This article will guide you through the settings of the Request a Quote module.
View Existing Quotes
- Quotes can be viewed in the Magento Admin Panel under Sales > Amasty Request a Quote > Quotes:
- On the Quotes page, you should see the following:
- To see additional information about the order on this page, press the Columns button:
- Then select the columns you would like to see:
- Then select the columns you would like to see:
- To see a single quote, click View.
- To see additional information about the order on this page, press the Columns button:
Checking a Quote
- On a quote that has not been approved, you should see the following:
- Here you can:
- See general information about the quote, cancel or close a quote, approve a quote, or modify a quote:
- To cancel or close a quote, you can press the text surrounded in red:
- To approve a quote, you can press the text surrounded in green:
- To modify a quote, you can press the orange Edit button:
- To cancel or close a quote, you can press the text surrounded in red:
- See general information about the quote, cancel or close a quote, approve a quote, or modify a quote:
- Here you can:
- On a quote that has been approved, you should see the following:
- Here you can:
- See general information about the quote, cancel or close a quote, or convert a quote into an order:
- To cancel or close a quote, you can press the text surrounded in red:
- To convert a quote to an order, you can press the text surrounded in green:
- To cancel or close a quote, you can press the text surrounded in red:
- See general information about the quote, cancel or close a quote, or convert a quote into an order:
- Here you can:
Email Notifications
There are different emails sent to the customer depending on what happens with the quote.
- The settings for what email is sent can be found under Amasty > Request a Quote > Configuration > Customer Notifications:
If you would like to see what each email looks like, you can either do a test quote on your site (adding an item to a quote on the site and submitting a quote) or:
- On the left hand side navigation, go to Marketing > Communications > Email Templates.
- Click the orange button labeled Add New Template.
- Click the dropdown menu next to Template:
- In the dropdown menu under Amasty_RequestQuote, select the option that matches the name of the email template you would like to view.
- Press Load Template.
- Then press Preview Template
- On the left hand side navigation, go to Marketing > Communications > Email Templates.