Order Settings: Default Quote Expiration
In TapGoods PRO, users can implement a time frame after which all Quotes will expire. This is useful for users who do not want unfulfilled quotes cluttering the Orders page. Additionally, this is useful when your Items’ prices change based on the market, so creating Quotes that are valid for only a certain time period will make it easier to change prices of Items when the market rate changes.
To set up a time frame for Default Quote Expiration, navigate to Order Settings under Admin.
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On the Order Settings page, users can adjust all settings related to Orders made on TapGoods PRO and coming through from Storefront. Default Quote Expiration is located on this page beneath Default Order Times.
To customize the Default Quote Expiration, click on the dropdown arrow.
When toggled ON, Default Quote Expiration will set an automatic Expiration Date for all orders that are created. It is important to note that when you change this setting, existing Orders will not be impacted. TapGoods PRO users can set expiration dates in the time frames listed below.
- A number of days before the ORDER date
- A number of days after quote CREATION
Users can also set an automatic email to be sent to Customers a number of days before the quote will expire. To set a Default Quote Expiration…
- Select ONE of the following…
- Set Quotes to expire from the Order Date.
- Set Quotes to expire from the Quote Creation date.
- Input the number of days desired next to the selection.
- [Optional] Set a Quote Expiration Reminder Email for any number of days before the quote will expire.
- Click Save.
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