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Quote Request for WooCommerce: More Options

Additional options for “normal checkout”

(Option 1 in general setting)

Additional options for “RFQ checkout”

(Option 2 in general setting)

Additional option for price visibility

 

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The plugin seems to be registered, but there we still get a message that is not activated

Each time the plugin is deactivated, the license if removed ( so you can install it on another site). 

If the plugin was deactivated without going through the deactivate menu on the plugins screen (such as renaming the directory or deleting the directory),

then plugin also can go out of sync.

If you have trouble saving the license key, please try the followings:

  • 1: please check your license keys on NeahPlugins.com and delete any activation first.

  • 2: deactivate and re-activate the plugin

  • 2: Please make sure your server firewall is not blocking calling to neahplugins.com

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How to make the NP Quote Plugin work with page caching plugins

Depending on your caching plugin you need to exclude dynamic pages and sometimes exclude cookies from cache. The pages to exclude are the quote request, product category (archive), shop and the product page. The most common problem caused by page caching is that items which are added to the quote cart cannot be found afterwards.

WP Rocket:

/wp-admin/options-general.php?page=wprocket#advanced_cache

Never Cache URL(s)

/quote-request/(.*)

/product-category/(.*)

/shop/(.*)

/product/(.*)

Never Cache Cookies

rfqtk_wp_session_

WP Optimize: https://neahplugins.com/wp-content/uploads/word-image-148.png

If are using Pantheon:

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You could also change the session method to PHP Sessions as an alternative method. 

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Do I need to download/reinstall the plugin after purchasing the plus version

The NP Quote Request WooCommerce Plus is an extension that you install in addition to the free version to provides a lot more options and features.

After purchasing and downloading the Plus file (RFQTK.zip) to your computer , you can install by:

1: Navigate to the plugins page in your admin area.

2: Click add new on the top of page.

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3: Click on upload plugin

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4: Click on choose file

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5: Browse to where you stored rfqtk.zip and select the rfqtk.zip. click open.

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6. Click install now and then activate.

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7: after activating the plugin you will see a notification

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Click on the “Click Here” and  the license key and the email you used to purchase.

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Adding recipients to quote (customer and admin emails) dynamically

// Add recipients to new quotes sent to admin by adding the following to functions.php
add_filter( ‘woocommerce_email_recipient_new_rfq’, ‘new_rfq_conditional_email_recipient’, 10, 2 );

function new_rfq_conditional_email_recipient( $recipient, $order ) {

$order_id=$order->get_id() ;

$some_field_name = get_post_meta( $order_id, “some_field_name”, true );

//add recipient based on order metadata
if ($some_field_name == “abc”) {
$recipient .= “, receipt_abc@somemail.com”;
}
elseif ($some_field_name == “xyz”){
$recipient .= “, receipt_xyz@somemail . com”;
}
//add recipient based on products in the order
$order = wc_get_order( $order_id );
$items = $order->get_items();
foreach ( $items as $item_id => $item ) {
$product_id = $item->get_variation_id() ? $item->get_variation_id() : $item->get_product_id();
if ( $product_id === 1 ) {
$recipient .= “, receiptprod1@somemail.com”;
}
if ( $product_id === 2 ) {
$recipient .= “, receiptprod2@somemail.com”;
}
}

return $recipient;
}

//You can repeat the same pattern for the following emails:
//email sent to customer
add_filter( ‘woocommerce_email_recipient_customer_rfq’, ‘customer_rfq_conditional_email_recipient’, 10, 2 );
function customer_rfq_conditional_email_recipient( $recipient, $order ) {
//follow the same pattern as above
}

//proposal email sent to customer
add_filter( ‘woocommerce_email_recipient_customer_rfq_sent’, ‘customer_rfq_sent_conditional_email_recipient’, 10, 2 );
function customer_rfq_sent_conditional_email_recipient( $recipient, $order ) {
//follow the same pattern as above
}
//email sent to admin for notes
add_filter( ‘woocommerce_email_recipient_admin_note’, ‘admin_note_conditional_email_recipient’, 10, 2 );
function admin_note_conditional_email_recipient( $recipient, $order ) {
//follow the same pattern as above
}

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How to enable quote request only to selected roles in WooCommerce.

The following setup enables you to enable quote request checkout only to selected roles and allow others to buy and checkout normally.

If you need help setting it up, we can help.

Set the default setting to RFQ.

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In the roles, leave 4a blank and in 4b add the role(s) that can only request a quote. You have to create the role first.

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At the very bottom of the page, enter a label for people who can purchase(everybody else). This

Is the label for the cart button .

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In the labels section use “Add to Quote”

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And finally add this to the bottom of your functions.php

if(function_exists('gpls_woo_rfq_purchase_only')) {

    add_action('init', 'gpls_woo_rfq_check_role', 1);

    function gpls_woo_rfq_check_role()
    {
        $in_role = false;

        if (is_user_logged_in())
        {

            $user = wp_get_current_user();

            $user_roles = $user->roles;

            $eligible_roles = get_option('settings_gpls_woo_rfq_plus_visible_price_roles', 'no');

            $option_value_list = explode(',', $eligible_roles);

            foreach ($user_roles as $cat_id) {

                if (in_array(trim($cat_id), $option_value_list)) {
                    $in_role = true;
                }
            }
        }

        if($in_role == false){
            gpls_woo_rfq_purchase_only(); // user can see prices and purchase normally
        }


    }

}

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WooCommerce Quote Request “Normal Checkout” Setup

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

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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.

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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.

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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.