Author Topic: Quote form  (Read 221 times)

Offline richo

  • Jr. Member
  • **
  • Posts: 15
    • View Profile
Quote form
« on: 29/May/2012, 12:56:12 PM »
Hello,
I would like create "Quote form" like "order form", because I would like this process :

Form (front office) -> Generate Quote -> Generate facture.

nbill is :
Form (front office) -> Generate Order -> Generate facture.

May be there is possible to transforme Order to Quote ?

Tancks  :)

Offline netshine

  • Administrator
  • Hero Member
  • *****
  • Posts: 4,954
    • View Profile
Re: Quote form
« Reply #1 on: 29/May/2012, 01:00:28 PM »
I don't fully understand the question, but the way it is designed is that if you want to allow people to order a pre-defined product or service, you use an order form, and if you want to allow people to request a quote which requires manual input from the administrator, you use a quote request form.

It sounds like you want to use an order form to create an invoice without first creating an order. This is not currently possible, although if you don't want the client to see the order record, you can just disable the My Orders page (using Website->Display Options).

Offline richo

  • Jr. Member
  • **
  • Posts: 15
    • View Profile
Re: Quote form
« Reply #2 on: 29/May/2012, 02:10:06 PM »
"if you want to allow people to request a quote which requires manual input from the administrator, you use a quote request form"

Yes I want, but I don't find a quote request form buttom on the back office ...

Offline netshine

  • Administrator
  • Hero Member
  • *****
  • Posts: 4,954
    • View Profile
Re: Quote form
« Reply #3 on: 29/May/2012, 07:29:28 PM »
What do you see on the 'Website' menu? (There is a screenshot here: http://www.nbill.co.uk/help/index.php?page=quote-request-forms.html)

Offline richo

  • Jr. Member
  • **
  • Posts: 15
    • View Profile
Re: Quote form
« Reply #4 on: 29/May/2012, 08:40:39 PM »
Great !!
Tancks you very much !!

 

anything