CP-Commerce

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:
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• On the Quotes page, you should see the following:
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    • To see additional information about the order on this page, press the Columns button: 
      • Then select the columns you would like to see:
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    • To see a single quote, click View.

Checking a Quote

• On a quote that has not been approved, you should see the following:
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    • 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:
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        • To approve a quote, you can press the text surrounded in green:
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        • To modify a quote, you can press the orange Edit button:
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• On a quote that has been approved, you should see the following: 
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    • 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:
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        • To convert a quote to an order, you can press the text surrounded in green:
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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:
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• 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:

  1. On the left hand side navigation, go to Marketing > Communications > Email Templates.
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  2. Click the orange button labeled Add New Template.
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  3. Click the dropdown menu next to Template:
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  4. In the dropdown menu under Amasty_RequestQuote, select the option that matches the name of the email template you would like to view.
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  5. Press Load Template.
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  6. Then press Preview Template
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