Available in OroCommerce

Configure Global Request for Quote Settings

Hint

This section is a part of the RFQ and Quote Management topic that provides the general understanding of the RFQ and quote concepts in OroCommerce.

On the RFQ configuration page, you can enable RFQ feature for the back-office and storefront, control RFQ Notification options and Guest RFQs.

In your Oro back-office, you can control the way notifications are sent both to customers and sales representatives upon submitting a new request for quote. This can be done on two levels – globally and per website.

You can also enable Guest RFQ Forms in your Oro application to let unregistered customers request quotes on the items they are interested in. This will also allow sales reps collect information on potential sales in the back-office. This can be configured on three levels – globally, per organization and website.

Hint

Make sure you enable Guest Shopping Lists in the back-office to let guest customers create RFQs from the shopping lists in their storefront.

Note

Please note that website settings override organization, organization settings override system settings.

RFQ Notifications

To change the default notification settings globally:

  1. Navigate to System > Configuration in the main menu.

  2. Select Commerce > Sales > Request for Quote in the menu to the left.

    Global rfq configuration

The notifications options can be configured for all the parties concerned, namely:

  • an assigned sales representatives of the customer
  • the owner of the customer user
  • the owner of the customer

To customize any of these options:

  1. Clear the Use Default check box next to the option.

  2. Select the corresponding option from the list.

    For the aforementioned parties the options are the following:

    • Select Always to notify the related entity each time an RFQ is submitted.
    • Select If user has no sales reps assigned to notify the related entity only in case they do not have any assigned sales representatives.
The dropdown list with the available rfq notification options
  1. Click Save Settings.

Guest RFQ

To enable guest request for quote submission globally:

  1. In the main menu, navigate to System > Configuration.
  2. Select Commerce > Sales > Request for Quote in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

Global guest rfq condiguration
  1. In the Guest RFQ section, set whether guests are allowed to submit a request for quote.

    By default, guest request for quote submission is disabled.

    To enable it, clear Use Default and select the Enable Guest RFQ check box.

    When the guest RFQ is enabled, click Save Settings to display the additional Guest RFQ Owner Settings section.

  2. In the Guest RFQ Owner Settings section, select the user who will be the default owner of all guest RFQs. Depending on the roles and permissions of the owner, guest RFQs may or may not be viewed and managed by the users who are subordinated to the owner.

    Note

    To enable users from the same business unit or organization (that the owner belongs to) to view and manage guest RFQs, adjust permissions for the Request for Quote entity in their roles accordingly.

  3. Click Save Settings.