Magento2 Quote System will allow the customers to quote for the products in Magento2 store. This module is very helpful in ordering the admin products in bulk. Buyers can communicate with the admin for any queries regarding the quoted products.
Note: Magento2 Quote System will not work with the Grouped Products.
Features Of Magento2 Quote System
- Admin can apply quotation for his products.
- Admin can approve, disapprove quotation requests of the customers as per his requirement.
- Admin can edit and delete the quotation requests from his panel.
- Only registered customers can send quotation requests.
- Email notification for each action to customer and admin as well.
Installation Of Magento2 Quote System
Customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder. You need to transfer this app folder into the Magento2 root directory on the server as shown below.
After the successful installation you have to run the command on Magento2 root directory- “php bin/magento setup:upgrade”
Also, run this command into the Magento2 Root- “php bin/magento setup:static-content:deploy” You can refer the below screenshot.
After moving the app folder you have to flush the cache from Magento admin module by navigating through ->System->Cache management as shown below.
Admin Management Of Magento2 Quote System
Admin can navigate through Products -> Catalog and select a product or create a new one to add the quotation request. Admin will have to set the Quote Status for the product as Yes and set Minimum Quote Quantity so that customer can quote for that product quantity as shown below.
Admin will find the quotes under Webkul Quote System->Manage Quotes as shown below.
Here admin can manage all the quote requests for his product by the customers. Admin can delete & update the quote requests as – Unapproved, Approved, Declined, and Sold for each request as required.
Admin can edit a quote request by clicking on the edit button next to the request as shown below.
After clicking on the edit button, admin can edit the quote by updating the quote status and sending a message to the customer. If the admin is satisfied with the quote request he can approve it and the customer will have an add to cart button available to buy the product.
Admin can find the quote conversations with the customer under Quote Conversation as shown below.
Buyer Management Of Magento2 Quote System
Buyers can send a quote request for a product by clicking the “Quote This Product” option available on the product page with the add to cart button as shown below.
After clicking on the Quote This Product button, a pop-up will appear will the buyer can enter the quote details for the product and can submit the request thereafter as shown below.
After submitting the quotation request the buyer can find the details of the quoted requests under his account menu item -> My Quotes.
Here buyers can update their quotation requests as shown below.
Buyers can see the conversation details with the admin by clicking the edit button next to to the quoted item under My Quotes.
That is all for the Magento2 Quote System still, have any issue feel free to add a ticket and let us know your views to make the module better at webkul.uvdesk.com