Managing customer quotes is a crucial aspect of any ecommerce business. It involves creating and sending quotes to potential customers, tracking the status of those quotes, and ultimately converting them into orders. In Magento 2, this process can be easily managed using the built-in quote management system. In this article, we will discuss how to manage customer quotes in Magento 2, step by step.
Table of Contents
Step 1: Enable Quote Module
The first step is to make sure the quote module is enabled on your Magento 2 store. To do this, navigate to Stores -> Configuration -> Sales -> Quotes. In the enabled field, select Yes and save the changes.
Step 2: Create a Quote
To create a quote for a potential customer, navigate to Sales -> Quotes -> Create a New Quote. Here, you can select the customer for whom you want to create a quote, add any products they are interested in, and set the price and quantity. You can also add any relevant comments or notes. Once you have added all the necessary information, save the quote.
Step 3: Send the Quote
Once you have created the quote, you can send it to the customer. To do this, navigate to Sales -> Quotes -> All Quotes and find the quote you want to send. Click on the View button to open the quote. Here, you can see all the details of the quote and make any necessary changes. When you are ready to send the quote, click on the Email button and enter the email address of the customer. You can also add a message if you want. Click on the Send Email button to send the quote to the customer.
Step 4: Track the Quote Status
After you have sent the quote to the customer, you can track its status in Magento 2. To do this, navigate to Sales -> Quotes -> All Quotes. Here, you can see a list of all the quotes you have created. The status of each quote will be displayed next to it. You can also use the filtering options at the top of the page to filter the list by status, customer, or date.
Step 5: Convert the Quote into an Order
Once the customer has accepted the quote, you can convert it into an order. To do this, navigate to Sales -> Quotes -> All Quotes and find the quote you want to convert. Click on the View button to open the quote. Here, you can see all the details of the quote and make any necessary changes. When you are ready to convert the quote into an order, click on the Create Order button. This will create a new order in Magento 2 with all the details from the quote. You can then process the order as you would any other.
Conclusion
Managing customer quotes is an essential aspect of any ecommerce business. By following these steps, you can easily manage customer quotes in Magento 2, from creating quotes to converting them into orders. With the built-in quote management system, you can streamline your sales process and provide a better customer experience.