Request for quotes

If you use Infor M3 CE as your ERP, your customers can use the web shop to request quotes for items.

When this feature is activated, a Request Quote button is added to the Shopping Cart and Mini-cart widgets.

After users click the Request Quote button, they proceed to a new Request Quote page. Depending on how roles are set up, customers can specify cost center, delivery, shipping, and record keeping information. They also provide a name for the quote. To complete the request, customers click the Submit button.

After final pricing is saved in M3 CE, customers use the Quote Details page to accept or decline the quote. Customers can use the new Quote Dashboard widget and Quote List page to review the status of their quotes.

This table shows the actions that are taken during the quotation process and the events that each action generates:
Action Events
In the web shop, a user clicks the Submit button in the Quote Request page.
  1. In the web shop, the status of the quote is updated to Submitted.
  2. A notification is sent to the individual who requested the quote and to the email addresses of the account managers.
  3. A ProcessQuote BOD is generated and sent to M3 CE.
  4. If the ProcessQuote BOD is processed successfully, M3 CE generates a SyncQuote BOD with a quote status of Unapproved and an AcknowledgeQuote BOD. The AcknowledgeQuote BOD includes the ERP quote number.
  5. Rhythm ignores the SyncQuote BOD. After the AcknowledgeQuote BOD is processed, the ERP quote number is added to the quote in the web shop.
Note: If the AcknowledgeQuote BOD has a status of Rejected, then the quote status in the web shop is updated to Failed. The quote number is not updated.
In M3 CE, the account manager prepares final pricing and updates the status of the quote to 20 Definite quotation.
  1. Infor M3 generates a SyncQuote BOD with an Open status to Rhythm.
  2. After Rhythm processes the BOD, the status of the quote in the web shop is updated to Open. The pricing is updated. The font color of the pricing is updated to black to indicate that the pricing is final.
  3. A notification is sent to the individual who requested the quote and to the email addresses of the account managers.
In the web shop, a user declines the quote. To complete this action, a quote must have a status of Open and cannot be expired.
  1. The status of the quote in the web shop is updated to Declined.
  2. A notification is sent to the individual who requested the quote, the individual who declined the quote, and to the email addresses of the account managers.
  3. Rhythm generates a ProcessQuote BOD with a quote status of Lost.
  4. After M3 processes the BOD, the status of the quote in M3 updated to Rejected.
  5. Infor M3 sends a SyncQuote BOD to Rhythm with a quote status of Lost and an AcknowledgeQuote BOD to Rhythm.
Note: If the AcknowledgeQuote BOD has a status of Rejected, then the quote status in the web shop is updated to Failed. The quote number is not updated.
In the web shop, a user accepts the quote. To complete this action, a quote must have a status of Open and cannot be expired.
  1. The status of the quote in the web shop is updated to Accepted.
  2. Rhythm generates a ProcessQuote BOD with a quote status of Accepted.
  3. After M3 processes the BOD, the status of the quote in M3 updated to CO created from quotation.
  4. Infor M3 sends an AcknowledgeQuote BOD to Rhythm.
  5. A notification is sent to the individual who requested the quote, the individual who accepted the quote, and to the email addresses of the account managers.
  6. In Infor M3, the quote is converted to a sales order.
  7. Infor M3 sends a SyncQuote BOD to Rhythm with a quote status of Awarded.
  8. After Rhythm process the SyncQuote BOD, the status of the quote in the web shop is updated to Awarded.
  9. A notification is sent to the individual who requested the quote, the individual who accepted the quote, and to the email addresses of the account managers.
  10. Infor M3 creates the sales order.
  11. Infor M3 sends a SyncSalesOrder.
  12. In the web shop, an order is created.

Business Center updates

To support the quote feature, these updates have been made in the Business Center:
  • In the Role Details form, Admin Quote and Submit Quote feature elements are now available. Users who are assigned to a role with the Admin Quote feature element can administer quotes in the Business Center. Users who are assigned to a role with the Submit Quote feature element can submit quotes in the web shop.
  • In the Market Details form, the Quote Details Target Page field is available. Use this field to specify the last part of the URL of the Quote Details page in the web shop. This URL is used in notifications.
  • In the Customer Details form, the Mail Receiver for Quote field is available. Use this field to specify the account manager or other individual at your company that should receive notifications when the customer submits a quote. The email address does not need to be associated with a user in Rhythm for Commerce.
  • In the Application Details form, the MailReceiverForQuote parameter is now available. Use this parameter to specify a default email address for quote notifications. Notifications are sent to this email when an email is not provided in the Mail Receiver for Quote field on the Customer Details form. If an email is provided in both the MailReceiverForQuote on the Application Details form and the Mail Receiver for Quote field on the Customer Details form, then the email address that is specified in the Customer Details field is used.

Web shop updates

These updates have been made to the web shop:
  • A Request Quote button is available on the Mini-cart and Shopping Cart widgets. This button is displayed if the user is assigned to a role where the Submit Quote feature element is enabled. A Select the Quote Request page configuration is added to both widgets.
  • A Quote Request widget is available. Customers use this widget to specify cost center, delivery, shipping, and record keeping information. They also provide a name for the quote.
  • A Quotes Dashboard widget is available. This widget shows summary information about recent quotes.
  • A Quotes List widget is available. This widget shows a list of all quotes that have been submitted by the customer's users. Users can filter the list by status and search for a quote.
  • A Quote Details widget is available. This widget shows detailed information about an individual quote. Users accept or reject a quote from this widget.
  • A Select the Quote Details Target Page configuration is available on the Order Details widget.

Rhythm Notification Services update

A Quote email notification template is available in English.

Activation

To activate this feature, complete tasks in ION Desk, the Business Center, Notification Services, and the web shop.
  1. In ION Desk, add Quote BODs to the document flow between M3 and Rhythm.
  2. In the Role Details form in the Business Center, set up a role for merchant administration users where the Admin Quotes feature element is enabled. Users who are assigned to this role can view the Mail Receiver for Quote field in the Customer Details form and the Quote Details Target Page field in the Market Details form.
  3. In the Role Details form in the Business Center, set up a role for customer users where the Submit Quote and Send Mail On Order feature elements are selected. Users who are assigned to this role can access the quote functions in the web shop and receive notifications about quotes.
  4. In the Business Center, specify the email addresses of users who receive copies of quote notifications. For example, specify the email address of an account manager who is responsible for finalizing the pricing of the quote. Complete these tasks:
    • In the Mail Receiver for Quote field on the Customer Details form, specify the email address of the user who receives a notification when the customer submits a quote. You can specify more than one email address.
    • In the MailReceiverforQuote parameter on the Application Details form, specify the default email address for quote notifications. A notification is sent to this email address when an email address has not been specified for an individual customer Customer Details form.
  5. In the web shop, sign in as a site editor and complete these tasks:
    • Add the Quotes Dashboard widget to the Dashboard page and configure the widget.
    • Create a Quote List page and add the Quote List widget. Configure the widget.
    • Create a Quote Details page and add the Quote Details widget. Configure the widget.
    • Create a Quote Request page and add the Request Quote widget. Configure the widget
    • Configure the Mini-cart and Shopping Cart widgets to link to the Submit Quote page.
    • Configure the Order Details widget to link to the Quote Details page.
  6. In the Market Details form in the Business Center, specify the last part of the URL of the quote details page in the Quote Details Target Page field.
  7. In Rhythm Notifications Service, set up the quote notification template.

Limitations

These features are not supported for use with the request quote function:
  • CPQ
  • Confirmed delivery dates in checkout
  • Use of the OrderDetailsService
  • Multiple delivery methods
  • Mandatory purchase order number
  • Click to collect
  • Blanket agreement indicators
  • Order approval flow
  • Credit card payment

To activate the request for quotes feature, you must use Infor M3 CE (multi-tenant).

To apply discounts to quote lines, you must use a defined discount model in M3. You cannot manually add a discount to each order line.