Magento 2 Cart2Quote Installation manual

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Purpose

Purpose

The purpose of the Cart2Quote module is to enrich Magento with a complete quotation manager. With Cart2Quote users can create quotes in the Magento front-end or backend and manage the complete quotation process and at the end convert it to an order.

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Allow visitors to request proposals from your store front

  • Allow visitors to add products to a quote cart
  • Convert the quote cart to a normal cart
  • Send a proposal request to the store owner or administrator

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Strategically place quotation buttons

  • Enable “add to quote” buttons per product
  • Enable “add to quote” button globally
  • Enable “add to quote” buttons per store view or website
  • Specify the visibility of buttons in the Magento grid/list view
  • Configure the visibility of the “add to quote” buttons on the product page
  • Cart2Quote supports all Magento product types

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Create proposals via your Magento backend

  • Enter custom prices per product
  • Enter comments in a proposal
  • Enter comments per product
  • Add or delete products from the quote request
  • Convert a quote request to an order using the admin panel

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Let users order quotes from their customer dashboard

  • Notify users by email with proposed quote
  • Let users convert quotes to orders and order them in real-time

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Installation of Cart2Quote Open Source for Magento 2

Requirements

Cart2Quote Open Source:
This manual describes all installation steps for Cart2Quote Enterprise Open Source users. The manual for the default (encoded) version of Cart2Quote will be sent with the order, update request or trial request.

Magento 2:
A Magento 2 installation is required for Cart2Quote to work, please make sure these requirements are met: Magento 2.x requirements

Updating:
When updating your software, follow the steps below.

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Upload the Cart2Quote Open Source files to your server

Step 1: Download the Cart2Quote Open Source zip file
Step 2: Copy the contents to your Magento root directory
Step 3: That’s it!

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Install or Update Cart2Quote

Step 1: Enable the Cart2Quote Module
To enable Cart2Quote you need to open your terminal and navigate to your Magento root directory. From your root directory execute:

php -f bin/magento module:enable Cart2Quote_Quotation --clear-static-content

Enable the Cart2Quote automatic proposal module with the following command: (Since Version 2.0.3.2)

php -f bin/magento module:enable Cart2Quote_AutoProposal --clear-static-content

Step 2: Clear the Cache
To avoid errors, clean the cache before your proceed:

rm -rf var/generation/* var/cache/* pub/static/frontend/* pub/static/adminhtml/* var/page_cache/* var/di/* var/di

Step 3: Execute your database scripts
To make sure all setup scripts are executed run the following command in your terminal from your Magento root directory:

php -f bin/magento setup:upgrade

Step 4: Compile dependency injection

php -f bin/magento setup:di:compile

(Note: This can take a couple of minutes and it can use allot of memory, make sure to set max_execution_time = 600 and memory_limit = 512M. The last line should look like this: Generated code and dependency injection configuration successfully.)

Step 5: Static content deploy

php -f bin/magento setup:static-content:deploy

(Note: This can take a couple of minutes, make sure that PHP has enough execution time in CLI, otherwise your design breaks. The last line should look like this: New version of deployed files: 1457687534)

Step 6: Reindex data

php -f bin/magento indexer:reindex

After this step, Cart2Quote is successfully installed. Please find steps for configuring Cart2Quote below.

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Cart2Quote backend configuration

Cart2Quote general settings

This section describes all Cart2Quote for Magento 2 backend settings. It describes the functionality in general and for specific products.

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Quotation

The general settings can be found in the menu: Stores->Configuration->Cart2Quote->Quotation.

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Quotation->General:

Enable Quotations: With this dropdown the module can be enabled in the Magento backend. ‘Yes’ enables Cart2Quote. ‘No’ disables Cart2Quote

Quotation->Global:

Quotable: With this dropdown the default settings for all products can be set. ‘Yes’ enables quotations for all products that use the config settings. ‘No’ disables quotations for all products that use the config settings.
Add button on detail page: With this dropdown the ‘quote button’ can be shown on the product detail page for products that are set ‘Quotable’. ‘Yes’ shows the button, ‘No’ disables the button.
Add button on category page: With this dropdown the ‘quote button’ can be shown on the list/grid view. ‘Yes’ shows the button, ‘No’ disables the button.

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Quote emails

The Quote email settings can be found in the menu: Stores->Configuration->Cart2Quote->Quote Emails. The Quote emails can be set for the Quote Request, Quote Proposal and the Accepted Proposal.

Quote Emails->Quote Request

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Enabled: This setting enables e-mails to be sent to the customer when a Quote request is made in the front-end. ‘Yes’ enables this email, ‘No’ disables this email.
Quote Request Email Sender: With this dropdown, the sender of the Request email can be chosen.
Quote Request Template: With this dropdown, the template for the Request email can be chosen.
Send Quote Email Copy to: In this text field, email addresses can be specified to which copies of the Request email will be sent to. The email addresses have to be separated by a comma.
Send Quote Email Copy Method: With this dropdown the email method can be selected. ‘Bcc’ will send the Request Email directly as Bcc to the specified email address. ‘Separate Email’ will send a separate email.

Quote Emails->Quote Proposal

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Enabled: This setting enables e-mails to be sent to the customer when a Quote proposal is made in the backend. ’Yes’ enables this email, ‘No’ disables this email.
Quote Request Email Sender: With this dropdown, the sender of the Proposal email can be chosen.
Quote Request Template: With this dropdown, the template for the Proposal email can be chosen.
Send Quote Email Copy to: In this text field, email addresses can be specified to which copies of the Proposal email will be send to. The email addresses have to be separated by a comma.
Send Quote Email Copy Method: With this dropdown the email method can be selected. ‘Bcc’ will send the Proposal Email directly as Bcc to the specified email address. ‘Separate Email’ will send a separate email.

Quote Emails->Quote Proposal Accepted

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Enabled: This setting enables e-mails to be sent to the customer when a Quote proposal is accepted by the customer. ’Yes’ enables this email, ‘No’ disables this email.
Quote Request Email Sender: With this dropdown, the sender of the ‘proposal accepted email’ can be chosen.
Quote Request Template: With this dropdown, the template for the ‘proposal accepted email’ can be chosen.
Send Quote Email Copy to: In this text field, email addresses can be specified to which copies of the Proposal Accepted email will be sent. The email addresses have to be separated by a comma.
Send Quote Email Copy Method: With this dropdown the email method can be selected. ‘Bcc’ will send the Proposal Accepted Email directly as Bcc to the specified email address. ‘Separate Email’ will send a separate email.

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Product settings

The product settings can be specified for individual products: Products->Catalog->*Select Product*. After selecting a product, quotations can be enabled for individual products in the menu Basic Settings->Product Details->Quotable.

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Quotable: In this dropdown the product can be enabled for quotations. ‘Yes’ enables quotations for the product, ‘No’ disables quotations for the product. When ‘Use Config Settings’ are selected, the Config Settings will be applied to the product. When a product is quotable, products will be quotable in the front-end. All products can be added to a quote in the backend, whether they are quotable or not.

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Different types of products

There is no difference in enabling Cart2Quote for the different type of Magento products (e.g. simples, configurable products, etc.). There are only two conditions, the product has to be in stock and the simple, configurable of grouped product has to be set quotable. The underlying products of configurable or grouped products aren’t required to have quotations enabled; they only have to be in stock.

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