Shipping & Checkout Conversion
Dedicated quote shipping, one-click cart hand-off to native Magento checkout, and an order linked to its source quote — with expiry awareness and a backorder-aware stock bypass for made-to-order SKUs.
EasyQuote hands an approved quote to the native Magento checkout in one click. Every negotiated price, shipping amount, and tax setting transfers intact — so your existing payment modules, shipping modules, and theme work unchanged.
The converted order stays linked to its source quote, so reporting, invoicing, and credit memos all use the negotiated numbers, not catalog values.
Quote-Specific Shipping
A dedicated shipping carrier that is visible only when a quote-sourced cart reaches checkout — with admin-set amounts that match exactly what was negotiated.
Custom quote shipping carrier
A dedicated shipping carrier appears only on quote-sourced carts at checkout — it’s never offered on regular public shopping carts. Admin sets the amount during quote preparation and the buyer sees exactly what was agreed.
Configurable carrier title
The displayed carrier name is configurable per store — “Negotiated Freight,” “Wholesale Delivery,” or whatever language fits your buyers. Multi-store setups can carry different labels for different market segments.
Configurable shipping method name
The method line (the text next to the price in checkout) is also configurable, so you can describe the service level on the quote — “5-day freight,” “White-glove delivery,” etc.
Per-quote shipping amount
The admin types a shipping amount directly on the quote. It applies to this one quote only, so you can match a freight partner’s bespoke quote for large or over-dimensional shipments without touching store-wide shipping tables.
Shipping recalculates with the cart
Subtotal, shipping, and tax stay consistent when items or quantities change on the quote — the quote-specific carrier participates in the standard totals refresh, so the numbers the buyer sees always match what’s stored.
Customer-editable shipping — global & per-quote
A store-level Allow customer to modify shipping toggle decides whether buyers can pick a different carrier at checkout on quote-sourced carts. Individual quotes override the global default per record, so a freight-sensitive quote locks the negotiated carrier while other quotes let the buyer choose their own method. Fixed-freight discipline by default, with room for exceptions where the deal calls for it.
Quick Checkout Flow
One-click cart hand-off from the accepted quote to the native Magento checkout — no custom page, no separate skin, no re-keying.
Quick Checkout (one-click hand-off)
The core conversion feature: when the buyer accepts a quote, one click transfers every line into the native Magento cart with negotiated prices, selected tiers, and shipping amount intact, then drops the buyer into the standard Magento checkout — no custom checkout skin, no re-keying, no pricing drift between the proposal and the invoice.
Native Magento cart compatibility
Quote items live in the standard Magento cart — not a parallel data structure — so your theme, your mini-cart, your saved-for-later UX, and your discount summary all continue to render correctly.
Two-step checkout preservation
The buyer proceeds through your store’s existing checkout. A custom Luma, Breeze, or Hyvä-style flow keeps working — there’s no EasyQuote checkout skin to maintain.
Any payment method the store supports
Whatever payment methods are enabled for the customer’s group — credit card, Magento Purchase Order, third-party PO extensions, bank transfer — are available at checkout. EasyQuote doesn’t dictate payment choice.
Multi-store-view routing
A quote created on the DE store view checks out through the DE store, in DE language, with DE tax and payment configurations — even when the admin working on the quote is logged into a different backend locale.
Customer ownership guard
The quick-checkout route is gated to the customer who owns the quote — no one can reuse a stranger’s proposal link to buy at someone else’s negotiated price.
Post-Checkout, Order & Safety Nets
The converted order carries the quote’s pricing all the way into invoices, shipments, and credit memos — with expiry awareness and a store-level backorder toggle for made-to-order workflows.
Order ↔ quote linkage
Every quote-sourced order stores a link back to its source quote, and both the admin and customer-facing order views surface it. Navigate from the order to the original quote or from the quote to the converted order in one click.
Status auto-transitions to Purchased
When the order is placed, the source quote’s status flips to Purchased automatically — no separate close-out action. The status history shows the transition with a timestamp.
Negotiated prices carry onto the order
Every line on the converted order keeps the negotiated price, not the catalog price. Invoices, shipments, and credit memos all use the quote amounts, so you never have to reconcile two pricing models after the fact.
Refunds honour negotiated amounts
Because the converted order carries the quote’s per-line prices, Magento credit memos and partial refunds operate on those amounts too. Returning items refunds what was actually paid — no catalog-price accidents on the return path.
Expiry-aware quote state
Each quote carries an expiry date and an isQuoteExpired() helper on the quote model. Scheduled notifications remind the buyer before expiry and confirm when the date has passed, so stale pricing isn’t silently carried forward.
Permanent quote reuse
A per-quote Is Permanent flag lets the same quote be purchased multiple times until its expiry date — ideal for standing price agreements, recurring-order frameworks, and annual wholesale contracts. By default, each quote converts to a single order; Permanent mode lifts that restriction for the duration of the agreement window.
Backorder-aware stock bypass
A store-level toggle lets quote lines bypass Magento’s out-of-stock check when on — so made-to-order SKUs convert cleanly at hand-off. Full config detail lives on the B2B use cases & configuration spoke.
EasyQuote vs Manual Order Creation
The common B2B fallback — admin creates the order directly in the Magento admin, types in per-line prices, and sends an invoice separately. EasyQuote replaces that with a customer-driven conversion that keeps negotiated data aligned end to end.
Frequently Asked Questions
It is a real Magento carrier that is visible only when a quote-sourced cart reaches checkout — never on regular public shopping carts. Admin types a fixed per-quote amount during quote preparation and the buyer pays exactly that amount at checkout.
Native. The hand-off transfers every quote line into the native Magento cart with negotiated prices intact. The customer then proceeds through the standard Magento checkout — your existing payment modules, shipping modules, and theme all work unchanged.
Every line on the converted order keeps the negotiated price, not the catalog price. Invoices, shipments, and credit memos all use the quote amounts, so you never have to reconcile two pricing models after the fact.
Yes — any payment method configured on the store for the customer’s group works, including native Magento Commerce Purchase Order and third-party PO extensions. EasyQuote doesn’t dictate payment choice.
Each quote carries an expiry date and an isQuoteExpired() helper on the quote model. Storefront and admin views surface the expired state so stale pricing is visible up-front rather than silently converting. A scheduled notification also emails the buyer when the quote crosses the expiry date.
Yes. The order record stores a link to its source quote and both the admin and customer-facing order views surface it. Navigation works both ways — order to quote, or quote to order — via the quote status history.
A quote created on the DE store view checks out through the DE store’s checkout with DE language, DE payment methods, and DE tax configuration — even when the admin working on the quote is logged into a different backend locale.
Yes — flag the quote as Permanent on the admin quote edit screen. A permanent quote can be converted to an order multiple times until its expiry date, which is the right default for annual wholesale agreements, recurring B2B orders, and standing contracts where the same negotiated pricing applies across many purchase events. Non-permanent quotes convert once and then transition to Purchased.
From proposal to invoice without pricing drift.
A dedicated shipping carrier, quick checkout, and order linkage — every negotiated price preserved end-to-end.