Quotations in WebShop
Purpose and scope
As a merchant, if your customer can not immediately place an order, you may like to know what products they are interested in. Typically, customers place quotes to indicate interest in products prior to placing an order.
Experlogix Digital Commerce Platform integrates seamlessly with your ERP through a web service calls. WebShop's Quotations feature uses web service calls to save your customer's quote data into your ERP, to retrieve that quote and to convert those quotes into sales orders.
This feature guide explains what your customers can do using the Quotations feature in WebShop, namely creating and managing quotes.
It defines integration points for supported ERP.
Current support
Support in SAP Business One
Place a quote
Retrieve all quotes from your ERP, regardless of whether they were created or updated in WebShop or in SAP Business One
View quotes in your WebShop dashboard
Convert a quote into a sales order
Support in Microsoft Dynamics 365 Business Central
Place a quote
Retrieve all quotes from your ERP, regardless of whether they were created or updated in WebShop or in SAP Business One
View quotes in your WebShop dashboard
Convert a quote into a sales order
Support in Intact V/X-Line and Intact iQ using SOAP API
Place a quote
Retrieve all quotes from your ERP, regardless of whether they were created or updated in WebShop or in Intact
View quotes in your WebShop dashboard
Convert a quote which has been created in WebShop into a sales order
Support in Intact iQ using REST API
Place a quote
Retrieve all quotes from your ERP, regardless of whether they were created or updated in WebShop or in Intact
View quotes in your WebShop dashboard
Convert a quote which has been created in WebShop into a sales order
Support in BrightPearl
Place a quote
Retrieve all quotes from your ERP, regardless of whether they were created or updated in WebShop or in Intact
View quotes in your WebShop dashboard
Convert a quote which has been created in WebShop into a sales order
We currently do not integrate our quotations feature with Sage 200.
Benefits
Key benefits:
Is the first point of contact between you and your customer in the sales process
Provides you with insight into what your customer’s buying interests are
Integrates into your ERP, which reduces time for you on repetitive administrative tasks
Introducing terms and concepts used in this article
Term | Definition |
|---|---|
Enterprise Resource Platform (ERP) | (ERP), a collection of your critical business operating systems, such as product, stock levels, financial, customers, suppliers and so on that run on the same platform. |
Quote | a sales document generated by the seller in response to a buyer requesting information about a set of specific products. It is typically the first step in the sales process. |
Visible product | a product whose status is set to Visible, which means that the product can be viewed and purchased by your customers. |
Web service | service that allows two disparate systems communicate with each other via a standard messaging system. |