Quote Cart Admin

 

The Quote Cart Admin page allows you to see the Quote Requests that have come in from the website. The page allows you to search based on a few different parameters and gives you the ability to troubleshoot validation issues for the import (where applicable). You must be a SuperAdmin or an Admin with the Orders Area role to access this feature.

WebAlliance Admin > Additional Modules > Quote Carts

Quotes are treated much like an Order. Each Quote will come with a Quote Detail page, a link to the User's profile, its ERP Number, and any Warning Information returned by your ERP during import (where applicable). 

On this page, you have access to search for Quotes with specific Statuses, within a certain time frame, or for a specific User. Each search results will have the Quote's basic information, including links when necessary. The Quote ID field will link you to the Quote's Detail page, where more detailed information can be found.

Viewing Quote Details

The Quote Detail page contains the detailed information associated with the Quote. The information provided is used during the import process. Please contact Aldrich Web Solutions with any questions. 

  1. Quote number, ERP number, and cart status. Remember:  PROCESSED = Complete, ABORTED = Error, PROCESSING = your ERP system is working on the order, PENDING = order has not yet been submitted to your ERP system.
  2. This is the Quote's General Information. Values with an "Edit" button can be altered to fix import errors.
  3. This is the Quote's Shipping Information. Values with an "Edit" button can be altered to fix import errors.
  4. This is the Quote's Line Item Information. Each line will contain the Item Number, Item Description, Line Note, Unit of Measure, and the Quantity for the requested item.
  5. "Close Quote" allows you to manually change the Quote's Status to PROCESSED.
  6. "Reset Quote" appears when the quote is either ABORTED or PROCESSED and will attempt to re-import the quote into your ERP system (usually done after errors are fixed).

NOTE: If a quote has the "PROCESSED" status, DO NOT click "Reset Quote". Doing so will cause a duplicate quote in your ERP system.  

Remember, status and import errors are updated only if your ERP supports quote imports and you've enabled that function from your WebAlliance website.