Quote screen additional features
Additional features in the Web Store's quote screen your customers can use
Last updated
Additional features in the Web Store's quote screen your customers can use
Last updated
In the quote screen, your customer will also have further features available to them to help with the use of your Web Store. Some of these options are listed below:
View Settings
Expand/collapse option for viewing the part cards
Delete options for deleting all or individual parts from a quote
Reorder parts in a quote manually through a drag & drop interface
Expanded part view
The option to open the part in a full view setting to check the Cut Path against the original CAD view of the file.
Part Notes
Part notes for your customer to add notes/comments against parts quoted.
Part status Icons
Status Icon to show whether the uploaded file is good to be quoted from or needs to be fixed before uploading again. There are three different status icons your customer will see:
Green tick
Yellow warning sign
Red error
By hovering over the warning or error symbols your customer will be given a pop-up which will explain the issue for your customer to fix.
The order summary panel on the right will also warn your customer if any part in the quote has a warning or error, and will explain the implications. For warnings, it could result in higher prices calculated; and for errors it means the customer has to delete the part from the quote to proceed if it’s a part error, or assign a material if it’s a material assignment error.
Order Summary
The Order Summary shows the customer a summary of their parts cost, plus any extra charges applied to the quote to bring your order up to the required Minimum Order Value.
