If you’re running an online store, you probably know how crucial it is to keep things organized while giving your customers the best experience. And let’s be honest, manually creating quotes for customers can be a pain. But what if I told you there’s an easy way to simplify this whole process? That’s where the PrestaShop quotation module comes in! It’s a lifesaver for store owners who need to manage quotes, especially for bulk or customized orders. But setting it up can be a little tricky if you’re not sure what you’re doing. Don’t worry, though! In this guide, we’re going to break everything down step by step, so you can start managing your quotes like a pro.
Step 1: Getting the PrestaShop Quotation Module
Before you can start using the PrestaShop quotation module, you gotta install it first. The good news? It’s super easy to get your hands on it! All you gotta do is head over to the PrestaShop Addons Marketplace and grab it. Once you’ve downloaded it, you’ll have a file ready to install in your store’s back office.
Now, go to your PrestaShop admin panel, click on the Modules section, and then select Module Manager. From here, just click on Upload a Module and upload the file you just downloaded. After that, hit Install, and boom — you’re almost there.
Step 2: Configuring the PrestaShop Quotation Module
Alright, so you’ve got the module installed. Now comes the fun part: setting it up to fit your store’s needs. First, go to your module settings, and you’ll see a bunch of options you can tweak. This part is all about making sure the module works exactly how you want it to. Let’s take a look at some of the key settings:
- Customer Groups: You can choose which customer groups are able to create and view quotes. This is handy if you want to offer special deals to specific groups, like wholesale buyers or loyal customers.
- Quote Expiry Time: One of the coolest features is that you can set an expiry date for each quote. If someone requests a quote but doesn’t act on it within the set time, the quote expires. This helps you avoid having outdated prices floating around your store.
- Currency & Language Settings: If you have customers from all over the world, you can customize the currency and language for your quotes. This ensures your international clients have an easier time understanding the pricing, making the whole process smoother for them.
Step 3: Creating Quotes for Customers
Once you’ve configured the module, you’re all set to start generating quotes for your customers. But how does it work, exactly? Let’s break it down:
- Adding Products to the Quote: When a customer wants a quote, they just browse through your store and add products to their quote request. They can pick the products, specify quantities, and add any other special instructions or notes. Then they just click on the Request Quote button, and a quote is automatically created for them.
- Custom Pricing: If you’ve set up custom pricing (like discounts for bulk orders), the module will automatically apply the appropriate price based on the customer’s order. So, let’s say someone wants to buy a ton of a specific product — the PrestaShop quotation module will calculate the new discounted price for them without you having to lift a finger. It’s pretty sweet.
- Quote Review: After the customer submits the quote request, they’ll get a chance to review everything before it’s finalized. They can see all the products, their quantities, and the total price. If everything looks good, they can submit the request and wait for you to approve it.
Step 4: Approving and Managing Quotes
Now, you’ve got the quote request sitting in your admin panel, and it’s time to review it. The PrestaShop quotation module makes it super easy to manage and approve quotes. Here’s how you do it:
- Reviewing the Quote: When you get a new quote request, go to the Orders tab in your admin panel. You’ll see a list of all the quote requests submitted by customers. You can click on any of them to review the details. If everything looks good, you can approve it.
- Making Changes: If a customer wants to make changes to their quote (maybe they’ve added a few items or want a discount), you can easily edit it. Just click on the quote and update it however you like. This makes it super easy to work with customers who need to tweak things before they’re ready to purchase.
- Quote Approval: Once you’ve reviewed and updated the quote, you can approve it and send it over to the customer. They’ll get an email with the updated quote, and they can either accept it or decline it. Once they accept, it turns into an actual order, and you can process it just like any other.
Step 5: Sending and Managing Quotes
Once your customers have received their quotes, they’ll want to know how to proceed. The PrestaShop quotation module makes the process easy by sending them all the necessary details right in the email. Here’s how it works:
- Email Notifications: The module sends automatic email notifications to the customer when their quote is approved or when a quote expires. You can even customize the email templates to match your store’s branding.
- Viewing Quotes: Customers can view all their pending, approved, or expired quotes from their accounts. This gives them a nice overview of everything they’ve requested and what’s still up for grabs.
- Converting Quotes to Orders: Once a customer has accepted a quote, you can easily convert it into a regular order. This takes out all the guesswork and prevents any mistakes from happening. The best part? You won’t have to enter the product details manually — it all happens automatically!
Step 6: Using Quotes for Bulk Orders
If your customers are making bulk purchases, this module is super useful. It simplifies everything for you — from calculating prices for big orders to keeping track of quotes that need special attention. The PrestaShop quotation module allows you to set up bulk discounts, so you don’t have to do the math yourself.
You can also manage different customer groups, ensuring that bulk buyers get the right pricing and are able to easily request and approve quotes for large quantities. This makes it way easier for customers to place huge orders without all the back-and-forth hassle.
Why You’ll Love the PrestaShop Quotation Module
At the end of the day, the PrestaShop quotation module is one of those tools you didn’t know you needed until you started using it. It streamlines the entire quote management process — from creating custom quotes to approving and sending them — all in one place. Plus, it makes life easier for your customers too, allowing them to get quotes for bulk or customized orders quickly and easily.
If you’re looking for a way to boost your store’s efficiency and improve your customers’ experience, the PrestaShop quotation module is a no-brainer. It takes care of the nitty-gritty details, so you can focus on what really matters: growing your business.
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