※ This function is an option,"Estimate Management" may not be displayed in the menu depending on the details of your contract.
This function is not for fixing orders immediately in online shops and paying form them; it is for issuing estimates for items in shopping carts.Just like net shopping, estimates can be issued automatically online 24 hours per day.
Also, "provisional estimates" can be issued for online estimates and official estimate requests can be accepted from forms.
Information is managed based on official estimates that have been requested like this by customers.
The procedure in net shops when the estimate function is used is as follows:
1) The flow up till products are put into carts is the same as regular shopping.
2) The "Issue provisional estimate" button is displayed on the cart screen.
3) When the [Issue provisional estimate] button is clicked, the provisional estimate screen will be displayed in HTML.In this screen, two buttons [Print estimate as PDF] and [Issue official estimate] are displayed.For details about editing templates, refer to the chapter "Design Settings."
4) When [Print estimate as PDF] is selected, a PDF estimate will be output with the same contents as the current HTML version of the provisional estimate.For details about PDF estimate templates, refer to the chapter "Design Settings."
5) When [Issue official estimate] is selected, the display moves to the estimate request screen.You can either enter the company information required for issuing an official estimate, or you can extract already registered information by logging in as a member.For details about the layout of the estimate request screen, refer to the chapter "Design Settings."
6) Enter the information in the estimate request screen and click the [Submit] button. The estimate request received notice will be sent to the customer.For details about e-mail settings, refer to the chapter "Email Settings."The request estimate information is registered to "Estimate Management: Estimate list" in the management screen.
This chapter describes the management item settings for estimates and how to confirm and process estimate information.
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