Work with quotes
Agents can request quotes for account-based customers. Customizing quote widgets allows you to configure this process.
Create a request for a quote
This widget creates an interface that allows the agent to create either an order or a request for a quote. This interface also enables an agent to disable payment, and hides the place order button and displays the “request for quote” text.
Migrate widgets
If you have recently migrated and this widget may be visible in your widget list. However, the widget is using the default template and .less file, which may not be available to the page layout. Additionally, this widget's style format must be updated so that it appears in the layout after a migration.
widget.template
file and .less
files:
/layouts/requestQuoteWidgetAgentLayout/widget.template
/less/widget-requestQuoteInst_latest_version_number.less
Note that a version of this widget exists within the Storefront framework, as well. See Appendix: Layout Widgets and Elements for information on Storefront widgets.
Widget Name: requestQuote
Display Name: Request Quote - Agent
Supported Page Types: All
Layouts:
- B2B Checkout Layout - Agent
- B2B Edit Layout - Agent
- Checkout Edit Layout For Multi Ship - Agent
- Checkout Layout - Agent
- Checkout Layout For Multi Ship - Agent
Elements: To understand how these elements are used, refer to the widget’s code view:
quote-notes-history
requester-notes-text-area
request-quote-button
View quote details
This widget provides an interface that allows the agent to review a quoted order, accept or reject quotes and to re-request quotes.
Note that a version of this widget exists within the Storefront framework, as well. See Appendix: Layout Widgets and Elements for information on Storefront widgets.
Widget Name: agentQuoteOrderDetails
Display Name: Quote Order Details - Agent
Supported Page Types:
agentOrderDetails
page
Layouts: Order Details Layout - Agent
Elements: To understand how these elements are used, refer to the widget’s code view:
agent-accept-quote-button
agent-add-note-button
agent-notes-history-text-area
agent-quote-note-text-area
agent-reject-quote-button
agent-request-requote-button