Enable a wishlist on your online store, and accept order requests
2 min read
1 year ago
Published on May 05, 2024
This response is partially generated with the help of AI. It may contain inaccuracies.
Table of Contents
How to Enable a Wishlist on Your Online Store and Accept Order Requests:
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Access Your Online Store Settings:
- Go to your online store settings and click on "Preferences."
- Click on "Availability" and turn off the availability option to prevent products from being reserved immediately.
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Adjust Product Display Settings:
- Disable the display of availability on your online store.
- Allow customers to add products to their cart without reservation.
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Hide Prices and Enable Quote Requests:
- Toggle off the option to show prices on the online store.
- This will prompt customers to place order requests instead of confirmed orders.
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Customize Translation Settings:
- Navigate to your translation settings in your account.
- Modify words such as "Add to Cart" to "Add to Wishlist" in the online reservations panel.
- Change all instances of "Cart" to "Wishlist" in the cart panel.
- Adjust words like "Order" to "Request" in the online checkout panel.
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Disable Online Payment:
- Consider switching off online payment during checkout to align with the request-based ordering process.
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Guide Customers Through the Process:
- After selecting dates and times, customers can browse products on the catalog or collections page.
- Encourage them to add products to their wishlist and place an order request.
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Manage Orders as Draft Orders:
- Orders will appear as draft orders instead of reserved orders.
- You can adjust pricing, add custom charges, discounts, or coupon codes to draft orders.
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Generate Quotes and Contracts:
- Click on "Create Quote" or "Create Contract" to formalize the order request.
- Customize the document with pricing details, waiver forms, and other relevant information.
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Send Quotes to Customers:
- Use Booqable's templates to send quotes via email.
- Attach the quote document along with any additional files if needed.
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Finalize Orders:
- Communicate with the customer to confirm the order details.
- Obtain the customer's signature for the quote, contract, or invoice.
- Click on "Reserve" or "Finalize" to confirm the order and move it to the reserved status.
By following these steps, you can redesign your online store to operate as a wishlist-based system, accept order requests, send quotes, and only confirm reservations as per your preferences.