ECI | EvolutionX

The big picture of how quotes flow from the Admin, Storefront, and Offline quotes.

How Quotes Work

Manual payments can be added to a quote or order allowing you to cover those out of the ordinary transactions

Manual payments - Add payments to quotes and orders.

A comprehensive guide on the order module in adminscreen

Orders 101 📦

Create a quote within your adminscreen and convert it to an order!

Admin Creating quotes & Converting to orders

Learn how to send your customers emails that include their shipping / delivery tracking codes.

Shipping & Delivery Tracking Code Emails

Prevent cancelled orders from showing in the storefront customer order list.

Hide Cancelled Orders

This feature allows end users to request item returns. The return form will be made available on the order view page.

Request a Return Form in the Storefront

Include specifications with products and attached when sending quotes.

How to Include Specifications with Product Quotes in EvolutionX

Setup of Quote 2.0 for DIY storefront quotes, self service Pro-forma, and distributor quotes requested by the customer

Quote 2.0 Setup and Quote me features

How to send delivery order confirmation to the Branch

Order confirmations to Branch

You can now require a PO number to be added only at the approval step, rather than during order placement.

Require PO at Order Approval Level

Why the Approve button may be missing on storefront quotes and how to complete approval

Approve Button Missing for Designated Approver

Combined Order View

Niall Diamond

Séamus Diamond

Liam Cadle

Orders

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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