Agreement Management
Agreement management is available in the Magento admin under Sales → B2B Quotes → Agreements.
Agreement Grid
The grid lists agreement records and provides search, filters, pagination, and mass delete.
Common columns:
| Column | Description |
|---|---|
| ID | Internal agreement ID |
| Agreement # | Public agreement number, for example AGR-000123 |
| Customer Email | Agreement owner |
| Name | Agreement name |
| Status | Active, inactive, exhausted, or expired |
| Source Quote | Quote that created the agreement |
| Valid Until | End date for the agreement |
Create An Agreement
Admins can create an agreement manually with Add New Agreement.
Required data:
- customer
- name
- status
Optional data:
- project
- source quote
- valid from / valid until
- internal notes
The agreement number is generated after the first save if no number exists yet.
Convert A Quote Into An Agreement
Eligible customer quotes can be converted into agreements.
The conversion copies quote items into agreement items and stores:
- agreed quantity from quote item quantity
- agreed price from offered price, with item price as fallback
- source quote relation
- project relation
- store scope
- quote notes on agreement items
Only quotes in eligible workflow states can be converted. See Agreements & Call-Offs.
Agreement Items
Agreement items define what the customer can call off later.
Each item contains:
- product / SKU / name
- agreed quantity
- consumed quantity
- agreed price
- optional validity dates
- notes
Admins can add products to an agreement and update quantity or price as long as the new agreed quantity is not below the already consumed quantity.
Customer Account Integration
Customers see agreements in My Account → My Agreements.
The detail page shows:
- agreement metadata
- source quote link
- project link if available
- item quantities
- call-off quantity inputs
When a customer starts a call-off, the extension creates a new draft quote linked to the agreement.
Access Control
The admin ACL resource is:
MageB2B_B2BQuote::agreements
Grant this permission to admin roles that should manage agreements.