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Quote Page Templates

Updated

Quote Page Templates

The quote custom fields are accessible on any of the quote emails and the two new quote pages:

  • QUOT - Quote Information
  • QUOH - Quote History List

The installation of the Manage Quotes module automatically generates these two page templates. You can customize these templates to fit the aesthetics of your store.

On this Page

Template Customization

To set up Manage Quotes, you have to update and/or customize five areas of your site:

  • Style new page templates - QUOH and QUOT to match your store's aesthetics.
  • Add a link to the Quote History List (QUOH) on the Account Landing page (ACLN).
  • Change Customer Login page (LOGN) to redirect customers to QUOT page post login.
  • Display the link only if a customer has any active quotes (optional).
  • Setup a form for submitting quotes.

Styling Page Templates

The new pages come pre-styled to match the look of the Shadows theme styles.

For stores that do not use the Shadows ReadyTheme, you have the option to make additional changes to the page templates. In the User Interface>Pages section, add the given code below to BASK, OCST, OSEL, OPAY, INVC and to any email templates you are using right after this line: <mvt:foreach iterator="option" array="group:options">

 

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<mvt:if expr="l.settings:option:attr_code EQ 'Part of Quote'">
    <mvt:assign name="l.settings:option:attr_prompt" value="l.settings:option:attr_code" />
    <mvt:assign name="g.quote_item" value="'1'" />
<mvt:else>
    <mvt:assign name="l.settings:option:attr_prompt" value="l.settings:option:attr_prompt" />
</mvt:if>

To include a link to the Quote History page from the Account Landing page, insert the given line of code into the ACLN page template. Note that this link can be globally added to any page.

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<a href="&mvte:urls:QUOH:auto;">View Quote History</a>

Modify Customer Login Page

Insert the provided code into the LOGN page template.

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<mvt:if expr="NOT ISNULL g.QuoteCode">
    <mvt:assign name="l.settings:url" value="l.settings:urls:QUOT:secure" />
<mvt:elseif expr="g.Customer_Temporary_Password">
    <mvt:assign name="l.settings:url" value="l.settings:urls:CPWD:secure" />
<mvt:elseif expr="g.Order">
    <mvt:assign name="l.settings:url" value="l.settings:urls:OINF:secure" />
<mvt:else>
    <mvt:assign name="l.settings:url" value="l.settings:urls:ACLN:secure" />
</mvt:if>
<form method="post" action="&mvte:url;">
    <fieldset>
        <legend>&mvt:page:name;</legend>
        <input type="hidden" name="Action" value="LOGN" />
        <input type="hidden" name="QuoteCode" value="&mvte:global:QuoteCode;" />

You can add the Manage Quotes module as an extension to any global item. For example, to integrate Manage Quotes with global_minibasket, follow these steps:

  • Go to the User Interface>Items.
  • Click on the Edit button next to global_minibasket in the list.
  • Click on the Extensions tab.
  • Select Manage Quotes module from the Module list.
  • Add the given code globally or to any page that has the mini basket assigned to it. When a customer logs into the store, they will see the “View Your Active Quotes” link in the navigation bar.
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<mvt:if expr="(l.settings:global_minibasket:active_quote EQ 1) AND (g.Basket:cust_id)">

<mvt:if expr="(l.settings:global_minibasket:active_quote EQ 1) AND (g.Basket:cust_id)">
    <a href="&mvte:urls:QUOH:auto;">View Your Active Quotes</a>
</mvt:if>

Submit Quote Form

The Manage Quotes module provides an automated process for customers to add items to their cart and submit them for your quotation. The recommended method to enable customers to request a quote is to allocate the request_quote item to the page where you want it to be displayed. Add the item tag provided to the page template.

 

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<mvt:item name="request_quote" param="request_quote" />

Next, assign the messages item to the page.

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<mvt:comment><!-- Default Informational and Error Messages --></mvt:comment>
<mvt:if expr="l.settings:messages:error_message_count AND g.Action NE 'LOGN'">
    <p class="x-messages x-messages--error">
        <mvt:foreach iterator="error" array="messages:error_messages">
            &mvt:error;<br>
        </mvt:foreach>
    </p>
</mvt:if>
<mvt:if expr="l.settings:messages:information_message_count AND g.Action NE 'UCSB'">
    <p class="x-messages x-messages--info">
        <mvt:foreach iterator="message" array="messages:information_messages">
            &mvt:message;<br>
        </mvt:foreach>
    </p>
</mvt:if>

Finally, place a Messages Array on the page to display any errors. Once completed your page should look as illustrated. Another equally effective method is to utilize the form provided which is flexible and can be inserted on any page in Miva. You can download a template for the quote form from the following link.

Be informed that the country field only accepts the 2-digit country code so it's advisable to use a drop-down list to obtain the country designation. You can refer to the following link to get the HTML code for creating a drop-down list of country codes.

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