Cart2Quote installation manual
Contents
1. 2 STORE VIEW Expire Proposal Template Select email to be send cart2quote reminder responsive Default Temp STORE VIEW Reminder Proposal Template Select email to be send Enterprise edition only Proposal Accepted cart2quote accepted responsive Default Temp 2 STORE VIEW Select email to be send This section explains the different e mail templates that can be set with Cart2Quote Cart2Quote simply uses the templates available in Magento More information on how to make e mail templates can be found online e g here New Account Template Here you can specify the e mail template for the e mail that is send when an account is created or choose to disable the sending of this e mail New Request Template Here you can specifying the e mail templates for the e mail that is send when a new request for a quote Is made or choose to disable the sending of this e mail Cart2Quote the complete Quotation Manager Now you re in business 160125 New Proposal Template Here you can specify the e mail template for the e mail that is send when a new proposal for a quote is made or choose to disable the sending of this e mail Request Cancelled Template Here you can specify the e mail template for the e mail that is send when a request is cancelled or choose to disable the sending of this e mail Request Reject Template Here you can specify the e mail template that is send when a request is rejec2. STORE VIEW Enable disable frontend layout update for the product page List Grid page activation Yes STORE VIEW Enable disable frontend layout update for the category view Only use Cart2Quote s backend functionality Set Use Cart2Quote template files enable front end functionality to No Cart2Quote will be disabled completely for the front end When you already have a custom template theme installed it is advised to set the options Detail page activation and List Grid page activation to No Your theme files for these pages will not be overwritten by Cart2Quote s By selecting No you will have to compare Cart2Quotes s template files with your custom theme files and manually paste relevant code in it Find out how to manually enter buttons in your theme System gt Configuration gt Cart2Quote gt Quotations gt Frontend visibility 2 Set your language Cart2Quote comes with 7 languages included If your country_LANGUAGE folder is missing please add the Ophirah_Qquoteadv files to your country_LANGUAGE folder and translate them if necessary v Gil app gt bil code gt amp design gt Gi etc v ij locale gt G de_DE ll de_OS g en_US ll es_ES Gl fr_FR Ga it_it Gl ni_NL Gl pt_BR YYY YY VY Y O Cart2Quote the complete Quotation Manager Now you re in business 10of25 3 Configure tax settings since version 4 1 5 Cart2Quote supports all Magento
3. 15 28 05 14 11 15 28 05 14 11 15 14 05 14 18 03 14 05 14 18 03 14 05 14 18 03 14 05 14 18 03 14 05 14 18 03 14 05 14 18 03 7 lonCube files After uploading the Cart2Quote files you need upload the right lonCube files Go to the ioncube_files folder select the right lonCube version and upload this to your Magento root directory For more information about lonCube and Cart2Quote take a look at the support article on installing Cart2Quote lonCube files and the support article on installing lonCube on your server open source Find out which files are encr O Cart2Quote the complete Quotation Manager Now you re in business Most of Cart2Quote s software is open source Only 6 PHP controller files are encrypted the rest is ted or purchase the open source version 7 of 25 8 Clear all cache amp enable compilation mode Go to System gt Cache Management and click Flush Cache Storage This will ensure that everything cached by Magento is deleted and will to be regenerated Once everything works as expected you can enable the cache and the compiler mode again System gt Cache Management 9 Logout from Magento and login again Make sure you logout from your admin panel and login again else you will maybe see a 404 page Step 7 and 8 eliminate almost all potential problems 10 Your license keys If you have a paid versions of Cart2Quote you can utilize all functionalities including those of
4. E mails Email Sender General Contact 4 2 STORE VIEW Send Quote Email Copy to STORE VIEW Separate by Send BCC to Linked Sales No STORE VIEW Representative The Magento Admin User email of the linked sales representative will be used Cart2Quote Enterprise license and higher required Upgrade E mail Sender With this option you can select the sender from which the e mail will be sent Send Quote E mail Copy to Specify the e mail addresses where a copy of the quote will be send to If you are using multiple addresses use a semicolon to separate these Send BCC to Linked Sales Representative Select Yes if you a want to send a BCC to the assigned sales representative Email Templates So _ cart2quote new account responsive Default Te STORE VIEW New Account Template Select email to be send New Request Template cart2quote request details responsive Default a 2 STORE VIEW Select email to be send cart2quote proposal responsive Default Temp 2 STORE VIEW New Proposal Template Select email to be send cart2quote cancel responsive Default Templat 4 2 STORE VIEW Request Cancelled Template Select email to be send cart2quote reject responsive Default Template lt gt Y Request Reject Template STORE VIEW Select email to be send cart2quote expire responsive Default Template
5. Fixed Remark with Prix ne pat pas STORE VIEW Proposal Z 2 Add remark that appears in new proposal email and in the quote proposal PDF Auto Proposal Cart2Quote Business or higher When this option is set to Yes a proposal will be send automatically based on the standard tier prices of the product Lock Proposal When set to Yes proposal items cannot be removed or added trom a quote via the shopping cart when the quote is confirmed Show Items Price set this option to No to hide the individual item prices in PDF E mail and Customer dashboard By default these will now only show total prices Cart2Quote the complete Quotation Manager Now you re in business 18 of 25 Show Quote Adjustment to Customers Set this option to Yes if you want your customers to see the total quote adjustment Allow Negative Profit When this is option is set to Yes you will be allowed to send a proposal that has a negative profit Set Standard Fixed Remark with Proposal With this option you can set a default remark for your proposals that will appear in the proposal e mails and PDF Quote Number Format O Default Quote Prefix Q15 STORE VIEW Current Numeral Value 517 STORE VIEW Default Increment 1 2 STORE VIEW Pad Length 5 STORE VIEW Desired number length without the prefix Set to 0 to not add leading zeros to doc number Default Quote Prefix Here you can define the prefix that is used for numbering
6. assignment Cart2Quote Business license and higher required Upgrade Assign Sales Representative By selecting Yes an admin user will be assigned as sales representative when a quote request is created As default the user will be selected from a pool of users that have the role as is specified in the option Auto assign role The assigning of users will happen in a rotating fashion Note The auto assign function only assigns users that have active an active status Note Assigning of the sales representative happens in the following order Logged in gt Previous gt Auto assign by rotating Auto Assign Role Here you can choose the role from which the Auto Assign function should pick the users as a sales representative for a newly created quote Note The auto assign function only assigns users that have active an active status Note The assigning of the sales representative happens in the following order Logged in gt Previous gt Auto assign by rotating Information Included in the Business version is the ability to link specific sales representatives to customers and quotes When using this feature it comes in handy to be able to show the details of this linked sales representative in the e mails regarding the quotation This way customers can get in contact directly with the person that created or will create the quote To use the e mail including the sales representative add the following in the e mail template
7. sales Representative Email var quote getSalesRepresentative getEmail sales Representative Name var quote getSalesRepresentative getName sales Representative Telephone var quote getSalesRepresentative getTelephone Sticky Sales Representative When this option is set to Yes a newly created quote will be assigned to the sales representative that handled previous quote from this customer If this is the first quote the customer has created a one of the other assigning methods applies O Cart2Quote the complete Quotation Manager Now you re in business ZU O125 Note Assigning of the sales representative happens in the following order Logged in gt Previous gt Auto assign by rotating Assign Quote to Logged in Sales Representative Cart2Quote Business or higher Setting this option to Yes means when a user is logged in the back end while creating a quote in the front end the quote will be automatically assigned to that user This option transcends the auto assign by role and previous quote behavior Note Assigning of the sales representative happens in the following order Logged in gt Previous gt Auto assign by rotating CRM Add on for Cart2Quote Version 0 1 3 Provided by Ophirah E commerce Projects Check out the Explainer Video For documentation and support visit cart2quote zendesk com or contact support cart2quote com Cart2Quote Enterprise license and higher required Upgrade Ena
8. tax setting Your catalog base prices can be set to including or excluding tax Cart2Quote will follow the behavior of the Magento tax settings but we recommend entering the prices in the backend excluding tax System gt Configuration gt Sales gt Tax 4 Configure shipping methods Cart2Quote relies on the flat rate option to correctly display the shipping information on the quote You can turn on the flat rate in the configuration of Magento System gt Configuration gt Sales gt Shipping Methods Shipping Methods Flat Rate Enabled Yes WEBSITE Title Flat Rate STORE VIEW 5 Test the module Open a product and set Allow Quote Requests to Yes and Save the page Visibility Catalog Search STORE VIEW Set Product as New from Date E GLOBAL Set Product as New to Date GLOBAL In feed No GLOBAL Allowed to Quote Mode Yes STORE VIEW Make sure the product is enabled part of a website and category and is in stock Make sure Cart2Quote is enabled also Go to System Cart2Quote General For configurable bundle grouped products make sure all child products are also set to quotable status or else the parent product will not be enabled for quotes Catalog gt Manage Products gt product gt General Go to the front end or backend and add this product to the quotation list enter your details submit the form and process the quotation in the backen
9. the backend The license key will be provided by Cart2Quote within 24 hours after your order is completed The license key will be send to the registered email address and can also be found in your account dashboard Without a license you will not be able to create quotes in the Magento admin create proposals convert quote into orders track your leads etc System gt Configuration gt Cart2Quote gt Quotations gt General Experiencing installations difficulties Go to our User Forum to see the solution for the most common problems Or consider buying our Installation service or Technical support tickets 11 Free license For IP number 127 0 0 1 localhost you can input the following serial key from the backend in System gt Configuration gt Cart2Quote gt Quotations gt General When using Cart2Quote version 1 0 to version 4 4 use the following license key 022 33d513a87 1a 958a0c5d9471 7f1d 23e8b229b02630d089d4a5a9 187163 7F 9675324bf3da95579491 3bef ec5ee42 e2bbe96 6cc132da9 99d4ae8016a830 983f4a9e 12d55d777707b03a50c80932 c14dd41e12d90125859c37113e2ffd48 e3ba12 ae4006bd358b00e 7a 1b2d5704 a671533cc98bbe93a0e 98F8b9225d 75d 289cf58d7b1d862b61884f308e3f805b ceca653b6ee89552496739559f621 725 880c376d80f9afd2405c45420d2f08d9 7996 44a36d080e 700 45f1 30806caeb6a ebc4640259b 059b625bf11c62d5bb29 fe4a6f94b51 3f70f52cd1106 acb147c 4a 30dc1235678 e710461 6f3fb94e0a6 5150e42d0aac2fe 1 0b8f8a08d01ce1dd When using
10. the complete Quotation Manager Now you re in business 2of25 1 User forums and support articles 25 2 Manuals and help tool 25 3 API information 25 4 Purchase installation support 25 O Cart2Quote the complete Quotation Manager Now you re in business 3of 25 Introduction Cart2Quote Magento Quotation Extension Cart2Quote is the most complete Magento module that enables customers and shop owners to create a Request for Quote RFQ s on Magento websites With Cart2Quote you can effectively track customer quotations edit quotation requests create proposals and convert quotations to orders This all via the front end or back end of Magento or via the API web services available in Cart2Quote Enterprise lt is recommended you first install the module in a test Magento environment that is a copy of your live store After you have verified the module works correctly in your test store you can safely install the module in your live website For a complete elaboration of all Cart2Quote functionality please refer to the User Manual The User Manual explains Cart2Quote s functionality from two perspectives First from a customer perspective in the frond end and second from a shop admin perspective in the back end It is recommended to let the module be installed by a technical implementer if you do not have the necessary knowledge of Magento modules installations The Cart2Quote module may require some changes to your exist
11. Cart gt Quote The complete Magento Quotation manager Installation Manual Version 5 0 4 Support questions support cart2quote com Sales questions sales cart2quote com Website www cart2quote com Release Date 04 05 15 Table of Contents This manual is divided into four sections The first section explains the installation of Cart2Quote on a Magento server The second part explains the first configuration settings after installation to test the extension The third section gives an elaboration of all back end configuration settings of Cart2Quote The last section gives a summary of all other sources for tips helo and troubleshooting Introduction Cart2Quote Magento Quotation Extension 4 1 Installation Cart2Quote 9 1 Backup your data 5 2 Download and extract 5 3 IOnCube 5 4 Disable Compilation Mode 5 5 Disable the cache 6 6 Upload Files 7 7 lonCube files T 8 Clear all cache amp enable compilation mode 8 9 Logout from Magento and login again 8 10 Your license keys 8 11 Free license 8 2 Configuration after installation 10 1 Configure the front end visibility of Cart2Quote 10 2 Set your language 10 3 Configure tax settings 11 4 Configure shipping methods 11 5 Test the module 11 3 Cart2Quote Back end Configuration Settings 12 1 General 12 2 Quote Front end 13 3 Quote Form Builder 14 4 Quote E mails 16 5 Quote Configuration 18 6 Sales Representatives 20 7 Advanced Settings 21 O Cart2Quote
12. Cart2Quote version 5 0 and higher use the following license key YjZIOWYWMGQ5NZEyYODJAMTIxMjYZNJE5OTZkZTA2NDM7YmE3 YWVAMDcxNylIZmMQ4 YT RiIZDIIZGM0YmI3Nj Ri MzZQ7 You can test the module on your local machines with full functionality with the provided key O Cart2Quote the complete Quotation Manager Now you re in business 8 of 25 When you install the software online without purchasing a license only the free and basic functionalities of Cart2Quote will be enabled You will need to set the extension to enabled Checklist Merge the Cart2Quote install files with the Magento root folder Merge the right lonCube files with the Magento root folder Enable compilation mode Flush Magento Cache Flush Cache Storage Flush Catalog Images Cache Flush JavaScript CSS Cache Logout and login from your admin panel Insert the license key oe Se eS SS ea O Cart2Quote the complete Quotation Manager Now you re in business 7O1 25 2 Configuration after installation In this section the most important configuration settings are explained to test if Cart2Quote is properly installed and functioning on your development server 1 Configure the front end visibility of Cart2Quote Use Cart2Quote template files Yes STORE VIEW enable front end functionality If set to No you have to manually copy the Cart2Quote template information to you own template files to enable front end functionality Detail page activation Yes
13. Grid Set this option to Yes to hide quotes in the overview that have an expired follow up date in the admin section Enable Internal Comments Set this option to Yes if you want to make use of internal comments these comments will only be visible for back end users and not for the customers Calculate Totals on Page Load When this option is set to Yes the quote totals will be loaded on page load This can dramatically increase load time We recommend setting this option to No Force Original Product Price on Edit Products When an admin edits the products on a quote the original price can be overwritten by the custom price This option disables that Note It uses the default product price and doesn t use any vat tax multi currency calculation O Cart2Quote the complete Quotation Manager Now you re in business 22 0f 25 Auto User Login No STORE VIEW Adds links to proposal email that enable automatic user login only available in Business and Enterprise edition Checkout Onepage Url checkout onepage index STORE VIEW Default checkout url Enable Alternative Checkout No 2 STORE VIEW Auto User Login Cart2Quote Business or higher Setting this option to Yes enables customers to login automatically from a link included in the e mail templates The customer will be directed to the customer dashboard or even directly to the Magento checkout Before sending the proposal e mail to the custome
14. ble CRM Yes STORE VIEW Enable disable Cart2Quote CRM add on extension CRM Email Template CRM addon Email container Default Template STORE VIEW Select email container for CRM Enable CRM Cart2Quote Enterprise or higher Set this option to Yes to enable client messaging for the Cart2Quote quotations module CRM E mail Template Cart2Quote Enterprise or higher select the default messaging template By default messages from the CRM extension will be send using this message template 7 Advanced Settings General O Beta Features Yes 4 2 STORE VIEW Overview of current beta features and to submit feedback go to the Beta Forum Default Allowed to Quote Mode Yes o Er STORE VIEW Value for New Products Only affects new created products Enable Email Logging No l 2 STORE VIEW Enable logging when you have issues sending emails Make sure Magento logging is enabled Subfolder for File Uploads 2 STORE VIEW Give subdirectory name to use within store media folder to store file uploads Default is qquoteadv without trailing slash Beta Features With the Beta Features option you can choose to use the beta features that are available If this option is set to Yes you can use all the Beta features that are included in your installed version of the Cart2Quote extension To check which Beta features are available for you visit release notes and look for
15. cal xml and modules configuration files config xml CONFIG Layouts Layout building instructions LAYOUT_GENERAL_CACHE_TAG M4 Blocks HTML output Page blocks HTML BLOCK_HTML Translations Translation files TRANSLATE Collections Data Collection data files COLLECTION_DATA EAV types and attributes Entity types declaration cache EAV DISABLED Web Services Configuration Web Services definition files api xml CONFIG_API M4 Web Services Configuration Web Services definition files api2 xml CONFIG_API2 Additional Cache Management 4 Flush Catalog images Cache egenerated product images files Flush JavaScript CSs Cache pemes JavaScript and CSS files combined to one file O Checklist Turn off cache for all cache types Flush Magento Cache Flush Catalog Images Cache 2 3 Flush Cache Storage 4 5 Flush JavaScript CSS Cache oo Uninstalling Cart2Quote Do not test Cart2Quote on a production environment Always make a backup of your store before the installation Only install Cart2Quote on a production environment after thorough testing Cart2Quote the complete Quotation Manager Now you re in business 6 of 25 6 Upload Files Using your FTP client upload the contents of the Cart2Quote package to your store root The contents of the unzipped folder will looks like this You can upload these folders to your Magento root Your Magento root already contains the app and skin folders by uploading you will add new file
16. d submit it back to the customer and as a customer accept and checkout with the proposed prices O Cart2Quote the complete Quotation Manager Now you re in business 11 of 25 3 Cart2Quote Back end Configuration Settings In this section Cart2Quote s configuration screen in the back end will be explained The most relevant items in each tab of the configuration of Cart2Quote in the Magento Admin Panel will be discussed in further detail 1 General Cart2Quote Version 5 0 4 Provided by Ophirah E commerce Projects For documentation and support visit cart2quote zendesk com or contact support cart2quote com Enable Cart2Quote Yes 2 STORE VIEW Licence Key GLOBAL Don t set more than one license Buy a License or Compare Versions Use Built in Template Files Yes STORE VIEW Set to NO to disable the front end functionality of Cart2Quote or when manually copying Cart2Quote template and layout information into a custom theme Enable Cart2Quote With the Enabled option you can choose to enable disable the output the Cart2Quote extension produces This means that when the option is set to Disabled you should not see anything related to Cart2Quote in the front end However the Cart2Quote extension will remains active and accessible in your admin section License Key For almost all versions of the Cart2Quote extension a license key is required The only exception to this is when you are using the trial ve
17. ding a product redirect to quotation list O Cart2Quote the complete Quotation Manager Now you re in business I30f25 Shopping Cart Quote List Hide Order References No STORE VIEW Hide order buttons and references on quote submit page To disable order functionality please use Not2order Disable Qty Tier Request No 7 STORE VIEW Hide option to request quotes for multiple quantities per item Registration Mode Allow Quote submission with a known email ad STORE VIEW Cart2Quote will check the form for a known emailaddres When a login is not required for existing users the user will also not be logged in automatically after a quote is submitted Hide Order References Set this option to Yes if you want to hide Shopping cart related buttons on the request for quote page If you choose not to user the order functionality please consider using Not2order Disable Qty Tier Request Set this option to Yes if you want to hide the option to request quotes for multiple quantities per item Registration Mode You can use this option to determine if a customer needs to be a registered user before submitting a request quote If you set this option to No a login is required before submitting when Yes is selected you don t need to This means any customer registered or not registered can request a quote If a not registered customer requests a quote the customer automatically becomes a regist
18. end and it shows how a shop admin is able to process quotation requests on a daily basis in the back end We have also added a help tool for all the options in the Cart2Quote configuration settings Just hoover over the question mark and a help text will appear Hide order references No 4 STORE VIEW Hide order buttons and references on quote submit Set this option to Yes if you want to show a dialog with the message that your product is added to the quotation i i list instead of going to the quotation list or a notification Disable tier request option STORE VI rea p depending on what is chosen in the option General a After adding a product redirect to quotation list TT ih Use Ajax Add to Quote No STORE VIEW Enables Ajax popup when adding product instead of going to the quotation list 3 API information Cart2Quote Enterprise users can also use our API For more information download the API manual of Cart2Quote 4 Purchase installation support It is strongly recommended to let this Magento Quotation Module be installed by a technical implementer if you do not have the necessary knowledge of Magento modules installations Cart2Quote has a core team of experienced professionals who are dedicated to offering Cart2Quote software installation configuration and fine tuning Order installation develooment support here O Cart2Quote the complete Quotation Manager Now you re in business 20 0120
19. ered user with the information that was used for the request 3 Quote Form Builder Require Shipping Details No STORE VIEW Require Billing Details No 2 STORE VIEW Enable Newsletter Signup No 2 STORE VIEW Hide Shipping Quote for Non Yes 4 2 STORE VIEW logged in Users Require Shipping Details When this option is set to Yes it is required to provide shipping details with a quote request Require Billing Details When this option is set to Yes requesting a quote will require billing details Enable Newsletter Signup When this option is set to Yes customers have the ability to sign up for the newsletter Hide Shipping Quote for Non logged in Users When this option is set to Yes it hides the shipping details in the quotation overview of the client When this option is set to Yes it disables requesting shipping quotes for guests and shipping quotes will only be available for logged in users O Cart2Quote the complete Quotation Manager Now you re in business 14 of 25 Account Details So Email Address Yes and Required STORE VIEW Firstname Yes and Required STORE VIEW Lastname Yes and Required STORE VIEW Telephone No 7 STORE VIEW Company No 2 STORE VIEW VAT Tax Id No 4 STORE VIEW Telephone Set this option to Yes to show the telephone field and no to hide the telephone field on the quotation form If this option is set to Yes and
20. ing template Purchase the installation service O Cart2Quote the complete Quotation Manager Now you re in business Aof 25 1 Installation Cart2Quote 1 Backup your data Backup your store database and web directory You can backup your database through the Magento admin facility under the system tools backups menu Backing up your files can usually be done through the configuration panel of your hosting provider A database backup is also recommended 2 Download and extract Download the extension from our website from your client area in our store and unzip the extension s contents on your computer and navigate inside the extracted folder 3 lOnCube To protect our intellectual property we have encrypted our software Therefore you need to have ionCube installed on your server Don t know if you have ionCube Ask your hosting company to find out Require open source version Buy or upgrade to our Cart2Quote Enterprise edition with open source option For more information about lonCube and Cart2Quote take a look at the support article on installing Cart2Quote lonCube files and the support article on installing lonCube on your server 4 Disable Compilation Mode This may not be an issue for many readers but if you are using Magento s compilation mode on your store it is important that you remove it Without going into to many details compilation mode takes many files spread out over the system and condensing them into a
21. n Conditions set Enable Not2Order Cart2Quote extension simply prevent your customers from seeing your prices when the order functionality is disabled Enable or disable the order functionality for any individual product product range storeview store or complete website Optionally show price for registered customers This extension gives you full control whether your products should show prices and add to cart buttons and which ones have their prices and or Add to Cart button hidden Go to the website of Not2Order for more information and buying options 2 Quote Front end Catalog O Product Page Activation Yes a 2 STORE VIEW Show or hide the add to quote button on the product detail page Category Page Activation Yes 2 STORE VIEW Show or hide the add to quote button on the product list grid page Ajax Add to Quote Yes 7 STORE VIEW Opens Ajax popup when adding product to Quote Request Product Page Activation Enable disable the Add to Quote button in the front end layout for the product detail page Category Page Activation Enable disable the Add to Quote button in the front end layout for the product List Grid page Ajax Add to Quote Set this option to Yes if you want to show a dialog with the message that your product is added to the quotation list instead of going to the quotation list or a notification depending on what is chosen in the option General After ad
22. r Cart2Quote generates a random number token a large enough number to prevent guessing Checkout Onepage Url Here you can define your checkout URL when you are using the default of Magento you use the value checkout onepage index If you want to use an alternative checkout onepage and want it to be used with the Cart2Quote extension replace the value with the alternative URL Enable Alternative Checkout When this option is set to Yes you are able to use an alternative checkout URL Note When using this feature the Quote items will NOT be placed in the shopping cart Mass Update O Mass Update Quote Attribute No STORE VIEW Product Id Ranges STORE VIEW A Update Be sure to save if you have made any changes before you update Mass Update Quote Attribute With this option you can set to allow or disallow quote requests for mass updating products Set this option to Yes if you want the product s specified in the field Product id ranges to be allowed for quote requests Important note You need to be sure that the values used are correct because your database will be directly updated with these values Product Id Ranges In this field field you can specify the product id s which you want to update The value that will be used for updating is determined in the field Mass update quote attribute You can specify product id s separately or in id ranges Product id s are separated with a comma and for the ranges yo
23. required the displayed telephone field is also required to fill out by the client in order to submit the quotation form Company Set this option to Yes to show the company field and no to hide the company field on the quotation form If this option is set to Yes and required the displayed company field is also required to fill out by the client in order to submit the quotation form VAT Tax Id Set this option to Yes to show the VAT number field and no to hide the VAT number field on the quotation form If this option is set to Yes and required the displayed VAT number field is also required to fill out by the client in order to submit the quotation form Address Yes and Required STORE VIEW Zip Yes and Required STORE VIEW City Yes and Required STORE VIEW Country Yes and Required STORE VIEW State No 7 STORE VIEW For some countries such as Canada and the United States Magento is preconfigured to require the customer to specify the state State Set this option to Yes to show the State field and no to hide the State field within the address details on the quotation form If this option is set to Yes and required the displayed State field is also required to fill out by the client in order to submit the quotation form Note The address details are only visible if a guest or user has to enter shipping details O Cart2Quote the complete Quotation Manager Now you re in business 150f25 4 Quote
24. rsion in this case you can leave the License key field blank Note If you re using license keys for multiple domains be sure to separate them with a semicolon 5 Information For information about the different versions available follow this link Use Built in Template Files If this option is set to No you have to manually copy the Cart2Quote template and layout information to your own template and layout files to enable the front end functionality Cart2Quote will be disabled completely for the front end When you already have a custom template theme installed it is advised to set the options Detail page activation and List Grid page activation to No Cart2Quote will not overwrite your theme files for these pages By selecting No you will have to compare Cart2Quotes s template files with your custom theme files and manually paste relevant code in it O Cart2Quote the complete Quotation Manager Now you re in business 12 0125 Not2Order Version 2 0 9 Provided by Ophirah E commerce Projects For documentation and support visit www cart2quote com or contact support cart2quote com Enable Not2Order Yes STORE VIEW Use Built in Template Files Yes STORE VIEW If set to No you have to manually adjust your templates to enable the functionality of Not2Order Auto Hide Order Button Yes a STORE VIEW Feature only works in combination with Cart2Quote Product needs to have Quotatio
25. s to the already existing folders Adding the cart2quote install folder is optional see Cart2Quote installation help tool Apple n gt Bureaublad 4 0 wisps i a Jj c2qdemo19 Name Size Da Name Size DS_Store 8 KB 13 jun 2014 17 16 gt E win v 1 7 1 9 12jun 2014 17 14 gt i med gt app 12 jun 2014 17 14 gt i var _ gt skin 5 jun 2014 11 43 gt errors gt cart2quote install 5 jun 2014 11 43 gt J cart2quote install gt manuals 5 jun 2014 11 43 gt G app l index php 3 KB htaccess 6 KB Pa Date 04 06 14 09 51 04 06 14 09 00 28 05 14 16 26 28 05 14 11 48 28 05 14 11 45 28 05 14 11 43 28 05 14 11 15 28 05 14 11 15 Always make sure you merge the folders and do not replace the existing folders see below Apple n gt Bureaul An item with the name cart2quote install already exists in this of em bell i j PA m f m N n location What would you like to do Name Size DS_Store v 1 7 19 co gt app s gt cart2quote install a gt 3 manuals a cart2quote install cart2quote install 3KB a 1 7 1 9 J c2qdemo19 6 KB 05 06 14 11 43 28 14 11 45 om 386 B Stop MApplytoall Skip Merge Replace 09n 1 KB i LICENSE_AFL txt 10 KB re as ora _ 4 04 06 14 09 51 04 06 14 09 00 28 05 14 16 26 28 05 14 11 48 28 05 14 11 45 28 05 14 11 43 28 05 14 11
26. single file that can be run very quickly If the files of Cart2Quote are not in the system when this single file is compiled they will not be included To check that this is disabled go to System gt Tools gt Compilation If the compiler status is Disabled you are ready to go If not simply click the Disable button on the right hand side of the screen System gt Tools gt Compilation Checklist Backup web directory FTP Backup database MYSQL Download and extract Cart2Quote extension from our website 3 2 3 4 Check your server for an installed ionCube 5 Check the ionCube version 6 Disable Compilation Mode O Cart2Quote the complete Quotation Manager Now you re in business 5 of 25 5 Disable the cache The Magento front end relies heavily on caching to provide a faster experience to customer This is a wonderful tool but can wreak havoc during the installation process To ensure that the cache is not the cause of any problems we should turn it off This can be done from the admin console by navigating to the cache management page selecting all caches clicking disable from the drop down menu and submitting the change System gt Cache Management Cache Storage Management dD Enable Disable Select All Unselect All Select Visible Unselect Visible 8 items selected 1 A on Cache Type Description Associated Tags PA Status M4 Configuration System config xmi lo
27. ted or choose to disable the sending of this e mail Expire Proposal Template Here you can specify the e mail template for the e mail that is send when a proposal is expired or choose to disable the sending of this e mail Reminder Proposal Template Here you can specify the e mail template for the e mail that is send as a reminder for the proposal or choose to disable the sending of this e mail Proposal Accepted Here you can specify the e mail template for the e mail that is send when the proposal is accepted or choose to disable the sending of this e mail Attachments O Enable PDF Proposal Yes 1 STORE VIEW The price proposal will also be attached as PDF Add Product Short Description Yes 12 STORE VIEW Text to PDF Enable Standard Document Bestand kiezen Geen bestand gekozen STORE VIEW default Terms_and_Conditions pdf Delete File Upload any file as default attachment to the proposal email i e Terms and Conditions NOTE Some providers limit the size of emails Enable PDF Proposal If you set this option to Yes a PDF is created when a proposal is submitted and will be attached to the e mail Add Product Short Description Text to PDF Set this option to Yes if you want to include the short description of the product s in the PDF file Enable Standard Document With this option you can select a file that will be attached to the proposal e mail i e Terms and Conditions Note Some providers ma
28. u start with the first product id of the range followed by a dash then end with the product id with which you want to end the range To find out which product id s you can use go to your Manage products page and look for ID in the header of the grid This page is found in the menu Catalog visible when logged in to the back end O Cart2Quote the complete Quotation Manager Now you re in business 22 0125 Example Say you want to update the products with the id s 1 4 to 6 and 10 to 20 you can do this by entering 1 4 6 10 20 Important note You need to be sure that the id s you specified are indeed product id s because your database will be directly updated with these values O Cart2Quote the complete Quotation Manager Now you re in business 24 of 25 4 Troubleshooting Cart2Quote API and installation tips There are several other sources of information with regard to installing configuring and using Cart2Quote 1 User forums and support articles For general instructions and troubleshooting and best practices installing Magento extensions check out this article You will find more specific development en configuration tips in our forums Please feel free to share any tips and tricks in our user forum Cart2Quote development and configuration help forums 2 Manuals and help tool This manual is accompanied by a User Manual This manual explains how your website visitor will experience Magento Quotations in the front
29. y limit the size of e mails O Cart2Quote the complete Quotation Manager Now you re in business 17 of 25 5 Quote Configuration Default Expiration Time Proposals 30 2 STORE VIEW In days Default Reminder Notice 1 2 STORE VIEW In days Set to 0 to disable this feature This notice is available in the Cart2Quote Enterprise edition Upgrade Default Expiration Time Proposals With this option you can set the number of days it takes for a quote proposal to expire Default Reminder Notice Cart2Quote Enterprise This option determines after how many days a reminder will be send for active quotes Set the value to O to disable the reminder feature Proposal A Auto Proposal No 2 2 STORE VIEW Price proposals are send automatically based on standard catalog prices including price tiers Cart2Quote Business license and higher required Upgrade Lock Proposal No 4 2 STORE VIEW Proposal items cannot be removed or added from quote via the shopping cart Show Items Price No 4 2 STORE VIEW Disable to hide individual item prices in PDF email and customer dashboard by default Only show totals Show Quote Adjustment to No 4 2 STORE VIEW Customers Total quote discount will be visible for customers in the Proposal total block Allow Negative Profit No 4 2 STORE VIEW When enabled quote proposals can be sent with negative profit Set Standard
30. your Cart2Quote version O Cart2Quote the complete Quotation Manager Now you re in business 21 of 25 Default Allowed to Quote Mode Value for New Products Set this option to Yes to make new products quotable by default Enable E mail Logging Set this option to Yes if you having issues with sending e mails Cart2Quote will log the e mail actions Make sure Magento logging is enabled You can find the logs in var gt log gt c2q_email log Subfolder for File Uploads By default uploaded files within the Cart2Quote extension will we located at media qquoteadv If you upload files that are attached to a quote they will be placed in a sub folder named after the ID of that particular quote With this option you can change only the folder where files are stored that are attached to a quote Backend So Follow up in Grid Today only STORE VIEW Follow up button in quotation grid will filter quotes to this setting Enable Internal Comments Yes 4 STORE VIEW Not visible for customers Calculate Totals on Page Load Yes STORE VIEW Important Setting this option to yes will increase page load time Force Original Product Price on No STORE VIEW Edit Products When an admin edits the products on a quote the original price can be overwritten by the custom price This options disables that NOTE It uses the default product price and doesn t use any vat tax multi currency calculation Follow up in
31. your quotes Note The quote number is a combination of the quote prefix and a numeral value Current Numeral Value Here you can define the current numeral value This is automatically set to the last one that is used Default Increment Here you can set the value with which the numeral value part of the quote number should increment Pad Length Here you can specify the length of the numeral part of the quote number If this is set O or is left empty then it will add leading zero s meaning it will just have the incremented value as numeral part O Cart2Quote the complete Quotation Manager Now you re in business 19 of 25 6 Sales Representatives Quote Assignment Assign Sales Representative Yes 4 STORE VIEW New quotes are assigned automatically rotating the admin users in the auto assign role below Auto Assign Role Administrators STORE VIEW Admin users with this role and with an active status are used to assign new quote request to based on rotation Sticky Sales Representative Yes STORE VIEW Assign quotes from existing customers to the sales representative who is linked to the previous request from the customer This overwrites the auto assign role Assign Quote to Logged in Sales Yes STORE VIEW Representative When an admin user is logged in the backend and creates a quote in the frontend then this user is assigned to the quote by default This transcends the sticky and rotation
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