Magento for B2B Commerce

Configuring Quotes

The quote configuration determines the minimum required order amount for quote requests, the quote lifetime, and the supported file formats for attached files.

To configure quotes:

1. On the Admin sidebar, choose Stores. Then under Settings, choose Configuration.
2. In the sidebar on the left, expand the Sales section. The , choose Quotes.
3. Expand the General section. Then, do the following:
a. Enter the Minimum Amount in the shopping cart that must be met before a request for a quote can be submitted.
b. In the Minimum Amount Message text box, enter the message that you want to appear when the shopping cart total doesn’t meet the minimum required amount.
c. In the Default Expiration Period fields, enter the number of days, weeks, or months that a quote is to remain valid.
4. Expand the Attached files section. Then, do the following:
a. In the File formats for upload field, enter the suffix of each file type that you support for files that are attached to a quote. Enter each file suffix in lowercase, and separated by a comma.

By default, the following formats are supported: doc, docx, xls, xlsx, pdf, txt, jpg, png, jpeg

b. In the Maximum file size field, enter the maximum size of an attached file, in megabytes.

The value you enter might be overridden by the server setting.

5. When complete, tap Save Config.