Configure the default quotation settings per web shop

In this dialogue, you can define the default quotation settings for the web shop. The operator calculates and sends the quotation to the customer. A licence is required to use the quotation functionality.

The setting [Price estimation] is part of the price estimation workflow. For the complete procedure, see Configure the price estimation workflow.

The jobs created with a product will use the following price settings and formulas:

1. If a formula is assigned to the product, then this formula is used.

2. Else the formula and price settings assigned to the user group are used.

3. If no formulas are assigned to the product or user group, then the formulas and price settings assigned to the web shop are used.

Configure the quotation settings per web shop

1. Click [Web shop] - <web shop> - [Pricing] - [Quotation].

2. You can define the default quotation settings for the selected web shop.

   Setting	Value
   [Quotation]	[Yes] Option [Quotation] is available in the web shop. A customer can request a quotation. [No] Option [Quotation] is not available in the web shop. A customer cannot request a quotation. [Always] A customer is always presented with a quotation. The customer cannot disable the request to calculate a 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.

3. Click [Save].