How to use Quick Order form?
Last updated
Last updated
Thank you for using our B: B2B Portal, Quote, Net Term App.
By default, Shopify requires customers, whether they are retailers or wholesalers, to add products to their carts individually from each product page, which can be time-consuming.
If you're a B2B customer looking to purchase multiple products quickly without visiting each product page, the Quick Order feature is an excellent solution. It allows you to add various products to your cart in bulk, saving you time and effort.
Step 1: Go to Online Store => Themes, then click Customize your Current Theme
Step 2: Turn on the app embed block name 'B2B Portal'
Step 1: Please go to BSS B2B Portal and open Configurations. Switch the toggle on of Quick Order to enable the module
Step 2: Choose Configure => Add rule to create a new Quick Order rule
Step 3: After that, you will start creating the rules by filling in the fields such as Name of the rule, the Priority that the rule will be applied, and whether it is enabled/disabled after being created.
Step 5: After General information about the rule, you have to choose the Product condition that will be applied to the rules. There are 4 options:
All products: the rule will be applied to your entire inventory.
Specific products: only some specific products are applied.
Product collections: only some specific collections are applied.
Product tags: only products with specific tags are applied.
For Customer Condition, it is to decide who will be available to apply the rule. You can choose either All logged-in customers or only some Specific customers for the rules to be applied.
Step 6: After click Save, you will be redirected to the Rule management page where displays the rules you have created. All settings are done! Let's try the result on the storefront.
From the page of Rule Listings, click on the icon of Settings in the left of 'Add rule' button
Here you can have a config of:
a. Redirect when Clicking on the 'Check out' button
b. Auto-reload Quick Order page
If you enable this option, customers will be forced to reload. This is to make them see the updated quantity in the mini cart and cart page
c. Config on how the Quick Order table displays on Storefront
Default Quantity: Set the default quantity for each product added to the cart. Enter a value (e.g., "0" to start with zero).
Default Filter Type: Choose how products are sorted by default. Options include sorting by Name A-Z, Z-A, etc.
Add to Cart Button: Enable or disable the "Add to Cart" button for each product line item. Check the box to enable.
Show Product Attributes: Select which product details to display in the quick order table. Options include:
SKU
Product Image
Product/Variant Name
Product/Variant Price
Available Quantity
Loading More Product Types: Decide how additional products are displayed. Options include dividing products into pages.
Number of Products per Page: Set the number of products displayed per page. The maximum is 100. If set to "0," the default of 30 products per page will be used.
Translate the Quick Order page on your storefront into a suitable language.
Step 1: After logging into your account, go to My Customer Portal
Step 2: If your account is set to use the Quick order rule, then you will see a Quick Order form as below. This displays the products that are applied to this quick order rule.
After choosing your desired products, click Add to cart and all your chosen products will be automatically added to the cart at once.
Then you can process to the checkout page as usual.
For our demo store (password: 1), we already provided you with an account to try the features of the app:
Email: b2bwholesale@bsscommerce.com
Password: Bss123
Finally, Checkout is processed as usual.
If you have any further questions, feel free to contact us at support-sbc@bsscommerce.com.
