The first step is to specify the following preferences for accepting quotes (also known as â€śpending ordersâ€ť) within the orders section under preferences:
The â€śsingular and plural labelâ€ť fields control how pending orders are displayed to your customers. (For example: â€śQuoteâ€ť or â€śQuotesâ€ť).
Assuming you do not wish to collect payment for these pending orders, you may leave the â€śplacement rankâ€ť field blank. If you do wish to collect payment information for pending orders, specify the minimum customer rank that can place pending orders by checking a checkbox on the final invoice screen during checkout.
If you would like to allow your customers to edit their existing pending orders, check â€śAllow Editâ€ť.
If you would like to allow your customers to convert their pending orders into active orders, check â€śAllow Activateâ€ť.
If a pending order cannot be activated (for any reason, including Product Status, Inventory, expired or declined credit card, etc.), the system will retry activation at the appropriate â€śRetry Intervalâ€ť specified. (For example: 3 days). If the problem continues, the â€śMaximum Retriesâ€ť field controls how many times the activation continues to be retried before the pending order if automatically cancelled.
If the credit card associated with the pending order is expired or declined for any reason, the â€śAllow Saved Credit Cardsâ€ť option allows a customerâ€™s saved credit cards to be utilized, which can minimize the chances of unsuccessful activation due to a credit card issue.
The final step is to create a Custom Payment Method called â€śRequest for Quoteâ€ť within Settings/Billing Options. Be sure to specify the minimum customer type rank (Customers/Types) required to place pending orders and check the â€śPending Orders Onlyâ€ť checkbox. You may disregard this step if you are collecting payment for pending orders.
Now your customers can place pending orders in your online store.
TIP: If you do not want old pending orders to accumulate in your order list, you may consider specifying an â€śAuto Cancel Intervalâ€ť (within Orders/Preferences) which controls the amount of time in which a pending order is automatically cancelled.
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