[FAQ] How to add "custom" or customized products to a Quote

Cart2Quote supports both the creation of custom quotes from the front-end and for the backend:

1. Create a Quote with a custom product from the Magento backend: 

Please read more on this subject in our recent blogpost "How to create Magento products on the fly".

- - A "fake product" is a new standard option within Cart2Quote (versions 1.7+) you can use to quickly create a new product for quotation. No need to type in all the data you might never use again. No need to make a whole new product for your database. The fake product allows you to make a product 'on-the-fly', quick and easy', all from within your quotation process. - -

 

 2. Enable customers to request a quote for a custom product via the front-end

A nice application of this method can be found on the website of one of our customers: Binders

Rather than creating a new product for every new quote (or even for every "fake product", we advocate fully using the Magento processes and keeping your database clean and tidy, You can do this by:

Subdivide your product database into sections, where you expect the custom products (fake product) to be needed.

i.e. if you wholesale promotional gifts, you might have the following product categories:

  • USB sticks
  • T-shirts
  • Mocks
  • Pens
  • etc. 
For every subcategory/section you create one new product. For example with the names:
 
  • Custom USB stick
  • Custom T-shirt
  • Custom mock
  • Custom pen
  • etc.

Note: depending on the nature of your products you can make these products simples, bundles, configurables etc.
Note: If you receive a request for an item that does not fit in any of your custom product sections, you will have to create this custom product first.
 
When you receive a Quote Request for a custom product, simply select one of the custom categorial products and add the custom information for this product into the free text areas or configure the product based on the product type you selected for the custom products for that product in the Back-end.
 
 
 
 
Benefits
 
Your customer will now receive a proposal that is fully customized.
You are sending proposals in a structured format.
Your Magento database remains clean.
Your sales and product reporting stays reliable
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