Understand the quoting components
Commerce includes a set of components you can use to integrate with Oracle CPQ in quoting scenarios.
These scenarios allow a shopper to request a quote on one or more items in an order from the checkout page. When a quote is returned, the order is updated and the shopper can accept the quote, reject the quote, or request a requote. For more information about the integration, including workflows, see Use Oracle CPQ Cloud Features.
OSF includes the following layouts and components to use with quoted orders on your storefront:
- The
RequestQuoteButton
widget, available for Cart and Checkout layouts, lets a shopper start the quote-request process. (This widget does not appear in any of the default layouts, but you can add it from the Components library.) When a shopper clicks the button, Commerce displays a modal where the shopper can add notes about the request, and click a Send button to send the request or a Cancel button to cancel the request.The
RequestQuoteButton
widget is located inpackages\plugins\components\react-widgets\checkout\checkout-request-quote-button
. - The
ProfileQuoteNotesHistory
widget, available to add to the Order History layout, lets a logged-in shopper see a scrollable list of notes sent with quote requests and received with quote responses.The
ProfileQuoteNotesHistory
widget is located inpackages\plugins\components\react-widgets\profile\profile-quote-notes-history
. - The
ProfileQuoteActions
widget, available to add to the Order History layout, lets a logged-in shopper accept or reject a quote, or request a requote.The
ProfileQuoteActions
widget is located inpackages\plugins\components\react-widgets\profile\profile-quote-actions
. - Use the
Checkout Quote Shipping
layout in place of theCheckout Shipping
layout for quoted orders. Note that unlike theCheckout Shipping
page, shoppers cannot update the order from this page. - When a shopper clicks the Continue to Payment button on the
Checkout Quote Shipping
page, display theCheckout Payment and Review
page. This layout combines both review and payment functions on a single page to facilitate the checkout flow for quoted orders. Do not use theCheckout Review Order
layout for quoted orders.