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MageBees a Venture by Capacity Web Solutions Pvt. Ltd.
302, "B" Wing, Shivalik Yash, Near Shastrinagar BRTS, Naranpura, Ahmedabad, Gujarat, INDIA.
Support Ticket :- http://support.magebees.com , Support Email :- [email protected]
Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Quotation Manager Pro User Manual
https://www.magebees.com/magento-product-feed-generator-
extension.html
Product Feed Generator Extension
By
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Quotation Manager Pro Extension By MageBees
2 MageBees a Venture by Capacity Web Solutions Pvt. Ltd.
302, "B" Wing, Shivalik Yash, Near Shastrinagar BRTS, Naranpura, Ahmedabad, Gujarat, INDIA.
Support Ticket :- http://support.magebees.com , Support Email :- [email protected]
Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
CONTENT
Introduction 3
Features 3
Benefits Of Quotation Manager Pro 4
How it Works? 8
Back end Configuration 8
Customer Account Section 18
Quotation Management From Admin 21
FAQ 28
Support 30
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Quotation Manager Pro Extension By MageBees
3 MageBees a Venture by Capacity Web Solutions Pvt. Ltd.
302, "B" Wing, Shivalik Yash, Near Shastrinagar BRTS, Naranpura, Ahmedabad, Gujarat, INDIA.
Support Ticket :- http://support.magebees.com , Support Email :- [email protected]
Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Introduction:
Detailed Summary of Quotation Manager Pro Extension:
Our Quotation Manager Pro module allows customers on your Magento shopping cart
website to request quotes for products instead of immediately adding them to the shopping
cart. This is useful for businesses that like to negotiate pricing with customers. Often this is
done to get bulk discounts, discounts based on special corporate customers.
Create, send, and manage Quotes in Magento. Receive quote requests through your front-
end or start new quotations from your Magento backend. Negotiate prices and terms with
your customers and send quotes with custom prices and custom products that are created
on the fly via your Magento backend. Our Quotation Manager Pro also features follow-up
quote e-mails, sales representative assignments, attaching PDF proposals and much more.
Our extension is easy to setup and give many options which are configuring from admin.
Features of this extension:
1. Assign submitted quote to the selected admin.
2. Choose whether to show or hide "Add to Quote" button on product page.
3. Choose whether to show or hide "Add to Quote" button on list/grid view per product.
4. Support translation via Magento Localization features.
5. Support all type of magento product.
6. Allow customer to Attach file when submit quote request.
7. Give readymade email template for customer and sales representative notifications.
8. Allow to Send CC emails of your requests and quotes to more peoples.
9. Allow to send proposal in PDF format.
10. Allow to add additional attachment to the transactional emails.
11. Show Quote Profit / Loss amount based on the cost price and original price in the Quote
View.
12. Lock Quote Base on the Admin / Customer action on the Quote.
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13. Create and Manage quote from the Magento Back end.
14. Convert Quote To Order Easily.
15. Manage and edit all quotes as administrator within the Magento back-end.
16. Easy communication with the customer and also notify using email to the customer /
admin both.
17. Admin use custom price at the time of Quotation request.
18. It provides a user friendly interface for customers to apply for quote.
19. It allows negotiating for the quote and keeps track for entire communication history.
20. There are email notifications for every action.
Benefit of Quotation Manager Pro:
It provides a user friendly interface for customers to apply for quote.
It decrease abandon cart ratio.
It allows negotiating for the quote and keeps track for entire communication history.
Provide email notifications for each action.
User can convert quotes to order.
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Quotation Manager Pro Extension By MageBees
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302, "B" Wing, Shivalik Yash, Near Shastrinagar BRTS, Naranpura, Ahmedabad, Gujarat, INDIA.
Support Ticket :- http://support.magebees.com , Support Email :- [email protected]
Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Backend Configurations:-
General Configurations:
Enabled: Using this option we can Enable / Disable Quotation manager pro module.
Enabled jQuery Library: Using this option we can Enable / Disable jQuery library.
Assign Quotation To Selected Admin: Assign newly created quotation to the
selected admin user.
Front End:
Category Product Listing Page / Product Detail Page: Quotation Manager Pro gives
the shop owner complete control in enabling quotations for products. Quotation
Manager pro allows enabling or disabling Add to quote button per Product OR
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Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
list/grid view per product. It is also possible to show Add to Quote button on the
product detail page but hide it in the list/grid views.
Note: Need to Set “Allow Quotation” Yes from Product section.
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Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Tier Price Options: Allow customer to add multiple Qty request at the time of Quite
submitted.
Product Remark Info: Allow customer to add custom request Information product
wise.
Lock Proposal: Proposal items cannot be removed or added/update from quote via
the shopping cart.
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Support Ticket :- http://support.magebees.com , Support Email :- [email protected]
Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
After Adding a Product Redirect to Quotation List: Using this option customer
allows redirecting to Quote list page or redirecting to product detail page base on
the selected options.
Set Password for New Customer Registration: Our Quotation Manager Pro create
customer for the Guest user. Using this Option we admin can able to set Random or
Fixed customer password. This Password will pass to the customer information
email.
Customer Account Password: Allow to set Fixed Password for New Created
Customer by Quote to Request Page.
Quotation Number Format:
Set Custom Quote Increment Id using following Quotation Number Format fields.
Quotation Prefix: Set Quotation Number Prefix as per the requirements using
Quotation prefix.
Current Quotation Number: Allow to change Current Quotation Number.
Quotation Increment Number: Allow to Change Quote Increment Number using the
Quotation Increment Number.
File Upload:
Allow File Upload: Allow enabling / disabling file attachment options in the admin
section so it will allow customer to attach file when submit quote request.
Allowed File Type: Allow setting allowed file type like jpg, png, or pdf etc.
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Support Ticket :- http://support.magebees.com , Support Email :- [email protected]
Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Sales Representatives:
Sender Email: Allow to Set Sales Representatives for the Quotation using Sender
Email.
Send Quotation Email Copy To: Set Admin Email Id on which all the quotation
transaction email sends to as admin emails. Transaction email sends to the multiple
email account using Send Quotation Email Copy to field.
Email Templates: Give readymade templates for the following different stage of the
quotations.
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New Account: Email Send To the customer when New Customer Register Using
Quote Request Page.
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New Request: Email Send to the customer as well as admin/sales representative
with the detail information about quote when customer submit new quote request.
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Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
New Proposal Template: Admin Create Quote Proposal and Notify to the customer
using this template. We had also provided quote in the pdf format to the customer
at the time of Quote Submit.
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Request Cancelled Template: When customer Edit Quote then Current Quote will be
cancel and new Duplicate Quote will be created and When Customer Submit new
Quote then it will generate the New Quote. It will notify to the customer and Admin
both.
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Support Ticket :- http://support.magebees.com , Support Email :- [email protected]
Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Request Reject Template: When customer / admin Reject Quote then Current Quote
will be rejecting and it will notify using following email template.
Proposal Accepted: When Customer Click on Confirm and Checkout button from the
View Quote page then it will notify to the admin and customer using the following
email.
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Customer Reply to Admin Email: When Customer Reply to admin using
Communication section then it will notify to the admin using following email
template.
Admin Reply to Customer Email: When Admin / Sales Representative reply to the
customer using the Communication section from admin side then it will notify to the
customer using the following email template.
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Support Ticket :- http://support.magebees.com , Support Email :- [email protected]
Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Proposal Settings:
Show Items Remark in PDF: Using this Option we will able to show / hide Item
comment in the Quotation PDF file.
Show Quote Adjustment to Customers: Using this Option we will able to show / hide
quote adjustments amount in the pdf.
Set Standard (Fixed) Remark with Proposal: Using this Option we will be able to set
custom note in pdf file.
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Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
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302, "B" Wing, Shivalik Yash, Near Shastrinagar BRTS, Naranpura, Ahmedabad, Gujarat, INDIA.
Support Ticket :- http://support.magebees.com , Support Email :- [email protected]
Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Customer Account Section:
Go to My Account -> My Quotations: In this section customer will able to see list of
submitted quotes.
For check quote information in the detail click on the view Quote button and customer will
able to get full quote information.
Status: It will show current status of the quote.
Updated At: It will show last updated date of the current quotation.
Print Quotation: Using this we can able to generate pdf file of the quotation
information.
Shipping / Billing Address: This filed show address enters by the customer at the
time of quotation submit.
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Support Ticket :- http://support.magebees.com , Support Email :- [email protected]
Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Customers will able to see proposed price set by admin for the quote item using
“PROPOSAL”.
When Customer add tier price in the item then customer will able to see multiple
qty for the item with the price so using the radio button customer will able to select
one qty per item.
Original Base Price Excluded Tax: it will show items total with the exclude tax.
Proposal Base Price Excluded Tax: it will show items proposal total with the exclude
tax.
Adjustment Quote: it will show total discount amount given by the admin on this
quote.
Note: Here we will show all the totals with excluded tax.
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Support Ticket :- http://support.magebees.com , Support Email :- [email protected]
Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Reject Proposal: Using this button customer will able to reject the current quotation.
It will notify email to the customer and sales representative also.
Edit Quote: Using edit quote button customer will able to create new quote in which
current quote items will be automatically added into the quote and current quote
will be cancel. It will notify email to the customer and sales representative also.
Conform and Checkout: Using this button customer will able to accept the quote
and add quote item into the cart. Then customer will able to place order using
current quote item. It will notify email to the customer and sales representative also.
Customer will able to communicate with the sales representative using message
section.
Using Browse button customer also able to attach file.
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Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Quotation Management from Admin:
Notify new Quotation: When admin login into the admin section then it will notify using
notice if new quotation submitted by the customer or if any un-read read quotation
available.
1) How to create new Quotation from the admin section?
For create quotation from admin section you need to follow below steps.
Login into admin section.
Go to Magebees -> Quotation Manager Pro -> Manage Quotation.
o Click on Create New Quotation button.
Select Customer or Create New Customer.
Then Select store (if multi store )
Add Products into order, and fill the address information then
click on Create Quotation button.
2) Edit Quotation from admin Section.
Go to Magebees -> Quotation Manager Pro -> Manage Quotation. You will able
to see list of all the available quotes. Then click on the view button for edit the
selected quote.
General Information:
Quotation Status: Admin will be able to change the Quota Status using this field.
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Quotation Assign To: Admin will able to assign quota to another admin user.
Account Information:
This section display
customer account
information submits by
the customer at the time
of quotation submitted.
Add File to Quotation
Admin will able to add
file using the browse
button. If any attachment
added by the customer
then it will also display in
this section.
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MageBees a Venture by Capacity Web Solutions Pvt. Ltd.
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Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Billing / Shipping Address:
This section will be
displayed Billing address
and shipping address of
the customer which is
used by the customer
when customer
submitted the quote
request.
Product Information: This section displays all the available products with its selected
options for this quote.
Product: It will display Product information with its selected options.
Request information: It will display customer comment and also admin will able to add\edit
it’s comment product wise.
Original Price: It will display product’s original price.
Cost Price: Admin will be able to add product’s cost price using change link. When you click
on the change link then you will get text box then set your value and click on save button.
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Price: It will display product’s actual price when quote submitted by the customer. Admin
will able to change the price.
Qty: It will display product’s qty which is submitted by the customer.
Admin will able to change Cost Price, Price & Qty field value. Admin will also able to tier qty
set for the product using Add Qty link.
Row Total: It will display total row amount base on the product qty and its price.
Margin: When admin will set Cost Price of the product then it will display Margin in the
percentage.
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Support Ticket :- http://support.magebees.com , Support Email :- [email protected]
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Edit Product: Using this option admin will able to change in the product like change its options.
Admin will also able to add new product into quote using Edit Products button. When you click on
the Edit Product button then you will see the screen like below.
For adding new products in the quote click on Add Products button. Click on Update Items
& Qty’s button for Update Items into quote.
Note: When you edit the Product’s then it will be remove the entire tier Qty from all the
products.
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Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Quotation Totals:
Subtotal Original (Excluded Tax): It will show Quote item’s total amount (Exclude
Tax) in the Base currency.
Adjustment Quotation: It will show Quote item’s discount amount in the Base
currency.
Subtotal (Excluded Tax): It will show Quote final cost (Exclude Tax) in the base
currency.
Grand Total (Excluded Tax): It will show Quote final cost (Exclude Tax) in the base
currency.
Submit Proposal: This button will used for submit generated proposal to the
customer. So customer will access that generated quotation using their customer
account.
Create Order: This button will used for create order using current quote information.
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Support Ticket :- http://support.magebees.com , Support Email :- [email protected]
Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Message History: This section list the communication between the client and admin / sales
representatives.
It will show date & time
information about
individual
communication message.
When customer notified
by admin then it will
show as Customer
Notified.
It will show
communication message
which was written by the
admin / customer.
It will also list Quote
Status in the
communication section.
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FAQs
Q-1:- I have installed Quotation Manager Pro Extension. But When I click on Quotation
Manager Pro tab in the configuration page will get a 404. :(.
Solution: - After installing Quotation Manager Pro Extension. Please Logout from
admin account and Re-login and Refresh Cache.
Q-2:- Can I send notification email to more than one sales representative?
Solution: - Yes you can provide list of comma separated email addresses in “Send
Quotation Email Copy to:” those shall be notified of each notifications.
Q-3:- Not able to add / update / delete cart item after conform and checkout Quotation. It will
give error like below.
Solution: - Yes you cannot able to add / update , delete current cart items because
currently customer had accepted the proposal. So customer will be in the Quote
Conformation Mode. So for add, edit or delete quote item click on the log out link. For
disable Lock Proposal Select No in the “Lock Proposal” options in the Configuration.
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Proposal locked the cart item. Customer can not able to edit or add need to purchase
quoted items only.
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Our Websites :- http://www.magebees.com , http://www.capacitywebsolutions.com
Thank you!
Do you need Extension Support? Please create support
ticket for quick reply,
https://support.magebees.com/
Do you have any suggestions? Please contact us,
https://www.magebees.com/contact-us