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Magento 2 Advanced Sales Extension

User Guide (Manual) for Advanced Sales Extension

Features of Advanced Sales Management

  • Create Quotes from Admin: Generate quotes directly from the Magento admin panel and assign them to customers.
  • Convert Quotes to Orders: Seamlessly convert approved quotes into Magento sales orders with preserved pricing and discounts.
  • Custom Discounts: Apply fixed or percentage-based discounts on products or the entire quote.
  • Partial Payments: Collect deposits or partial payments against a quote before processing the full order.
  • Quote Number Synchronization: Maintain consistent quote and order numbering without conflicts.
  • Support for Out-of-Stock Products: Add backordered or pre-order items to quotes.
  • Quote Tracking & History: Keep a full log of updates, negotiations, and communications within each quote.
  • Customer Fields: Support VAT Number, Purchase Order (PO) number, and custom notes for tax compliance and communication.
  • Printable Quotes: Export and share professional quote PDFs with customers.

HOW TO INSTALL VIA SSH.

  • Step 1.

    Before starting the installation:

    • Ensure your Magento version is compatible - Please check the current compatible versions on its product page.
    • Install the extension on a testing/development/staging environment first, then, after thoroughly testing it out, install it on a production (live) environment.
    • Make sure the Magento instance is in developer mode. You can use the php bin/magento deploy:mode:set developer command to change the mode to developer and then check to make sure the generated folder in the root of the Magento project is empty.
  • Step 2.
    Copy the extension files into the following paths of your Magento 2 instance. If the app/code/Acx directory does not exist, create it manually:
    app/code/Acx/Backend
    app/code/Acx/Quote (example path; this may differ for other modules)
  • Step 3.
    Access the root of your magento 2 project from command line and run the following commands:
    composer require mpdf/mpdf
    php bin/magento module:enable Acx_Backend Acx_Purchase Acx_PurchasePro Acx_Pdf Acx_PdfPurchase Acx_Supplier
    /* (example extension; this may differ for other modules) */
    php bin/magento setup:upgrade
    rm -rf var/di generated/*
    php bin/magento setup:di:compile
    rm -rf pub/static/*/*; rm -rf var/*/*
    php bin/magento setup:static-content:deploy -f
    php bin/magento cache:flush
  • Step 4.
    Flush any cache that you might still have enabled on your server or in Magento.
  • Step 5:
    If your store was in production mode before starting the installation, make sure to switch it back to production mode by running the following command in the root of your Magento installation: php bin/magento deploy:mode:set production.
  • Step 6:
    The extension is now installed on your Magento store! Congratulations!

SALES PLUS CONFIGURATION

The Sales Plus Configuration module allows administrators to set advanced options for sales orders, discounts, and order processing workflows. This ensures your sales system is tailored to your store’s needs.

Sales Plus Configuration
Key Options
  • Enable or disable advanced discount features for sales orders.
  • Configure default settings for tax, shipping, and invoice rules.
  • Control how sales orders interact with quotes and customer data.
  • Customize the order workflow to match your business processes.
Benefits
  • Improves flexibility in sales order management.
  • Ensures consistency with store-specific policies and procedures.
  • Reduces errors in complex order workflows.
  • Enhances productivity of sales and administrative teams.

CONVERT QUOTE TO SALES

The Convert Quote to Sales feature enables administrators to seamlessly transform approved quotes into sales orders. This simplifies order management by reducing manual entry and ensuring data consistency.

Convert Quote to Sales
Key Actions
  • Select a quote from the list and convert it directly into a sales order.
  • Automatically copies customer details, items, and discounts from the quote.
  • Maintains the original quote reference for tracking purposes.
  • Reduces manual errors and accelerates order fulfillment.
Benefits
  • Saves time by reducing duplicate data entry.
  • Ensures accurate transfer of quote details into orders.
  • Improves workflow efficiency for the sales team.

SALES ITEM LIST

The Sales Item List provides a detailed overview of all items included in a sales order. Administrators can view, edit, or manage item-level details directly from this interface.

Sales Item List
Key Features
  • Displays product name, SKU, quantity, and price for each item.
  • Allows inline editing of quantity or price adjustments.
  • Supports custom options, discounts, and tax calculations.
  • Improves accuracy of sales order data before final submission.
Benefits
  • Ensures clarity and transparency in order item details.
  • Minimizes errors in sales order processing.
  • Streamlines workflow for sales and accounting teams.

SALES TOTALS

The Sales Totals section summarizes the total amounts for a sales order, including item subtotals, discounts, taxes, and grand total. It provides a complete financial overview at a glance.

Sales Totals
Key Features
  • Displays subtotal, applied discounts, taxes, and grand total.
  • Updates automatically when order items or discounts are modified.
  • Supports multiple tax rates and currency formatting.
  • Provides accurate total for invoicing and reporting purposes.
Benefits
  • Offers a clear financial summary for each sales order.
  • Reduces manual calculation errors.
  • Improves order review and approval processes.

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