Optional Modules: Quote Cart for Portal

WebAlliance offers an optional module called the Quote Cart Module. With Quote Cart, your customers will have the option to create a Quote directly on your WebAlliance Portal without the need to contact a sales representative.

Requesting a Quote

If you have purchased the Quote Cart module, your customers will find the option to request a quote in the "Account Tools" section of their My Account Page. 

This is where the Quote Request option appears by default. Should you so wish, you can place a link to request a quote on the "Top Nav" of your WebAlliance Portal to ensure your customers are aware of the functionality and are able to access it more readily.

Once your customer navigates to the Quote Request screen, they will need to fill out the information required to complete a quote, including their contact information and a valid Ship To address. 

Once they click the "Add Item" button, your customers will be shown this pop-up screen, where they can add items to their quote via the appropriate Part Number. If they do not know the official Part Number for an item they want, they can highlight the "Non-Stock-Item" checkbox. This will cause the "Note" section to change to "Description", where the customer can enter a brief description of the item, allowing you to find an item in your inventory which suits the customer's needs.

Quote Cart Admin

To access the Admin portion of the Quote Cart module, select the Quote Cart from the Additional Modules drop down from your Admin Home page. This will show you all pertinent information for the quotes you select.