Manage Quotes

[lesliekirk]

I'm attempting to get this configured in a store using Suivant. Okay, no problem I thought because I have a fresh install of Miva 10.06 with the latest version of Shadows so I should be able to snag the bits of code needed since whoever did the documentation used images for things that need to be copied & pasted.

I'm trying to start from the beginning while an overly excited storeowner is playing with the Manage Quotes Utility. Our end goal is the same as the Overview statement

It allows your customers to add products to their cart and submit a quote request. Your sales team manages and responds to the quotes that customers submit.

Before I could even start working on the templates, the store owner was asking "how do I send a test email to see how it looks?" (I'm guessing that you need to use your own email address).

I hit my first snag trying to use the docs, I could not quickly copy & paste the code snippets because they are graphics. I went to my dev store to hunt down the first snippet. And then I discovered the Link to Quote History List was not in my dev store, no biggie, it wasn't a huge block of code. I found the code for the LOGN page template but when I got to the Show Link for Active Quotes I could not follow or even find what it was telling me I should see in either the live store or my dev store.

Again with an image for a code snippet

<mvt:item name="request_quote" param="request_quote" />

and what page is it supposed to be added to?

It's all sort of gone downhill from here because I can't even get any button to display that can be clicked to request a quote. Adding the item to the page sure didn't get one to show up. Do I need to assign an Item too? The Messages Item is already assigned.

Help! Please.

[Brennan]

Thank request_quote item can be added to any page, however it was intended to go on BASK. The idea is a customer builds a basket of items they want a quote for the instead of checking out they hit request a quote. This will create a new quote in Manage Quotes with the basket items in their current cart.

Make sure you also assign the request_quote to the page as well.

This will output the quote request form to the page. (see attached) This form can be on the page directly, or moved into a modal or into a div that has a show/hide if you don't want it always visible.

The form miva template is not directly editable, but if you needed more control you could generate your own form, below is an example.

https://github.com/mivaecommerce/Ext...est_quote.html

When the form is submitted it will:
1. Create the new Quote in Manage Quotes
2. Send an email to the customer letting them know the Quote was received
3. Send an email to the Merchant letting them know a new Quote has been requested

These email templates are customizable in the module under Utilities -> Quote Emails

[lesliekirk]

Thank request_quote item can be added to any page, however it was intended to go on BASK. The idea is a customer builds a basket of items they want a quote for the instead of checking out they hit request a quote. This will create a new quote in Manage Quotes with the basket items in their current cart.

Make sure you also assign the request_quote to the page as well.

This will output the quote request form to the page. (see attached) This form can be on the page directly, or moved into a modal or into a div that has a show/hide if you don't want it always visible.

The form miva template is not directly editable, but if you needed more control you could generate your own form, below is an example.

https://github.com/mivaecommerce/Ext...est_quote.html

When the form is submitted it will:
1. Create the new Quote in Manage Quotes
2. Send an email to the customer letting them know the Quote was received
3. Send an email to the Merchant letting them know a new Quote has been requested

These email templates are customizable in the module under Utilities -> Quote Emails

Can displaying the Request Quote be limited to specific customers?

[Brennan]

There are no UI settings to enable it but you can wrap the item tag in a conditional to check to see if the customer is an a certain availability group

[lesliekirk]

Brennan, the key part of the Manage Quotes (for this store) will be the Comments. The Quote Comments are included in the emails but I can't find them in the admin in the quote itself.