Videos and Webinars

Use the Order Quotes Module

Merchants on Shift4Shop Pro (and higher, including the Free End-to-End eCommerce Plan) plans can place phone orders for customers at a temporary quoted price. The customer will then receive an email notification of the quoted order that they can use to complete the order at the quoted amount.

Here's how to set it up.

  1. Log into your Shift4Shop Online Store Manager.

  2. Using the left navigation menu, go to Modules.

  3. Once at the Modules page, use the search bar at the top to search for "Order Quotes."

  4. When the module appears, click on the Settings button.

A small popup modal will appear with the module's basic options and settings. These are the following:

  • Allow customer to request a quote
    Enable this option if you'd like to allow your customers to initiate the quote request. (They will have the option on the Payment Method section of the checkout page)

  • Lock users at checkout
    This checkbox will lock the user's customer record to the quoted order. This means that the customer will not be able to do anything other than view/finish the order on your store when they log into your store. It effectively locks them to the order until the order is completed by the user (or the quote expires). To use this optional setting, place a mark in the checkbox provided.

  • Days to Expiration
    Use this field to set the number of days until the quoted price expires. After this time period passes, the quoted order will go into the store's canceled order status.

After you finish configuring these basic options, click Save on the popup modal. After the module saves, you'll once again see the "Order Quotes" module from step #3 above.

5. Mark the Enabled checkbox and click Save at the top right of the modules page.

The Order Quotes plugin is now ready to use.

Additional Information
Enabling the Order Quotes module adds the following to your store:

  • A New Offline Payment Method
    An offline payment method called "Quote" is added to your store. This payment method is automatically set to only work on Phone Orders.

  • A New Order Status
    Additionally, a new order status called "Quote" is added to the store's Manage Orders page. This status will contain all open quote orders.

  • A New Quote Email Template
    Lastly, a new Quotes orders email template is also made available to you. Its default text is the same as the text for the Not Completed/Abandoned Orders email template. You may edit this text by going to Settings > Design > Emails and editing the "Quote" template found under the Orders section.

Creating a Quote Order

The Order Quote system is first started by placing a Phone Order.

When you get to the payment selection part of the phone order, use the "Quote" payment method and complete the order.

This creates an order complete with its own invoice number. However, it's not a fully completed order. Rather it is placed into the store's "Quote" order status and has a remaining balance on it.

At this point, the customer/shopper will receive the quote order email that will let them complete the order. When they click on the button in the email, they'll be prompted to log into their customer record to complete the order at the quoted price. (If you opted to lock the user to the order, viewing/finishing the order is all they'll be able to do.)

Customer Initiated Quote

If you allow the customer to initiate the Quote Request, they will be able to do so via the checkout page. In the Payment Method section of the checkout page, they will see the Quote option. Using this option at checkout will create the quote order as described above.

Additional Information
Note that the customer will be prompted to log into their account if you selected an existing customer record when creating the phone order. However, when creating the phone order/quote for a brand new customer, all you would need to create the phone order is the customer's email address (no password).

If this is the case, the customer will not be prompted to log in. Instead, they'll be taken to the checkout, where they'll finish the checkout process by adding their address information, password, etc.

When the order is completed, it will then move to your store's New status for processing. If the Quote Order's exceeds the expiration time, the order will pass into the Canceled status instead.

As a merchant, you will also have the ability to duplicate the quoted order(s) as needed. Just remember to change the Customer record in case the duplicate is for a new customer.