Quote Only Site

Remove the ability for customers to checkout, so that they're forced to create quotes instead.


Preparation Checklist

Before you start this tweak, it's a good idea to run through our preparation checklist below:

  • Read through the Getting Started to get a better sense of how the Control Panel, Database and Front End store interact.
  • Learn our recommended Simple Workflow. This makes the implementation process as easy as possible.
  • Create a new Staging Theme for this tweak. This allows you to preview any changes before they are visible to live customers.

Coding Instructions

Step 1: Update the checkout settings

In the control panel, navigate to Settings & Tools > All settings & tools > Checkout Settings. Under "Order Rules", ensure that "Allow quotes before checkout" is ticked.

Settings

Step 2: Update the checkout configs

In the control panel, navigate to Settings & Tools > All settings & tools > Advanced Configuration and update the following settings:

  • In the "Name" field, search ALLOW_QUOTE_APPROVAL and set the value to "No" (or 0).
  • In the "Name" field, search SHOW_PAYPAL_EXPRESS_LINK and set the value to 0.

Step 3: Cart template changes

Open the cart template /httpdocs/assets/themes/[THEME-NAME]/templates/cart/shopping_cart.template.html and make the following changes:

  • Remove the two "Checkout Now" buttons, highlighted here and here.
  • Change the "Create Quote from Cart" class attribute from class="btn btn-outline-secondary" to class="btn btn-success btn-lg" to make it more prominent.

Step 4: Hide the checkout buttons

Navigate to the CSS stylesheet /httpdocs/assets/themes/[THEME-NAME]/css/style.css and add the following code to hide the cart quick view checkout button in the header and also the popup checkout button when adding a product to the cart:

/* Quote Only Tweak */
.thumb_cart button.checkout {
    display: none;
}
.npopup-checkout {
    display: none;
}

Step 5: Update the My Account page

Open the My Account template /httpdocs/assets/themes/[THEME-NAME]/templates/customer/template.html and remove the "Pay Now" button, highlighted here.

Step 6: Update the View Quote page

Open the View Quote template /httpdocs/assets/themes/[THEME-NAME]/templates/customer/nr_view_order/order.template.html and remove the "Pay Now" button, hightlighted here.


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