RFQ-ToolKit Documentation- OLD PICTURES

What Can RFQ- Do For You?

1- Hide/Show all the prices and choose RFQ as an option in the WOO-RFQ section of WooCommerce settings. All the items in the cart are saved after the checkout as an order with RFQ status. You can then adjust the prices and turn the order to a pending stauts to allow payment by the customer.

2- Choose normal checkout in the Woo-RFQ setting and enable RFQ on selected products. This is the default setting that can be changed. Quote requests are added to the RFQ cart and when submitted are saved as an order with an RFQ status.

3-Hide prices only for visitors. Show prices only to logged-in users.

You can show/hide prices from the RFQ tab in WooCommerce settings. Prices are shown by default. Woo-RFQ allows your customers to add items to the cart like they normally would and submit the cart as an RFQ.

 

 

RFQ-4Woo Quick and Easy Set Up Guide

Initial Setup

Go to your dashboard and click WooCommerce Settings.

Click RFQ  (the last tab at the top).

Figure 1

That takes you to the setup page for RFQ.  It has several sections found in small tab links:

  • RFQ  General Options
  • Labels
  • Links to RFQ Page
  • RFQ Page

rfq_setup_options

RFQ General Options

RFQ General Options allows you to customize the checkout options.  Choose “Normal Checkout” if you want prices to be shown by default.  Then you can choose specific products in the product setup that you want customers to be able to inquire about using RFQ.  Choose “RFQ Checkout” if you want the customer to only be able to check out using a Request For Quote.

general_settings

RFQ Checkout Option comes with the additional option to Always Show prices on the site, so the prices can be seen, but checkout is still always a Request For Quote.

Normal Checkout Option comes with the additional option to show prices while allowing customers to checkout using the published prices OR to request a personalized quote for any item.

Hide Price from Visitors hides prices from visitors who are not logged in.  Visitors who are not logged in can only request a quote and checkout in RFQ mode.

 

Labels

In the Labels section, you can customize your cart labels.  Labels that can have customized wording include:

  • Add to Cart
  • Add to Cart Again
  • Add to RFQ Cart (Normal Checkout)
  • In RFQ Cart
  • Proceed to Checkout
  • Proceed to Submit Your RFQ
  • Submit Your RFQ
  • View Your RFQ Cart
  • RFQ Cart is Empty
  • Return to Shop

labels

 

Links to RFQ Page

In the Links to RFQ Page you can choose where on your site you would like for links to the RFQ cart to show up.  The options are:

  • Show a link to RFQ cart at the top of the archives page.
  • Show a link to RFQ cart at the bottom of the archives page.
  • Show a link to RFQ cart in the normal Cart page.
  • Show a link to RFQ cart in the single product description.
  • Show a link to RFQ cart  in the Thank You page.

links_to_rfq_page

RFQ Page

The next section the RFQ page is chosen.  In the Normal Checkout mode, a default page called “Quote Requests” is created to view the RFQ list. 

rfq_page

 

dashboard_appearance-menu

 

You may need to manually add the page to the menu in the WooCommerce dashboard under Appearance – Menu.  Then it will appear as an option with the rest of your menu pages.  You can control the layout and the page template for this page in your WordPress admin area.

 

 

RFQ   Email

The customized email settings are handled in the WooCommerce section entitled “Emails”.  So go to your dashboard and click on WooCommerce, then click on Emails.  Now you can see the links for New RFQ Customer and New RFQ Admin below. 

email

 

New RFQ Customer

This section is a quote request notification sent to customers with their order details after the quote request. It has 5 parts:

  • Enable/Disable—Allows or disallows the RFQ email notification.
  • Email Subject—Defaults to “Your [site title] quote request confirmation from {order_date}.
  • Email Heading—Defaults to “thank you for your quote request”.
  • Email Type—Pick box allows you to choose html, plain text, or multipart for your email.
  • HTML Template—Allows you to override this email template with code to your theme folder.

new_rfq_customer_email

New RFQ Admin

This section is for new quote request emails to be sent to the recipient list when an order is Received.  There are 6 parts:

  • Enable/Disable—Allows or disallows the email notification.
  • Recipient(s)—Enter the recipients for this email (comma separated). Defaults to contact email for the site.
  • Subject—Controls the email subject line. If left blank, the default heading is “ [Site_title] New customer quote request [order_number].”
  • Email Heading—Controls the main heading contained within the email notification. The default heading is “ New customer quote request.”
  • Email Type—Pick box allows you to choose html, plain text, or multipart for your email.
  • HTML Template—Allows you to override this email template with code to your theme folder.

new_rfq_admin

Remember to save all changes.

This completes the basic set up for Woo-RFQ.