Individual Offer SW 6 User Guide

Introduction

The Individual Offer app for Shopware allows your customers to quickly and easily create an offer request from the shopping cart, by clicking the Offer Request link (instead of proceeding to the checkout).

You can process this request in the shop administration and assign individual offer prices for the articles or reject the request. After accepting the offer, your customer finds the offer in their customer account and can generate an order from this offer.

Advanced functionality is also offered, such as two-way messaging with the customer, offer expiry dates and fully customizable fields.

Pre-requisites

The app can only be installed on a self-managed Shopware environment running at least version 6.2.0.

Installation

Install the app via Extensions > My Extensions. After installation, configure the app by selecting My Extensions > Individual Offer > Configuration.

Configure each of the settings described in the following sections.

General properties

Configure the settings in the General Properties panel as follows:

Email properties

Configure the settings in the Email Properties panel as follows:

Email templates

The Individual Offer app includes email templates for all common scenarios which are located in Settings > Email Templates. These templates are described in the table below.

Each email template can be edited, duplicated or deleted by clicking the corresponding “…” menu button for a template and selecting Edit, Duplicate or Delete, all of which are standard Shopware Administration options.

Editing an email template

From the Edit Email Template screen, modify the properties of the email template as required, using the following fields, then click Save.

Any dynamic elements within the email subject and body are represented by strings such as {{offer.customer.salutation.letterName }}. Modifying these strings may result in emails not displaying dynamic elements correctly, such as the customer name.

Duplicating an email template

Selecting the Duplicate option creates a copy of that email template and opens the Edit Email Template screen (see previous section).

Deleting an email template

Do not delete the standard email templates as this will cause problems with the app. Any additional templates you create can be deleted without causing any issues.

PDF settings

The PDF settings allow you to fully customize the PDF that is generated and emailed to the customer when an offer is created. Access the PDF settings via Settings > Documents, then click the Edit button for the entry individual_offer.

Settings

The settings area contains general configuration options for the PDF, such as the company logo, page format and number of items per page.

Company settings

The company settings area contains company-specific configuration options such as company contact details, VAT number and bank details.

Assignment

The setting Document Type cannot be modified.

Custom fields

Custom fields are supported for every offer, via the Custom Fields panel on the offer detail page. To use custom fields, you must first create them in Shopware as follows:

1. Access Settings > System > Custom fields.
2. Select Individual Offer.
3. Click Add New Set and complete the fields described in the table below.
4. Click Save.

Displaying custom fields in the storefront

To show custom fields in the storefront, you must implement template changes in your theme or via an extension.

For example: if you have created a text field with name prems_individual_offer_offer_test
you could create a new file resources/views/storefront/page/individual_offer/index.html.twig in your theme.

Insert the following code to display the custom field:

{% sw_extends "@Storefront/storefront/page/individual_offer/index.html.twig" %}

{% block page_account_offers_table_order_number %}
{{ parent() }}
{% if order.customFields.prems_individual_offer_offer_test is defined %}
Your label test text: {{ order.customFields.prems_individual_offer_offer_test }}
{% endif %}
{% endblock %}

Managing offers

Offers overview

To access an overview of all requested offers, select Customers > Offers.

Edit individual offer

To edit an offer, click the corresponding “…” menu button for a template and select Edit.

The following tabs are available from the offer detail screen, these are described in the next sections:

• Overview/Status
• Items
• Settings
• Messages
• Comments

Overview/status

The Overview/status screen provides a summary of the selected offer request.

• Information such as the original sum, discount, offer sum as well as the customer’s contact details are displayed in the Overview panel.
• The Status of the offer is displayed underneath.
  • Click Create offer to generate an offer from the customer’s offer request.
  • Click Decline offer to decline the customer’s offer request.

Items

The Items screen displays a list of all the items included in the selected offer request, separated into the following columns:

• Name
• VAT
• Old price
• Purchase price (gross)
• Quantity
• %
• Offer price

Adding a catalog product

While the offer is in the status Open Request, add additional items from the catalog from the Items screen as follows:

1. Click Add Product. A new line is added to the offer item list.
2. Double click the field Name and use the dropdown field to select an existing catalog item.
3. Click the tick ✔ icon when done.

Adding a custom product

While the offer is in the status Open Request, add custom items (e.g. “one off” items which do not exist in the catalog) from the Items screen as follows:

1. Click the down arrow alongside Add Product and select Add Custom Item.
2. Enter the Name for the custom item.
3. Enter the VAT (numerical value only, the % is added automatically) and Offer Price.
4. Click the tick ✔ icon when done.

Adding a discount/credit item

While the offer is in the status Open Request, add a discount or credit item to the offer total as follows:

1. Click the down arrow alongside Add Product and select Add Credit.
2. Enter the Name for the discount/credit item (note that this will be visible to the customer in the offer).
3. Enter the amount to credit off the total offer in the field Offer Price. Note that the value must be minus in order to be deducted, so -10 will deduct 10 EUR (or whatever currency has been selected) from the offer total.
4. Click the tick ✔ icon when done.

Settings

The Settings screen contains the following field:

• Offer days valid: enter a value here for the number of days the offer should remain valid for.

Messages

A list of messages (if any exist) is displayed on this screen, grouped by sender and date.

• To send a new message to the customer, click Add Message. Enter the message text into the free text field and then click Send. The customer will receive the message in their Shopware control panel.

Comments

A list of comments (if any exist) is displayed on this screen, grouped by sender and date.

• To add a new comment, click Add Comment. Enter the comment text into the free text field and then click Send.
• Comments are only for internal use in the Shopware Administration area and are not visible to customers. It allows an administrator, or several administrators, to add notes regarding the status of the offer.

Creating an offer in Shopware Administration

Although the typical use case is that the customer creates an offer request from the shop frontend, there is also the possibility for an administrator to create an offer in the backend. This is useful if the customer has made an offer request by telephone.

From the Offer Overview page:

1. Click Create Offer.
2. If the customer already has a shop account, select them from the Customer dropdown menu. If not, click Add New Customer to create an account for them and fill in the fields according to the information available (the customer can complete the missing information themselves if necessary). Click Save when done.
3. Select the required Currency for the offer and click Save.

The offer is created and added to the list of current offers. To edit the offer, see Edit Individual Offer above.