How can client request for quotation?

Request for Quotation Page

Request for Quotation on Frontend Manager

  1. As Client, go to REQUEST FOR QUOTATION page.
  2. Fill out fields for the shipment details
    • Shipper Information
      • Search Shipper – only visible if Shipper Address Book is not empty.
      • Shipper Name(text) – Complete name of shipper.
      • Phone Number(text)
      • Address(text)
      • Email(email) – this will be used if email notification for client is enabled.
    • Receiver Information
      • Search Receiver – only visible if Receiver Address Book is not empty.
      • Receiver Name(text) – Complete name of receiver.
      • Phone Number(text)
      • Address(text)
      • Email(email)
    • Shipment Information
      • Type of Shipment
      • Weight
      • Courier
      • Packages
      • Mode
      • Product
      • Quantity
      • Payment Mode
      • Total Freight
      • Carrier
      • Carrier Reference No.
      • Departure Time
      • Origin
      • Destination
      • Pickup Date
      • Pickup Time
      • Expected Delivery Date
      • Comments
    •  Packages
      • Quantity – number of the package
      • Piece Type – options from the piece type added on Piece Type Selection setting
      • Description – description of the package
      • Length – length of the package. Unit is based on what have been set on Dimension Unit setting.
      • Width – width of the package. Unit is based on what have been set on Dimension Unit setting.
      • Height – height of the package. Unit is based on what have been set on Dimension Unit setting.
      • Weight – weight of the package. Unit is based on what have been set on Weight Unit setting.
      • Add Package(button) – Another package information fields will be shown
      • Total Volumetric Weight, Total Actual Weight and Total Volume – computation based on the data added on the table.
  3. After hitting the Request Quotation button, that shipment will go to Delivery Requests page.
  4. As Admin, open Delivery Requests page and edit the shipment. Fill out the additional charges and click Update Shipment button.
  5. After updating the shipment, click the Send Quotation button. The quotation will be sent to client.
  6. If Client reloads his/her Delivery Requests page, the approve icon will change.
  7. If client Approves the quotation, the shipment will automatically be added to cart and will redirect to checkout page.
  8. After checkout, the Admin should be able to see the order by navigating on his WordPress Dashboard under WooCommerce -> Orders. 
  9. The default status depends on what you set on WooCommerce and the Admin must change it to “Completed”. 
  10. After completion, the shipment will automatically transfer from Delivery Requests to Shipments Page and the Status will change as well.
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