| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Website (website) • eCommerce (website_sale) • Invoicing (account) • Discuss (mail) |
| Lines of code | 1317 |
| Technical Name |
wbl_cart_quotation |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Website (website) • eCommerce (website_sale) • Invoicing (account) • Discuss (mail) |
| Lines of code | 1317 |
| Technical Name |
wbl_cart_quotation |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
- Quote Manager
Request for a Demo
Website Cart Quotation
The Website Cart Quotation module lets users easily convert shopping carts into quotations. This functionality allows customers to request quotes directly from their cart, enhancing their shopping experience by providing flexibility and clarity regarding pricing. It assists businesses in managing pricing, discounts, and order details more effectively, improving customer engagement and decision-making. The admin can also enable shipping quotations using this app. Customers can choose the delivery method and ask for a quote from the admin.
Website Cart Quotation Benefits
Clear Communication of Quotation Status
Email Notifications for Tracking
Enhanced Customer Engagement
Streamlined Quotation Process
Flexible Pricing Options
Improved Order Management
Website Cart Quotation Features
Cart-to-Quote Configuration:
- Provides settings to enable the quotation button on the cart, allowing customers to convert their carts into formal quotes seamlessly.
Customization Options:
- Admins can configure settings related to the cart-to-quote process, including enabling options for cart, delivery, payment, and email notifications.
Minimum Order Amount Specification:
- Allows the admin to set a minimum order amount required to generate a quotation, ensuring that quotes are relevant and actionable.
Warning Message or Quotation Hiding:
- Provides options to display a warning message or hide the quotation button if the minimum order criteria are not met, managing customer expectations.
Backend Cart Quotation Management:
- Admins can manage the cart quotation directly from the backend, including changing shipping prices and applying percentage-based discounts.
Order Approval Workflow:
- Offers an approval button for quotes, and upon approval, the status and detailed information can be viewed in the customer's account under the cart quotation tab.
Shipping Quotation:
- Just like a customer converts a cart to a quotation, he can also request a delivery estimate from the admin. Customers can select the delivery method during checkout and ask for a shipping quotation.
Website Cart Quotation Steps to Configure
- Go to Website -> Configuration -> Settings.
- Configure the settings to enable or disable the quotation feature at specific stages, including the cart, delivery, or payment steps. Specify the button label, set a minimum order amount, and choose whether to display a warning message or hide the quotation option when conditions are unmet.
- Click the "Quote" button.
- Go to Configuration -> Cart Quotation. Input the shipping price and apply a discount (percentage). Click the approve button to proceed with the process.
- Navigate to My Account, Click on the cart quotation tab.
- Display the 'Add to Cart' button, click it to proceed, and continue with the process.
- Navigate to Settings -> Technical -> Email to view emails related to cart quotation status.
Frequently Asked Questions
Sometimes you need a quick answer to your
question. You can get it right away here.
General
Website Homepage
Navigate to Configuration -> Settings and click on Settings.
Cart-To-Quote Configurations
Enable or disable options for cart, delivery, the checkbox button, the pay now payment option, and email notifications.
Order Overview
The quote button is unavailable because the required minimum amount hasn't been reached.
Display Quote Button
Now that the minimum amount has been met, the quote button is visible; click it to request a quote.
Cart Quotation List
Access the cart quotation list and click on the view icon to see details.
Shipping Quotation View
Show the shipping quotation details along with a message indicating the status.
Select Option
Go to Configuration -> Cart Quotation and select Cart Quotation.
Cart Quotation Details in Backend
Show the list with detailed information and the status of each quote.
Approve Button
Enter the discount (%) to see the updated final amount, then click the approve button.
Cart Quotation Tab on the front
Click the cart quotation tab to display the available information.
Cart Quotation List Page
Display the status after the quote approval is completed.
Add To Cart Button
Display an approved message and the add to cart button; click it to proceed.
Cart Page
The checkout button will appear after the quotation has been approved.
Cart-To-Quote Configurations Setting
Turn off the hide checkout button, activate the hide payment now button, and choose the hide quotation option.
Select Shipping Method
Select your preferred shipping method to change the shipping charges, then click the quote button on the delivery page.
View Cart Quotation Details
Enter the shipping and discount (%) values, then proceed by clicking the approve button.
Shipping Cost Update
The updated shipping delivery charges are displayed, but the quote button is unavailable because the hidden setting is enabled.
Emails
Navigate to Settings -> Technical -> Emails to view emails related to quotation status messages for cart quotation requests and approvals with reference ID.
Warning Popup On Cart
Show a warning message on the cart page.
Another Warning Popup On Cart
This product quotation has already been generated.
Popup
A warning message appears on the delivery page.
Payment Page
A warning message appears on the payment page.
Hide Quotation On Cart
Hide the quote button based on the selection of the "Hide Quotation" option.
Hide Quotation On Payment
Hide the quote button based on the selection of the "Hide Quotation" option.
Weblytic Labs Odoo Services
Implementation
Services
Development
Consultation
Developers
Services
Development
Customization
Development
Development
Development
Weblytic Labs - Your one-stop solution
Thank you for exploring our Odoo App. We are committed to continuous improvement to enhance your
experience.
Should you encounter any issues or have feature requests for our Odoo App, please don't hesitate
to contact us at
support@weblyticlabs.com
We eagerly await your notification!
Must Have Apps
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module