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You cannot edit quotes frontend, they can only be edited in the backend.

You can have as many open quotes as you want in all the contexts you want.

BR Nicolai

Ok. Thanks.

Maybe editing on front-end might be something worth looking into?

For example, in the case of custom pricing, editing from Back-end will not give the editor access to the prices of the customer. While editing from the front-end using impersonation might solve it. We have 2 projects in this situation and I see maybe 2 other from DW NA.

Thanks,

Adrian

You have to clarify a bit more what you are looking for - need to understand.

Quotes in DW is creating an order where the webshop owner will apply custom prices for that order - bypassing all customer prices etc and when done, the customer can accept it and convert it to a real order without any prices and discounts gets calculated.

BR Nicolai

Hi Nicolai,

Sorry for this. I was thinking of Quotes as a possible solution for our case.

We have 2 customers that need to provide approval workflows for their customers.

Here is on short what we are facing:

1. User places an order

2. A sales representative from the vendor checks the order for availabilty and replaces the products unavailable with similar products (live stock check or replace is out of questions)

3. The order is sent for review to the upper level (customer)

4. The Upper level checks the order and edits it if necessary (remove products, decrease/increase quantities) or even reject the order completely.

5. The order is sent for review to the upper level (customer)

6. Repeat steps 4 and 5 for as long as there is an upper level (sometimes we might have even 5 approval level. Crazy,huh?)

For all steps after 3 (inclusive) we are basically canceling the previous order and issue a new one for every approval step that edits the order. For step 2 however, we don;t have a solution since it is supposed to happen in the back-end. The Sales representative need to have access to Stock availability and Custom Prices. And this is hard to accomplish in the back-end.

I was thinking of dealing with Steps 1 and 2 as quotes and the sales representative will turn the quote into an order and send it for approval. But since Quotes are not editable by default in the front-end, there's not difference from a regular order.

I believe the bottom line here is whether is it possible to add an "Edit Order/Quote" in the front-end.

I know there are implications on this, but it looks like we have found work-arounds already. If it's implemented as a core functionality, it might get even better. After all, it's part of B2B scenarios :)

Thanks for reading this long post :)

Adrian

I think your approach for cancelling and creating a new order is the right way to go. That would be exactly what we would do if we were adding some sort of editing of quotes in the frontend. Because editing a quote in the frontend kind of is the opposite of what it does - it is by definition NOT editable.

Maybe you should not use quotes in this flow at all. But simply a cart that is moved to another user as flow happens. And once the cart has gone through all the steps, send it through a checkout step and convert it to an order.

Quotes in DW is "What is the price for this exact order?" and what you describe is a workflow on the cart. So maybe just seperate those.

BR Nicolai