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You are browsing the documentation for version 3.1 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained. Read version 5.1 (the latest LTS version) of the Oro documentation to get up-to-date information.

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Available in OroCommerce

Configure Request for Quote Settings per Website

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.

In the Request For Quote section, you can enable guest request for quote submission and configure RFQ notifications:

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

  2. For the necessary website, hover over the More Options menu to the right of the necessary website and click to start editing the configuration.

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

    Note

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

    ../../../../../../../../_images/RFQNotificationsWebsite.png

  4. In the Notifications section, configure the notifications options for:

    • Assigned Sales Representatives Of The Customer

    • The Owner Of The Customer User

    • The Owner Of The Customer

    To customize any of these options, clear the Use Organization check box next to the option and select the corresponding option from the list.

    • 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.

  5. In the Guest RFQ section, set whether guests are allowed to submit a request for quote. Disabled by default.

    To enable it, clear Use Organization 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.

  6. 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.

  7. Click Save Settings.