To allow a Customer Service Representative to guarantee to the customer a price for a set of products for a certain period of time.
Customer service representatives can create new quotes, modify existing quotes or cancel existing quotes.
You can add, change or suppress how elements display by configuring the properties.
Task | Description | Role | Demo (store) | Demo (tools) |
---|---|---|---|---|
Find quote | ||||
Gather information from customer | Customer Service Representative | |||
Work with payment instructions | Customer Service Representative | |||
View quote | ||||
Close quote window | Customer Service Representative | |||
Convert quote to order | Customer Service Representative | |||
Find quote | ||||
Clone quote | Customer Service Representative | |||
Work with charges | Customer Service Representative | |||
Cancel quote | Customer Service Representative | |||
Inform customer of quote number and expiration date | Customer Service Representative | |||
Work with quote attributes |
A Customer Service Representative sets attributes which apply to the quote as a whole. |
Customer Service Representative | ||
Complete quote |
Save the existing shopping cart and quote information so it can be used at a later date. |
Customer Service Representative |