WooCommerce Quotes and Orders

Features

Converts the WooCommerce add to cart function into an add to Quote function.
Quotes payment gateway – so that no payment options show.
Converts the WooCommerce add to cart function into an add to Order function.
’Manual’ Quote Mode – quote prices off-line after request is received.
‘Auto’ Quote Mode – Auto send system generated quote to user. User still cannot see any product prices even after requesting a quote – only the prices on the quote.
In Auto mode user can complete the purchase through any of the WooCommerce payment gateways active on the site.
Converts the WooCommerce add to cart function into an add to Order function.
Orders payment gateway – so that no payment options show for offline processing.
Orders templates – allows you add custom messages at the Cart, Checkout and Order Received pages.
Full integration with WooCommerce orders.
Full integration with WooCommerce My Account.

Admin Settings

When WooCommerce Quotes and Orders is installed and activated it auto-creates a admin menu section on your WooCommerce site.

Quotes and Orders Setting

To activate Quotes mode and or Order mode head to the Settings tab.

Plugin Framework Global Settings

Here we can find the global settings for the plugin.

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1. Manual Check For New Plugin Version – This plugin supports auto upgrades via your WordPress auto updates. Updates show within 24 hours of release. This feature allows you to call any new version for immediate upgrades instead of having to wait until they show in your WordPress updates.
2. Customize Admin Setting Box Display – ON and each admin panel setting box OPEN | CLOSED position are saved each time changes are SAVED.
3. Google Fonts – ON to connect to Google Fonts API and have auto font updates direct from Google.
4. House Keeping – On deletion (not deactivate) the plugin will completely remove all tables and data it created, leaving no trace it was ever here.

Store Rule: Manual Quote

Manual Quotes Rule hides prices everywhere including quote request emails. Quote Request is created as WooCommerce order that can be edited and sent to the customer by email from the Order edit page.

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1. View before log in – ON hides all Product Prices and changes all add to cart functions to add to quote. Hide prices everywhere including on order email and order details. If you have shipping costs configured it does not hide shipping costs.
2. Enable guest checkout – ON to Request a Quote without auto creating an account with Manual Quote Role.
3. View after login – Select user roles that you want Manual Quotes Rules applied to when they log in. By default the plugin auto creates an account for the user when they submit a Quote request. That Role is the Manual Quote Role. This Role has the same permissions as the WordPress subscriber role with the added restriction that they cannot see any WooCommerce Product Prices. They can access the Woocommerce My Account and they can view the quote they have submitted (without prices).

Tip: When you assign the Administrator Role to Manual Quotes and create a test Manual Quote Request you will get 2 Quote Request Received emails – the site admins copy and the customers copy

Store Rule: Auto Quote

This rule is called Auto Quotes because unlike manual quotes where the order must be edited and manually submitted to the customer – with auto quotes when a quote request is submitted the customer email shows itemized product prices, shipping and taxes and can click through to pay for the order via your sites configured payment gateway.

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1. View before log in – ON to Hide Prices but auto include product prices in the quote request email. data-content=”Hide prices on shop page, product detail page, sidebar, cart widget, cart page, checkout page. Prices including shipping show in order email, order details when subscriber send the quote request.” The user submits the Quote request but the ‘Quote Request’ email they get (WooCommerce Order Received email) shows the prices (and the shipping if you have shipping configured). The user can even then go to their My Account dashboard and click the Pay button and complete the transaction via the sites activate payment gateways if they are happy with the prices. If you have Prices and shipping configured on your site ‘Auto Quotes mode’ just automates the whole Quoting Process.
2. Enable guest checkout – ON to Request a Quote without auto creating an account with Auto Quote Role. What is even cooler is that by default the plugin auto creates an account for the user when they submit a Quote request. That Role is the Auto Quote Role. This Role has the same permissions as the WordPress subscriber role with the added restriction that they cannot see any WooCommerce Product Prices. In this role they can see the prices on their quote and they can complete the transaction. Pretty good hey.
3. View after login – Select user roles that you want Auto Quotes Rules applied to when they log in.

Store Rule: Add to Order

Orders Rule can be used 2 ways. Business wanting to allow customers to place real online orders and for admins who want Request a Quote but want their Product Prices visible (just edit the Orders Templates to say Request a Quote instead of Add to Order). All Orders / Quotes are created as WooCommerce Orders. . Note that the plugin will not allow you to have ‘Request a Quote’ and ‘Add to Order’ activate at the same time for no logged in users or the same role. This is because both use the WooCommerce ‘Add to Cart’ function. It also goes without saying that when you have either of the Quotes or Orders Modes activated that the Add to cart mode is not available because it is the same cart function.

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1. View before log in – Converts All WooCommerce add to cart functions to an online order generator
2. Enable guest checkout – ON to Add to Order without auto creating an account with Customer Role.
3. View after login – Select user roles that you want Add to Order applied to when they log in. With orders using this setting you can just apply this rule to logged in user roles. An example of this would be:
Set Quotes Mode for not logged in user – Visitors don’t see prices and request a quote.
Set Orders mode to apply to logged in roles. Then when not logged in the don’t see prices but when they log in the see the product prices and now ‘Add to Order’ as the cart.
Example use:
A wholesaler – do not want the general public to see the prices, but do want their clients to be able to order online and also want to attract new wholesalers and general public inquiry which they pass onto their retailer clients.
They would set ‘Manual Quotes mode’ for non logged and ‘Orders Mode’ for the customer role. Customers could then log into the site and use it as a virtual order pad on the wholesaler. We have a number of big wholesale clients who do exactly that. They love it and so do their retail customers.

Shop CSS Templates Compatibility

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1. Use WooCommerce CSS – Turn on if the cart Page, Checkout Page or Order Received Page CSS is broken when a Store Rule is activated.

Note: This only applies if you are using a Bespoke theme and the Theme developer has removed the woocommerce.css and replaced it with a custom template that uses a different HTML structure. This is very bad practise but there are plenty of Bespoke Theme developers who do it. You will know if you have such a theme because in Quotes or Orders mode on the Cart page, Checkout page and Order received pages layout and style will be broken.
If you have this issue and after activating this feature you still have issues with the WooCommerce page layouts and style it will be because the custom HTML structure of the theme is over riding the woocommerce.css. If using WooCommerce Quotes and Orders is important to your stores functionality you should do one of 2 things.
1. Contact the theme developer and ask them to fix their code.
2. Ask for a refund and choose a theme that is 100% WooCommerce Compatible (It is not hard the Default WordPress themes are all 100% compatible).

Help Notes

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1. Rules & Roles Help Notes – The Quotes and Orders plugin enables you to * The Rules are applied to users who are NOT Logged in and Rules for when they login in. * Different Rules can be applied to logged in users based upon their user Role e.g. what users with the Customer Role see verses what users with the Subscriber role see. Important! When an admin sets a Rule for NOT logged in users if they then check the front end to see the new Rule they will not see it, because they are logged in as administrator and have not applied that Rule to their role (this catches a lot of first time users who think the plugin is not working because they can’t see the rule applied while they are logged in but can when they log out).
2. No Conflict Rules – Quotes and Orders uses conditional logic to ensure that admins can never set a conflicting rule. That works in 2 ways * Switching ON any Quote or Order Rule for NOT logged in users auto deactivates any activated Rules that conflict. * The plugin will not allow admin to assign any Rule to a Role that has previously been assigned to a conflicting Rule. When trying to assign a Rule to a role if it appears greyed out it means it is assigned to a conflicting rule. Find that Rule and remove the role and it is instantly available for assigning to a new Rule.
3. Store Rules Explanation – The Store Rules are Manual Quotes, Auto Quotes and Orders. Switching on those Rules will determine how users see your entire store BEFORE and then AFTER they log in. The store Rules are applied to ALL products in the store.
4. Troubleshooting – Below is a list of common issues we see Don’t See Rules Applied on front end. * This is because you have not applied the Rule to your logged in user role (administrator). Either apply your role to the rule or check it in another browser where you are not logged in. ‘Add to’ Button does not show on some products. * The ‘Add to’ Button e.g. Add to Quote button is the WooCommerce Add to Cart Button. There are 2 conditions where WooCommerce removes the ‘Add to Cart’ function from the Product card and Product page. If either of these conditions apply to a product then the Request a Quote, Order button will not show. 1. IF a product has no price entered. 2. If ‘Inventory Management’ is ON and the product is ‘out of Stock’. Cart page, Checkout page style is broken * If the plugin messes up your Bespoke themes WooCommerce template please use the + Shop Display Templates setting box further down this tab for a built in fix for that.

Quotes Mode

From this panel will setup the Quotes Mode. On first tab will have the general settings for it.

Quotes Mode Settings

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1. Activation Status – On this menu you will see what is the status of the Quotes.
2. Quote Mode Payment Gateway – Quotes Mode payment gateway is automatically activated when the feature is activated. Go to WooCommerce Payments to customize.
3. Shipping Options – Configure store Shipping Options at WooCommerce Shipping and set Quotes mode Shipping visibility options below.
4. Manual Quotes Shipping – Settings apply to Checkout, Order Received pages and Customer Quote email. You can turn On or Off the: Display Shipping Options or Display Shipping Prices.
5. Auto Quotes Shipping – Settings apply to Checkout page. You can turn On or Off the: Display Shipping Options or Display Shipping Prices.

Product Page

From here you can change the button text and the messages that show on Product Page.

Quote Feature on Product Page

This is the tab for the buttons that show on Product Page.

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1. Button Text – Text that shows instead of ‘Add to Cart’. Default ‘Add to Quote’
2. View Quote Button Text – Text that shows instead of ‘View Cart →’. Default ‘View Quote →’
3. Continue Request Button Text – Text that shows instead of ‘Continue Shopping →’. Default ‘Continue Request →’

Success and Error Message

Change the text for Success and Error message that show on Product Page.

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1. Success Message – %s : Replace by Product name
2. Group Added Success Message – %s : Replace by Product name
3. Quantity Error – Replace for : ‘Please choose the quantity of items you wish to add to your cart…’
4. No Product Added Error – Replace for : ‘Please choose a product to add to your cart…’
5. Product Is Out of Stock Error – %s : Replace by Product name
6. Product Existed In Quote – %s : Replace by Product name

Widget Cart

Change the text that show on Widget Cart.

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1. Widget Cart Title – Text that shows at top of widget. The default text is: “Your Quote Content”.
2. View Quote Button – Text that shows instead of ‘View Cart →’ on the button. The default text is: “View Quote”.
3. Send Quote – Text that displays instead of ‘Checkout →’ on the button. The default text is: “Send Quote →”.
4. No Product Text – Text that shows instead of ‘No products in the cart.’. The default text is: “No products in the quote”.

Cart Page

Quote Mode creates its own template that replaces the WooCommerce Cart page.

Note: The Shipping Options set in WooCommerce settings apply to this template.

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1. Quote Page Title – Replace Cart page name
2. Update Quote Button – Text that displays instead of ‘ Update Cart’ on the button.
3. Details and Send Button – Text that displays instead of ‘Proceed to Checkout →’ on the button
4. Quote Note – Message that shows above the table on the cart page.
5. Empty Cart Message – Text that shows instead of ‘Your cart is currently empty’.

Checkout Page

Quote Mode creates its own template that replaces the WooCommerce Checkout page.

Note: Shipping Options and Quotes Mode payment gateway settings apply to this template. Go to WooCommerce > Settings > Shipping & Payment Gateways.

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1. Quote Checkout Page Title – Replace Checkout page name.
2. Send Quote Request – Text that displays instead of ‘Place order’ on the button.
3. Top of page Message – Message that user sees on top of checkout page.
4. Shipping and Handling – Change the text for Shipping and Handling.
5. Shipping help text – Customer Help text shows at the bottom of Shipping and Handling table.
6. Shipping Options Title – Adds a title above the shipping options
7. Bottom of page Message – Message that user sees on bottom of checkout page

Order Received

Customize Quote Request Received (Order Received) Page > Landing page after Quote is submitted. By default in Manual Quote mode customer cannot see item prices. In Auto Quote mode system prices for each item is visible. Add text to the top and bottom of the table of items to tell your customers what to expect next.

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1. Request Received Page Title – Replace Order Received page name.
2. Top of page Message – Message that user sees on top of Request Received page.
3. Bottom of page Message – Message that user sees on bottom of Request Received page.

Quotes Emails

New User Account Email

A new user account is created (if none exists) when a quote request is submitted. Customize the New user account notification email that is auto sent to the user.

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1. Email Subject – Defaults to Your account on {blogname}.
2. Email Heading – Defaults to Welcome to {blogname}.
3. Email Content – Edit the content of the New User Email.
4. Email Type – Choose which format of email to send: HTML, Plain text, Multipart
5. HTML template – To override and edit this email template copy “woocommerce-quotes-and-orders/templates/emails/quote-new-account.php” to your theme folder: “yourtheme/woocommerce/emails/quote-new-account.php”.

New Quote Request Email

Change the Recipient, Subject, Email Heading from New Order email for Quote Request.

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1. Recipient(s) – Enter recipients (comma separated) for this email.
2. Bcc – Enter email addresses (comma separated).
3. Email Subject – This controls the email subject line. Default subject: [{site_title}] New Customer Quote Request ({order_number}) – {order_date}.
4. Email Heading – This controls the main heading contained within the email notification. Default heading: New Customer Quote Request.

Quote Request Recieved

When the quote is submitted a WooCommerce ‘Processing Quote’ email is auto sent to the customer. Customize that template on WooCommerce Emails.

Send Quote

Manual Quote Rule auto creates the Quote Request as ‘quote’ order status. On any Order with ‘quote’ status you can edit prices, shipping, tax, add a personalized customer note and email the completed quote to the customer. The email uses this template.

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1. Email Subject – Defaults to Quote Request – Pricing.
2. Email Heading – Defaults to Quote Request – Pricing.
3. Message Content – The message you create here is hard coded into the top of all Submit Quote Emails. It is your Quote introduction, explanation. Add a personalized order / customer note on the Send Quote function and it will show under this message and above the quote.
4. Email Type – Choose which format of email to send: HTML, Plain text, Multipart
5. HTML template – To override and edit this email template copy woocommerce-quotes-and-orders/templates/emails/send-quote.php to your theme folder: yourtheme/woocommerce/emails/send-quote.php.

Orders Mods

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1. Activation Status – On this menu you will see what is the status of the Orders activation.
2. Order Mode Payment Gateway – Orders Mode payment gateway is automatically activated when the feature is activated. Go to WooCommerce Payments to customize.
3. Shipping Options – Configure store Shipping Options at WooCommerce Shipping and set Orders mode Shipping visibility options below.
4. Order Shipping – Settings apply to Cart page, Checkout, Order Received pages and Customer Order email. You can turn On or Off the: Display Shipping Options or Display Shipping Prices.