Installation
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Install the app via Extensions > My Extensions. After installation, configure the app by selecting My Extensions > Individual Offer > Configuration.
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Enter the number of days an offer is valid before it is automatically withdrawn.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.
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.