Quote Management

Note:
This feature is supported with the B2X edition of Intershop Commerce Management.

As outlined in Quoting, quotes are used for "freezing" prices for a specific customer and for a definable period. In Intershop Commerce Management, business managers can view and edit quote requests created by customers in the storefront as well as submit quotes.

Note:
The tasks described in this section are performed in the context of a sales channel. They require the current user to be assigned as an account manager to the customer who created the quotes, see Managing Account Managers for Customers. Furthermore, the access privileges Catalog & Product Manager and Order Manager are required, see Managing Channel Access Privileges.

Viewing all Quotes

To view quote requests:
  1. Select the sales channel from the context selection box.
    This opens the navigation bar of the channel.
  2. In the navigation bar, select Orders | Quotes.
    This displays the quote search panel as well as a list of all quotes of all customers to which you are assigned as an account manager.
  3. Click the ID of a quote.
    This displays the Quote detail view.

Searching Quotes

The quote search is available via the quote list view. To search for quote requests:
  1. Select the sales channel from the context selection box.
    This opens the navigation bar of the channel.
  2. In the navigation bar, select Orders | Quotes.
    This displays the quote search panel as well as a list of all quotes.
  3. Specify your search parameters.
    Available search options include:

    • Quote number

    • Customer

    • Quote status (new, submitted, rejected)

  4. Click Find.
    The results are displayed in the list view.

Editing Quote Details

Tip:
You can edit and save the details of a quote without submitting it to the customer.

To modify quote request details:

  1. Locate the quote you want to edit.
    For details, see Viewing all Quotes or Searching Quotes.
  2. Click the ID of the quote to be edited.
    This displays the Quote detail view.
  3. Edit the information as necessary.
    The required details include:

    • Proposed price

    • Valid from

    • Valid to

    The comment is optional.
  4. Click Save Quote.
    Your changes take effect immediately.

Submitting Quotes

To submit a quote as a response to a quote request of a customer:
  1. Locate the quote you want to submit.
    For details, see Viewing all Quotes or Searching Quotes.
  2. Click the ID of the quote to be submitted.
    This displays the Quote detail view.
  3. Click Submit Quote.
    This submits the quote to the customer.