Flow 01
From cart to Cin7 quote
The cart decides whether it is a checkout or a quote. A quote goes into Cin7 Core as a draft, without anyone typing it in.
- 01 Shopify
The cart replaces Checkout with “Request a quote” when the customer is tagged trade or wholesale, when the cart holds more than ten items, or when any product in it is tagged oversize.
- 02 Shopify
A form collects contact, company and delivery details, for guests and logged-in customers alike.
- 03 Service
Every SKU in the cart is validated against Cin7 before anything is written.
- 04 Cin7 Core
The customer is found or created, then a sale is raised with its quote lines in draft, carrying a reference back to the Shopify cart.
- 05 Postgres
The quote is logged.
- 06 Resend
A PDF of the quote is generated and emailed to the customer.
- 07 Shopify
The storefront shows the quote reference.