Managing Quotes as a Store Admin

A store admin can view all price quotations created by all sales reps from the Admin Panel app.

You can use filters to narrow down the quotes you need to find. These applicable filters include: search a “Reference Number,” “Company,” or “Sales Rep”. Also, filter by quote status, “New,” “Ordered,” “Expired,” and “Sent”.

If you click on a specific quote, it will display a preview page. You can view which sales rep prepared the quote, the products within the quote, and which company the quote is for.

Once the quote has been converted to an order, you will be redirected to the BigCommerce Admin. If the status shows “Ordered”, you can click on “View Order”.

Categories:

bundleb2b

Bundle B2B is a SaaS application that offers enterprise level B2B functionality to businesses of all types and sizes. It enables store owners to facilitate their B2B operations online and provide their B2B customers with seamless transactions and convenient self-service account capabilities.