Some orders will need to be priced manually as they have special requirements. A user can request a quotation which can be priced up in the print room and the quotation sent to the user via PrintStation. The user can then either accept the quotation and the order is placed on PrintStation or they can reject the quotation and the order is marked as deleted.
Quotations can be used with third party payment providers, for example Stripe
To enable quotations to be used:
1.
A product needs to be created that contains at least the body section. A free text area can be added in the notes section where the user can enter specific details, if required. You need to have a separate product to other products already created as the price will not be automatically calculated. For more information on creating products, please refer to the section on Creating a Product.
2.
The product needs to be priced in CostManager with a fixed price of zero. Products can be either Global or Portal specific. For more information on pricing products, please refer to the section on Selecting the Pricing.
3.
Assign the product to the required portal. For more information, please refer to the section on Adding Products to a Portal.
4.
Open the website and sign in with Administrator rights. View the Admin page and In the Orders section click Order Statuses.
5.
Select the option Set the status to 'Waiting for Quote' for new orders with no price.
6.
Check that emails are sent for the statuses 'Waiting for Quote', 'Quote Sent', 'Order Placed and 'Awaiting Paper Originals'. Update the email text for the statuses 'Waiting for Quote' and 'Quote Sent'. Please refer to the section on Changing the Wording in a Status Email for more information. If emails are not turned on then the Quotation process will not work.
When users require a quotation they need to use the Quotation product and place an order in the usual way. The order status will show as 'Waiting for Quote' in their Orders. For more information, please refer to Requesting a Quotation.
The PrintStation will receive the quotation request. The print room operator can manually enter a quotation value into the Price field and save the change. When they change the status of the order to 'Quote Sent' and email will be sent to the user and they will be able to reject or accept the order. For more information, please refer to Quotation Requests.
