You can configure the quotation settings for each web shop. When the quotation workflow is enabled, the operator calculates and sends the quotation to the customer. A license is required to use the quotation functionality.
This topic describes the complete configuration of the quotation workflow.
You have to configure the products in the [Product and order editor] workspace:
Select a quotation formula per product
Go to the [Product and order editor] workspace and select a product. You can select one quotation formula per product. The product settings overrule the user group and the web shop settings.
You have to configure the quotation settings in the [Configuration] workspace:
Configure the quotation settings per web shop
Optionally, you can customize the quotation settings per user group
The custom settings overrule the web shop settings for the user group. The custom settings are used in all web shops for the corresponding user group.
The application uses the following price settings and formulas to calculate a quotation:
If a formula is assigned to the product, then this formula is used.
Otherwise, the formula and price settings assigned to the user group are used.
If no formulas are assigned to the product or user group, then the formulas and price settings assigned to the web shop are used.
Open the [Product and order editor] and click [Products].
Select a product for which you want to use a quotation formula.
Click the pane [Detailed product settings].
Select a quotation formula in section [Price settings] in the view [Print room].
You can select [[Default price settings]]. In this case, the jobs created with this product will use the settings and formulas as defined in the web shop.
Click [Update].
Repeat this procedure for all products for which you want to use a quotation formula.
Click the [Publish] icon in the tab of workspace [Product and order editor] or [Web shop editor].
Publishing the changes to the PRISMAdirect server could take some time. The status bar indicates the progress.
Click [Web shop] - <web shop> - [Pricing] - [Quotation].
You can define the default quotation settings for the selected web shop.
|
Setting |
Value |
|---|---|
|
[Quotation] |
|
|
[Price can be accepted on behalf of the customer] |
Enable this option to allow the operator to accept the quotation on behalf of the customer. Disable this option to force the customer to accept or reject the quotation. |
|
[An order can be printed only after the price is calculated] |
Enable this option to force the operator to always calculate the quotation. The quotation must be calculated for a correct budget control. |
|
[Formula for job:] |
You have to select a formula to calculate the quotations of the jobs. |
|
[Formula for order:] |
You have to select a formula to calculate the quotations of the orders. |
Click [Save].
Click [User management] - [User groups] - [User group settings].
Scroll to section [Quotation].
A customer can be part of a user group. The settings of the user group overwrite the quotation settings of each web shop.
Web shop
The user group uses the quotation settings as defined for each web shop.
Custom
You can define custom quotation settings for each web shop for the concerning user group.
|
Setting |
Value |
|---|---|
|
[Enabled] |
|
|
[Price can be accepted on behalf of the customer] |
Enable this option to allow the operator to accept the quotation on behalf of the customer. Disable this option to force the customer to accept or reject the quotation. |
|
[An order can be printed only after the price is calculated] |
Enable this option to force the operator to always calculate the quotation. The quotation must be calculated for a correct budget control. |
|
[Formula for job:] |
You have to select a formula to calculate the quotations of the jobs. |
|
[Formula for order:] |
You have to select a formula to calculate the quotations of the orders. |
NOTE
In the [Product and order editor], the system administrator can select a quotation formula for each product. The formulas in the product overrule the formulas assigned to the user group in this dialog.
Click [Save].