Basic Guide to Quotes
Managing quotes for customer orders is crucial for ensuring smooth sales processes. In this guide, we'll take you through the step-by-step process of managing quotes within the UpStart Commerce Portal. We'll cover everything you need to know to optimize your quoting operations. Here's how you can create, access and view quotes.
The Quotes service in the UpStart Commerce Portal does not support the direct creation of quotes through the user interface. Instead, quote creation is facilitated via API calls from the client's system to UpStart Commerce API.
Once the quote is generated based on the client's input, the relevant quote information is fetched and made viewable on the UpStart Commerce Portal UI.
Additionally, after the API call, an activation link is sent to the customer via email for online orders. When the customer clicks on this link, the quote is converted to a cart, allowing them to place the order.
For detailed information, please refer to the Create QuoteAPI documentation.
Upon logging in, navigate to the side menu of the UpStart Commerce Portal, and click on Quotes. This will take you to the Quotes main page where you can see a list of all existing quotes.
On the Quotes main page, you will see a table listing all quotes with key details such as Quote ID, Store, Customer Name, and Quantity. You can use the search bar at the top to quickly locate specific quotes by entering keywords like customer name, quote ID, or store ID.
To view the details of a specific quote, click on the Actions icon (represented by a pencil icon) next to the quote you are interested in. This will take you to the Quote Details page, where you can find comprehensive information, including the quote number, customer info, local store info, and item details in the Items section.
The item details cover quantity, Catalog ID, SKU, Item which refers to the product description, In-Store Pickup availability, and the dimensions and weight of the item when the downwards arrow is clicked in the items section.
