You can create an order in the system with an order status: quote, setting titles and expiry status
Quotes are simply an order, with the status Quote. A quote if paid, will progress into a normal order status flow.
Quotes and stock.
- Quotes do not allocate stock when first created.
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If a quote progresses to paid or shipped status, then stock is automatically allocated at the same time, so that the stock counts of the products will be correct.
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Merchants can choose to manually allocate the stock to a quote via the notes screen.
- Once stock is allocated, you would need to cancel the order to restore the stock.
Reports
Quotes may appear in some sales reports where the report is not limited to "paid" orders.
Plugin options
- Specify Quote or Estimate
- Set custom heading or subject
- Set an Auto cancel period where order is cancelled
Creating Quotes via the POS system
Creating a Quote via the CMS
Quotes can be created via CMS by viewing the relevant member and choosing to CREATE AN ORDER.
When it comes time to create the quote, you can change the action to Save Quote via the dropdown option indicated below:
Sending the quote to the customer will send the order with the title Quote rather than Order or Invoice.
How Quotes appear in the Orders area
More From This Section
You can add store-related plugins via the E-Commerce Area
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We integrate with several payment plugins.
You can add a comprehensive reviews and ratings system to your ecommerce website very easily.
You can add wishlist functionality to your website shopping pages to allow customers to favourite products prior to purchase.
When enabled makes it possible for users to enrol for stock notifications.
With the Stock Sync Multi Site plugin you have the option to sync product information between multiple ecommerce websites by product code between sites by setting one to be a master website.
How to link your existing Xero account in order to push through draft orders to Xero.
You can create an order in the system with an order status: quote, setting titles and expiry status
Information on the Repeat Order Service aka Standing Orders subscription plugin
Frequently asked questions
Information for the Fashionbiz Plugin
PricySpy compares your product and pricing against others that are similar the same for consumer decision making on their purchase. If you would like to add your products to this site, you can read the instructions here:
Add custom Order Statuses so that your team can manage your workflows. You cannot delete system statuses. Many system actions will update your status, such as when paid or shipped.
You can add additional currency options, setting the currencies to a fixed conversion rate or using live rates.
Members can be imported/exported between MailerLite and the CMS.
How to connect and configure the Klaviyo Plugin
How to connect and configure the Mailchimp Plugin
Create manufacturing products with complicated instant quote pricing, algorithms. You can build all sorts of complex product pricing calculations, well suited to manufactured items For example, where the price is area based, such as used with fabrics, glass, joinery etc, and allowing for edging / wastage.
Can I tag my products with features, and so users can search for products that match the features they require?
You can automatically send follow up emails to your customers with open carts.
You can enable customers to earn loyalty points on paid purchases, which can then be applied as a credit on their next order
Connect Website World to hundreds of other apps with Zapier. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
Information on the CIN7 Core plugin
Quickly complete stocktakes using a keyboard efficient form.
This plugin sends an email at a specified time to you listing out of stock products.
FAQ Topics
The Basics
Building your site
- Pages
- Content Editor Modes Explained
- - DRAG DROP Editor (Default)
- - CONTENTBOX Editor (Advanced)
- - WORD STYLE Editor (TinyMCE)
- - LIVE Editor (Click to Edit Mode)
- Styling Content
- Images / Backgrounds
- Banners and Sliders
- Uploading content
- Design Templates
- Forms
- More Q & A
- Menus
- Mobile Styling and Optimisation
Advanced Page Types
E-Commerce
- Shopping Basics
- Category Management
- 产品
- Product Options
- Layout and Formatting
- 付款方式
- Processing Orders
- Advanced Ecommerce
- Product Pricing, Currencies
- Plugins
- Wholesale
- Bookings Management System
- Freight - Couriers
- Stock & Quantities
- Vouchers, Discounts, Loyalty Points
- Selling Photos / Prints
- Shopping Cart Add-on Page types
- Advanced APIs / Add ons
- 销售点（POS）
- Reports
- Orders / Invoices
Email & Membership
- Member Management
- Members Pages / Template Customisations
- From Addresses and Reply To Email Notifications
- Global Enquiry form options
- Standard Field Names
- Webmail
- Bulk Email
- CRM Features
- Email Campaigns
- Forums & Blogs
- Pop3/Imap Email Services
- Scams and Hoaxes
- Lead Magnets / Growing Your Customer Database
Promoting your site
Advanced
- Power User Options
- Form Spam Filtering
- Wordpress
- PHP Setup
- [TAGS]
- jQuery snippets
- Search External Links / Import external content
- HTML / CSS Snippets
- Embedding Web Fonts
- Loading additional Material Symbols styles
- FAQ Help Map
- Uploading local font files
- Advanced Template Customisation, CSS, etc
- Languages and Translations
