Advanced Features
By Hà My and Lan Phuong
By Hà My and Lan Phuong
Explore advanced tools for quotations, reports, exports, and other workflows.
How to create a quote (quotation)?
Hello from Fordeer Commerce! We’re here to make managing customer quotations as seamless as possible for your Shopify store. This guide walks you through how to enable customers to request a quote, create and manage quotes manually, and convert them into orders. Follow the steps below to unlock the full potential of Fordeer’s powerful quoting features. Allow Customers to Request a Quote from the Cart Page Do you want customers to conveniently request a quote directly from their shopping cart? With Fordeer, it’s easy to set this up. Here’s how: 1. Go to your Shopify admin panel and navigate to: Online Store > Themes > Customize (live theme). 1. Select the Cart Page where you’d like the request button to appear. 1. In the Sections panel, look for the Fordeer quote btn block and add it to the Subtotal Template. 1. Customize the button text to match your store’s branding and communication style. 1. Go to App embeds section and activate the Fordeer Invoice 1. Click Save button at the end Your customers can now request quotes directly from their cart with a single click. Here is an example after adding a RAQ button to the cart page: After a customer submits a quote request, they will need to enter their email address in the designated field. Once submitted, the quotation will appear on your app's Dashboard and you can send quotation email to customers easily on our app. 2. Create Quotes Manually as a Merchant You don’t need to wait for customers to request quotes through the cart page. If a customer reaches out to you directly, you can create a quotation manually through the Fordeer app. This allows you to tailor the quote to their exact needs. 1. Open the Quotes section from the sidebar menu and click Create button 1. You’ll be redirected to an intuitive, POS-style interface where you can begin creating a customized quote. What You Can Add to the Quotation: - Quote Number: Enter your preferred reference number for easy tracking. - Issue Date: Specify the date when the quote is issued. - Customer: Select an existing customer from your database or create a new one. - Currency: Choose the currency in which the quote will be presented. - Language: Pick from 10 supported languages. Don’t see your preferred language? Check out our translation guide for help. - Products: - Choose existing products from your Shopify store or create custom items directly within the app. - Push custom items to your Shopify product catalog with a single click. After selecting products: - Adjust prices, quantities, and discounts. - Reorder items easily using drag & drop - Notes: Use this field to include specific details or comments for the customer, such as terms or additional information. - Payment - Apply order-wide discounts. - Include shipping or delivery costs. - Add tax names and specify tax amounts - Send to customer: tick the Send to customer option to ensure the quote is sent to their email immediately after saving. => Once all details are entered, click Save to finalize and send the quote. A quotation will be created and you can do action like printing, downloading or sending email to customers,.. by using our app menu bar Or you can go back to quote list dashboard and take any actions if you want 3. Convert Quotes to Orders When a customer agrees to a quote, you can quickly convert it into an order for streamlined tracking and follow-up. This ensures a smooth transition from quotation to purchase. Step 1: Open the Quotation list Step 2: Hover over the quote you wish to convert and click the Convert quotation to order icon. Step 3: In the popup that appears, fill out the following details: - Payment Status: Mark the payment as paid, pending, or partially paid. - Fulfillment Status: Indicate whether the order has been fulfilled. - Optional: Update product inventory in Shopify. - Optional: Notify the customer via email that their quote has been converted to an order. Step 4: Click the Convert button to complete the process. Noted - Once converted, the quote’s status will update to Converted. - View all converted orders in the Orders section of your Shopify admin. - You can not edit the orders which are created/imported from our app - Quotes can only be converted once, so ensure all details are correct before completing the conversion. 4. Sending Emails to Customers Communication is key to maintaining a professional relationship with your customers. Fordeer makes it easy to send updates via email at various stages of the quoting process. You can send an email to the customer when: - A new quote is created. - An existing quote is edited or updated. At this time, the email template for quotations is based on the Fordeer Invoice design. Customization of the email template is not yet available, but our team is actively working to bring this feature to you soon. With Fordeer, managing quotes has never been easier! From enabling customers to request quotes to converting them into orders, our tools are designed to simplify your workflow and provide a seamless experience for your customers. If you have any questions or need assistance, feel free to reach out to our support team via live chat support or email: support@fordeercommerce.io Thank you for choosing Fordeer Commerce! Together, let’s build success. 😊 Currently, this feature is available on the Professional Plan or higher. To access it, please upgrade your plan and enjoy the benefits Please give them a try and do not hesitate to contact us if you have any questions along the way. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!
How to create a report?
Hello from Fordeer! We're excited to introduce our new Reports feature, designed to streamline your business processes and provide actionable insights. With the report, you can consolidate multiple invoices into one document, making tracking customer transactions and monitoring sales performance easier. Why use the reports feature? - View total sales and revenue for specific timeframes, such as: last week, last month, last year - Easily create, share, print, or archive concise and professional reports. - Track all sales, taxes, and payment statuses in one place for better financial management. Types of reports supported Our app currently supports two types of reports: 1. Merged Invoice Report: Combines data from multiple orders into a single document for streamlined analysis. 2. Transaction Report: Lists all transactions for a selected date range. Note: One order may include multiple transactions. In this article, we will walk you through how to create a merged invoice report and customize it: How to create a merged invoice report? Step 1: Go to the Reports section in the app's sidebar menu and click the Create Report button. Step 2: Select Report In the pop-up modal, set the following options: - Report Type: Choose Invoice report or Transaction report - Date Range: Select the time range orders were created - Sales Channel: Specify the channels where orders were created. - Financial Status: Choose order statuses (e.g., Paid, Fulfilled). - Currency: Select the order currency. Step 3: Click Create The report will appear in the Report List. Wait for the progress bar to update from "Processing" to "Success." Processing status Success status Step 4: Once completed, download the report to review the generated data. How to customize a report? If the generated report doesn't meet your needs, you can customize it as follows: Step 1: Go to the Report List page. Step 2: Click Custom Report Template and select Merged Invoice Report. Step 3: Use the Customization page to adjust the report layout easily. => If you require additional fields in the report, let us know! Our team is happy to assist you with customization. Step 4: Click Save at the end Step 5: Create a new report to see the updates (if needed) Customizing the transaction template follows the same process. By using merged invoice reports, you'll gain a better understanding of your business's financial health while saving time and improving efficiency. Currently, this feature is available on the Professional Plan or higher. To access it, please upgrade your plan and enjoy the benefits Please give them a try and do not hesitate to contact us if you have any questions along the way. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!
How to export the order in CSV file?
Hello Fordeer users, We have streamlined the process for exporting CSV orders, enabling you to do this directly within our system without the need for any third-party CSV applications. Here's a simple guide to help you through the process: 1. Firstly, go to Orders and select the order you want to export CSV files. 2. After selecting the order, click Three dots next Download button > Export CSV⇒ Export order If you need to export multiple orders in bulk, follow the same process. The CSV files will be automatically downloaded to your computer. Kindly take note that this feature is Free for all users. This intuitive process eliminates the need for external tools, making it more efficient and seamless for you to manage your orders. Besides, you can do the same with refund orders. Here is guidelines how to do it 1. Select the refund orders 2. Click Export CSV action button and click Export refund The file will be downloaded to your computer. Kindly take note that this feature is only available for Premium users We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!
Understand auto-detect customer language feature
Overview Selling to customers in different countries? With Auto-detect customer language, Fordeer PDF Invoice translates your PDF documents (invoices, packing slips, refunds, quotes) into each customer's language automatically, so you don't have to send one-language invoices to every market. You choose how the app detects the language: - Auto – uses the customer language detected by Shopify - Based on billing address – uses the language of the billing address country - Based on shipping address – uses the language of the shipping address country When the feature is off, all PDF templates use your Default Language. How to set up Auto-detect customer language Step 1: Open the Languages settings From your Shopify admin, go to Apps > Fordeer PDF Invoice > Settings, then select the Languages tab. Step 2: Turn on Auto detected customer language Switch on the Auto detected customer language toggle. The app will now translate PDF templates into the customer's primary language based on their detected location. Step 3: Choose where to detect the language from In the Detect language from dropdown, select one option: Option How the language is detected Best for Auto (customer language detected by Shopify) The language the customer used when browsing and checking out on your store Stores using Shopify Markets or a translation app with multiple storefront languages Based on billing address The main language of the country in the customer's billing address B2B stores, where invoices go to the paying company or accounting team Based on shipping address The main language of the country in the customer's shipping address Packing slips and documents read by the person receiving the order Click Save to apply your changes. Step 4 (Optional): Adjust the translation wording If you want to change how a label is worded in a specific language, go to the Adjust Translation section and click Edit translation next to that language. For example, you can change Invoice to Tax Invoice, or adjust the wording of Subtotal or Billing address. To customize a language that isn't listed yet, click Create new translation, select the language, then edit the labels you want to change. Tips - Download a test invoice from Orders for an order with a foreign address to check the result. - Product titles and variant names come from your Shopify product data. Translate them in Shopify (Settings > Languages) or your translation app so they also appear in the customer's language. We value your feedback — it helps us continuously improve app and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Explore more apps: Discover more Fordeer apps. special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!