Web Quotes Setup

A lot of Web Quote setup needs to be done by Users with Admin role responsibilities!

First step for Web Quotes is to be enabled as a Site Feature for your Site.

Next is to create an API Key. You can do this in Site Settings > Pricing API. Find this in the Cog symbol in the left-hand menu. There are a handful of options here and two grids. If you scroll down to the 2nd grid, there is a Add API Key button. Click that to open the API Key editor.

  • Name: A Name to keep track of this key
  • Description: Another option for keeping track of this key
  • Notification Email Address: The email address that your web quotes go to. Can setup multiple email addresses with semi-colons in-between
  • Customer: The default Bill To Customer that is used when generating the Quote pricing. Bill To Customer’s default Discount and Tax Group will all be applied to pricing.
  • Shop: Links shop to the key but more importantly enables this shop in the Web Quote map.
  • Key: Auto-Generated GUID. DON’T EDIT THIS FIELD.

Copy out the value for Key and click update to save the API Key. That Key value you copied out is important as this will be used in the site address for your Web Quote setup. If I copied out the Key value “c0d0c739-03dd-4a5b-31d3-c34e23bf95bc“, my Web Quote address would be: https://elmonagsga.azurewebsites.net/webquote?key=c0d0c739-03dd-4a5b-31d3-c34e23bf95bc

IMPORTANT NOTE: Every shop you want to show up in the Web Quote search needs it’s own API Key with that shop assigned to it. I don’t think it matters what shop you use as the API Key value for the Web Quote URL either. This is an odd setup and may change at some point but what we have for now.

Next you need a staff member setup with the First Name of “Webquote“. All of the other staff information doesn’t matter for the sake of Web Quotes but you may want to remember their login information. You can find that setup in the left hand Cog icon again but this time, it’s the first option “Site Users“. Once this user has been created, you will need to sign in as them (or impersonate them) and make your way to the top right corner of Elmo Anywhere and click the user icon. Then navigate to Settings there. This will bring you to the Manage your account page. Here, you need to setup GlassCheck credentials to all of the GlassCheck vendors. Kryger doesn’t need to be setup as those are setup automatically for everyone.

Continuing in the Site Settings > Pricing API settings screen, there are a handful of settings here that apply to all shops in Web Quotes. Make sure to read the setting and check the boxes accordingly.

Under that is Custom messaging for Web Quotes. Most custom messaging is optional but every shop needs a Special Pricing message and a warranty message, like the picture below. IMPORTANT NOTE: Warranty message must be a URL in the following format: www.krygerglass.com/warranty-registration; no https://

Web Quote Scheduling

To setup the scheduling portion of Web Quotes, we will need to go into Staff editor and Shop editor to get everything setup.

For every installer, we have added a handful of settings that affect their ability to be pulled into the Web Quote Scheduling's time slot availability calculation. The first is Web Quote Scheduling; check this box if you want the installer to get scheduled from Web Quotes. Is Mobile Installer lets this installers schedule be scheduled for Mobile jobs ONLY. The final has been a feature of Elmo for awhile but the Availability times you set in the installer will be pulled into Web Quotes as well; as long as it's availability isn't too complicated.

Next are settings you can set on a shop-by-shop basis. In the Shop Editor Webquote tab, you will find hours you can set for each part that might be scheduled for, a set amount of time you can add to time slots if they are mobile jobs and a line item that you can assign to Web Quotes that will be added to every mobile order. This line item will also display a price in the Web Quote Scheduling UI to show the customer how much the mobile fee is. There is one additional setting here for ignoring Aftermarket Qualifiers in the Web Quote process if you so wish.

Another important setting in the Shop Editor is the availability setup. Like the Installer availability, these are also being used in the availability calculations to decide what time slots are open to the customer. You can find this in the Schedule tab and clicking the Add new record button to create an availability.

One last thing that it’s important to have setup are the Shop Local Phone and Shop Contact Email. These are used once the scheduling has been finalized by the customer. One email will send to the Shop Contact Email and another to the customer WITH that Shop Contact Email included. If an issue occurs, shop and customer will also receive an email so these are important fields to have filled out on each shop.

That should be everything you need to setup.