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Configure RFQ Notification Options Globally

To change the default notification settings globally:

  1. Navigate to System > Configuration in the main menu.

  2. Select Commerce > Sales > Request for Quote in the menu to the left.

    The following page opens.

    ../../../../../_images/rfq_config_1.png

The notifications options can be configured for all the parties concerned, namely:

  • an assigned sales representatives of the customer
  • the owner of the customer user
  • the owner of the customer

To customize any of these options:

  1. Clear the Use Default check box next to the option.

  2. Select the corresponding option from the list.

    For the aforementioned parties the options are the following:

    • Select Always to notify the related entity each time an RFQ is submitted.
    • Select If user has no sales reps assigned to notify the related entity only in case they do not have any assigned sales representatives.
../../../../../_images/rfq_config_2.png
  1. Click Save Settings.
Browse maintained versions:3.11.6
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