Magento for B2B Commerce, 2.2.x

Quotes

If B2B Quotes are enabled in the configuration, an authorized buyer from a company can initiate the price negotiation process by submitting a request to negotiate the price from the shopping cartA grouping of products that the customer wishes to purchase at the end of their shopping session.. The Quotes grid lists each quote received, and maintains a history of the communication between buyer and seller. The standard workplace controls can be used to filter the list, change the column layout, save views, and export data.


Quotes

To apply an action:

1. On the Admin sidebar, tap Sales. Then under Operations, choose Quotes.
2. In the first column of the grid, mark the checkbox of each record that you want to update. Then, follow the instructions for the action that you want to apply:
  • Actions Control

    Field

    Description

    Decline

    Only quote requests with an “Open” status can be declined.

  • Column Descriptions

    Field

    Description

    Select

    Mark the checkbox to select the quote(s) to be subject to an action, or use the selection control in the column header. Options: Select All / Deselect All

    ID

    A unique numeric identifer that is assigned when a request for a quote is submitted from the shopping cart of a buyer. When viewing the quote detail the ID appears at the top of the page, instead of the quote name.

    Name

    The name assigned to a quote request by the buyer.

    Created Date

    The date and time the buyer first submitted the request for a quote.

    Company

    The name of the company on behalf of which a buyer submits a request for a quote.

    Submitted By

    The first and last name of the company buyer who submits a request for a quote.

    Last Updated

    The date and time of the last communication between buyer and seller regarding the quote.

    Sales Rep

    The first and last name of the sales representative who manages the buyer’s account.

    Quote Total (Base)

    The total price of products to be purchased based on the original quote. The total amount appears in the base currency of the website, and in the currency of the storefront.

    Quote Total (Negotiated)

    The total price of products to be purchased based on the negotiated quote. The total amount appears in the base currency of the website, and in the currency of the storefront.

    Status

    Indicates the current state of a quote request. The status of a quote can be changed only by action on the part of either the buyer or seller. See also the Status settings from the buyer’s account.

    New

    The buyer has submitted a request for a quote, but it has not been viewed by the seller. The request can be updated by the buyer until it is opened by the seller.

    Open

    The seller has opened the request and is in the process of reviewing it and preparing a response.

    Submitted

    The seller has sent a reponse to the buyer. The quote record cannot be edited during the negotiation process.

    Client Reviewed

    The buyer has viewed the response from the seller, and is in the process of preparing a reply.

    Updated

    The buyer has submitted a response, but it has not been viewed by the seller.

    Ordered

    The buyer submits the order based on the negotiated quote.

    Closed

    The buyer has canceled the quote request.

    Declined

    The seller has declined the request for a quote. Any custom pricing is removed from the quote, and the record is locked from further edits.

    Expired

    The buyer didn’t respond to the seller’s reply within the designated time period, and the quote is no longer valid.

    Actions

    View

    Opens the request for a quote, and maintains a record of the negotiation between buyer and seller.