As a merchant, if your customer can not immediately place an order, you may like to know what products they are interested in. Typically, customers place quotes to indicate interest in products prior to placing an order.

Aphix Digital Platform integrates seamlessly with your ERP through a web service calls. Aphix WebShop's Quotations feature uses web service calls to save your customer's quote data into your ERP, to retrieve that quote and to convert those quotes into sales orders.

This feature guide explains what your customers can do using the Quotations feature in WebShop, namely creating and managing quotes.

It defines integration points for supported ERP.

Current support

We are constantly extending integration between Aphix Digital Platform and its suite of products and your ERP.

We integrate with Intact V/X-Line and Intact iQ and SAP Business One to

  • place a quote

  • view a list of quotes in your WebShop dashboard

  • convert a quote into a sales order

We currently do not integrate our quotations feature with Sage 200.

Benefits

Key benefits of Aphix WebShop’s Quotations feature:

  • Is the first point of contact between you and your customer in the sales process

  • Provides you with insight into what your customer’s buying interests are

  • Integrates into your ERP, which reduces time for you on repetitive administrative tasks

Introducing terms and concepts used in this article

Term

Definition

Enterprise Resource Platform

a collection of your critical business operating systems, such as product, stock levels, financial, customers, suppliers and so on that run on the same platform.

Quote

a sales document generated by the seller in response to a buyer requesting information about a set of specific products. It is typically the first step in the sales process.

Visible product

a product whose status is set to Visible, which means that the product can be viewed and purchased by your customers.

Web service

service that allows two disparate systems communicate with each other via a standard messaging system.

Tasks