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| 1 | +# Quotation Handling |
| 2 | + |
| 3 | +The Frontend Quotation Handling feature allows company users to view, track, and manage all their quotation requests directly from their dashboard. |
| 4 | + |
| 5 | +Users can create, negotiate, and respond to quotations seamlessly directly from the storefront. |
| 6 | + |
| 7 | +**Accessing Quotations** |
| 8 | + |
| 9 | +Go to **My Account → Profile → Quotations** from the company storefront. |
| 10 | + |
| 11 | +### My Quotations |
| 12 | + |
| 13 | +The My Quotations page displays all quotation requests submitted by the company. |
| 14 | +Each record includes essential details for easy tracking and management. |
| 15 | + |
| 16 | +#### Quotation Details Include: |
| 17 | + |
| 18 | +**1) ID:** Unique identifier for each quotation. |
| 19 | + |
| 20 | +**2) Quotation Name:** Title assigned to the quotation. |
| 21 | + |
| 22 | +**3) Company:** Name of the requesting company. |
| 23 | + |
| 24 | +**4) Base Total:** Total amount before negotiation. |
| 25 | + |
| 26 | +**5) Status:** Current stage (Draft, Open, Accepted, Rejected). |
| 27 | + |
| 28 | +**6) Created At:** Date and time of quotation creation. |
| 29 | + |
| 30 | +**7) Actions:** Use the View icon to view full quotation details and take further actions. |
| 31 | + |
| 32 | +<img src="/images/b2b-ecommerce-platform/1-Quotation.png" alt="Super Admin Login" /> |
| 33 | + |
| 34 | +### Quotation Details |
| 35 | + |
| 36 | +Click the View icon under the Actions column to open detailed quotation information. |
| 37 | + |
| 38 | +This section provides complete details of the selected quotation, including Quotation Information, company information, Quotation Items, and Quotation Messages. As shown in the image below. |
| 39 | + |
| 40 | +<img src="/images/b2b-ecommerce-platform/2-quotation-details.png" alt="Super Admin Login" /> |
| 41 | + |
| 42 | +### Quotation Messages |
| 43 | + |
| 44 | +At the bottom of the quotation details page, users can directly communicate with the admin through the Quotation Messages section. |
| 45 | + |
| 46 | +**How to Send a Message:** |
| 47 | + |
| 48 | +1) Click the Message button. |
| 49 | + |
| 50 | +2) Enter your text in the “Enter your message here…” field. |
| 51 | + |
| 52 | +3) Click Send to deliver your message. |
| 53 | + |
| 54 | +All messages are displayed under the conversation thread with details like sender name, message content, and timestamp. |
| 55 | + |
| 56 | +<img src="/images/b2b-ecommerce-platform/3-message.png" alt="Super Admin Login" /> |
| 57 | + |
| 58 | +### Quote Again |
| 59 | + |
| 60 | +If you wish to revise or resend a quotation, click the **Quote Again** button. |
| 61 | + |
| 62 | +This allows you to update the negotiated price, quantity, or include additional remarks before resubmitting it to the admin. |
| 63 | + |
| 64 | +**Fields Include:** |
| 65 | + |
| 66 | +**1) Name:** Product name in the quotation. |
| 67 | + |
| 68 | +**2) Negotiated Price:** Updated agreed price. |
| 69 | + |
| 70 | +**3) Quantity:** Revised product quantity. |
| 71 | + |
| 72 | +**4) Message Field (Required):** Add a note before submitting. |
| 73 | + |
| 74 | +Click **Save** to submit the revised quotation for admin review. |
| 75 | + |
| 76 | +<img src="/images/b2b-ecommerce-platform/4-submit-your-quotation.png" alt="Super Admin Login" /> |
| 77 | + |
| 78 | +### Reject Quotation |
| 79 | + |
| 80 | +To decline a quotation, click the **Reject Quotation** button. |
| 81 | + |
| 82 | +A dialog box appears, allowing you to specify the reason for rejection. |
| 83 | + |
| 84 | +**Steps:** |
| 85 | + |
| 86 | +1) Enter your message or reason for rejection. |
| 87 | + |
| 88 | +2) Click Save to confirm. |
| 89 | + |
| 90 | +Once saved, the quotation status updates accordingly to reflect the action taken. |
| 91 | + |
| 92 | +<img src="/images/b2b-ecommerce-platform/5-reject-this-quotation.png" alt="Super Admin Login" /> |
| 93 | + |
| 94 | +### Quotation Management (Admin End) |
| 95 | + |
| 96 | +The Quotation Management feature enables both admin and company users to review, negotiate, approve, or reject quotations seamlessly. |
| 97 | + |
| 98 | +**Accessing Quotations** |
| 99 | + |
| 100 | +Navigate to **Customers → Quotations** from the admin panel. |
| 101 | + |
| 102 | +This section displays all quotation requests received from company users for review and action. |
| 103 | + |
| 104 | +### Quotations List |
| 105 | + |
| 106 | +The Quotations page lists all submitted quotations along with key details for tracking, management, and negotiation. |
| 107 | + |
| 108 | +Admins can also use options like **Export, Create Quotation, Search, and Filter** to manage records efficiently. |
| 109 | + |
| 110 | +**Quotation Details Include:** |
| 111 | + |
| 112 | +**1) Quotation ID / Quotation Name:** Unique identifier and title for each quotation. |
| 113 | + |
| 114 | +**2) Status:** Current stage of the quotation (e.g., Open, Accepted, Rejected). |
| 115 | + |
| 116 | +**3) Company / Customer:** Name of the company and customer associated with the quotation. |
| 117 | + |
| 118 | +**4) Created At:** Date and time when the quotation was created. |
| 119 | + |
| 120 | +**5) Base Total / Negotiated Total:** Original and negotiated amounts for the quotation. |
| 121 | + |
| 122 | +**6) Expiration Date:** Validity period of the quotation. |
| 123 | + |
| 124 | +**7) Quotation Items:** Products included in the quotation. |
| 125 | + |
| 126 | +<img src="/images/b2b-ecommerce-platform/6-quotation-admin.png" alt="Super Admin Login" /> |
| 127 | + |
| 128 | +**Quotation Details** |
| 129 | + |
| 130 | +Click the **View** icon next to the quotation entry to open the detailed quotation view. |
| 131 | + |
| 132 | +This section provides complete information about the selected quotation, including Quotation Information, company information, Quotation Items, and Quotation Messages. As shown in the image below. |
| 133 | + |
| 134 | +<img src="/images/b2b-ecommerce-platform/7-quotation-information.png" alt="Super Admin Login" /> |
| 135 | + |
| 136 | +### Quotation Messages |
| 137 | + |
| 138 | +Admins and company users can exchange messages directly within the quotation using the Quotation Messages section. |
| 139 | + |
| 140 | +**How to Send a Message:** |
| 141 | + |
| 142 | +1) Click the Message button. |
| 143 | + |
| 144 | +2) Type your text in the “Enter your message here…” field. |
| 145 | + |
| 146 | +3) Click Send to deliver the message. |
| 147 | + |
| 148 | +<img src="/images/b2b-ecommerce-platform/8-admin-quotation.png" alt="Super Admin Login" /> |
| 149 | + |
| 150 | +### Send Quotation |
| 151 | + |
| 152 | +Admins can modify and resend quotations with updated negotiation terms. |
| 153 | + |
| 154 | +**Fields Include:** |
| 155 | + |
| 156 | +**1) Name:** Product name. |
| 157 | + |
| 158 | +**2) Negotiated Price:** Revised quotation price after discussion. |
| 159 | + |
| 160 | +**3) Quantity:** Updated product quantity. |
| 161 | + |
| 162 | +**4) Message Field (Required):** Add negotiation notes or remarks before submission. |
| 163 | + |
| 164 | +Click **Save** to send the updated quotation to the company user for review. |
| 165 | + |
| 166 | +<img src="/images/b2b-ecommerce-platform/9-send-message.png" alt="Super Admin Login" /> |
| 167 | + |
| 168 | +### Accept or Reject Quotation |
| 169 | + |
| 170 | +Once negotiation is complete, admins can finalize the quotation. |
| 171 | + |
| 172 | +**Accept Last Quotation:** |
| 173 | + |
| 174 | +1) Click the Accept Last Quotation button to approve. |
| 175 | + |
| 176 | +2) Enter a message and click Save to confirm. |
| 177 | + |
| 178 | +3) The quotation status updates to Accepted on the storefront, enabling the company to proceed with the purchase via the Add to Cart button. |
| 179 | + |
| 180 | +<img src="/images/b2b-ecommerce-platform/10-accept-last-quotation.png" alt="Super Admin Login" /> |
| 181 | + |
| 182 | +**Note: Once a quotation is accepted, you cannot modify the product quantity. To make changes, a new quotation must be raised.** |
| 183 | + |
| 184 | +### Reject Quotation: |
| 185 | + |
| 186 | +1) Click the Reject Quotation button. |
| 187 | + |
| 188 | +2) Enter the reason for rejection in the message field. |
| 189 | + |
| 190 | +3) Click Save to finalize the action. |
| 191 | + |
| 192 | +<img src="/images/b2b-ecommerce-platform/11-reject-quotation.png" alt="Super Admin Login" /> |
| 193 | + |
| 194 | +**Note: Once a quotation is finalized (Accepted or Rejected), no further modifications to products or pricing are allowed.** |
| 195 | + |
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