Create a Guest RFQ in the Storefront 

In the Oro application, guest customers can create a request for a quote for the items they are interested in purchasing without the need to register, if this option was configured in the back-office.

Guest RFQs can be created from the shopping list and a quick order form.

Note

Guest users can receive quotes via a direct ink to the provided email. Learn how in the Send a Guest Quote topic.

From the Shopping List 

To create a guest RFQ from the shopping list:

  1. Add the selected item(s) to the shopping list by clicking Add to Shopping List.

    ../../../../../_images/GuestItemAddedtoSL.png
  2. In the top right corner, hover over the shopping list widget and click Open List to view your item(s).

    ../../../../../_images/GuestSLButton.png
  3. Click Request Quote in the Summary section of the shopping list.

    ../../../../../_images/GuestCreateRFQButtons.png
  4. Provide information on the RFQ form.

    In the Request a Quote section, enter:

    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Company

    • Role

    • Notes

    • PO Number

    • Do Not Ship later Than (date)

    In the Products section, you can:

    • Edit the item by clicking Pencil-SVG at the end of the product item row.

    • Delete the item by clicking Trash-SVG at the end of the product row.

    • Add another product by clicking +Add Another Product

    In the Data Protection section, you may be required to accept mandatory consents to process your personal information. If the consent is not accepted, you cannot submit the RFQ.

../../../../../_images/rfq_data_protection_guest.png
  1. Click Submit Request to submit your RFQ. You should receive a confirmation email with your request details.

From the Quick Order Form 

To create an RFQ from the quick order form:

  1. Click on the Quick Order widget in the top navigation bar.

    ../../../../../_images/GuestQuickOrderButton.png
  2. Provide order details (item, quantity #, and unit) in the given fields.

  3. Click Get Quote below the form.

    ../../../../../_images/GuestQuickOrderDetails.png
  4. Provide information on the RFQ in the emerged form.

    In the Request a Quote section, enter:

    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Company

    • Role

    • Notes

    • PO Number

    • Do Not Ship later Than (date)

    In the Products section, you can:

    • Edit the item by clicking Pencil-SVG at the end of the product item row.

    • Delete the item by clicking Trash-SVG at the end of the product row.

    • Add another product by clicking +Add Another Product

    In the Data Protection section, you may be required to accept mandatory consents to process your personal information. If the consent is not accepted, you cannot submit the RFQ.

  5. Click Submit Request to submit your RFQ. You should receive a confirmation email with your request details.

Related Articles