Category: Quote Request

In order to customize the labels for the “quote request” payment method navigate to WooCommerce->settings->payment and click on quote request manage. Fillout the Title , Description and introduction. Save changes.

In order to customize your emails you can navigate to WooCommerce->settings->emails and click on manage and copy it to your theme folder. You can customize the email from there.

Free version emails:

• RFQ-ToolKit New Request for Quote (Customer)
• RFQ-ToolKit New RFQ Admin (Admin)

Plus version:

• RFQ-ToolKit Quote Sent  ( Customer )
• RFQ-ToolKit Admin note  ( Admin)
• RFQ-Toolkit Product Marketing  (Customer)

 

 

Click on manage.

At the bottom of the screen, click on copy template. The templates will get copied to your WooCommerce directory under your theme/child theme. You can edit the html and wordings in the template.

 

You can have a Request Quote only for selected items in the NP Quote Request WooCommerce plugin. 

Navigate to WooCommerce->settings->RFQ Toolkit->general tab and choose “Normal checkout” in option 1.

Setup a product as a quote item:

Navigate to product advanced setup and check the following as shown below and save.

The setup shows as below in the shop and single product pages.

Set the setting to RFQ mode in setting 1 in general setting. Do not show prices. That will be the default.

Add the following to your functions.php

add_action(‘init’, ‘gpls_woo_rfq_check’, 1000);
function gpls_woo_rfq_check(){
//check if the user should be able to see prices and purchase ( the normal WooCommerce setting)
//if so..
gpls_woo_rfq_purchase_only(); // user can see prices and purchase normally
gpls_woo_rfq_purchase_or_quote();// user can see prices, purchase or request a quote
}

There are multiple ways to customize the quote request page in the normal checkout mode. 

First, in the free version, you can modify to the Quote Request page by using the template in “plugins/woo-rfq-for-woocommerce/woocommerce/woo-rfq/rfq-cart.php”. Copy the folder to the WooCommerce directory in your theme directory and modify it if you wish . You can control the layout and the page template for this page in your WordPress admin area. Typically the Quote Request page looks better with a full-width template without any side-bars.

Using the Plus version, you can customize the quote request page for visitors by navigating to WooCommerce->Settings->RFQ-Toolkit “Quote Request Page” tab. You can make hide or make the field required. Name and email can not be removed and will still be required fields. This feature is available in the Plus version.

Finally, using the Plus version, you can include a Ninja Form in the quote request page to include additional fields of your own choosing. You can create a Ninja form and then select that form in the settings. The form will show in the quote request page. Data captured by the form will show in the order and the email sent to admin. 

 

 

You can make products to be quote items in bulk in a couple of ways. In the WooCommerce->settings->RFQ-Toolkit general setting. Under MISC options ( see screenshots below).

1. If you want to just make everything RFQ enabled, then use option 1 and select to enable all products. This would enable “All” the products which is probably not what you want.
2. You can select by category.
   3. Select the categories for the products you want enabled in option 3.
   4. Select option 2 and save settings.
   5. All the existing products in the categories you selected, will be activated. Any new product in those categories will also be activated automatically.
   6. You can manually in-activate for individual products within those categories.

If your products categories are not setup to do this easily. Create a new category, “Quote” for example, apply that categories to all the products you want to activate. Then use option b and c above on that category. You can read here how to apply a category to products in bulk.