Request for quotes
When this feature is activated, a
button is added to the and widgets.After users click the 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 button.
button, they proceed to a newAfter final pricing is saved in M3 CE, customers use the Quote Details page to accept or decline the quote. Customers can use the new widget and Quote List page to review the status of their quotes.
Action | Events |
---|---|
In the web shop, a user clicks the Quote Request page. | button in the
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. |
|
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. |
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. |
|
Business Center updates
- In the Role Details form, and feature elements are now available. Users who are assigned to a role with the feature element can administer quotes in the Business Center. Users who are assigned to a role with the 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
- A Select the Quote Request page configuration is added to both widgets. button is available on the and widgets. This button is displayed if the user is assigned to a role where the feature element is enabled. A
- A 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 widget is available. This widget shows summary information about recent quotes.
- A 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 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 widget.
Rhythm Notification Services update
A Quote email notification template is available in English.
Activation
- In ION Desk, add Quote BODs to the document flow between M3 and Rhythm.
- In the Role Details form in the Business Center, set up a role for merchant administration users where the 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.
- In the Role Details form in the Business Center, set up a role for customer users where the and 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.
- 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.
- In the web shop, sign in as a site editor and complete these tasks:
- Add the Dashboard page and configure the widget. widget to the
- Create a Quote List page and add the widget. Configure the widget.
- Create a Quote Details page and add the widget. Configure the widget.
- Create a Quote Request page and add the widget. Configure the widget
- Configure the Submit Quote page. and widgets to link to the
- Configure the Quote Details page. widget to link to the
- 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.
- In Rhythm Notifications Service, set up the quote notification template.
Limitations
- 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.