Basic Enquiry

Enquiries can originate from website contact forms, emails, telephonic conversations and more. The very basic enquiry has customer contact details, such as name and email address and optional phone number. Most enquiries start with a message from the customer and have a conversation thread. Enquiries can be attached to a customer account or be account free.

Product Enquiry

Enquiries can contain products. Typical use of product enquiry is to add a "Product Enquiry" button on each product page. When customer opts to use this functionality, the generated enquiry would contain a product in addition to the contact details and the message.

Cart & Wish List Enquiry

It is possible to generate an enquiry from the cart content or a wish list, so that it contains one or more products.

Basic Quotation

A product enquiry can be converted to a quotation, having a list of products, quantities, prices, totals etc. It is also possible to generate an invoice or proforma invoice from a quotation and email it to the customer.

Status & Visibility

Each retail product has two fields, which control the product visibility and eligibility for selling (adding to carts and orders).

The Visibility field can be set to listed, which is the default, meaning that the product will appear in the respective collections, unlisted, meaning that the product will not be listed in any collections, but should the client get a direct link to it, can still buy it (add it to cart), and hidden, meaning that the product will not be visible to customers at all, unless it is in a sales order or customer query, but even then, customers will not be able to view the product online. In all cases, the retailer can use the product in the back-end, the product can be added to sales orders or customer enquiries.

The Status field can be set to active, which is the default, meaning that the product is active and can be ordered, suspended, meaning that the product is temporarily unavailable for ordering, discontinued, meaning that the product is no longer available for ordering, and deleted, meaning that the product was created by mistake or it was duplicated or otherwise erroneous and shall not be sold.

Discount Profiles

Apply pre-configured discount profile to all items in the quotation with just two clicks. Useful when using pre-defined discount model.

Place Order from Quotation

Both the customer and the retailer (on behalf of the customer) can place an order from a quotation with just few clicks in mere seconds.

Leads

Lead functionality supports engaging the prospective customer in a systematic manner, with the intend to close a sale. Lead status allows for progress monitoring and conversion tracking based on source and sales person who handled the lead.

Tags

Tagging enquiries is a useful feature that can be used for attaching hints to the transaction, to aid its processing (e.g. "urgent" tag), or be used in reporting.

Quotation Structure

There is support for four types of quotation structure: all items, individual groups, one item per group, individual items.

• The "all items" structure means that the quotation is valid only for purchase of all items in the quotation.
• The "individual groups" structure means that the quotation is valid for purchase of one group of items, meaning a single top-level product and all products under it. This is useful when offering several alternative options, and each option has its own set of additional items. Example is, offering a mobile phone and a charger - one offer can consist of phone A with a car charger and screen protector for phone A, and the other offer may consist of phone B, which comes standard with a car charger, and screen protector for phone B. Customer is expected to either buy phone A or phone B with the offered accessories under that phone, but not both phone A and phone B, but yet, if the customer does not want to buy the accessories offered the quotation then is not valid.
• The "one item per group" structure is useful for offering alternative for out-of-stock or discontinued items, or simply more suitable items for the customer's needs. In this case the customer needs to order one item from each group consisting of a top level item and possibly some alternative items placed under that top level item.
• The "individual items" structure allows the customer to order any of the items in the quotation, with no restrictions whatsoever.

Interactive Quotations

The quotation structure determines the intent and possibly the presentation of the quotation in the email sent to the customer or presented online, but still needs the means for the customer to make his selection (except for the "all items" structure, where there is nothing to select). The platform allows for setting up an interactive quotation online, where the customer can select the items they want and get real-time total cost based on selection, while keeping the customer inline with the intended restrictions for the particular structure. For example

• The "all items" structure offers no options to add or remove items, and single "place order" button that will generate a sales order from the quotation, containing all items as per quotation - this is the base case.
• The "individual groups" structure means that the customer will have a "place order" button and total cost under each group of items, allowing them to place an order for that group of products with one click.
• The "one item per group" structure means that the customer will have selection buttons against each item, and they need to select one item in each group of items in order to be able to place an order. As they make selection, the total at the bottom is being updated to reflect the current selection.
• The "individual items" structure means that the customer can select 1 or more items with no restriction, and then can place an order as long as there is at least one item selected. Again, total cost based on current selection is updated at the bottom of the quotation.

Quotation Discount Mode

Discounts can be added to a quotation in 3 different ways - by specifying a discount per cent, discount amount or discounted price. In all cases the total quotation amount and remaining profit are calculated immediately, subject to supplier products and costing being configured for each retail product included in the quotation.

Mode

Services can be applied either always, selectable or never. If mode is "always", the service will be added without giving the customer an option to remove it. If "selectable" mode is selected, then the customer can either explicitly or implicitly select it, based on input during the checkout process. If mode is "never", the service will effectively be disabled.

Price

Services have an associated price, which will be added to the total amount payable by the customer for the order.