fme extensions - magento...fme extensions request for quote 2 user guide intended audience the...
TRANSCRIPT
FME Extensions
Request For Quote
User Guide - Version 1.0
http://www.fmeextensions.com
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.
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?
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
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.
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.
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
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
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]