FME Extensions - Magento...FME Extensions Request For Quote 2 User Guide Intended Audience The...

9
FME Extensions Request For Quote User Guide - Version 1.0 http://www.fmeextensions.com [email protected]

Transcript of FME Extensions - Magento...FME Extensions Request For Quote 2 User Guide Intended Audience The...

Page 1: FME Extensions - Magento...FME Extensions Request For Quote 2 User Guide Intended Audience The content of this document is designed to facilitate the users -managers, supervisors and

FME Extensions

Request For Quote

User Guide - Version 1.0

http://www.fmeextensions.com

[email protected]

Page 2: FME Extensions - Magento...FME Extensions Request For Quote 2 User Guide Intended Audience The content of this document is designed to facilitate the users -managers, supervisors and

FME Extensions Request For Quote

2 User Guide www.fmeextensions.com

Intended Audience The content of this document is designed to facilitate the users -managers, supervisors and others of Request For Quote Extension for Magento. A step by step instruction has been added to this document to help users to install the extension on Magento. This extension will only work on Magento. As a safe practice, always backup your files and database before installing any extension on Magento. If you are looking for someone to install the extension we can do it for you as well. Just go to the following link and let support know the order id to expedite the installation process. Go to: http://www.fmeextensions.com/magento-extension-installation.html Once you have installed please see the User Guide to help you understand on how to use the extension to its full capacity. If you still have questions feel free to contact us on our website. If you have any custom requirements feel free to touch base with. Just email [email protected] with the description of the requirements and they will get back to you with estimates. For further help or support, feel free to reach us @ http://support.fmeextensions.com.

Page 3: FME Extensions - Magento...FME Extensions Request For Quote 2 User Guide Intended Audience The content of this document is designed to facilitate the users -managers, supervisors and

FME Extensions Request For Quote

3 User Guide www.fmeextensions.com

Table of contents

I. Request For Quote – Extension

Intended Audience II. Table of contents III. Getting Started!

Overview IV. Extension Features

Automate RFQ Process

Email features

Highly customizable

Fail Attachment

Global Features V. User Guide VI. Disclaimer VII. Support VIII. Customization IX. Need a New Custom Extension?

Page 4: FME Extensions - Magento...FME Extensions Request For Quote 2 User Guide Intended Audience The content of this document is designed to facilitate the users -managers, supervisors and

FME Extensions Request For Quote

4 User Guide www.fmeextensions.com

Getting Started!

Overview

FME Request for Quote extension automates the manual quotation

process between you and your clients. By a simple to use quotation

form, your clients can now ask for business proposals and much more

without a need to create lengthy looking RFQ’s by hand. Download

now and allow your clients to reach you better than ever.

Extension Features

Automate RFQ Process

✓ Simple Request for Quote form

✓ Easy to track requests process

✓ Auto validating form fields

Email features

✓ Notify business managers/site owners of client requests

✓ Set predefined response mail for clients

✓ Notify clients of request status

Highly customizable

✓ One click enable/disable RFQ form on site

✓ Customizable form options

Fail Attachment

✓ Multiple file attachment options

Global Features

✓ Easy to Install

✓ Configurable with all Magento versions

Page 5: FME Extensions - Magento...FME Extensions Request For Quote 2 User Guide Intended Audience The content of this document is designed to facilitate the users -managers, supervisors and

FME Extensions Request For Quote

5 User Guide www.fmeextensions.com

User Guide

After installation of module, make sure the setup is upgraded and static-contents are deployed. Login

to admin panel and flush you Magento cache storage.

I. How to Add/Manage RFQs:

Step 1 – Fill the Information: Fill your required information in the RFQ forum. For the purpose of this demo we have added the

following.

Page 6: FME Extensions - Magento...FME Extensions Request For Quote 2 User Guide Intended Audience The content of this document is designed to facilitate the users -managers, supervisors and

FME Extensions Request For Quote

6 User Guide www.fmeextensions.com

Step 2 – Go to Manage RFQs:

At the backend go to “Manage RFQs”, you can go there from FME Extensions > Quickrfq. Here you

will find your submitted quote. Click on it to continue.

Step 3 – Quote Information:

Now at the backend you can see all the information about the quote. You have the option to edit it

and change its status.

Page 7: FME Extensions - Magento...FME Extensions Request For Quote 2 User Guide Intended Audience The content of this document is designed to facilitate the users -managers, supervisors and

FME Extensions Request For Quote

7 User Guide www.fmeextensions.com

II. How to Configure the Extension:

At the backend, go to “Configuration”. You can go there from FME Extensions > Quickrfq. Here you will

find the following settings:

RFQ Configurations:

1. Enable RFQ

2. Estimated Days Required To Reply: Use Numerical Value Only. This will be used to calculate

a default date from the current date on the frontend in "Quote Needed By" field

Email Setup Options For RFQ Receiver:

1. Send Emails To

2. Email Sender

3. Email Template

Reply To Customer:

1. Subject: Enter The Subject Of The Email

2. Message: Enter The Body Of The Email

Page 8: FME Extensions - Magento...FME Extensions Request For Quote 2 User Guide Intended Audience The content of this document is designed to facilitate the users -managers, supervisors and

FME Extensions Request For Quote

8 User Guide www.fmeextensions.com

Upload Restrictions For RFQ:

1. Allowed File Extensions Only: Please Enter the extensions you allow customer to upload files

with. Note: Empty field means disable this feature. Please use comma's to separate each

extension (example: jpg, flv, txt)

Disclaimer

It is highly recommended to backup your server files and database

before installing this module.

No responsibility will be taken for any adverse effects occurring

during installation.

It is recommended you install on a test server initially to carry out

your own testing.

Support

You can also find Step by Step guide on this extension by visiting

Request For Quote product page on our website. If you need more

information or have any questions or problems, please refer to our

support helpdesk:

http://support.fmeextensions.com

You can log a ticket and a support technician can assist you further.

If you are still struggling with your extension, submit a request via

[email protected]

Page 9: FME Extensions - Magento...FME Extensions Request For Quote 2 User Guide Intended Audience The content of this document is designed to facilitate the users -managers, supervisors and

FME Extensions Request For Quote

9 User Guide www.fmeextensions.com

Customization

If you have requirements that are not covered by our extension and

you need to have our extension customized, feel free to email us with

detailed requirements at [email protected]

You can also fill out a Request for Quote form here and we can get back

to you with a quote: http://www.fmeextensions.com/quickrfq

Need a New Custom Extension?

We can build a new extension based on your custom requirements if

needed. Feel free to email us at [email protected]