How to Configure Magento 2 B2B Quote Feature?

Many businesses seek tools for B2B transactions, and Magento 2 offers the Magento B2B Quote feature as an effective solution. This feature allows businesses to negotiate and set flexible prices with customers, especially for bulk orders, making it essential for enhancing B2B relationships.

What is the Magento B2B Quote Feature?

The Magento B2B Quote feature lets customers request custom prices for bulk orders directly on the website. Buyers submit a price request, and merchants review, negotiate, and approve or decline it. This tool smoothly integrates with Magento 2, offering an easy interface for managing quotes.

Steps to Configure the Magento B2B Quote Feature

Enable B2B Features:

1. Log in to the Magento Admin panel.
2. Navigate to Stores > Configuration > General > B2B Features.
3. Set Enable B2B Features to 'Yes'. 

Enable Quote Requests:

1. Go to Stores > Configuration > Sales > Quotes.
2. Set Enable Quotes to ‘Yes’. 

Configure Quote Global Settings:

1. Define global settings such as quote expiration period, notifications for new quotes, and whether users can suggest a price.
2. Ensure settings align with your business requirements, including any specific negotiation policies you plan to implement.

Assign Customer Group Permissions:

1. Navigate to Customers > Customer Groups.
2. Identify which groups should have the ability to request quotes and ensure they have the necessary permissions.

Set Product-Level Quote Options:

1. Go to Catalog > Products.
2. Choose a product to edit.
3. Under the ‘Advanced Settings’, ensure that the quote option is configured as needed (i.e., whether quotes are allowed for this specific product).

Configure User Roles and Permissions for Quote Management:

1. Navigate to System > Permissions > User Roles.
2. Ensure that sales reps or other admin users have permissions to manage and respond to quotes, assign them appropriate roles.

Setup Email Notifications:

1. Go to Stores > Configuration > Sales Emails.
2. Configure email settings to ensure stakeholders are notified when quotes are submitted, updated, or approved.

Test the Quote Process:

1. Create customer accounts and request quotes to ensure seamless functionality and notifications.
2. Confirm admin notifications work, and check successful negotiation and modification processes.
3. Approve quotes, check order accuracy, and ensure email communications function correctly.

The Magento B2B Quote feature helps businesses improve B2B interactions with flexible pricing and better customer communication. To make the process even more efficient, explore Amasty's Request a Quote, which can offer your business a competitive advantage in the B2B sphere.