Storefront - Quote Management Introduction

Storefront - Quote Management Introduction


Quote Introduction

A quote is a document that tells a potential client how much the product or service will cost. Our feature should provide the ability for Customers and Sales Agents to create, request and manage quotes to make the process of price communication and order from quote request easier which include the following functionalities: 
  1. B2B Buyers can add products to a quote list and send quote requests to their assigned agent. 
  2. Sales agents can provide discounts in 3 ways: discount per line item, discount by order’s total percentage, or discount by order’s fixed amount and send quote details to their customers
  3. B2B Buyers can convert the agent’s quote response to an order or decline the quote response.
  4. Sales agents/ B2B Buyers can view their quote list and check the status of all quotes.

The quote’s life cycle in JMango360’s B2B System includes: 
- For Sales Agent: 
  1. DRAFT: When a Sales Agent creates a new quote and saves it as a draft. 
  2. NEW: When Sales Agent receives a B2B Buyer’s quote.
  3. IN PROGRESS: When Sales Agent updates the B2B Buyer's quote request and save it as draft
  4. SENT: When Sales Agent sends the quote to B2B Buyer
  5. ORDERED: When B2B Buyer accepts the quote and proceed to complete an order
  6. DECLINED: When B2B Buyer declines the quote.
  7. EXPIRED: When the quote is sent and now expired
- For B2B Buyer:
  1. DRAFT: When B2B Buyer creates a new quote and saves it as a draft
  2. SUBMITTED: When Sales Agent receives a B2B Buyer’s quote
  3. IN PROGRESS: When the Sales Agent updates the B2B Buyer's quote request and saves it as draft
  4. PENDING APPROVAL: When Sales Agent sends the quote to B2B Buyer
  5. ORDERED: When B2B Buyer accepts the quote and proceeds to complete an order
  6. DECLINED: When B2B Buyer declines the quote.
  7. EXPIRED: When the quote is sent and now expired

Quote Function by Roles: 

As the functionalities of the quote feature will differ whether the current user identifies as a sales agent or as a B2B Buyer, please view the following documents for the specific use cases of each role: 
  1. Quote Feature for Sales Agents
  2. Quote Feature for B2B Buyers