Split Quotes

Overview

Split Quotes splits one quote into several linked quotes, based on a product attribute such as vendor, warehouse, brand or product line. It works like Split Orders. Each quote has its own items, totals, shipping and status, so you can price, approve and convert each one separately.

Split Quotes is off by default.

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Split Quotes is different from Split-Quote Shipping Rates, which calculates shipping for one order shipped from several locations.

Set Up Split Quotes

Go to Settings > Quotes > Split Quotes and set Enabled to Yes.
Choose whether to Automatically Split Admin-Created Quotes, how custom shipping is handled, and whether to show customers a message that their quote will be split. Save.
Go to Products > Attributes and open the global Drop Down attribute you want to split by, such as Vendor or Warehouse.
Check Split Quotes By This Attribute's Values and save.

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Products need a value for the split attribute. Set the attribute on each product you want to split by.

When Quotes Split

Storefront and API: A submitted quote splits automatically into one quote per attribute value. The success page lists every quote number.
Admin-created quotes: With Automatically Split Admin-Created Quotes set to Yes, a quote your team builds splits the first time it's sent to the customer.
Manually: On the admin quote screen, click Split Quote to move selected items into a new linked quote. One-click buttons select all items in a group.
Keep a quote whole: Check Do Not Split Quote on the quote.

Numbering, Discounts and Shipping

Split quotes keep the original quote number with a suffix, such as -B, -C or -2, -3. Zoey skips any number that's already in use.
Each quote shows the other quotes it was split from or into, so you can move between them.
Each quote calculates its own discounts, the same way split orders do.
Custom shipping can be divided evenly across the quotes, applied in full to each quote, or kept on the original quote.

Learn more: Split Quotes