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Magento_NegotiableQuote

Magento Modules:

  • Magento_NegotiableQuote
  • Magento_NegotiableQuoteAsyncOrder
  • Magento_NegotiableQuoteGraphQl
  • Magento_NegotiableQuoteSharedCatalog
  • Magento_NegotiableQuoteWeee
  • Magento_CheckoutAddressSearchNegotiableQuote
  • Magento_CheckoutAgreementsNegotiableQuote
  • Magento_ConfigurableNegotiableQuote
  • Magento_GiftCardNegotiableQuote
  • Magento_PaypalNegotiableQuote

Only Magento_NegotiableQuote contains storefront affecting logic/output.

Magento_CheckoutAddressSearchNegotiableQuote and Magento_CheckoutAgreementsNegotiableQuote affect checkout only (along with Magento_NegotiableQuote).

Adobe Commerce Packages

  • magento/module-negotiable-quote
  • magento/module-negotiable-quote-async-order
  • magento/module-negotiable-quote-graph-ql
  • magento/module-negotiable-quote-shared-catalog
  • magento/module-negotiable-quote-weee
  • magento/module-order-history-search
  • magento/module-checkout-agreements-negotiable-quote
  • magento/module-checkout-agreements-purchase-order
  • magento/module-configurable-negotiable-quote
  • magento/module-gift-card-negotiable-quote
  • magento/module-paypal-negotiable-quote

Repository

Note: this repo is only accessible with a Hyvä Enterprise license or as a contributor.

For more details, see: https://www.hyva.io/hyva-enterprise.html.

https://gitlab.hyva.io/hyva-enterprise/b2b/magento2-ee-magento-negotiable-quote

Features

All points are rated according to priority as P1 (critical), P2 (important), P3 (minor).

  • basic - does not break layout/design

Note: this issue is for features related to the main Hyvä Theme only. See #118 for details on Hyvä Checkout compatibility. All checkout features are also supported using the fallback Luma checkout.

Note: All below features assume output only if company accounts and negotiable quotes are enabled in Stores > Configuration: btob/website_configuration/company_active / btob/website_configuration/negotiablequote_active along with quotes being enabled for the company.

Global - Customer Account Header

Feature complete (click to expand items checklist)
  • [P3] Add 'My Quotes' link when logged in
    • [P2] Visible with relevant permissions only (view/manage quotes)

Cart (/checkout/cart/)

Feature complete (click to expand items checklist)
  • [P1] Request a quote link
    • [P2] Visible with relevant permissions only (request/manage quotes)
    • [P2] Disable quote button if minimum spend not set
    • [P2] Display message if minimum spend not set (and message set in config)
  • [P1] Request a quote modal
    • [P2] Add comment
    • [P1] Add quote name
    • [P2] Upload file
    • [P2] File validation
    • [P1] Submit/create quote
    • [P2] Display error message when trying to request a quote when a coupon code/discount is applied

Account Area (all pages)

Feature complete (click to expand items checklist)
  • [P1] Add 'My Quotes' to account area navigation menu
    • [P2] Visible with relevant permissions only (view/manage quotes)

Quote Listing Page (/negotiable_quote/quote/)

Feature complete (click to expand items checklist)
  • [P1] Accessible with relevant permissions only (view/manage quotes)
  • [P1] Quote listing table
    • Quote Name, Created, Created By, Status, Last Updated, Quote Total and Action columns
  • [P1] View quote action
  • [P2] Switch between all company/my quotes only
    • [P2] Only display if user has relevant permissions
  • [P2] Pagination works
  • [P2] Limiter works
  • [P2] Now results message (when no matching quotes)

Quote Detail Page (/negotiable_quote/quote/view/quote_id/{id}/)

Feature complete (click to expand items checklist)
  • [P1] Accessible with relevant permissions only (view/manage quotes)

Header Area

  • [P1] Show quote name / status
  • [P1] Show quote creation date and user (created by)
  • [P1] Show quote expiration date
  • [P2] Show quote sales rep
  • [P2] Show and link to order (for completed quotes)
  • [P2] Show quote messages (e.g. warning message if not quote owner, or when quote prices expired)
  • [P1] Close quote
    • [P2] Visible/enabled with relevant permissions only (request/manage quotes) and quote owner
  • [P1] Delete quote
    • [P2] Visible/enabled with relevant permissions only (request/manage quotes) and quote owner
    • [P3] Add modal to confirm deletion (as per Luma)
  • [P3] Print quote

Info Tabs

Items
  • [P1] Show quote items
    • Name, SKU, price, stock, qty, subtotal, actions (delete/notes)
  • [P2] Update item qty's
    • [P2] Visible/enabled with relevant permissions only (request/manage quotes) and quote owner
  • [P2] Delete items
    • [P2] Visible/enabled with relevant permissions only (request/manage quotes) and quote owner
  • [P2] View notes from (or left to) seller for each item
  • [P2] Leave a note to seller for each item (add or edit existing)*
    • [P2] Visible/enabled with relevant permissions only (request/manage quotes) and quote owner
  • [P2] Show item totals
  • [P3] Can collapse/expand subtotals (collapsed by default)
  • [P2] All updates/changes saved as made (not when sending for review)

*This has been moved inline on the page (is a modal on Luma) to reduce qty update duplication (which also contains bugs in Luma)

Comments
  • [P2] Show comments
  • [P2] Show / link to attachments
History Log
  • [P2] Show all updates, including status changes and comments
  • [P2] Show / link to attachments

Shipping Information

  • [P1] Show shipping address
  • [P3] Show telephone as link (:tel)
  • [P1] Update / select shipping address*
    • [P2] Visible/enabled with relevant permissions only (request/manage quotes and quote owner)
  • [P1] Add new address (directs and returns from address book page)
    • [P2] Visible/enabled with relevant permissions only (request/manage quotes and quote owner)
  • [P2] Show resubmit warning message when address changed
  • [P1] Show selected shipping method
  • [P2] All updates/changes saved as made (not when sending for review)

*Select address moved inline on the page (no modal used like in Luma)

Add Comments

  • [P1] Add comments
    • [P2] Visible/enabled with relevant permissions only (request/manage quotes) and quote owner
  • [P2] Add attachment
    • [P2] Visible/enabled with relevant permissions only (request/manage quotes) and quote owner
    • [P2] File size, type and name validation
  • [P2] Submit / save comment (and attachment)
  • [P2] Remove selected attachement

Actions

  • [P1] 'Send for Review' button
    • [P2] Redirect to success page
    • [P2] Visible/enabled with relevant permissions only (request/manage quotes) and quote owner
  • 'Proceed to Checkout' button
    • [P2] Only enable/visible if quote is allowed to go proceed to checkout
    • [P2] Only enable/visible with relevant permissions (checkout with quote and quote owner)
    • [P2] Removes negotiated prices first (with modal warning) if quote has expired*

Locked Quote View

When the quote has been submitted as is with the seller (admin user) for review

  • [P2] Show quote locked warning message
  • [P2] Disable delete quote button (remove from page)
  • [P2] Disable item qty updates (remove from page)
  • [P2] Disable item delete (remove from page)
  • [P2] Disable leaving item notes for seller (remove from page)
  • [P2] Disable selecting (changing) shipping address (remove from page)
  • [P2] Disable adding new shipping address (remove from page)
  • [P2] Disable leaving comments / attachments (remove from page)
  • [P2] Disable 'Send for Review' button (remove from page)

Quote Detail Print (/negotiable_quote/quote/print/quote_id/{id}/)

Feature complete (click to expand items checklist)
  • [P3] Accessible with relevant permissions only (view/manage quotes)
  • [P3] Show quote information for print (as per Luma)

Quote Send Success Page (/negotiable_quote/quote/send/)

Feature complete (click to expand items checklist)
  • [P1] Show quote sent success message
  • [P1] Show and link to quote (with ID)
  • [P3] 'Continue Shopping' button (goes to homepage)

Account Dashboard Recent Orders (/customer/account/)

Completed features (click to expand items checklist)
  • [P2] Don't display quote orders in recent orders
  • [P3] Reorder link cart merge / replace (see modal features below)

Reorder Cart Merge/Replace Modal

  • [P3] Trigger modal only if cart not empty
  • [P3] Show warning message
  • [P3] 'Merge' cart items button
  • [P3] 'Replace' cart items button
  • [P3] Cancel/close modal

Order Listing Page (/sales/order/history/)

Completed features (click to expand items checklist)

  • [P2] Remove reorder button for orders placed as quotes

  • [P3] Reorder link cart merge / replace (see modal features below)

  • [P3] Order filters/columns*

*Functionality is repplaced/improved by order search history module #82 - not relevant to make this compatible within this module

Reorder Cart Merge/Replace Modal

  • [P3] Trigger modal only if cart not empty
  • [P3] Show warning message
  • [P3] 'Merge' cart items button
  • [P3] 'Replace' cart items button
  • [P3] Cancel/close modal

Order Detail Page (/sales/order/view/order_id/{id})

Completed features (click to expand items checklist)

  • [P2] Display / link to quote

  • [P2] Show created date and user

  • [P2] Remove reorder button for orders placed as quotes

  • [P3] Reorder link cart merge / replace (see modal features below)

Reorder Cart Merge/Replace Modal

  • [P3] Trigger modal only if cart not empty
  • [P3] Show warning message
  • [P3] 'Merge' cart items button
  • [P3] 'Replace' cart items button
  • [P3] Cancel/close modal

Order Detail Print (/sales/order/print/order_id/{id})

Completed features (click to expand items checklist)
  • [P3] Show created date and user

Contributors

@patrykbura

Voting

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Edited by John Hughes
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