional buttons:

• Proceed to Checkout - if the customer agree with proposion - click this button and will be forwarded to the checkout page with provided

• Send for Review - customer can modify Quote data and send request to the Admin with this button.

Let’s say we satisfied with provided price - click the Proceed to Checkout and will be forwarded to the checkout page:

Everything is ok with the address, let’s click the “Next” button.

Choose the payment method and Place Order:

4. Order is placed:

After the order is created the Quote is linked to it, customer and admin have ability to check it on the Quote page.

• Customer view:

   

• Admin view:

  
  
  

Conclusion:

This article described a flow from the Customer reqests a Quote to success order.