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Quote Configuration with Lightning Components

Quote Configuration with Lightning Components

Owned by Magdalena Orłowska (Unlicensed), created
Last updated: Mar 08, 2021 by Former user (Deleted)

Available in: Enxoo Commerce, Enxoo for Communications

This article describes how to go through Quote Configuration, using the Enxoo Commerce Lightning Components.

Quote Configurator might consist of the following Enxoo Lightning Components:

All of the information on how to configure the mentioned components is available under linked knowledge base articles.

Add and Configure the Product

To add and configure the product, please follow the steps below:

Step 1. Using the Product Offering component, search for the product that you want to add to the cart and click on it.

Step 2. If the product has options underneath, you should select one by clicking on it. You will be able to change the option later on, by using the Option Picker component.

Step 3. Once the product is added to the cart, you might need to configure it. You can access the product by clicking a pen icon in the Cart Summary.

Step 4. Configure the product by entering the values of its attributes. If there is an option change required - you can use the Option Picker component. Remember, to save the configuration once it’s ready.

Step 5. If there are any Add-Ons to be added, you should use the Add-Ons component. To add a product, use a plus icon.

Step 6. Configure Add-Ons and save changes.

The price of the product will be displayed in the Charges component. Such a component can be used on both Quote Line Item and Quote record pages. To see the Charges from the Quote Level. you need to click on the item in the Cart Summary. Then, the Charges will appear.

Add Discount

Discount can be applied for the whole Quote or for selected items only. Discount can be defined as the amount, target price of the product, or percentage value. To apply a discount to the cart, you should use Add Discounts component and follow the steps below:

Step 1. Click Add Discount button.

Step 2. Select the charges that should have the discount applied.

Step 3. Define the discount and click Apply.

Applied discounts are displayed in the Discount List component, as a summary or in a detailed view.