By default, all available products are allowed to be submitted to a Sales Representative for a Sales Quote. Certain products can also be designated to require a Sales Quote. To set a Product to require a quote, follow the steps below:
- Go to Admin Console > Catalog> Products.
- Locate the Product you wish to require a quote by filtering or by scrolling through the list.
- Click the Edit.
- Scroll down to the Pricing section of the Details finger tab and click the Quote Required toggle so it displays Yes.
- Click the Save.
If a Sales Representative provides a price quote on a product, any available promotions are disallowed. Additionally, any promotions applied to an order prior to submitting a quote request will be removed.
Updated about 1 month ago