A Simple Trick to Better Understand Quote Flows and Statuses in Spartacus + SAP Commerce

Managing quote workflows in SAP Commerce can sometimes seem complex, but there's an easy way to visualize and understand each step directly in the Spartacus storefront. Here’s an expanded guide with details about different quote statuses and how they appear in Spartacus.

Note: This article is intended purely for learning and understanding SAP Commerce quote workflows. While SAP Commerce is never used as a standalone system in real-world projects, exploring this simplified standalone approach provides clarity on quote statuses and helps deepen comprehension of the overall process

Step-by-Step Guide

Step 1: Initiate Your Quote

Start by creating a quote from the Spartacus storefront as a buyer. Initially, you'll see this as a?Draft.

Step 2: Manage Quote Statuses with SAP Commerce Backoffice

Log into SAP Commerce Backoffice and navigate to?Order → Quotes. Here, manually update your quote’s status to clearly represent each negotiation stage:

• Buyer Draft: The initial quote created by the buyer (visible as "Draft").
• Buyer Submitted: Buyer submits the quote for review (appears as "Submitted").

• Seller Request: Sales rep sees the submitted quote (appears as "Requested").

• Seller Draft: Sales rep edits and prepares the offer (seen internally as a draft).
• Seller Submitted: Sales rep submits the offer for approval (shows as "Submitted" awaiting approval).
• Seller Approver Approved: Quote approved by sales approver (shown as "Approved").
• Buyer Offer: Approved offer available to buyer (appears as "Offer").

• Buyer Ordered: Buyer accepts and converts the quote into an order (shown as "Ordered").

• Canceled or Expired: Quote canceled by the buyer or expired due to inactivity (shown clearly as "Canceled" or "Expired").

We can requote based on quote statuses:

• Canceled
• Ordered
• Expired

Step 3: Instant Verification in Spartacus

Immediately after updating the status in Backoffice, refresh your Spartacus storefront (My Account → Quotes). You'll clearly see the updated status in real-time.

Spartacus Screenshot Examples attached above:

• Draft: Initial quote creation stage.
• Submitted: Buyer submitted stage.
• Requested: Seller's view when buyer submits.
• Approved: Final approved stage, ready for buyer action.
• Ordered: Final status after buyer accepts the quote.

Benefits of Using This Method

• Provides clear visual understanding of each quote status.
• Simplifies the training and demonstration process.
• Offers immediate feedback through Spartacus for easy verification.

Additional Quick Tips

• Keep Spartacus and Backoffice open side by side for real-time updates.
• Use consistent naming conventions for easy tracking.

Try this straightforward approach to mastering SAP Commerce quote workflows and statuses with Spartacus! This will give you a clear understanding of quote flows and statuses even if you have a standalone commerce running in your system with Spartacus set up.

I have uploaded github code base for OOTB Spartacus B2b Quote enabled feature here :

https://github.com/anaabhiana/spartacus.git

Reference : https://help.sap.com/docs/SAP_COMMERCE_CLOUD_PUBLIC_CLOUD/7e47d40a176d48ba914b50957d003804/a795b4722f6942c091ef716c66ddb37d.html