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Quotes / Estimates
Posted: Wed May 28, 2008 12:29 am
by bluecherry
Has anyone seen a module for AC7 that would allow quotes / estimates? I do ~1-3 quotes a day and currently I have to email the customer the quickbooks estimate...then if they approve it manually do the order.
Any suggestions would be helpful.
Thanks
Re: Quotes / Estimates
Posted: Wed May 28, 2008 8:40 am
by keats76
I recently wrote a custom quoting module for my company. I created Quote, QuoteItem, and QuoteStatus tables. I then tied these tables into the AC7 structure. For each saved quote, I create an AC7 "Product" ... these products were tied to my custom QuoteItems.
When a user goes to order their quote, I add the newly created "Products" to the user's basket and then I step right into the OnePageCheckout process. There AC7 picks up the basket and creates it's own Order and OrderItems to represent the Basket.
The only downside of this process is that I end up with a fair amount of duplicate data in the database. Personally, I'd rather not have to create a new product for each quote (as only a small percentage of saved quotes turn into orders), but it was necessary to fit into the AC7 model.
I would share code with you, but unfortunately, it's not mine to share. Feel free to post any other questions that you may have though.
Thanks,
Mike