Install the Quotation Process feature

Last updated: June 16, 2021

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Install feature core

Prerequisites

Install the required features:

NAME	VERSION
Spryker Core	202410.0
Cart	202410.0
Company Account	202410.0
Prices	202410.0
Agent Assist	202410.0

1) Install the required modules

Install the required modules using Composer:

composer require spryker-feature/quotation-process: "202410.0" --update-with-dependencies

Verification

Make sure the following modules have been installed:

MODULE	EXPECTED DIRECTORY
QuoteRequest	vendor/spryker/quote-request
QuoteRequestExtension	vendor/spryker/quote-request-extension
QuoteRequestAgent	vendor/spryker/quote-request-agent
QuoteRequestDataImport	vendor/spryker/quote-request-data-import

2) Set up configuration

Add the following configuration to your project:

CONFIGURATION	SPECIFICATION	NAMESPACE
QuoteConfig::getQuoteFieldsAllowedForSaving	Used to allow saving quote request related fields of the quote to the database.	Pyz\Zed\Quote
QuoteRequestConfig::getQuoteFieldsAllowedForSaving	Used to define which quota data should be saved in the database during the request for quote process.	Pyz\Zed\QuoteRequest
Outdated quote request closing cronjob (See below in `config/Zed/cronjobs/jobs.php`)	Add cronjob that closes outdated quote requests.	-
Customer login access control regular expression (See below in `config/Shared/config_default.php`)	Used to close access for not logged in customers.	-

src/Pyz/Zed/Quote/QuoteConfig.php

<?php

namespace Pyz\Zed\Quote;

use Generated\Shared\Transfer\QuoteTransfer;
use Spryker\Zed\Quote\QuoteConfig as SprykerQuoteConfig;

class QuoteConfig extends SprykerQuoteConfig
{
    /**
     * @return array
     */
    public function getQuoteFieldsAllowedForSaving()
    {
        return array_merge(parent::getQuoteFieldsAllowedForSaving(), [
            QuoteTransfer::QUOTE_REQUEST_VERSION_REFERENCE,
            QuoteTransfer::QUOTE_REQUEST_REFERENCE,
        ]);
    }
}

“Verification”

Make sure that when you converted quote request to quote, JSON data in the database column spy_quote.quote_data of the corresponding quote contains quoteRequestVersionReference.

src/Pyz/Zed/QuoteRequest/QuoteRequestConfig.php

<?php

namespace Pyz\Zed\QuoteRequest;

use Generated\Shared\Transfer\QuoteTransfer;
use Spryker\Zed\QuoteRequest\QuoteRequestConfig as SprykerQuoteRequestConfig;

class QuoteRequestConfig extends SprykerQuoteRequestConfig
{
    /**
     * @return array
     */
    public function getQuoteFieldsAllowedForSaving(): array
    {
        return array_merge(parent::getQuoteFieldsAllowedForSaving(), [
            QuoteTransfer::CUSTOMER_REFERENCE,
            QuoteTransfer::CUSTOMER,
            QuoteTransfer::STORE,
            QuoteTransfer::ITEMS,
            QuoteTransfer::TOTALS,
            QuoteTransfer::CURRENCY,
            QuoteTransfer::PRICE_MODE,
            QuoteTransfer::BUNDLE_ITEMS,
            QuoteTransfer::VOUCHER_DISCOUNTS,
            QuoteTransfer::CART_RULE_DISCOUNTS,
            QuoteTransfer::PROMOTION_ITEMS,
            QuoteTransfer::BILLING_ADDRESS,
            QuoteTransfer::SHIPMENT,
            QuoteTransfer::SHIPPING_ADDRESS,
        ]);
    }
}

Verification

Make sure that, when you created quote request, JSON data in the database column spy_quote_request_version.quote of the corresponding quote request contains customerReference.

config/Zed/cronjobs/jobs.php

<?php

$stores = require(APPLICATION_ROOT_DIR . '/config/Shared/stores.php');

$allStores = array_keys($stores);
/* QuoteRequest */
$jobs[] = [
    'name' => 'close-outdated-quote-requests',
    'command' => '$PHP_BIN vendor/bin/console quote-request:close-outdated',
    'schedule' => '0 * * * *',
    'enable' => true,
    'run_on_non_production' => true,
    'stores' => $allStores,
];

Verification

Make sure that quote request with outdated Valid Until changes its status to closed within one hour.

config/Shared/config_default.php

<?php

$config[CustomerConstants::CUSTOMER_SECURED_PATTERN] = '(^/login_check$|^(/en|/de)?/customer($|/)|^(/en|/de)?/wishlist($|/)|^(/en|/de)?/shopping-list($|/)|^(/en|/de)?/quote-request($|/)|^(/en|/de)?/company(?!/register)($|/)|^(/en|/de)?/multi-cart($|/)|^(/en|/de)?/shared-cart($|/)|^(/en|/de)?/cart(?!/add)($|/)|^(/en|/de)?/checkout($|/))';

Verification

Make sure that http://mysprykershop.com/quote-request with not authenticated user redirects to the login page.

2) Set up the database schema and transfer objects

Apply database changes and generate entity and transfer changes:

console propel:install
console transfer:generate

Verification

Make sure that the following changes applied by checking your database:

DATABASE ENTITY	TYPE	EVENT
spy_quote_request	table	created
spy_quote_request_version	table	created

Verification

Make sure that the following changes in transfer objects:

TRANSFER	TYPE	EVENT	PATH
SpyQuoteRequestEntity	class	created	src/Generated/Shared/Transfer/SpyQuoteRequestEntityTransfer
SpyQuoteRequestVersionEntity	class	created	src/Generated/Shared/Transfer/SpyQuoteRequestVersionEntityTransfer
CompanyUserCriteria	class	created	src/Generated/Shared/Transfer/CompanyUserCriteria
QuoteRequestFilter	class	created	src/Generated/Shared/Transfer/QuoteRequestFilter
QuoteRequestResponse	class	created	src/Generated/Shared/Transfer/QuoteRequestResponse
QuoteRequestCollection	class	created	src/Generated/Shared/Transfer/QuoteRequestCollection
QuoteRequestVersionCollection	class	created	src/Generated/Shared/Transfer/QuoteRequestVersionCollection
QuoteRequest	class	created	src/Generated/Shared/Transfer/QuoteRequest
QuoteRequestVersion	class	created	src/Generated/Shared/Transfer/QuoteRequestVersion
QuoteRequestVersionFilter	class	created	src/Generated/Shared/Transfer/QuoteRequestVersionFilter

4) Add translations

Append glossary according to your configuration:

src/data/import/glossary.csv

quote_request.status.waiting,Waiting,en_US
quote_request.status.waiting,Warten,de_DE
quote_request.status.in-progress,In Progress,en_US
quote_request.status.in-progress,Bearbeitung,de_DE
quote_request.status.ready,Ready,en_US
quote_request.status.ready,Bereit,de_DE
quote_request.status.canceled,Canceled,en_US
quote_request.status.canceled,Abgebrochen,de_DE
quote_request.status.closed,Closed,en_US
quote_request.status.closed,Geschlossen,de_DE
quote_request.status.draft,Draft,en_US
quote_request.status.draft,Entwurf,de_DE
quote_request.validation.success.canceled,Quote request canceled successfully.,en_US
quote_request.validation.success.canceled,Angebotsanfrage erfolgreich abgebrochen.,de_DE
quote_request.validation.converted_to_cart.success,Quote request converted to cart successfully.,en_US
quote_request.validation.converted_to_cart.success,Die Angebotsanfrage wurde erfolgreich in den Warenkorb konvertiert.,de_DE
quote_request.validation.error.not_exists,Quote Request not exists.,en_US
quote_request.validation.error.not_exists,Angebotsanfrage existiert nicht.,de_DE
quote_request.validation.error.wrong_status,Wrong Quote Request status for this operation.,en_US
quote_request.validation.error.wrong_status,Falscher Angebotsanforderungsstatus für diesen Vorgang.,de_DE
quote_request.validation.error.company_user_not_found,Company User not found.,en_US
quote_request.validation.error.company_user_not_found,Firmenbenutzer nicht gefunden.,de_DE
quote_request.validation.error.empty_cart,Quote request can't be created from empty cart.,en_US
quote_request.validation.error.empty_cart,Angebotsanfrage kann nicht aus leerem Einkaufswagen erstellt werden.,de_DE
quote_request.checkout.validation.error.version_not_found,Quote Request Version not found.,en_US
quote_request.checkout.validation.error.version_not_found,Angebotsanforderung Version nicht gefunden.,de_DE
quote_request.checkout.validation.error.not_found,Quote Request not found.,en_US
quote_request.checkout.validation.error.not_found,Angebotsanfrage nicht gefunden.,de_DE
quote_request.checkout.validation.error.wrong_status,The Request for Quote is in a wrong status at the moment.,en_US
quote_request.checkout.validation.error.wrong_status,Die Angebotsanfrage befindet sich zurzeit in einem falschen Status.,de_DE
quote_request.checkout.validation.error.wrong_version,The version of Request for Quote for this cart is outdated.,en_US
quote_request.checkout.validation.error.wrong_version,Die Version der Angebotsanfrage für diesen Warenkorb ist veraltet.,de_DE
quote_request.checkout.validation.error.wrong_valid_until,Request for Quote from which this cart was created is not valid anymore.,en_US
quote_request.checkout.validation.error.wrong_valid_until,"Angebotsanfrage, aus der dieser Warenkorb erstellt wurde, ist nicht mehr gültig.",de_DE
quote_request.checkout.convert.error.wrong_valid_until,Request for Quote is not valid anymore.,en_US
quote_request.checkout.convert.error.wrong_valid_until,Die Angebotsanfrage ist nicht mehr gültig.,de_DE
quote_request.update.validation.error.wrong_valid_until,The validity date of this request for quote is already passed. Please change the date to send to the customer.,en_US
quote_request.update.validation.error.wrong_valid_until,"Das Gültigkeitsdatum dieser Angebotsanfrage ist bereits abgelaufen. Bitte ändern Sie das Datum, um es an den Kunden zu senden.",de_DE

Import data:

console data:import glossary

Verification

Make sure that, in the database, the configured data are added to the spy_glossary table.

5) Set up behavior

Set up quote request workflow

Enable the following behaviors by registering the plugins:

PLUGIN	SPECIFICATION	PREREQUISITES	NAMESPACE
QuoteRequestDatabaseStrategyPreCheckPlugin	Disallows database strategy when editing quote items.	None	Spryker\Client\QuoteRequest\Plugin\Quote
PersistentCartQuotePersistPlugin	Makes full replacement of the customer quote.	None	Spryker\Client\PersistentCart\Plugin
CloseOutdatedQuoteRequestConsole	Registers console command for closing outdated quote requests.	None	Spryker\Zed\QuoteRequest\Communication\Console
SanitizeQuoteRequestQuoteLockPreResetPlugin	Sanitizes data related to the request for a quote in the quote.	None	Spryker\Zed\QuoteRequest\Communication\Plugin\Cart
SanitizeSourcePricesQuoteLockPreResetPlugin	Sanitizes source prices in quote items.	None	Spryker\Zed\PriceCartConnector\Communication\Plugin\Cart

Pyz\Client\Quote\QuoteDependencyProvider.php

<?php

namespace Pyz\Client\Quote;

use Spryker\Client\Quote\QuoteDependencyProvider as BaseQuoteDependencyProvider;
use Spryker\Client\QuoteRequest\Plugin\Quote\QuoteRequestDatabaseStrategyPreCheckPlugin;

class QuoteDependencyProvider extends BaseQuoteDependencyProvider
{
    /**
     * @return \Spryker\Client\QuoteExtension\Dependency\Plugin\DatabaseStrategyPreCheckPluginInterface[]
     */
    protected function getDatabaseStrategyPreCheckPlugins(): array
    {
        return [
            new QuoteRequestDatabaseStrategyPreCheckPlugin(),
        ];
    }
}

Verification

Make sure editing quote request items does not trigger new quote creation in persistence.

Pyz\Client\PersistentCart\PersistentCartDependencyProvider.php

<?php

namespace Pyz\Client\PersistentCart;

use Spryker\Client\PersistentCart\PersistentCartDependencyProvider as SprykerPersistentCartDependencyProvider;
use Spryker\Client\PersistentCartExtension\Dependency\Plugin\QuotePersistPluginInterface;
use Spryker\Client\PersistentCart\Plugin\PersistentCartQuotePersistPlugin;

class PersistentCartDependencyProvider extends SprykerPersistentCartDependencyProvider
{
    /**
     * @return \Spryker\Client\PersistentCartExtension\Dependency\Plugin\QuotePersistPluginInterface
     */
    protected function getQuotePersistPlugin(): QuotePersistPluginInterface
    {
        return new PersistentCartQuotePersistPlugin();
    }
}

Verification

Make sure that you can edit quote request items.

Pyz\Zed\Console\ConsoleDependencyProvider.php

<?php

namespace Pyz\Zed\Console;

use Spryker\Zed\Console\ConsoleDependencyProvider as SprykerConsoleDependencyProvider;
use Spryker\Zed\Kernel\Container;
use Spryker\Zed\QuoteRequest\Communication\Console\CloseOutdatedQuoteRequestConsole;


class ConsoleDependencyProvider extends SprykerConsoleDependencyProvider
{
    /**
     * @param \Spryker\Zed\Kernel\Container $container
     *
     * @return \Symfony\Component\Console\Command\Command[]
     */
    protected function getConsoleCommands(Container $container)
    {
        $commands = [
            new CloseOutdatedQuoteRequestConsole(),
        ];


        return $commands;
    }
}

Verification

Make sure that status of quote request with outdated Valid Until changes to closed after you run console quote-request:close-outdated command.

Pyz/Client/Cart/CartDependencyProvider.php

<?php

namespace Pyz\Zed\Cart;

use Spryker\Zed\Cart\CartDependencyProvider as SprykerCartDependencyProvider;
use Spryker\Zed\PriceCartConnector\Communication\Plugin\Cart\SanitizeSourcePricesQuotePreUnlockPlugin;
use Spryker\Zed\QuoteApproval\Communication\Plugin\Cart\SanitizeQuoteApprovalPreQuoteUnlockPlugin;
use Spryker\Zed\QuoteRequest\Communication\Plugin\Cart\SanitizeQuoteRequestPreQuoteUnlockPlugin;

class CartDependencyProvider extends SprykerCartDependencyProvider
{
    /**
     * @return \Spryker\Zed\CartExtension\Dependency\Plugin\QuoteLockPreResetPluginInterface[]
     */
    protected function getQuotePreUnlockPlugins(): array
    {
        return [
            new SanitizeQuoteRequestQuoteLockPreResetPlugin(),
            new SanitizeSourcePricesQuoteLockPreResetPlugin(),
        ];
    }
}

Verification

Make sure that when you make lock reset for a cart, quote request associated with it removed.

Install feature frontend

Prerequisites

Install the required features:

NAME	VERSION
Spryker Core	202410.0
Cart	202410.0
Company Account	202410.0
Prices	202410.0
Agent Assist	202410.0

1) Install the required modules

Install the required modules using Composer:

composer require spryker-feature/quotation-process: "202410.0" --update-with-dependencies

Verification

Make sure the following modules have been installed:

MODULE	EXPECTED DIRECTORY
ConfigurableBundleWidget	spryker-shop/configurable-bundle-widget
SalesConfigurableBundleWidget	spryker-shop/sales-configurable-bundle-widget

2) Add translations

Append glossary according to your configuration:

src/data/import/glossary.csv

quote_request_widget.request_for_quote,Request for Quote,en_US
quote_request_widget.request_for_quote,Angebotsanfrage,de_DE
quote_request_widget.request_for_quote.list.title,Requests for Quote,en_US
quote_request_widget.request_for_quote.list.title,Angebotsanfragen,de_DE
quote_request_page.quote_request,Request for Quote,en_US
quote_request_page.quote_request,Angebotsanfrage,de_DE
quote_request_page.quote_request.create,Create,en_US
quote_request_page.quote_request.create,Erstellen,de_DE
quote_request_page.quote_request_version.created,RfQ have got new version,en_US
quote_request_page.quote_request_version.created,Angebotsanfrage hat neue Version bekommen,de_DE
quote_request_page.quote_request.submit,Submit Request,en_US
quote_request_page.quote_request.submit,Anfrage Einreichen,de_DE
quote_request_page.quote_request.metadata.label.note,Notes,en_US
quote_request_page.quote_request.metadata.label.note,Anmerkungen,de_DE
quote_request_page.quote_request.metadata.label.delivery_date,Do not ship later than,en_US
quote_request_page.quote_request.metadata.label.delivery_date,Versenden Sie nicht später als,de_DE
quote_request_page.quote_request.metadata.label.purchase_order_number,Purchase order number,en_US
quote_request_page.quote_request.metadata.label.purchase_order_number,Bestellnummer,de_DE
quote_request_page.quote_request.violations.invalid_date,Date should be greater than current date.,en_US
quote_request_page.quote_request.violations.invalid_date,Date should be greater than current date.,de_DE
quote_request_page.quote_request.created,Quote request created successfully.,en_US
quote_request_page.quote_request.created,Angebotsanfrage erfolgreich erstellt.,de_DE
quote_request_page.quote_request.list.reference,RfQ,en_US
quote_request_page.quote_request.list.reference,AfA,de_DE
quote_request_page.quote_request.list.company,Company,en_US
quote_request_page.quote_request.list.company,Firma,de_DE
quote_request_page.quote_request.list.business_unit,Business unit,en_US
quote_request_page.quote_request.list.business_unit,Geschäftseinheit,de_DE
quote_request_page.quote_request.list.owner,Owner,en_US
quote_request_page.quote_request.list.owner,Inhaber,de_DE
quote_request_page.quote_request.list.total,Total,en_US
quote_request_page.quote_request.list.total,Gesamt,de_DE
quote_request_page.quote_request.list.date,Date,en_US
quote_request_page.quote_request.list.date,Datum,de_DE
quote_request_page.quote_request.list.status,Status,en_US
quote_request_page.quote_request.list.status,Status,de_DE
quote_request_page.quote_request.list.actions,Actions,en_US
quote_request_page.quote_request.list.actions,Aktionen,de_DE
quote_request_page.quote_request.labels.date,Date,en_US
quote_request_page.quote_request.labels.date,Datum,de_DE
quote_request_page.quote_request.labels.status,Status,en_US
quote_request_page.quote_request.labels.status,Status,de_DE
quote_request_page.quote_request.labels.valid_till,Valid Till (UTC),en_US
quote_request_page.quote_request.labels.valid_till,Gültig bis (UTC),de_DE
quote_request_page.quote_request.labels.hide_latest_version,Hide latest version from customer,en_US
quote_request_page.quote_request.labels.hide_latest_version,Die letzte Version vom Kunden verstecken,de_DE
quote_request_page.quote_request.labels.latest_version_is_hidden,The latest version is hidden from the customer,en_US
quote_request_page.quote_request.labels.latest_version_is_hidden,Die letzte Version ist dem Kunden verborgen,de_DE
quote_request_page.quote_request.labels.latest_version_is_visible,The latest version is visible to the customer,en_US
quote_request_page.quote_request.labels.latest_version_is_visible,Die letzte Version ist für den Kunden sichtbar,de_DE
quote_request_page.quote_request.labels.history,History,en_US
quote_request_page.quote_request.labels.history,Geschichte,de_DE
quote_request_page.quote_request.labels.customer,Customer,en_US
quote_request_page.quote_request.labels.customer,Kunde,de_DE
quote_request_page.quote_request.labels.company,Company,en_US
quote_request_page.quote_request.labels.company,Unternehmen,de_DE
quote_request_page.quote_request.labels.business_unit,Business unit,en_US
quote_request_page.quote_request.labels.business_unit,Geschäftseinheit,de_DE
quote_request_page.quote_request.labels.information,RfQ Information,en_US
quote_request_page.quote_request.labels.information,Informationen zur Angebotsanfrage,de_DE
quote_request_page.quote_request.labels.version_information,Version Information,en_US
quote_request_page.quote_request.labels.version_information,Versionsinformation,de_DE
quote_request_page.quote_request.actions.view,View,en_US
quote_request_page.quote_request.actions.view,Ansehen,de_DE
quote_request_page.quote_request.actions.cancel,Cancel,en_US
quote_request_page.quote_request.actions.cancel,Stornieren,de_DE
quote_request_page.quote_request.actions.save,Save,en_US
quote_request_page.quote_request.actions.save,Sparen,de_DE
quote_request_page.quote_request.actions.back_to_list,Back to List,en_US
quote_request_page.quote_request.actions.back_to_list,Zurück zur Liste,de_DE
quote_request_page.quote_request.actions.back_to_view,Back to View,en_US
quote_request_page.quote_request.actions.back_to_view,Zurück zur Ansicht,de_DE
quote_request_page.quote_request.actions.send_to_customer,Send to Customer,en_US
quote_request_page.quote_request.actions.send_to_customer,Senden Sie an den Kunden,de_DE
quote_request_page.quote_request.actions.send_to_agent,Send to Agent,en_US
quote_request_page.quote_request.actions.send_to_agent,An Agent senden,de_DE
quote_request_page.quote_request.actions.save_and_back_to_edit,Save and Back to Edit,en_US
quote_request_page.quote_request.actions.save_and_back_to_edit,Speichern und zurück zum Bearbeiten,de_DE
quote_request_page.quote_request.actions.convert_to_cart,Convert to Cart,en_US
quote_request_page.quote_request.actions.convert_to_cart,In den Warenkorb konvertieren,de_DE
quote_request_page.quote_request.actions.revise,Revise,en_US
quote_request_page.quote_request.actions.revise,Überarbeiten,de_DE
quote_request_page.quote_request.actions.edit,Edit,en_US
quote_request_page.quote_request.actions.edit,Ändern,de_DE
quote_request_page.quote_request.actions.edit_items,Edit Items,en_US
quote_request_page.quote_request.actions.edit_items,Elemente bearbeiten,de_DE
quote_request_page.quote_request.view.empty,You do not have any quote requests yet.,en_US
quote_request_page.quote_request.view.empty,Sie haben noch keine Angebotsanfragen.,de_DE
quote_request_page.quote_request.updated,Quote request updated successfully.,en_US
quote_request_page.quote_request.updated,Angebotsanfrage erfolgreich aktualisiert.,de_DE
quote_request_page.quote_request.sent_to_customer,Quote request sent to customer successfully.,en_US
quote_request_page.quote_request.sent_to_customer,Angebotsanfrage erfolgreich an den Kunden gesendet.,de_DE
quote_request_page.quote_request.sent_to_user,Request for quote was successfully sent to the agent for processing.,en_US
quote_request_page.quote_request.sent_to_user,Die Angebotsanfrage wurde erfolgreich zur Bearbeitung an den Agenten gesendet.,de_DE
quote_request_page.quote_request.use_default_price,Use default price,en_US
quote_request_page.quote_request.use_default_price,Standardpreis verwenden,de_DE
quote_request_page.quote_request.converted_to_cart,Quote request converted to cart successfully.,en_US
quote_request_page.quote_request.converted_to_cart,Die Angebotsanfrage wurde erfolgreich in den Warenkorb konvertiert.,de_DE
quote_request_page.quote_request.edit_items_confirm,"You are editing RfQ <a href=""%link%"">%reference%</a> if you will leave it, all changes will be dropped.",en_US
quote_request_page.quote_request.edit_items_confirm,"Sie bearbeiten RfQ <a href=""%link%"">%reference%</a> wenn Sie es verlassen, werden alle Änderungen verworfen.",de_DE
agent.account.quote_request,Requests for Quote,en_US
agent.account.quote_request,Angebotsanfragen,de_DE
quote_request_agent_widget.quote_request,Request for Quote,en_US
quote_request_agent_widget.quote_request,Angebotsanfrage,de_DE
quote_request_agent_widget.items,Items,en_US
quote_request_agent_widget.items,Artikel,de_DE
quote_request_agent_widget.no_request_created,You do not have any quote requests yet.,en_US
quote_request_agent_widget.no_request_created,Sie haben noch keine Angebotsanfragen.,de_DE
quote_request_agent_widget.create_new_request,Create new RfQ,en_US
quote_request_agent_widget.create_new_request,Neue Angebotsanfrage,de_DE
quote_request_agent_widget.view_all_requests,View all requests,en_US
quote_request_agent_widget.view_all_requests,Alle Anfragen anzeigen,de_DE
quote_request_agent_widget.form.select_customer,Select customer,en_US
quote_request_agent_widget.form.select_customer,"Wählen Sie den Kunden aus",de_DE
quote_request_agent_page.checkout.step.save_rfq.title,Save Request For Quote,en_US
quote_request_agent_page.checkout.step.save_rfq.title,Angebotsanfrage speichern,de_DE
quote_request_page.quote_request.saved,Quote request saved successfully.,en_US
quote_request_page.quote_request.saved,Angebotsanfrage wurde erfolgreich gespeichert.,de_DE
quote_request_page.quote_request.actions.edit_address,Edit Address,en_US
quote_request_page.quote_request.actions.edit_address,Adresse bearbeiten,de_DE
quote_request_page.quote_request.actions.edit_shipment,Edit Shipment,en_US
quote_request_page.quote_request.actions.edit_shipment,Versandart bearbeiten,de_DE
quote_request_page.quote_request.edit_address_confirm,"You are editing Quote Request <a href=""%link%"">%reference%</a> if you will leave it, all changes will be dropped.",en_US
quote_request_page.quote_request.edit_address_confirm,"Sie bearbeiten Angebotsanfrage <a href=""%link%"">%reference%</a> wenn Sie es verlassen, werden alle Änderungen verworfen.",de_DE
quote_request_page.quote_request.edit_shipment_confirm,"You are editing Quote Request <a href=""%link%"">%reference%</a> if you will leave it, all changes will be dropped.",en_US
quote_request_page.quote_request.edit_shipment_confirm,"Sie bearbeiten Angebotsanfrage <a href=""%link%"">%reference%</a> wenn Sie es verlassen, werden alle Änderungen verworfen.",de_DE
quote_request_page.quote_request.shipment_counter,"Shipment %index% of %length%",en_US
quote_request_page.quote_request.shipment_counter,"Lieferung %index% von %length%",de_DE
quote_request_page.quote_request.empty_shipment_data,No shipment address / shipment method provided.,en_US
quote_request_page.quote_request.empty_shipment_data,Es wurde keine Lieferadresse / Lieferart angegeben.,de_DE
quote_request_page.quote_request.title_create,Create Quote Request,en_US
quote_request_page.quote_request.title_create,Angebotsanfrage erstellen,de_DE
quote_request_page.quote_request.title_edit,Edit #%id%,en_US
quote_request_page.quote_request.title_edit,Ändern #%id%,de_DE
quote_request_page.quote_request.title_attention,Attention,en_US
quote_request_page.quote_request.title_attention,Achtung,de_DE
quote_request_page.quote_request.title_addresses,Addresses,en_US
quote_request_page.quote_request.title_addresses,Adressen,de_DE
quote_request_page.quote_request.title_billing_address,Billing Address,en_US
quote_request_page.quote_request.title_billing_address,Rechnungsadresse,de_DE
quote_request_page.quote_request.title_delivery_address,Delivery address,en_US
quote_request_page.quote_request.title_delivery_address,Lieferadresse,de_DE
quote_request_page.quote_request.title_shipment_method,Shipment method,en_US
quote_request_page.quote_request.title_shipment_method,Versandmethode,de_DE
quote_request_page.quote_request.breadcrumb.create,Create,en_US
quote_request_page.quote_request.breadcrumb.create,Erstellen,de_DE
quote_request_page.quote_request.breadcrumb.edit,Edit,en_US
quote_request_page.quote_request.breadcrumb.edit,Ändern,de_DE
quote_request_page.quote_request.breadcrumb.attention,Attention,en_US
quote_request_page.quote_request.breadcrumb.attention,Achtung,de_DE
quote_request_page.quote_request.multiple_delivery_address,Multiple delivery addresses.,en_US
quote_request_page.quote_request.multiple_delivery_address,Mehrere Lieferadressen.,de_DE
quote_request_page.quote_request.multiple_shipment_method,Multiple shipment methods.,en_US
quote_request_page.quote_request.multiple_shipment_method,Mehrere Versandarten.,de_DE
quote_request_page.quote_request.empty_page,Your Quote is empty!,en_US
quote_request_page.quote_request.empty_page,Ihre Angebotsanfrage ist unvollständig!,de_DE
quote_request_page.quote_request.empty_delivery_address,No delivery address added.,en_US
quote_request_page.quote_request.empty_delivery_address,Keine Lieferadresse hinzugefügt.,de_DE
quote_request_page.quote_request.empty_address,No address added.,en_US
quote_request_page.quote_request.empty_address,Keine Adresse hinzugefügt.,de_DE
quote_request_page.quote_request.empty_shipment_method,No shipment method added.,en_US
quote_request_page.quote_request.empty_shipment_method,Keine Versandart hinzugefügt.,de_DE
quote_request_page.quote_request.cta_add_address,Add address,en_US
quote_request_page.quote_request.cta_add_address,Adresse hinzufügen,de_DE
quote_request_page.quote_request.cta_edit_address,Edit address,en_US
quote_request_page.quote_request.cta_edit_address,Adresse bearbeiten,de_DE
quote_request_page.quote_request.cta_add_shipment_method,Add shipment method,en_US
quote_request_page.quote_request.cta_add_shipment_method,Versandart hinzufügen,de_DE
quote_request_page.quote_request.cta_edit_shipment_method,Edit shipment method,en_US
quote_request_page.quote_request.cta_edit_shipment_method,Versandart bearbeiten,de_DE
quote_request_page.quote_request.item,%count% item(s),en_US
quote_request_page.quote_request.item,%count% artikel,de_DE

Import data:

console data:import glossary

Verification

Make sure that, in the database, the configured data are added to the spy_glossary table.

3) Set up behavior

Set up quote request workflow

Enable the following behaviors by registering the plugins:

PLUGIN	SPECIFICATION	PREREQUISITES	NAMESPACE
PurchaseOrderNumberMetadataFieldPlugin	Adds purchase order number to metadata for `QuoteRequest` form.	None	SprykerShop\Yves\QuoteRequestPage\Plugin\QuoteRequestPage
DeliveryDateMetadataFieldPlugin	Adds delivery date to metadata for `QuoteRequest` form.	None	SprykerShop\Yves\QuoteRequestPage\Plugin\QuoteRequestPage
NoteMetadataFieldPlugin	Adds note to metadata for `QuoteRequestAgent` form.	None	SprykerShop\Yves\QuoteRequestPage\Plugin\QuoteRequestPage
PurchaseOrderNumberMetadataFieldPlugin	Adds purchase order number to metadata for `QuoteRequestAgent` form.	None	SprykerShop\Yves\QuoteRequestAgentPage\Plugin\QuoteRequestAgentPage
DeliveryDateMetadataFieldPlugin	Adds delivery date to metadata for `QuoteRequestAgent` form.	None	SprykerShop\Yves\QuoteRequestAgentPage\Plugin\QuoteRequestAgentPage
NoteMetadataFieldPlugin	Adds note to metadata for `QuoteRequestAgent` form.	None	SprykerShop\Yves\QuoteRequestAgentPage\Plugin\QuoteRequestAgentPage

Pyz\Yves\QuoteRequestPage\QuoteRequestPageDependencyProvider.php

<?php

namespace Pyz\Yves\QuoteRequestPage;

use SprykerShop\Yves\QuoteRequestPage\Plugin\QuoteRequestPage\DeliveryDateMetadataFieldPlugin;
use SprykerShop\Yves\QuoteRequestPage\Plugin\QuoteRequestPage\NoteMetadataFieldPlugin;
use SprykerShop\Yves\QuoteRequestPage\Plugin\QuoteRequestPage\PurchaseOrderNumberMetadataFieldPlugin;
use SprykerShop\Yves\QuoteRequestPage\QuoteRequestPageDependencyProvider as SprykerQuoteRequestPageDependencyProvider;

class QuoteRequestPageDependencyProvider extends SprykerQuoteRequestPageDependencyProvider
{
    /**
     * @return \SprykerShop\Yves\QuoteRequestPageExtension\Dependency\Plugin\QuoteRequestFormMetadataFieldPluginInterface[]
     */
    protected function getQuoteRequestFormMetadataFieldPlugins(): array
    {
        return [
            new PurchaseOrderNumberMetadataFieldPlugin(),
            new DeliveryDateMetadataFieldPlugin(),
            new NoteMetadataFieldPlugin(),
        ];
    }
}

Verification

Verify that, as a customer, on quote request edit page, you can edit following fields Purchase Order Number, DeliveryDate, Note.

Pyz\Yves\QuoteRequestAgentPage\QuoteRequestAgentPageDependencyProvider.php

<?php

namespace Pyz\Yves\QuoteRequestAgentPage;

use SprykerShop\Yves\QuoteRequestAgentPage\Plugin\QuoteRequestAgentPage\DeliveryDateMetadataFieldPlugin;
use SprykerShop\Yves\QuoteRequestAgentPage\Plugin\QuoteRequestAgentPage\NoteMetadataFieldPlugin;
use SprykerShop\Yves\QuoteRequestAgentPage\Plugin\QuoteRequestAgentPage\PurchaseOrderNumberMetadataFieldPlugin;
use SprykerShop\Yves\QuoteRequestAgentPage\QuoteRequestAgentPageDependencyProvider as SprykerQuoteRequestAgentPageDependencyProvider;

class QuoteRequestAgentPageDependencyProvider extends SprykerQuoteRequestAgentPageDependencyProvider
{
    /**
     * @return \SprykerShop\Yves\QuoteRequestAgentPageExtension\Dependency\Plugin\QuoteRequestAgentFormMetadataFieldPluginInterface[]
     */
    protected function getQuoteRequestAgentFormMetadataFieldPlugins(): array
    {
        return [
            new PurchaseOrderNumberMetadataFieldPlugin(),
            new DeliveryDateMetadataFieldPlugin(),
            new NoteMetadataFieldPlugin(),
        ];
    }
}

Verification

Verify that, as an agent, on quote request edit page, you can edit following fields Purchase Order Number, DeliveryDate, Note.

4) Enable controllers

Route list

PROVIDER	NAMESPACE
QuoteRequestPageRouteProviderPlugin	SprykerShop\Yves\QuoteRequestPage\Plugin\Router
QuoteRequestAgentPageRouteProviderPlugin	SprykerShop\Yves\QuoteRequestAgentPage\Plugin\Router
QuoteRequestAgentWidgetRouteProviderPlugin	SprykerShop\Yves\QuoteRequestAgentWidget\Plugin\Router
QuoteRequestWidgetRouteProviderPlugin	SprykerShop\Yves\QuoteRequestWidget\Plugin\Router

src/Pyz/Yves/ShopApplication/YvesBootstrap.php

<?php

namespace Pyz\Yves\Router;

use Spryker\Yves\Router\RouterDependencyProvider as SprykerRouterDependencyProvider;
use SprykerShop\Yves\QuoteRequestAgentPage\Plugin\Router\QuoteRequestAgentPageRouteProviderPlugin;
use SprykerShop\Yves\QuoteRequestAgentWidget\Plugin\Router\QuoteRequestAgentWidgetRouteProviderPlugin;
use SprykerShop\Yves\QuoteRequestPage\Plugin\Router\QuoteRequestPageRouteProviderPlugin;
use SprykerShop\Yves\QuoteRequestWidget\Plugin\Router\QuoteRequestWidgetRouteProviderPlugin;

class RouterDependencyProvider extends SprykerRouterDependencyProvider
{
    /**
     * @return \Spryker\Yves\RouterExtension\Dependency\Plugin\RouteProviderPluginInterface[]
     */
    protected function getRouteProvider(): array
    {
        return [
            new QuoteRequestAgentPageRouteProviderPlugin(),
            new QuoteRequestAgentWidgetRouteProviderPlugin(),
            new QuoteRequestPageRouteProviderPlugin(),
            new QuoteRequestWidgetRouteProviderPlugin(),
        ];
    }
}

Verification

Verify QuoteRequestPageRouteProviderPlugin, log in as company user and open quote request list page by the link: http://mysprykershop.com/en/quote-request

Verification

Verify QuoteRequestAgentPageRouteProviderPlugin, log in as agent and open quote request list page by the link: http://mysprykershop.com/agent/quote-request

Verification

Verify QuoteRequestAgentWidgetRouteProviderPlugin, log in as agent, go to http://mysprykershop.com/agent/quote-request/create type three first letters from any company user email into the “Select customer” input and make sure that autocomplete works.

Verification

Verify QuoteRequestWidgetRouteProviderPlugin, log in as a company user, create quote request, go to Edit items page, ensure that you see the Save button in the right sidebar, click on it. Verify that changes that you’ve done for quote items saved.

5) Set up widgets

PLUGIN	SPECIFICATION	PREREQUISITES	NAMESPACE
QuoteRequestMenuItemWidget	Displays quote request list link in the customer menu.	None	SprykerShop\Yves\QuoteRequestWidget\Widget
QuoteRequestCreateWidget	Displays create quote request button on a cart page.	None	SprykerShop\Yves\QuoteRequestWidget\Widget
QuoteRequestCartWidget	Displays action buttons on cart page when editing quote request items.	None	SprykerShop\Yves\QuoteRequestWidget\Widget
QuoteRequestCancelWidget	Displays cancel button on a quote request list page.	None	SprykerShop\Yves\QuoteRequestWidget\Widget
QuoteRequestAgentOverviewWidget	Displays functionality for quote request manipulation for agent.	None	SprykerShop\Yves\QuoteRequestAgentWidget\Widget
QuoteRequestAgentCancelWidget	Displays cancel quote request button on agent quote request list page.	None	SprykerShop\Yves\QuoteRequestAgentPage\Widget
QuoteRequestActionsWidget	Displays action buttons on checkout steps.	None	SprykerShop\Yves\QuoteRequestWidget\Widget

src/Pyz/Yves/ShopApplication/ShopApplicationDependencyProvider.php

<?php

namespace Pyz\Yves\ShopApplication;

use SprykerShop\Yves\QuoteRequestWidget\Widget\QuoteRequestMenuItemWidget;
use SprykerShop\Yves\QuoteRequestWidget\Widget\QuoteRequestCreateWidget;
use SprykerShop\Yves\QuoteRequestWidget\Widget\QuoteRequestCartWidget;
use SprykerShop\Yves\QuoteRequestWidget\Widget\QuoteRequestCancelWidget;
use SprykerShop\Yves\QuoteRequestAgentWidget\Widget\QuoteRequestAgentOverviewWidget;
use SprykerShop\Yves\QuoteRequestAgentPage\Widget\QuoteRequestAgentCancelWidget;
use SprykerShop\Yves\ShopApplication\ShopApplicationDependencyProvider as SprykerShopApplicationDependencyProvider;

class ShopApplicationDependencyProvider extends SprykerShopApplicationDependencyProvider
{
    /**
     * @return string[]
     */
    protected function getGlobalWidgets(): array
    {
        return [
            QuoteRequestMenuItemWidget::class,
            QuoteRequestCreateWidget::class,
            QuoteRequestCartWidget::class,
            QuoteRequestCancelWidget::class,
            QuoteRequestAgentOverviewWidget::class,
            QuoteRequestAgentCancelWidget::class,
            QuoteRequestActionsWidget::class,
        ];
    }
}

Run the following command to enable Javascript and CSS changes:

console frontend:yves:build

Verification

Make sure the following widgets were registered:

MODULE	TEST
QuoteRequestMenuItemWidget	Log in as a company user, go to My Account page, make sure that you see “Requests for Quote” link.
QuoteRequestCreateWidget	Log in as a company user, go to Quote page, make sure that you have some products in the cart. Make sure that you see Request For Quote button.
QuoteRequestCartWidget	After you’ve pressed the Edit Items button on request for a quote, make sure that you see “Save” and Send To Agent buttons on a cart page.
QuoteRequestCancelWidget	Make sure that you see the Cancel button on the quote request page.
QuoteRequestAgentOverviewWidget	When you logged in as an agent make sure that you see a list of quote requests.
QuoteRequestAgentCancelWidget	Make sure that when you logged in as an agent you can see the Cancel button for each quote request.
QuoteRequestActionsWidget	Make sure that when you edit RFQ shipping data as a buyer, you can see Cancel, Save, and Back buttons on the shipment method page and Back button on the shipping address page.

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Install the Quotation Process feature

Install feature core

Prerequisites

1) Install the required modules

2) Set up configuration

2) Set up the database schema and transfer objects

4) Add translations

5) Set up behavior

Set up quote request workflow

Install feature frontend

Prerequisites

1) Install the required modules

2) Add translations

3) Set up behavior

Set up quote request workflow

4) Enable controllers

Route list

5) Set up widgets

Thank you!