Set Up Quote Visibility
This page explains how to define who can request a quote, which products display quote buttons, and how to manage rule activation status efficiently.
1. Overview
The Set Up Quote Visibility tab controls the four core pillars of your Quote Logic:
Store Type: Whether the rule applies to standard storefront buyers (Default Store) or Shopify B2B Companies (B2B Store).
Identity & Priority: Internal naming and execution precedence.
Targeting (Apply To) & Exclude Filters: Customer eligibility and granular exclusion rules.
Product Scope: Which products, collections, or B2B catalogs display an "Add to Quote" button.
2. Fast Rule Management: Toggle Status Directly on List View
In the Quote Settings rule table:
One-Click Inline Toggle: The Status column features an active toggle switch for each rule row.
Instant Activation: Click the toggle directly to switch a rule between Active and Inactive immediately without opening the rule editor or navigating through multiple configuration tabs.
Optimistic Updates: Changes take effect instantly with immediate toast confirmation.
3. Select Store Type
When creating a new quote logic, choose between two store modes:
Default Store
Retail (DTC) or Standard Wholesale customers who log in with standard customer accounts.
Target by Customer Tags, Specific Customers, and Product Collections/Tags.
B2B Store
Shopify B2B Companies using Shopify's native "Companies" and "Locations".
Targets B2B Companies. Product scope automatically synchronizes with the assigned B2B Catalog.
4. General Information & Priority
Logic Name: Descriptive internal identifier (e.g., "Wholesale Tier 1 - Custom Quotes").
Priority (0–99): Determines rule evaluation order when a customer matches multiple rules.
0 = Highest Priority (Evaluated first).
99 = Lowest Priority.
5. Customer Eligibility & Exclude Filters
Define customer targeting rules with strict exclusion safeguards.
5.1 Apply to Customers (Eligibility)
All Customers: Anyone (including guest visitors) can request quotes.
Logged-in Customers: Restricted to authenticated storefront accounts.
Customer Tags: Target buyers carrying specific tags (e.g.
wholesale,vip-buyer,trade-partner).Specific Customers: Hand-pick individual customer profiles.
B2B Companies / Locations: (B2B Store) Target specific company accounts or geographical branches.
5.2 Exclude Customers (Exclusion Rules)
Prevent specific accounts from accessing quote buttons, even if they match eligibility rules:
Exclude Customer Tags: Exclude any customer with designated tags (e.g.,
blacklisted,retail-only,no-rfq).Exclude Specific Customers: Select individual accounts to exclude.
Exclusion Priority: Exclude rules are always evaluated before Apply rules. Any customer matching an exclusion criteria will never see quote buttons.
6. Product Scope & Exclude Filters
Decide where the "Add to Quote" button appears across your store catalog.
6.1 Product Inclusion
All Products: Every catalog item becomes quote-eligible.
Product Collections: Apply the rule to selected collections (e.g. "Industrial Machinery", "Custom Merch").
Product Tags: Target items dynamically using tags (e.g.
rfq-only,bulk-order).Specific Products: Hand-pick individual items.
Shopify B2B Catalogs (Enterprise Tier): For B2B Store rules, quote eligibility automatically synchronizes with the native Shopify B2B Catalog assigned to the buyer's company location.
6.2 Product Exclusion
Exclude Collections: Keep standard retail collections excluded from quote logic.
Exclude Product Tags: Exclude items with tags such as
clearance,no-discount,sample-item.Exclude Specific Products: Prevent specific high-demand SKUs from being quoted.
7. Summary & Verification
The summary sidebar on the right provides a real-time recap of your rule configuration:
Store Type & Execution Priority
Customer Eligibility & Exclusion criteria
Product Scope & Excluded items
Active/Inactive status
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