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Release 7.0

Quote Cart

scQuoteCart sc-quote-cart

Quote processing allows the web user to request pricing information other than what is seen on your site. For example, the user might request discount pricing if they buy in bulk. To begin the quote process for an item the user can press the Request Quote link on the following pages (depending on the web account permissions in Management Console):

Item content (this is the only page where a configured item can be added to quote)

Catalog listing

Wish list

Most Viewed Items

Recently Viewed Items

Quick order

Import Order

View Cart

The item will be added to the quote cart. This widget allows authenticated web (customer) users to view products that have been added to the quote cart. The cart is completely separate from the users shopping cart. On the quote cart page the user will be able to remove items, insert miscellaneous lines (according the Management Console settings), change unit of measure (according the Management Console settings), open kit (if the item it a kit item) or update quantity. Quote processing does not allow foreign currency. Please note that items in the quote cart will be lost when the user session ends.

 
This view is used to let authenticated web users (customers) view a count of how many products that have been added to the quote cart. 

Sample Views

1- Floating Icon Display
2- Floating Bar Display
Display Mode
Defines if the account navigator is displayed horizontal or vertical popup.
Items Summary Mode
Defines if the widget displays Total Items or Total Lines in Quote. Displayed only when “Display Mode” is Icon.
Display the Icon Always
Defines if the icon is always displayed. If the options is not turned off, the icon will only be displayed when a quote is in process. Displayed only when “Display Mode” is Icon.  Default value is false.
 
This view is used to let authenticated web users (customers) view all products that have been added to the quote cart.

Sample Views

1- Quote Cart Empty State
When there are no items in the user's quote cart the user will see the empty state screen.
2- Quote Cart List Display
The quote cart can be seen in list or tabular mode.  The example below is list mode.
3- Quote Cart Tabular Display
The quote cart can be seen in list or tabular mode.  The example below is tabular mode.
4- Add Miscellaneous Line Modal
If configured the user may add miscellaneous lines to the quote.
Product Display Mode
Defines if products are displayed in content or tabular mode.
Display Savings
Display or hide savings. For savings display, please verify Management Console setting that turns on this functionality is activated
Quote Miscellaneous Line Type
Sales > Quotes
The line type used to insert miscellaneous lines on a quote.  If left blank the user will not see the option to add miscellaneous lines to a quote.
Cross Reference Type for Customer Product Number
Ecommerce > Settings
JD Edwards item cross reference type code representing customer item number.
Display Base Price and Savings
Sales > Settings
Base price and savings are calculated using JD Edwards functions and returned to the product content and cart Ecommerce for display.
Synchronize Pricing UOM with Transaction UOM
Sales > Settings

Standard JDE uses the pricing UOM to display the unit price and the transaction UOM to display the extended price. This setting allows you to decide if you want to synchronize the pricing UOM with the transaction UOM.  For example on the item master you might have an item setup with EA as the transaction UOM, but CA as the pricing UOM.  When this option is turned on the pricing UOM for the order will be updated and synchronized with the transaction UOM selected.  If the UOM is not synchronized Product Content will display the price with the pricing UOM displayed next to it. If the user changes the UOM then the price will be recalculated. In addition, checkout, place quote, and modify order processes (and the associated email confirmations) will also display the pricing UOM next to the price.

Yes - Synchronize the pricing and transaction UOM

No -  Do not synchronize the pricing and transaction UOM

Decimal Places to Display Prices
Sales > Settings
Determines how many decimal places are displayed for the unit price.
Decimal Places to Display Totals
Sales > Settings
Determines how many decimal places are displayed for totals.
Display product number
Inventory
For CMS stores this is the product number that will be displayed upon entry and validation of a product. For Electronic Invoice Presentment and Payment (EIPP) stores this is the product number shown in order and invoice history. This is also the product number that will be used throughout the Management Console. 
Display price mode
Catalog > Product Listings
Defines if the product price is displayed or not. Options are:
  • Price calculated from ERP
  • Do not display price in listings
  • Price is displayed from the Products module
Check Availability Mode For Customer/Consumer
Catalog > Product Listings

Defines the check availability mode for Customer/Consumer. The options are:

  • Do not display availability
  • Display availability status and quantity available
  • Display availability status 

Quantity available display is dependent on P4210 processing option 'Activate Availability Checking' if the value is Blank (Bypass availability checking), then quantity available will not be displayed on the website.

Check Availability Mode For Sales Person
Catalog > Product Listings

Defines the check availability mode for Sales Person. The options are:

  • Do not display availability
  • Display availability status and quantity available
  • Display availability status

Quantity available display is dependent on P4210 processing option 'Activate Availability Checking' if the value is Blank (Bypass availability checking), then quantity available will not be displayed on the website.

Unit of measure display mode
Inventory

Unit of measure display mode. The options are: 

  • Do not display UOM
  • Show UOM as a display only field
  • Enable UOM selection by the user
Please note that when this setting allows the user to selection a new UOM the list of UOM available to the customer is dependent on the F41003 (primary and transaction UOM as well as all UOM that can be converted to those) or the F41002 (all UOM for the item).  In all cases the UOM must be configured for the Store to appear in the Ecommerce selection list.
Products default unit of measure calculation mode
Unit of Measure
Defines how the default unit of measure is calculated for products. The options are:
  • Use P4210 settings
  • Use Product Pricing UOM
  • Use Product Primary UOM
  • Use a specific UOM
Products Default UOM
Unit of Measure
Determines the specific units of measure available for products.
Display product images
Web Site > General Behavior
Determines if product images will be displayed or not.
Product listing small thumbnail size
Web Site > General Behavior
This size will be used in carousels, in the Tabular display mode, compare bar, and in floating popups. If required, select a smaller size than the Product listing thumbnail size.
Allow check for replacements
Inventory
Replacement items are offered when you attempt to add an obsolete item to the cart.  This setting determines if checking for replacement items is allowed.
Quote Order Entry
Determines if the web user is allowed to create quotes.