Magento for B2B Commerce

My Quotes

If quotes are enabled, the My Quotes section of the account dashboard lists all quotes submitted by the customer. Depending on their permissions, only buyers who make purchases on behalf of a company can submit requests to negotiate the price of a purchase.


My Quotes

The buyer begins the process by submitting a request for a quote from the shopping cartA grouping of products that the customer wishes to purchase at the end of their shopping session.. Email is exchanged between the buyer and seller during the negotiation process. For the buyer, the My Quotes page is the focal point for all communication between buyer and seller during the negotiation process. A buyer who accepts the negotiated price offered by the seller can proceed directly to checkout from the quote. Additional discounts cannot be added to the negotiated quote.

  • Column Descriptions

    Field

    Description

    Quote Name

    The name assigned to the quote request by the buyer.

    Created

    The date the quote request was first submitted.

    Created By

    The first and last name of the buyer who submitted the quote request.

    Status

    Indicates the current status of the quote. The status of a quote can be changed only by action on the part of either the buyer or seller.

    Submitted

    The buyer’s request for a quote hasn’t yet been opened by the seller. While in this state, the buyer can still make changes to the request for a quote. Available actions:

    View / Close

    Edit Quantity

    Delete SKU

    Add Comments

    Edit Shipping Address

    Pending

    The seller has opened the request and is in the process of reviewing it and preparing a response. Available actions: View / Close

    Updated

    The seller has sent a response to the buyer, and the Proceed to Checkout button is enabled. While in this state, the buyer can continue to make changes to the quote. Available actions:

    View

    Send for Review

    Proceed to Checkout

    Delete Quote

    Close

    Edit Quantity

    Delete SKU

    Add comments

    Edit Shipping Address

    Open

    The buyer is making changes to the quote, and the Proceed to Checkout button is disabled. Available actions:

    View

    Send for Review

    Delete Quote

    Edit quantity

    Delete SKU

    Add Comments

    Edit Shipping Address

    Ordered

    The buyer has submitted an order based on the negotiated quote. The quote is locked, and cannot be edited. Available action: View

    Closed

    The buyer has ended the negotiation and cancels the quote. The quote is locked, and cannot be edited by either buyer or seller. Available action: View / Delete

    Declined

    The seller has declined the request for a quote, or to make a proposed change during the negotiation process. A quote can be declined at any stage of the workflow.

    Any custom pricing is removed from the quote. The buyer can continue editing the quote and resubmit, or make the purchase based on standard catalog prices. Available actions:

    View

    Send for Review

    Delete Quote

    Edit Quantity

    Delete SKU

    Add Comments

    Edit Shipping Address

    Expired

    The lifetime of the quote has expired. Any proposed prices are reset. The buyer can open an expired quote to either complete the purchase based on current catalog prices, or initiate a new round of negotiations. Available actions:

    View

    Send for Review

    Delete Quote

    Edit Quantity

    Delete SKU

    Add Comments

    Edit Shipping Address