Edit price and quantity on quote on DW9

Adrian Ursu

Posted on 22/05/2017 21:55:11

Hi guys,

I have a case where products need to be evaluated by a sales representative in order to provide a final price for the customer.

I was thinking of using the Quotes for this purpose.

My thought was to create a Quote flow, let the customer place a quote, then ask a Sales Representative to impersonate the customer, and edit the quote before moving it to an Approved state.

Would this work? Anybody has a different suggestion?

Thanks,

Adrian

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Nicolai Pedersen

Posted on 23/05/2017 10:05:56

Hi Adrian

That is what Quotes is made for - but, the sales rep should not impersonate - he can login to the backend and change the quote and send it back to the user who can aprove the quote and make it a final order.

DW does not support changing an order (prices) from the frontend. But if the sales rep only needs to add and remove products, but not change prices, it can be done from the frontend.

BR Nicolai

Adrian Ursu

Posted on 23/05/2017 10:30:58

Hi Nicolai,

Thank you for the clarification.

I will check with the customer what would be the best approach.

Thanks,

Adrian

Adrian Ursu

Posted on 02/08/2017 16:24:13

Hi Nicolai,

I have another question regarding Quotes.

I see that after choosing to convert a Quote to an Order, the cart is basically the quote. If you change the quantity in Cart it is changed in the original Quote as well.

However, the option to delete a quote line is not available. At least I could not make it work using a standard Wrap solution. I would imagine this is by design.

If this uis the way it is set, I need a way to figure out if the current cart is a Quote (or started from a quote). In the list of available Cart TemplateTags I could not find a tag that can give me this information.

Can you help me with a suggestion?

Thanks,

Adrian

Nicolai Pedersen

Posted on 03/08/2017 13:07:43

Hi Adrian

A quote should not be changed after it has been quoted - that would make no sense.

You would have to use notifications to pick up if a quote is changed to a cart.

BR Nicolai

Adrian Ursu

Posted on 03/08/2017 15:58:18

Hi Nicolai,

I agree it makes no sense for the most part of the quotes. In my client's case, they only need a way to change the price for each orderline and not necessary inforce the entire Quote to be ordered.
Sometimes they need additional quantities and sometimes the customer changes his mind about some of the products.

But I agree that the most common usecase is that the quote should be ordered unchanged.

Regarding the tag, maybe you can add this a a feature request and include a TemplateTag that can offer this information instead of having to hook to a notification.

In my case I just need some criteria to make the quantity input readonly and hide the delete product link if the cart is based on a quote.

a simple GetBoolean("Ecommerce:Order.IsQuote") would be very helpful.

Thank you,
Adrian

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Edit price and quantity on quote on DW9

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