Can you explain the Quote Import Process?

 

Quote Imports from the Quote Cart Module are available for some ERP systems. To verify whether your ERP system is eligible for imports, please contact Aldrich Web Solutions.

Importing Non-Stock Items

The quote cart module allows users to request non-stock items on quote requests. A non-stock item is an item that is not listed on your website.

If a user adds a non-stock item to their quote request and your system allows those quote requests to import to your ERP system, your website will need to be configured with a "placeholder" Item ID to take the place of those non-stock Item IDs.

The information about the non-stock item that the user requested will be visible on the Quote Details Admin page and (depending on your ERP system) might be available on the imported quote request.

Quote Request Import Statuses

The statuses of imported quote cart requests are the same as the statuses related to cart imports.

Be sure to check out "Can you explain the Order Import Process?" for more details about the process itself.

  • PENDING - The quote cart has been submitted online.
  • PROCESSING - The quote cart is on its way into the ERP but the website has not received a status update from the ERP system.
  • PROCESSED - The quote cart imported successfully into the ERP system. The "ERP Number" field should be updated at this point.
  • ABORTED - The quote cart was not able to successfully import into the ERP system. The website will display a message sent back by the ERP to explain what went wrong.