Management (admin)

The quote module lives in the Administration under Catalogues/Orders → Quotes (nested under Orders).

Quote list

KPI tiles

Above the list, four figures show the state of the quote business:

Tile	Meaning
Open requests	Count of requested + in_progress.
Awaiting customer	Count of sent quotes (sent).
Open volume	Sum of the amounts of all open quotes (open + sent).
Acceptance rate	Accepted of decided quotes, in percent.

Columns & filters

The list shows: Number (link to the detail page), Customer (company or name), Status (coloured label), Total, Valid until, Created. There is a full-text search and a status filter; sorting defaults to creation date (newest first).

Create & duplicate

• Create quote — opens a dialog: select customer, add products with quantity, "Create & negotiate". The detail page then opens.
• Duplicate — creates a negotiation draft from an existing quote (new number, status in_progress, new validity; positions, prices, terms and texts are copied) and opens it.

Detail page

The detail page is the negotiation surface. A quote is editable while it is requested or in_progress (and the editor role is present).

Negotiating positions

• Add product position — pulls list price and product number; the quoted price is pre-filled with the list price (negotiate down).
• Add free-text position — a position without a product (e.g. freight flat rate, setup, service).
• Edit quantity and quoted price per position, remove a position.
• Optional — flag a position as optional (does not count in the binding total). See Alternatives & optional items.
• Tier prices — quantity tiers per position. See Tiered pricing.
• Alternative — either/or groups. See Alternatives.
• Margin — the net margin against the purchase price is shown per position. See Margin cockpit.

The list-price total minus the quote total automatically yields the displayed discount.

Terms

Payment method, shipping method and shipping costs. These values form the package of terms the customer accepts.

Send lock

Payment method and shipping method must be set before the quote can be sent. If one is missing, the "Send quote" button is disabled and the hint "Before sending, please set: …" appears. Shipping costs may be 0 (free).

Quote texts

Intro text and closing text with placeholders and insertable text blocks. See Text blocks.

Status actions

All status changes run through server-validated actions (allowed transitions):

• Mark in progress — sets in_progress.
• Save — saves positions and quote data.
• Send quote — saves pending changes, sets sent and sends the customer email. If the email could not go out, a note appears.
• Decline — sets declined.
• Create new version — only for sent quotes. See Versions.

Timeline & versions

A compact timeline shows the history from the stored timestamps (requested → sent → accepted/declined → ordered/expired). With more than one version, a version history also appears.

Messages

The quote thread shows the original customer message and all replies. The merchant can reply directly — the reply is saved (with the name of the logged-in user) and delivered to the customer by email.

Convert to order (order on behalf)

Via "Convert to order" the merchant places the order on behalf of the customer — e.g. after a phone confirmation. A dialog allows including optional positions. A binding order at the quoted terms is created immediately and linked to the quote (status → ordered).

PDF download

"Download PDF" produces the same quote document the customer receives. See Quote PDF.

Customer detail tab "Quotes"

On the customer page in the Administration the plugin adds a tab "Quotes" (labelled "B2B+ Quotes"). It shows all quotes of that customer (Number, Status, Total, Valid until, Created) with a jump to the detail page.