If you already use Split Orders to break a checkout into separate orders, quotes can now work the same way.
With Split Quotes, one quote request becomes several linked quotes, split by a product attribute you choose: vendor, warehouse, brand, product line or anything else on a drop-down attribute. Each quote has its own items, totals, shipping and status, so your team can price, approve and convert each one on its own schedule.
How it works
- Automatic on submit. When a customer submits a quote on your storefront or through the API, Zoey splits it into one quote per group. The success page lists every quote number.
- Admin-created quotes too. Turn on Automatically Split Admin-Created Quotes and a quote your team builds is split the first time it’s sent to the customer.
- Split by hand. A new Split Quote button on the admin quote screen lets you move any lines into a new linked quote, with one-click buttons to select items by group.
- Linked quotes. Split quotes share the original quote’s number with a suffix, and every quote shows the other quotes it was split from or into.
- Discounts and shipping handled for you. Each quote calculates its own discounts, the same way split orders do. Custom shipping can be divided evenly, applied in full to each quote, or kept on the original.
- Stay in control. A Do Not Split Quote checkbox keeps a quote whole, an optional storefront message tells customers their quote will be split, and a new Can Split Quotes permission controls who can split.
Getting started
- In your Zoey admin, go to Settings > Quotes > Split Quotes and set Enabled to Yes.
- Go to Products > Attributes, open the global Drop Down attribute you want to split by, and tick Split Quotes By This Attribute’s Values.
- Choose how admin-created quotes, custom shipping and the storefront message should work, then save.
Split Quotes is off by default, so nothing changes in your store until you turn it on.
