Magento Quotation Manager Extension, Manage Order Proposal Quote

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USER MANUAL Magento Quotation Manager Version
1.0.0 TABLE OF CONTENTS

• Introduction 1
• Benefits of Quotation Manager 1
• Installation Activation 1 Installation Steps
  1 Installation (Custom theme) 3 Extension
  Activation 3
• How it Works? 4 Back end Configuration 4 Front
  end Configuration 8
• Points to Note 10
• FAQ 10
• Contact Us 11 Magento Expertise 11

Compatibility
Magento Community Edition
1.4.. to 1.9..
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• USER MANUAL QUOTATION MANAGER v1.0.0
• Introduction
• Biztech Consultancy provides effective solution
  in the form of Quotation Manager which helps
  customers to easily request for a quote.
• Admin and customer can negotiate for the quote
  and agree upon for mutually beneficial one. The
  discount code is generating automatically after
  the approval of quote by admin.
• Benefits of Quotation Manager
• User friendly interface for customers to apply
  for quote.
• Decreases abandon cart ratio.
• Allows negotiating for the quote and keeps track f
  or entire communication history.
• CoupoY Ðode fo? disÐouYt geYe?ates
  autowatiÐally afte? AdwiY?s
• approval.
• Email notifications for every action.
• Installation Activation

Important! Change all permissions back after
installation.
Read more about permission at www.magentocommerce.
com/wiki/magento_filesystem_permissions Step 2
Disable Compilation Log into Magento Admin
Panel and go to Systew ? Tools ?
Compilation and disable the compilation. After
Step 5, you can run the compilation process
again.
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USER MANUAL QUOTATION MANAGER v1.0.0 Step 3
Upload Files Upload all folders from the
extension package to the installation
directory of your Magento software using an FTP
client.
Step 4 Clear cache Go to Systew? Cache
Management. Clear the store cache. Step 5
Re-login Logout and log back into Magento Admin
Panel. Step 6 Use Extension Go to Systew?
CoYfiguration. In the left column you will
see the new tab called Biztech Extensions.
You ?ill fiYd ?Quotations? under Biztech
extensions tab.
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USER MANUAL QUOTATION MANAGER
v1.0.0 Installation (Custom theme) If you are
using custom theme on your store, then kindly
follow the below mentioned steps after
installation Step 1 Copy layout and template
folders from app/design/frontend/default/default
folder to app/design/frontend/your_package/your_th
eme folder Step 2 Copy CSS
and images folders from skin/frontend/default/de
fault folder to skin/frontend/your_package/you
r_theme folder Extension Activation Step1 Get
an activation key Get the activation key from the
Order Confirmation Mail. OR Login to your
Biztech Store account, then go to Downloadable
options and copy the activation key for the
Quotation Manager extension. Step2 Activate
your extensions After successful package
installation, you need to activate the
extension by saving the activation key. Log
into Magento Admin Panel and go to
System ? Configuration ? Biztech
Extensions/Quotations Activation and enter the
activation key in the ''Activation Key'' field
for the extension, then click the ?Save Config?
duttoY.
After successful license validation, you can
select the website. Now, your Quotation Manager
extension is activated.
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USER MANUAL QUOTATION MANAGER v1.0.0 5. How it
Works? Back end Configuration Please follow
the below steps to configure Quotation Manager
extension. Go to S?stew ? Configuration. In the
left column you will see the tab Biztech
E?teYsioYs ? Quotations. Step 1 General
Configuration

• Enable eleÐt ?Yes? to enable the extension. It
  is disabled by default.
• Send Emails From Enter the email id from which
  emails to customer will be sent. If not
  specified, then will be sent from contact us
  email.
• Send Emails To Admin can enter his email
  here to which notification emails will be
  send. If this field is blank, then email
  will be send to the address entered in
  default Magento.
• Allow Proposed Quotation total eleÐt ?Yes? to
  allo? Ðustowe? for enter the price for the quote.

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• USER MANUAL QUOTATION MANAGER v1.0.0
• Allow Product Level Configuration If yes,
  then only will consider the product level
  values.
• Enable Quantity Threshold eleÐt ?Yes? to
  eYte? wiYiwuw ?uaYtity fo? p?oduÐts iY
• order to allow quote submission.
• Specify Minimum Quantity Limit Enter the limit
  for quantity here.
• Enable Price Threshold eleÐt ?Yes? to eYte?
  wiYiwuw p?iÐe fo? p?oduÐts iY o?de? to
• allow quote submission.
• Specify Minimum Price Limit Enter the limit for
  price here.
• Step 2 Manage Quotations

• Quote Information This shows customer
  information with quote status, date and
  comments.

• Quotation Management This shows the
  product, quantity and proposed total by
  customer. Admin can directly approve/reject the
  quote with top right buttons if agreed with
  proposed quotation total (Coupon code will be
  generated if approved). Else can apply
  flat/percentage discount on the actual total
  and send proposal to customer. Admin can
  also send message/comment with the quote. The
  quotation status needs to

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USER MANUAL QUOTATION MANAGER v1.0.0 de
ÐhaYged to ?P?oposal eYt dy AdwiY?.
The customer can approve/reject this proposal
and the status will be reflected here.
Once the customer has agreed on the proposal and
the admin is willing to proceed, then adwiY
Yeeds to ÐhaYge the status to ?P?oposal
App?oed dy AdwiY? aYd the ÐoupoY code will
be generated. In any case, if the admin rejects
the proposal, then the quote is closed. The
coupon code generated will be sent by email to
customer and also shown in the account.
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• USER MANUAL QUOTATION MANAGER v1.0.0
• Communication History Shows communication
  between admin and customer.

Step 3 Product Configuration

• Add to Quote eleÐt ?Yes? to allow customer to
  submit quote for this product.
• Admin can enter the minimum quantity
  threshold for each product to allow quote
  submission.

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USER MANUAL QUOTATION MANAGER v1.0.0 Front end
Configuration Add to Quote WheY the Ðustowe?
ÐliÐks oY ?Add to Quote? duttoY fo? the p?oduÐts.
My Quotations The ?uotatioYs sudwitted dy
Ðustowe? ÐaY ie?ed at My AÐÐouYt ?
My Quotations.
View quote Customer can view the quote details,
status, and messages by admin, coupon code here.
Customer can communicate with admin from here.
Once the coupon code is available, Ðustowe? ÐaY
ÐliÐk oY ?Add to Ca?t? aYd the ?uoted p?oduÐts
?ill de added to Ða?t. Custowe? needs to apply
the coupon code and the rest will be same as
usual Magento checkout.
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USER MANUAL QUOTATION MANAGER v1.0.0
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• USER MANUAL QUOTATION MANAGER v1.0.0
• Points to Note
• Customer needs to register/sign in to submit the
  quote.
• Customer cannot submit the quote with proposed
  total greater than the actual total.
• FAQ
• Will I be notified when a customer submits the
  quote?
• Ans. Yes, an email will be received on
  the recipient email address entered in the
  configuration.
• Can I edit the fields of the quote request page?
• Ans. Currently it only displays the fields
  configured by us. There isn't any option
  to edit these fields as we have covered every
  necessary field for quote.
• Is it possible to allow quote submission only for
  higher product quantities?
• Ans. Yes, the admin can set product quantity
  threshold so if the customer enters quantity less
  than the threshold, then the quote would not be
  submitted.
• Can the customer provide their own price in the
  quotation?
• Ans. Yes, we have given provision in the quote
  request page to specify proposed quotation total.

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USER MANUAL QUOTATION MANAGER v1.0.0 8.
Contact Us We simplify your business,offering
unique business solution in digital web and IT
landscapes. Our core expertise includes
Magento Expertise

• We are Magento e-commerce specialist! Be it,
• Store Development
• Customization
• Integration
• Maintenance
• Upgradation
• You can trust our expertise!
• Contact Mr. Maulik Shah CEO, Biztech Consultancy

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