Magento Quotation Manager Extension, Manage Order Proposal Quote

USER MANUAL Magento Quotation Manager Version: 1.0.0

TABLE OF CONTENTS 1. Introduction ................................................ 1 2. Benefits of Quotation Manager ................. 1 3. Installation & Activation ............................. 1 Installation Steps ........................................ 1 Installation (Custom theme) ....................... 3 Extension Activation ................................... 3 5. How it Works? ............................................ 4 Back end Configuration: ............................. 4 Front end Configuration: ............................ 8 6. Points to Note ........................................... 10

Compatibility: Magento Community Edition 1.4.*.* to 1.9.*.*

7. FAQ ........................................................... 10 8. Contact Us ................................................ 11 Magento Expertise ....................................... 11

USER MANUAL – QUOTATION MANAGER v1.0.0 1. Introduction Biztech Consultancy provides effective solution in the form of Quotation Manager which helps customers to easily request for a quote.

Admin and customer can negotiate for the quote and agree upon for mutually beneficial one.

The discount code is generating automatically after the approval of quote by admin.

2. Benefits of Quotation Manager     

User friendly interface for customers to apply for quote.

Decreases abandon cart ratio.

Allows negotiating for the quote and keeps track for entire communication history.

Coupon code for discount generates automatically after Admin’s approval.

Email notifications for every action.

3. Installation & Activation Installation Steps Step 1: Check Permissions Make sure the ‘‘app’’, ''skin'' and ''lib'' directories of your Magento and all directories inside it have full written permissions or set permissions on each directory equal to 777 or 0777.

Important! Change all permissions back after installation.

Read more about permission at www.magentocommerce.com/wiki/magento_filesystem_permissions

Step 2: Disable Compilation Log into Magento Admin Panel and go to System → Tools → Compilation and disable the compilation.

After Step 5, you can run the compilation process again.

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USER MANUAL – QUOTATION MANAGER v1.0.0 Step 3: Upload Files Upload all folders from the extension package to the installation directory of your Magento software using an FTP client.

Step 4: Clear cache Go to System→ Cache Management. Clear the store cache.

Step 5: Re-login Logout and log back into Magento Admin Panel.

Step 6: Use Extension Go to System→ Configuration. In the left column you will see the new tab called Biztech Extensions. You will find “Quotations” under Biztech extensions tab.

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USER MANUAL – QUOTATION MANAGER v1.0.0 Installation (Custom theme) If you are using custom theme on your store, then kindly follow the below mentioned steps after installation: Step 1: Copy layout and template folders from app/design/frontend/default/default folder to app/design/frontend/your_package/your_theme folder Step 2: Copy CSS and images folders from skin/frontend/default/default folder to skin/frontend/your_package/your_theme folder

Extension Activation Step1: Get an activation key Get the activation key from the Order Confirmation Mail. OR Login to your Biztech Store account, then go to Downloadable options and copy the activation key for the Quotation Manager extension.

Step2: Activate your extensions After successful package installation, you need to activate the extension by saving the activation key.

Log into Magento Admin Panel and go to System → Configuration → Biztech Extensions/Quotations Activation and enter the activation key in the ''Activation Key'' field for the extension, then click the “Save Config” button.

After successful license validation, you can select the website. Now, your Quotation Manager extension is activated.

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USER MANUAL – QUOTATION MANAGER v1.0.0 5. How it Works?

Back end Configuration: Please follow the below steps to configure Quotation Manager extension.

Go to System → Configuration. In the left column you will see the tab Biztech Extensions → Quotations.

Step 1: General Configuration

 Enable: Select “Yes” to enable the extension. It is disabled by default.  Send Emails From: Enter the email id from which emails to customer will be sent. If not specified, then will be sent from contact us email.  Send Emails To: Admin can enter his email here to which notification emails will be send. If this field is blank, then email will be send to the address entered in default Magento.  Allow Proposed Quotation total: Select “Yes” to allow customer for enter the price for the quote.

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USER MANUAL – QUOTATION MANAGER v1.0.0  Allow Product Level Configuration: If yes, then only will consider the product level values.  Enable Quantity Threshold: Select “Yes” to enter minimum quantity for products in order to allow quote submission.  Specify Minimum Quantity Limit: Enter the limit for quantity here.  Enable Price Threshold: Select “Yes” to enter minimum price for products in order to allow quote submission.  Specify Minimum Price Limit: Enter the limit for price here.

Step 2: Manage Quotations

 Quote Information: This shows customer information with quote status, date and comments.

 Quotation Management: This shows the product, quantity and proposed total by customer. Admin can directly approve/reject the quote with top right buttons if agreed with proposed quotation total (Coupon code will be generated if approved). Else can apply flat/percentage discount on the actual total and send proposal to customer.

Admin can also send message/comment with the quote. The quotation status needs to Biztech Store

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USER MANUAL – QUOTATION MANAGER v1.0.0 be changed to “Proposal Sent by Admin”. The customer can approve/reject this proposal and the status will be reflected here.

Once the customer has agreed on the proposal and the admin is willing to proceed, then admin needs to change the status to “Proposal Approved by Admin” and the coupon code will be generated. In any case, if the admin rejects the proposal, then the quote is closed.

The coupon code generated will be sent by email to customer and also shown in the account.

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USER MANUAL – QUOTATION MANAGER v1.0.0  Communication History: Shows communication between admin and customer.

Step 3: Product Configuration

 Add to Quote: Select “Yes” to allow customer to submit quote for this product.  Admin can enter the minimum quantity threshold for each product to allow quote submission.

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USER MANUAL – QUOTATION MANAGER v1.0.0 Front end Configuration: Add to Quote: When the customer clicks on “Add to Quote” button for the products.

My Quotations: The quotations submitted by customer can viewed at My Account → My Quotations.

View quote: Customer can view the quote details, status, and messages by admin, coupon code here. Customer can communicate with admin from here. Once the coupon code is available, customer can click on “Add to Cart” and the quoted products will be added to cart. Customer needs to apply the coupon code and the rest will be same as usual Magento checkout.

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USER MANUAL – QUOTATION MANAGER v1.0.0

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USER MANUAL – QUOTATION MANAGER v1.0.0 6. Points to Note  Customer needs to register/sign in to submit the quote.  Customer cannot submit the quote with proposed total greater than the actual total.

7. FAQ 1. Will I be notified when a customer submits the quote?

Ans. Yes, an email will be received on the recipient email address entered in the configuration.

2. Can I edit the fields of the quote request page?

Ans. Currently it only displays the fields configured by us. There isn't any option to edit these fields as we have covered every necessary field for quote.

3. Is it possible to allow quote submission only for higher product quantities?

Ans. Yes, the admin can set product quantity threshold so if the customer enters quantity less than the threshold, then the quote would not be submitted.

4. Can the customer provide their own price in the quotation?

Ans. Yes, we have given provision in the quote request page to specify proposed quotation total.

5. Is it possible to negotiate with the customer before finalizing the quote?

Ans. Yes, there is an option provided where you can communicate with your customer and finalize the quote.

6. How can the customer view the status and detail of their quote?

Ans. There is a provision in customer's account where he/she can refer the quote details.

The customer needs to login on your store.

7. Is it mandatory for the customer to be registered on our website prior to submission of the quote?

Ans. Yes. If the customer is not registered/logged in while quote submission, then a pop up will open to register/login.

8. The quote has approval from both customer and admin. What next?

Ans. After approval from both the sides, a coupon code will be auto-generated and sent to respective client. The client can use the coupon code while checkout and place order.

9. What if customer agrees for the quote, but admin has not yet approved? Will the coupon code still generate?

Ans. No, the coupon code will be generated only after final approval from admin.

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USER MANUAL – QUOTATION MANAGER v1.0.0 8. Contact Us We simplify your business,offering unique business solution in digital web and IT landscapes.

Our core expertise includes

Magento Expertise

We are Magento e-commerce specialist!

Be it,     

Store Development Customization Integration Maintenance Upgradation

You can trust our expertise!

Contact – Mr. Maulik Shah CEO, Biztech Consultancy

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