Another issue I am having: Converting a Quote to a...
# suitecommerce
s
Another issue I am having: Converting a Quote to a Sales Order on our SuiteCommerce website From what I am seeing, I have everything set up correct as per the following: • Customer Center role has the ability to create quotes • Purchase Ready Status ID is configured correctly and is the status on the current quote • Invoice Form ID is also configured correctly • Quote has a shipping address and sales rep selected But I am still unable to select the "Review and Place Order" button to actually convert the quote into a sales order. Any other areas that I am missing that I should check?
s
Is the quote in a state where it can be converted to a sales order? Normally, you need to set the status to the value to the one with the highest non-100% confidence. In other words, it needs to be 'approved' by the sales rep before the customer can convert it.
s
When submitted online, the quote status is "In Discussion" - I created a new status for Prospect called "Approved" that's at 90%, and then took that internal ID and placed it in the Purchase Ready Status ID field in the website config record. I changed the quote status to my new "Approved" status, but alas, I am still unable to convert the quote.
s
OK, well normally the text below the totals will tell the user why it cannot be completed but it looks you’ve customised the text string
👀 1
Which text string have you personalised?
For example, mine looks like this:
These are the defaults:
Copy code
this.statusTranslationKeys = {
            INVALIDPERMISSION: Utils.translate('Not allowed'),
            INVALIDENTITYSTATUS: Utils.translate('Sales representative approval'),
            MISSINGSHIPMETHOD: Utils.translate('Shipping information'),
            MISSINGSHIPADDRESS: Utils.translate('Shipping information'),
            GIFTCERTIFICATENOTALLOWED: Utils.translate('Gift Certificate not allowed'),
            MISSINGSALESREP: Utils.translate('Sales Representative assigned')
        };
    }
🙌 1
Check the quote for each of these
s
I am new to the company so unsure on what all is customized - but that is a great catch! I'll look into that and come back if I get stuck.
Thanks so much, you've been a great a help in getting me started!
netsuite halo 1
s
No problem. And the most common place that custom text strings are added is in the site’s configuration record, so check there also
👍 1
s
I was able to figure it out - it was the shipping address not having a phone number (we do not require it currently).
🎉 1
s
Nice! Glad you figured it out