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Release 7.0

Quote Process

scQuoteProcess sc-quote-process

This widget allows authenticated web users the ability to submit, accept, decline or edit a quote.

Restricted items, obsolete items, and items not available in the Store's branch plants cannot be added to a quote.  

When a quote is created using Quote Again functionality there are some special considerations: 

•Canceled lines are included only if canceled lines are configured to be displayed

•Override prices are not preserved in the newly created quote

•Ship to address overrides, kit component adjustments, comments and miscellaneous lines are preserved in the newly created quote

 

Sample Views

1- Quote Review

Once a quote is submitted it must be reviewed and/or edited internally.  Once all internal reviews/edits are complete and the quote status meets the Management Console configuration the Ecommerce user will be able to either accept or cancel the quote.

If the status is Pending, that tells the customer that the quote has not been internally reviewed yet.  If the quote is in Ready to Review that indicates to the customer that the quote has been internally reviewed and is waiting for them to either accept it or cancel it.  Canceled status means that the quote was either rejected by the user or by the business. Finally, a complete status indicates that the quote was accepted and has been converted into a sale.

Quote acceptance can occur at the order level or the detail line level based on Management Console configuration. 

On this page the user can confirm the quote and place it.

2- Shipping Instructions Modal
3- Modify Quote - Edit Line

To modify a quote the authenticated web user will search for the quote using Quote History. Once the quote is located the web user will click on the Quote Number hyperlink. At this point they will be redirected to the Quote Detail page where they will press the Modify Quote button.  When the Modify Quote button is pressed several factors are evaluated to determine eligibility for modifications. A quote will be eligible for modifications only if the following conditions are met:

•Web account user has permission to enter a quote

•Quote document type allows modifications

•Quote entry P4210 version is configured

•Quote status is not canceled or complete

•Currency code is domestic or Allow Foreign Currency is configured

•License for Quote module is in place

If the quote is eligible for modification the user will be redirected to the Modify Quote page. On the Modify Quote page the web user may add lines as needed (including kit items), change quantity, and add/remove comment lines.  Listed below are some specifics that apply to quote modifications:

 •The user will only be able to modify lines in status Pending

•The user will be able to add/modify miscellaneous lines (based on configuration)

•The user will only be able to cancel lines in status Pending or Ready for Review

•The user will be able to add new lines - including kit items

•Canceled lines are hidden/shown based on configuration

•Lines that have a next status that is passed the P4210 max editable status (for ship orders) cannot be modified

•The user will be able to add header or detail comments

•The user will not be able to add restricted, obsolete or items not available in the branch plants defined for the store to the quote

4- Add/Edit Miscellaneous Line Modal
The screen below will be used to add or edit a miscellaneous line on a quote.
5- Modify Quote - Product Search Assistant Modal
The search assistance will help users locate the item they wish to add to the quote order.
6- Shipping Destinations
7- Requested Date Modal
8- Quote Confirmation
Once the quote is placed, the user will receive a confirmation that can be saved or printed.
Product Display Mode
Defines if products are displayed in content or tabular mode.
Print Friendly Image
Selector of the Company image to be displayed in Print friendly.
Cross Reference Type for Customer Product Number
Ecommerce > Settings
JD Edwards item cross reference type code representing customer item number.
SmarterCommerce Freight
Shipping > Settings
Determines if freight functionality is active or inactive.
Freight Line Type
Shipping > Settings
The line type that will be assigned to the freight line generated on orders that contain products to be shipped to the customer/consumer.
Will Call - Default Mode of Transportation
Shipping > Settings
Determines the default mode of transportation for pick up/will call orders.
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.
Quote Display Canceled Lines
Sales > Quotes
Determines if the user can see canceled quote lines or not.
Discount Line Type
Sales > Settings
The line type that is assigned to the sales order line generated when an order level discount is entered for an order. Order level discounts include percentage or fixed amount discounts entered during order entry.
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

Allow Foreign Transactions
Sales > Settings

Determines if orders can be recorded in a currency other than the base currency of the company. Possible Options are:

  • Yes - Allow and display foreign currency. For customers currency will pull from the customer master.  For consumers the currency will pull from the default customer assigned in the Management Console.
  • No - Do not allow or display foreign currency
Enable Taxed Prices
Sales > Settings
JDE functionality for taxed pricing must be enabled or this option will not be enabled.  When JDE taxed pricing is on tax is calculated using a JDE business function. Options are:

  • Yes - When JDE taxed pricing is on and this setting is set to yes taxed prices will be seen for all order transactions (including but not limited to Sales, Quotes & Credits) in add mode. In update mode this setting is bypassed and the taxed price feature will behave based on how the original order was placed.
  • No - When JDE taxed pricing is on, but this setting is set to no tax will not be included in the prices seen for all order transactions (including but not limited to Sales, Quotes & Credits) in add mode. Please note when the orders are placed they will be processed with tax off. In update mode this setting is bypassed and the taxed price feature will behave based on how the original order was placed.
Decimal Places to Display Totals
Sales > Settings
Determines how many decimal places are displayed for totals.
Decimal Places to Display Prices
Sales > Settings
Determines how many decimal places are displayed for the unit price.
AvaTax Hold Code for Tax Revision
Sales > Settings
Hold code utilized when the tax cannot be calculated for an order.
Pickup Default Carrier
Shipping > Settings
Address number used for default carrier for pickup.
Notify Sales Person when a customer places an order
Ecommerce > Settings
Notify Sales Person when a customer places a sales order or quote. Sales Person will receive a copy of the order confirmation email.
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. 
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.
Shipment level type
Sales > Settings
The options are:
  • Order Level - Allows one shipment address per order. Also tells the system that web user edits to fields such as requested date will be done at the order level.
  • Detail Level - Allows multi-shipment addresses per order. Also tells the system that web user edits to fields such as requested date will be done at the detail line level.
Enable preferences cookies
Web Site > Cookies
Enable preferences cookies (used to save web user preferences like page size, sort by, layout mode).
Guest Users - Display add to cart
Web Site > Guest Users
Determines if add to cart will be available for guest (unauthenticated) users.
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.
Action after add to cart
Web Site > General Behavior
Determines behavior upon adding items to the cart. The options are:
  • Redirect to Shopping Cart
  • Stay on the same page
  • Display added to cart confirmation modal
Google Analytics Product category code
Web Site > Google Analytics
Google Analytics Product category code.
Google Analytics Product brand category code
Web Site > Google Analytics
Google Analytics product brand category code.
Google Analytics Affiliation name
Web Site > Google Analytics
Google Analytics Affiliation name.
Quote Order Entry
Determines if the web user is allowed to create quotes.
Change Default Ship To
If the user has no permission to change default ship to then the option is disabled.
Order Ship to Address Override
Determines if the web user can add a ship to address override.