Product Type: Quotation
A Quotation product is one where the price is negotiated before a formal order exists — the customer requests a quote, staff respond with an offer, the…
What defines a Quotation product and when is it used (B2B/RFQ)?
A Quotation product is one where the price is negotiated before a formal order exists — the customer requests a quote, staff respond with an offer, the two sides may go back and forth, and…
How does a customer submit a quote request?
From the storefront, a customer submits a QuoteRequest for quote-type products — specifying the item(s) and quantities they want quoted, with an optional note.
How do staff issue and revise a quote (immutable versions v1, v2, v3)?
Staff respond by issuing a quote, which creates an immutable QuoteVersion (v1) — a priced offer with a total, a note, and an expiry.
How does the negotiation message thread work, including counter-proposals?
Alongside the versioned offers, a quote request has a message thread (QuoteMessages) where customer and staff communicate.
How does a quote convert into a real order on acceptance?
When the customer accepts a quote version, it converts into a real order — the quote request records the resulting order id (ConvertedOrderId) and moves to a Converted status.
What happens when a quote expires, is rejected, or cancelled?
A quote can end without becoming an order.
What do the flat "Quoted*" fields cache, and why?
A quote request stores a set of flat Quoted\* fields — the latest quoted total, note, expiry, who quoted it, and when — that cache the newest QuoteVersion's values.