Important

You are browsing the documentation for version 4.2 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained.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.

See our Release Process documentation for more information on the currently supported and upcoming releases.

Configure Quote Workflows in the Back-Office

• Quote Management Flow
  • Overview
  • Statuses
  • Steps and Transitions
  • Sample Flow
• Backoffice Quote Flow with Approvals
  • Overview
  • Prerequisites
  • Steps and Transitions
  • Sample Flow

Note

For general information on using workflows, see the Workflows section.

Quote workflows lead a sales person through the process of gaining agreement with a buyer on a quote. Backoffice workflows control the actions available in the back-office.

Out-of-the-box, OroCommerce supports two mutually exclusive quote management workflows:

• Quote Management Flow — A simple quote management flow, where a sales person is not bound by any limitations and can handle the sale without supervision.

• Backoffice Quote Flow with Approvals — A flow, where a sales person might have to get approval from the authorized person (e.g. their manager) before sending the quote with updated prices to the buyer.

Warning

Approval is not requested when the Price Override Requires Approval option is disabled in the workflow configuration. In this case, both workflows follow the simple quote management flow, with no approvals. See the Enable Approvals in Workflow Configuration section for more information on how to enable approvals.