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In this tutorial, we'll show
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how to set up the Connect
RFQ module, allowing storefront users
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to request quotations
from specified matching suppliers.
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We'll cover how to specify suppliers
and how to configure your products
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to accept quotations.
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To kick start this process,
we need to first navigate
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to our connect settings screen.
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Now, you may or may not have direct access
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to this screen
when using your platform account.
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If you can't gain access to this screen
and you can't follow the subsequent steps
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in this tutorial,
then please contact our support team
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and will ensure that
if you have the module available,
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the Connect RFQ module
is active on your platform.
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So we just need to make sure
that that module is activated and checked
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and then click Save.
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Next, we're going
to navigate to the Connect plugin screen
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and this is where
we can actually configure the plug
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ins that we have activated here
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that will show you a list of available
plug ins.
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My platform has
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all of them, of course.
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However, yours
will probably be a much shorter list.
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We should contain the Connect RFQ module.
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If you have that module available
on your license,
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finds that row in the table
and hit configure.
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So this page does include some
instructions on configuring your Connect
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RFQ plugin.
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That's what's in the section at the top,
which is general information.
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It also includes
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several links
to other settings areas within Infigo
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which will need to be modified
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now so you can get quick access
to this screen again.
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I would recommend opening the links
in a new tab.
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However, that's completely up to you.
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Step one is to update the storefront
URL
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You can also get to this setting
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just by going directly
to the general settings area.
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In the setting we're looking for
is the storefront URL.
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Just make sure that the URL included in
here is an active URL
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that's targeting the current storefront.
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Next, you need to enable a couple of
options within the quote settings screen.
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Again,
there's a link there that you can access.
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Alternatively, you can type in quote
settings in your menu
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and get to the page that way.
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And the two settings we need to activate
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are allow save quote
and keep quote reference when ordering.
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So make sure those two are checked
and click save.
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Next, there's an option we need to activate within the customer settings area.
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So again, there's a link
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to this or I can just type it in the menu.
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So customer settings
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and I'm
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looking for an option which is called show
quote area, which is right down
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near the bottom in an account
area section.
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So my account general
and then we want to make sure
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that show quote area is activated
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and then save.
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Now we actually need to tell the products
that we want to be able to quote for.
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That's a quotation is required.
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So this is done with on on
the individual products themselves.
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For the purpose of this tutorial,
I've just created a brand new product.
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However, you can do this
on an existing product if you wish to do
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so, then I'm going to navigate
to the product variant settings
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and click edit.
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Now the separate tutorials on the product
vary in settings.
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However, what we're looking for in
this case is about halfway down the page
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with the info tab selected, and I'm
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just going to click this option here
which says require quote
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and then save.
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So the next thing we need to do is to add
and configure some suppliers
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who are going to receive these requests
for quotations.
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We do this on a separate page,
which is called suppliers,
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so we can navigate to that.
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You'll see in my case
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that I've got a couple of example ones
specified here already.
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However,
we can specify multiple suppliers in here,
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as many as we like to do
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so to specify a new supplier,
I can go to add new
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and then I just need to fill
in those supply
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details.
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and that supply will now
be added to the list.
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And the final thing we need to do
here is to actually determine
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which requests for quotations
that that supplier will actually receive.
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And that is done via mapping.
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So if you click on the little plus icon
next to a supplier that you've added,
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the secondary table will appear,
which is mapping information,
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and then you can just click on
Add New to add new mapping data.
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But what you're doing in here
is just specifying
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the conditions under which this supplier
will be asked to quote.
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So it could be an individual product
that you're linking it to.
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It could be a product tag, a category,
a customer role, a country.
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There's so many different
ways that you can assign
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a mapping to our suppliers.
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In this case,
I'm going to keep it nice and simple
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so I can just go for a specific product,
type in the name,
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and then save.
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And that mapping will now be applied.
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And you can add as many mappings
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as you like to a supplier
so you're not limited to one.
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If there's different categories,
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you want them to be associated
with different products and so on.
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You can assign as many mappings
as you like, and that's it.
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The fundamentals of the Connect RFQ module
have now been applied to our storefront.
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In subsequent tutorials in this series,
we'll look at some more
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in-depth settings in this module
and how to actually utilize it.
