Posted on Leave a comment

WooCommerce Quote Request “Normal Checkout” Setup

cid:image011.png@01D60F6E.B56913F0

cid:image012.png@01D60F6E.B56913F0

If there a few item in each category here and there that you don’t want to be “Quote Items”, then you can handle that in the individual product setup. After you have applied it by category, then navigate to the product->advanced setup and uncheck “Enable RfQ”.

 

cid:image014.png@01D60F6E.B56913F0

Handle the labels for Purchase vs Quote in labels. Make the first 4 the way it is. Read and adjust the remaining labels too.

cid:image015.png@01D60F6E.B56913F0 cid:image016.png@01D60F6E.B56913F0

Navigate to Quote Request Page tab and make sure there is a url there for Request for Quote Page URL. Last, create a menu item for quote request page so people can see their quote request page.

cid:image017.png@01D60F6E.B56913F0

Posted on Leave a comment

Setup products as quote items by category in quote request for WooCommerce

In the free version, you can mark an individual item as a quote item in the product advanced setup.

In the Plus version you can assign the quote status to one or more product categories in the premium version. You would create the categories in WooCommerce. Assign the products to those categories as you would normally in WooCommerce. Then you mark those categories as quote items. You can still remove an individual product from the category by going to the advanced setup of that product.

Please note: to check the check this to apply the categories before saving every time you want to apply this setting. If you want to remove all categories, then delete all the categories from the select box, check the “apply the categories before saving” checkbox and save setting.