Quote Status-Draft
Objectives of the Quote status page
This feature allows you to define quote statuses along with their relationship.
Section Description
By clicking on Actions>Add new you can create a new status
| Name of the field | Type | Mandatory | Description |
| Main Information | |||
| Technical Name | Text field | Yes | Name of Quote status which is display in the Admin site |
| Customer label | Text field | Yes | Status name displays in the cart |
| Salesrep label | Text field | Yes | Commercial status which is display in the Invoice Engine |
| Read Only | check box | Yes | clarify |
| Default start point | Checkbox | Yes | By ticking you can set this state as Default Start point |
| Default start point for shop | Text field | Yes | clarify |
| Do Save Quote | |||
| Enabled | check box | No | When it is enabled you can see 'Save' button on the shop |
| Disabled Behavior | drop down | No | When Enabled checkbox is untick, you can use this feature Don't show>>Save button won't appear in the shop Show disabled>>Save button will appear as disable in the shop |
| Enabled From Level | Text field | Yes | set the Save action enable start level. Ex:If level 1 and 2 can save the quote, set the Enable from level as 1 and Enable until level as 2 |
| Enabled Until Level | Text field | Yes | set the Save action enable finish level. |
| Enabled Unknown Level | Text field | Yes | clarify |
| Do Validate | |||
| Enabled | check box | No | When it is enabled you can see 'Validate' button on the shop |
| Disabled Behavior | drop down | No | When Enabled checkbox is untick, you can use this feature Don't show>>Validate button won't appear in the shop Show disabled>>Validate button will appear as disable in the shop |
| Enabled From Level | Text field | Yes | set the Validate action enable start level. Ex:If level 1 and 2 can validate the quote, set the Enable from level as 1 and Enable until level as 2 |
| Enabled Until Level | Text field | Yes | set the Validate action enable finish level. |
| Enabled Unknown Level | Text field | Yes | clarify |
| Do Export Quote | |||
| Enabled | check box | No | When it is enabled you can see 'Quote PDF ' button on the shop |
| Disabled Behavior | drop down | No | When Enabled checkbox is untick, you can use this feature Don't show>>Quote PDF button won't appear in the shop Show disabled>>Quote PDF button will appear as disable in the shop |
| Enabled From Level | Text field | Yes | set the Export quote action enable start level. Ex:If level 1 and 2 can Quote PDF the quote, set the Enable from level as 1 and Enable until level as 2 |
| Enabled Until Level | Text field | Yes | set the Quote PDF action enable finish level. |
| Enabled Unknown Level | Text field | Yes | clarify |
| Do Export contract | |||
| Enabled | check box | No | When it is enabled you can see 'Contract PDF' button on the shop |
| Disabled Behavior | drop down | No | When Enabled checkbox is untick, you can use this feature Don't show>>Contract PDF button won't appear in the shop Show disabled>>Contract PDF button will appear as disable in the shop |
| Enabled From Level | Text field | Yes | set the Contract PDF action enable start level. Ex:If level 1 and 2 can download Contract PDF of the quote, set the Enable from level as 1 and Enable until level as 2 |
| Enabled Until Level | Text field | Yes | set the Contract PDF action enable finish level. |
| Enabled Unknown Level | Text field | Yes | clarify |
| Do Edit | |||
| Enabled | check box | No | When it is enabled you can see Update cart section on the shop |
| Disabled Behavior | drop down | No | When Enabled checkbox is untick, you can use this feature Don't show>>Update cart section won't appear in the shop Show disabled>>Update cart section will appear as disable in the shop |
| Enabled From Level | Text field | Yes | set the Update cart enable start level. Ex:If level 1 and 2 can save the quote, set the Enable from level as 1 and Enable until level as 2 |
| Enabled Until Level | Text field | Yes | set the Update cart action enable finish level. |
| Enabled Unknown Level | Text field | Yes | clarify |
| Do Edit | |||
| Enabled | check box | No | When it is enabled you can see Update cart section on the shop |
| Disabled Behavior | drop down | No | When Enabled checkbox is untick, you can user this feature Don't show>>Update cart section won't appear in the shop Show disabled>>Update cart section will appear as disable in the shop |
| Enabled From Level | Text field | Yes | set the Update cart enable start level. Ex:If level 1 and 2 can save the quote, set the Enable from level as 1 and Enable until level as 2 |
| Enabled Until Level | Text field | Yes | set the Update cart action enable finish level. |
| Enabled Unknown Level | Text field | Yes | clarify |
| Do Send Quote | |||
| Enabled | check box | No | When it is enabled you can see 'Email Quote' button on the shop |
| Disabled Behavior | drop down | No | When Enabled checkbox is untick, you can user this feature Don't show>>Email Quote button won't appear in the shop Show disabled>>'Email Quote' button will appear as disable in the shop |
| Enabled From Level | Text field | Yes | set the email quote enable start level. Ex:If level 1 and 2 can email the quote, set the Enable from level as 1 and Enable until level as 2 |
| Enabled Until Level | Text field | Yes | set the Email Quote enable finish level. |
| Enabled Unknown Level | Text field | Yes | clarify |
| Transition-Transition | |||
| Trigger | Drop down | No | Select a trigger action |
| Target status | selector | No | Select a target status by entering first three characters of the available statuses |
| Transition-UI | |||
| Confirmation message | Text | No | Enter warning message in meaningful manner |
| Button label | Text | Yes | Enter customized button name |
| Button Style | Drop down | No | Select a button style Primary/warning/success/Danger/infor |
| Button disabled behavior | Drop down | No | Select button disable behavior as Don't show/shoe disabled |
| Button comment | Drop down | No | Select button comment as Disable comment/Allow comment/Require comment |
| Button Confirmation | Drop down | No | Select a button confirmation as Don't request confirmation/Request confirmation |
| Button Icon label | Drop down | No | Select a button icon |
| Icon preview | Preview | No | It will display a icon which you selected |
| Transition-Condition | |||
| Enabled From Level | Text field | Yes | set the customized button enable start level. |
| Enabled To Level | Text field | Yes | set the customized button enable End level. |
| Enabled Unknown Level | check box | Yes | clarify |
| Rule | Drop down | Yes | Set a rule using available drop down values |
| Parameter | text | No | Set parameter according to the rule |
| Result | Drop down | Yes | set as Must be True |
| Product filters | No | select available filters or add new | |
| Transition-Notifications | |||
| Notification level | Numeric | Yes | set notification email receiver level |
| Subject | Text | Yes | set email subject |
| Content | Text | Yes | Set email body |
Once you created the status with requited transitions, you can review it by clicking on Actions>Review
Note:additions buttons you have added in Transtion tab can be seen in above chart as columns
Ex:Save as Draft, Approved,Reject