Choosing the Settings
When you set up your RFQ Plugin, you can decide how you want the Request for Quote system to work for you. You can choose from two modes in the setup: Normal Checkout (default) or RFQ.
If you always want your customers to request a quote before they purchase, the RFQ mode setting is designed to facilitate that process. On the other hand, if you want customers to be able to checkout normally with some products, and have the option for some products to be RFQ enabled, the Normal Checkout mode will allow them to do this. The Normal Checkout mode is the default setting for Woo-RFQ.
The RFQ mode has 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 until a price is set. You can then adjust the prices and turn the order to a pending stauts to allow payment by the customer.
You can 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.
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.
You also have the option to hide prices only for visitors. That would allow only those who are logged in to see prices.
RFQ Normal Checkout Options
If you set up your RFQ plugin to use the Normal Checkout mode, you will have maximum flexibility.
In the Woo-RFQ General Options settings, you have the option to make all prices on the site visible, or just show prices for the items for which you are not allowing the Request for Quote feature. The default setting allows all prices to show. To RFQ enable any product is simply to give the customer the ability to request a quote for that particular product. And you can RFQ enable any product on the individual product setup page by checking a box.
For price-visible items, the customer can shop, add to cart, and checkout normally.
Customers can request quotes for products that have been RFQ enabled in product setup whether or not the price is visible.
Option to Show Prices
Below, is an example of a site using the Normal Checkout mode with some products that are RFQ enabled . All prices are visible — that means even RFQ enabled items have the price showing. This gives your customer the option to either purchase the product immediately, or to request a quote.
On the sample site, this is how products are displayed if Show Prices with Normal Checkout is checked in the General Setting.
Option to Hide Prices
In the example below, you can see the prices on some items, and on others there is only a Request for Quote button.
On the sample site, this is how products are displayed if Show Prices with Normal Checkout is not checked in the General Settings.
The Customer Experience
You, as the store manager, have decided what options you will give your customers–whether to see prices or request quotes or a combination of the two. So lets take a look at the work flow as it relates to the customer experience.
For this example, we have enabled the Request Quote button on the multiple products page. So the customer can add the item for quote request to the RFQ List from the multiple products page or from the individual product page.
After the item is added to the RFQ List, the customer can view the RFQ List either by clicking under the product or by clicking Quote Request as shown in the menu below.
Your store front is based on the theme you have chosen and your functionality will be the same across any compatible themes that you use. So your screen will not look just like ours in this picture.
For example, you probably won’t have the bright green banner, you may have a button below the product instead. It will depend on the theme you are using.
However, you should have a Quote Request page for your customer to access.
When the customer clicks on the Quote Request (or clicks the View Your Quote Page link) the Quote Request Page will display the items in that have been selected.
The customer can update the RFQ list or make a comment. When the customer is ready, they click the Submit Your Request for Quote button.
After submitting the quote, customer is automatically redirected to the Acknowledgment Page. This page tells them that their Request for Quote has been submitted, and that their RFQ List has been emptied.
The customer can then continue shopping if desired.
When the customer clicks to submit the quote, an acknowledgment email is automatically sent to the customer at the email address provided.
The Store Manager or Admin also automatically receive an email when customer clicks to submit the quote.
At the time of request, an order is created in the Order section of WooCommerce. Our sample is order #240 circled below. You can see that there is no status attached to it yet. When you have reached a price agreement with your customer, you can set the status of the order.
You click on the order number to open the order and set the status.
Order #240 in our example is open below. You can see the drop-down box from which to select the desired status.
Below is a screenshot that highlights the Order Notes (right). This is a good way to track your communication with the customer as you negotiate a price.
In the screenshot below, the order status is highlighted at Pending Payment. This indicates a price agreement for the product or service.
After the status is set to pending payment, the customer can access the invoice online from the “My Account” page . And at that point the customer can check out through the normal checkout menu page.
The customer can see the price and your normal payment gateways when paying for orders with pending payment status. And from here, the process proceeds as usual with WooCommerce.