Quote Process

Find out how a quote process looks like from start to end.

Very often customers want to negotiate the price regarding the products they want to buy. For such a process, it is important that an eCommerce platform supports a more sophisticated process. Requesting a quote is a common use case especially for B2B business model, but within the Emporix platform, the quotes for B2C customers are also supported.

Below you can see the general, simplified flow:

Not only the customer is able to request quotes, but also the merchant's employee or a sales manager can generate a quote on behalf of the customer. This is described step by step in the 2nd demo scenario - Employee creates quote on behalf of a customer.

Roles included:

• B2B or B2C customer
• Merchant employee who needs to accept or decline a quote request

Demo scenario - a customer (B2B or B2C) requests a quote

This is a step-by-step description of the quoting process within the Emporix Showcase and what to look for in detail.

1

Browse for products

Browse for a product by categories or use the search bar to find the product you want to add to the cart.

2

Open the product details

Choose the product you want to add to the cart and open the product details page.

3

Add the product to the cart

Change the quantity, for example to 5, and add the product to the cart.

Result: The following screen is displayed:

4

Adjust the cart

Within the cart, you can change the quantity and a recalculation of the cart takes place.

5

Request a quote

Choose the Request quote button.

Result: The quote page appears.

6

View the quote overview

Choose the Quote overview button. The quote gets the Awaiting status.

7

Review the quote in Management Dashboard

Open the Management Dashboard and go to Quotes. The quotes overview page is displayed.

• The created quote is displayed with the Awaiting status.
• The merchant employee is informed by email that a customer created a quote request. The corresponding sales representative or a customer service employee can then work on the quote request quickly.

8

Approve the quote

Open the quote and check its details, prices, and discounts. Go to the Approval tab and choose Approve quote. You can add a comment from a merchant perspective if needed.

Click Update status and confirm you want to change the quote status.

Result: The quote request from the customer is accepted by the merchant and the quote status changes from Awaiting to Open.

It is possible to work on quotes in Management Dashboard and to update them anytime needed. For details on how to work with quotes in MD, see Quotes documentation.

9

View the open quote in the showcase

In the Emporix showcase, the customer goes to the My Quotes view under My Account. The quote has the Open status.

After the merchant employee accepts the quote, the customer gets an email with the corresponding PDF. Within the demo, the red bubble indicates that a new quote is available for the customer. In this case, there is one new quote available.

10

Accept or decline the quote

The customer opens the quote details and decides whether to accept or decline the quote.

If they request a change or decline the quote, they have to select a change or decline reason with additional text.

11

Complete the acceptance

If the customer accepts the quote, the status is updated in the showcase and in the Management Dashboard.

• Showcase status — quote detail page:

To get the storefront status updated, you need to refresh the page.

• Backend status — Management Dashboard:

Result: The accepted quote creates an order within CE. The order link is available in the quote details.

Employee creates quote on behalf of a customer

It is possible for you as an employee to create a quote on behalf of the customer in the Management Dashboard. For example, a customer calls a customer service department and asks for a specific quote. To create the quote on their behalf, you need to be logged in to the Management Dashboard as an employee.

Then, follow the steps described in the Quotes - Creating a quote guide.

Result: After you follow the steps and click the create quote button at the end, the quote is created with Open status and the quote notification is sent to the customer by email, including the PDF. The customer can accept or decline the quote as described under Customer requests.

To learn more about API used in this use case see the Quote Service and for user guides check the Quotes and the Quote Management documentation.