Negotiable quotes (User stories)

1 Preparation part
2 Case1. B2BQuote creation - B2BQuote discussion with the customer - to the Order Complete status
3 Case2. B2BQuote creation - Customer Decline B2BQuote
4 Case3. B2BQuote creation - versions
5 Related articles

Preparation part

First of all, you need to synchronize admin user as Salesforce Sales Representative

Go to Magneto Admin panel - System - All Users - Edit admin user
Click on the Salesforce tab and select Salesforce User from the drop-down list
Click the Save User button

As result, your admin user will be synchronized with Salesforce User

Now you need to set the Salesforce synchronization setting on the Company Configuration page

Go to Magneto Admin panel - Salesforce - B2B & Customers - Company Configuration tab
Set “Enable B2b Company Synchronization“ option to “Yes“
Select “Default Sales Representative“ from the drop-down list
Click Save Config Button

To start synchronizing your Negotiable Quotes with Salesforce you need to set desired settings on the Salesforce Negotiable Quotes Configuration page

Go to Magneto Admin panel - Salesforce - Negotiable Quotes

Set next option for example

Sales Representatives Tab

Set the “Automated Synchronization” option to “Yes“

Negotiable Quotes Tab

Set the “Enable B2B Quote Synchronization” option to “Yes“
Select “Default Owner”
Set “Default Opportunity Status” to “Need Analysis“
Do not select statuses in the “Opportunity Stage Filter” list
Set “Minimum Search Length” to “4”
Set the “Enable Contact Roles” option to “No“
Select all Statuses in the “Create Opportunity Items for the status” list
Set “Sync all Quotes“ to “Yes“
Click the Save Config button

Also, you need to enable B2B Quote

Go to Magento Admin panel - Stores - Configuration - General - B2B Features tab
Set the “Enable Company“ option to “Yes“

B2B Quote (extended) tab

Set the “Enable B2B Quote” option to “Yes“
Set “Quote Number Prefix” to “Q”
Set “Quote Number ID” to “1”
Set the “Enable quote versioning” option to “Yes“
leave others options to “No“
Click the Save Config button

Next, you need to create a company on Magento Frontend

Check new company was created and synchronized with Salesforce

Go to Magento Admin panel - Customers - Companies

Click on the “Salesforce id“ link and check all data

Click the “Select - Edit“ link and the Company page
Sales Representative is set according to the setting
Company is assigned to correct Salesforce Account

Now you are able to create and synchronize quote

Case1. B2BQuote creation - B2BQuote discussion with the customer - to the Order Complete status

Go to Magento Admin panel - Sales - Quotes - click the “Create New Quote“ button
Select created Company and Select Store View
Add product to quote, change qty and click Save button

Pay attention Quote Number Prefix is “Q“ as predefined in Configuration.

Magento Quote was automatically synchronized with Salesforce Opportunity and Salesforce Quote

Click on the “Salesforce Opportunity id” link and check all data

Opportunity Name is the same as Magento Quote name
Opportunity Status is as predefined in Configuration
Opportunity Close Date is the same as Magento Quote Expiration Date
Magento Quote products are listed under the “Related“ tab

Click on the “Salesforce Quote id” link and check all data

Quote name contains Magento Quote id
Salesforce Opportunity is linked to Quote
Magento Quote products are listed under the “Related“ tab

Click the “Save and Send“ button on the Quote edit page
Click on the “Salesforce Quote id” link and check all data

Quote status was changed to “Approved“

Go to Magento Frontend - login with Company account - My Quotes - Edit created quote

The customer has a few options: “Proceed to Checkout”, “Accept”, “Reject” and “Send for Review”

Let’s try to add some comments and click the “Send for Review“ button

Go to Magento Admin panel - Sales - Quotes - Edit created quote
Add “Percentage Discount“ under the “Negotiated Price“ section to reduce the Quote amount
Click the “Save and Send“ button

Click on the “Salesforce Opportunity id” link and check product price and opportunity amount was updated

Click on the “Salesforce Quote id” link and check product price and opportunity amount was updated

Go to Magento Frontend - login with Company account - My Quotes - Edit created quote - Click Accept button

Go to Magento Admin panel - Sales - Quotes - Edit created quote
Click on the “Salesforce Quote id” link and check Quote status was changed

Click “Convert to Order“ button on Quote Edit page
Submit Order
Go to Magento Admin panel - Sales - Quotes and click on the “Salesforce Quote id” link

Quote status was changed to “Accepted“
Opportunity Name was updated with Magento order number

Click on the “Salesforce Opportunity id” link

Salesforce Quote Opportunity was converted into Salesforce Order Opportunity

Go to Magento Admin panel - Sales - Order and click on the “Salesforce Opportunity id” link on the created order

The same Opportunity page opens

Click on the “Select - View“ link on the created order
Click Invoice - Submit Invoice button
Check that Salesforce Order id was cheated

Click on the “Salesforce Opportunity id” link

Opportunity status was changed to “Closed Won“

Click on the “Salesforce Order id” link

Salesforce Order name is as Magento Order id
All information about order shown on Details tab
Ordered products are listed under the “Related“ tab
Salesforce Order status is Draft

Go to Magento Admin panel - Sales - Order - edit order
Click Ship - Submit Shipment button
Click on the “Salesforce Order id” link

Salesforce Order status become Activated

Case2. B2BQuote creation - Customer Decline B2BQuote

Go to Magento Admin panel - Sales - Quotes - click the “Create New Quote“ button
Select created Company and Select Store View
Add product to quote, change qty and click Save button
Click Save and Send button
Check Salesforce Opportunity and Quote is created

Go to Magento Frontend - login with Company account - My Quotes - Edit created quote
Click the “Reject“ button
Go to Magento Admin panel - Sales - Quotes
Click on the “Salesforce Quote id“ link

Salesforce Quote status was changed to “Denied”

Case3. B2BQuote creation - versions

Go to Magento Admin panel - Sales - Quotes - click the “Create New Quote“ button
Select created Company and Select Store View
Add product to quote, change qty and click Save button
Click Save and Send button
Check Salesforce Opportunity and Quote is created

Click the “Edit Quote“ button
Add “Percentage Discount“ under the “Negotiated Price“ section to reduce the Quote amount
Click the “Save“ button
Click the “Save and Send“ button

New Magento Quote with *.1 version was created

Go to Magento Admin panel - Sales - Quotes
Check Quote with *.0 version was closed

Click on the “Salesforce Quote id“ link on Quote with *.0 version
Check Salesforce Quote status was changed to “Denied“

Click on the “Salesforce Quote id“ link on Quote with *.1 version
Check new Salesforce Quote was created

Click on the “Salesforce Opportunity id“ link on Quote with *.1 version

The previously create Opportunity was opened but with the next changes:

Opportunity name was updated from version *.0 to *.1
Product price and the amount was updated according to the proposed Discount

Go to Magento Admin panel - Sales - Quotes - Edit Quote with version *.1
Click the “Edit Quote” button
Add “Percentage Discount“ under the “Negotiated Price“ section to reduce the Quote amount
Click the “Save“ button
Click the “Save and Finalize“ button

Check new changes:

Click on the “Salesforce Quote id“ link on Quote with *.1 version

Check Salesforce Quote status was changed to “Denied“

Click on the “Salesforce Quote id“ link on Quote with *.2 version

1. New Quote for *.2 version was created

2. Quote status was changed to “Approved“

Click on the “Salesforce Opportunity id“ link on Quote with *.2 version