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Configuring BTO as a Request For Quote system

Overview

ProductCart Build To Order has unique features that allow you to turn off the “e-commerce” functionality with just one click. This can be done either store-wide (all BTO Products are affected) or individually at the BTO Product level.

This feature, combined with the ability to allow customers to save and submit quotes, transforms the into a Request For Quote system.

With the introduction of ProductCart version 3, the features related to receiving, reviewing and editing requests for quotes were substantially improved. Please refer to this page on the ProductCart Web site for more information on these features.

Switching to a quoting system

You can setup ProductCart Built To Order to behave as a quoting system: purchasing is disabled until the quote has been reviewed and finalized by the store managers. You can do so at the store level and/or at the BTO Product level.

  • Store-wide
    To enforce this behavior store-wide, check the “Disallow Purchasing” check box under ”BTO Settings > Quoting Settings”.
  • Product-specific
    If Disallow Purchasing is not enforced store-wide, you can turn it on at the BTO Product level. You do so when you add or modify a BTO Product. There Disallow Purchasing is set to “No” by default. When you enable this feature, you have two options:
    • Show Prices
    • Hide Prices
      In this second case no prices are shown so the customer is truly requesting a quote (with no indication of that the final price will be). Prices, however, are indeed shown in the Control Panel when the store manager reviews the request for quote (assuming the customer decides to submit it).

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QR Code Configuring BTO as a Request For Quote system (generated for current page)