CI_RFQ_004_RFQ on the front-end

Once we have configured the RFQ module, as seen in the previous tutorials of this series, we are able to utilise it to request and receive quotes for jobs.

In this tutorial, we will explore this workflow, as seen on the front-end of your Infigo storefront.

We will begin by navigating to one of our products requiring quote

Infigosoftware

  1. 1. On the product of interest, enter a quantity and click Quote

    On the product of interest, enter a quantity and click Quote

  2. 2. Enter your quotation reference

    This reference will be used to identify the quote in the user's My Account area.

    Enter your quotation reference

  3. 3. Click on Save Quote

    Click on Save Quote

  4. 4. Your quote will be saved, with associated details displayed on screen

    This screen also acts as a trigger for the RequestBid email template, which will send an email to all relevant suppliers with details of the job, along with a link to a bidding form.

    Your quote will be saved, with associated details displayed on screen

  5. 5. Your matching suppliers will receive an email similar to this

    The email content may change depending on whether you have customised your email template.

    Suppliers are able to click the Form Link button to respond to the quote.

    Your matching suppliers will receive an email similar to this

  6. 6. Your suppliers will be sent to a form similar to this

    This form may appear differently if you have customised the related Editable Content block.

    Suppliers can enter details of their bid in this screen and click Submit.

    Your suppliers will be sent to a form similar to this

  7. 7. This will trigger a return email to the employee requesting the quotation, which will appear similar to below

    This may again appear differently if the email template has been customised.

    This will trigger a return email to the employee requesting the quotation, which will appear similar to below

  8. 8. When all bids have been received, an additional email will be triggered and sent to the employee requesting the quotation

    The default template contains a link to the quotation area of the Infigo storefront.

    This can also be accessed from the My Account section

    When all bids have been received, an additional email will be triggered and sent to the employee requesting the quotation

  9. 9. Click on My Account

    Click on My Account

  10. 10. Click on Saved Quotes

    Click on Saved Quotes

  11. 11. Saved quotes will be displayed and can be expanded to reveal additional detail

    Saved quotes will be displayed and can be expanded to reveal additional detail

  12. 12. Any received bids will be shown as Child quotes

    A child quote can be accepted by clicking Open Quote

    Any received bids will be shown as Child quotes

  13. 13. Click on Open Quote

    Click on Open Quote

  14. 14. You will be taken to product landing page, where the accepted quote can be added to basket

    You will be taken to product landing page, where the accepted quote can be added to basket

  15. 15. Complete the checkout process

    Complete the checkout process

  16. 16. Once completed, the supplier will receive a Supplier Won email, giving additional instructions

    This email may again appear differently if customised within your Email Message Template screen

    Once completed, the supplier will receive a Supplier Won email, giving additional instructions