Individual Offer

Installation

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

General properties

Configure the settings in the General Properties panel as follows:

Setting Type Description
Activate offer request in cart Toggle Enable this setting to display the Offer request button on the cart page.
Activate offer request in offcanvas cart Toggle Enable this setting to show the Offer request button in the offcanvas cart.
Offers downloadable Toggle Enable this setting to allow customers to download a PDF version of any offer they have been made.
Customers can send messages Toggle Enable this setting to allow customers to send messages to the shop administrator regarding any offer they have been made. Administrators can reply to any messages received by customers.
Clear basket after offer request Toggle Enable this setting to automatically clear a customers basket after they request an offer.
Create offer instantly Toggle Enable this setting to automatically create an offer when an offer is requested.
Minimum basket value for offer request Numerical input Enter an amount here that determines the minimum basket value before a customer can request an offer.
Default period of days an offer is valid Numerical input Enter the number of days an offer is valid before it is automatically withdrawn.
Form field “your sign” on offer request Toggle Activate this option to enable your customers to transfer their signature directly when they request an offer.
Default comment Free text input Use this field to add a default comment to all offer PDFs. The default comment is prepopulated on the offer and can be customized as required for each offer.
Disallow customer group Dropdown menu If you have defined any customer groups, you can specify them as excluded from offers by selecting them from the dropdown menu.

Email properties

Configure the settings in the Email Properties panel as follows:

Setting Type Description
Email address for notifications Email input Enter the email address for notifications to be sent to the administrator.
Sender email address Email input Enter the originating email address for notifications to be sent to the customer.
When an offer is created send the offer as PDF with the email Toggle Enable this setting to automatically send a PDF of an offer by email as soon as it is created.
Infomail to customer: admin declined offer Toggle Enable this setting to automatically send an email to the customer when an offer of theirs is declined by the administrator.
Infomail to admin: customer declined offer Toggle Enable this setting to automatically send an email to the administrator when an offer is declined by a customer.
Infomail to admin: customer created offer request Toggle Enable this setting to automatically send an email to the administrator when a customer creates an offer request.
Infomail to customer: admin created offer Toggle Enable this setting to automatically send an email to the customer when the administrator creates an offer request for them.

Technical Properties

Setting Type Description
Whitelist: Allow defined item types for the offer

Defined item types are allowed to be added to the offer.

For example:

"dvsn-set-configurator"

Whitelist: Use referenced ID for items that have one of the defined payload values

Whitelist: Use referenced ID for items that have one of the defined payload values.
For example: "bogxProductConfigurator"