General

Introduction

BSS B2B Quotes & Quick Order is a Shopify app designed to make B2B and wholesale buying fast, flexible, and easy to manage. It gives your buyers a single, streamlined experience to place bulk orders and request custom quotes directly on your store, instead of sending emails or clicking through dozens of product pages.

At its core, the app combines two powerful modules in one place:

  • One-page Quick Order interface

  • Request for Quote (RFQ) system

These work together to support different B2B buying behaviors – from repeat, fast reordering to large, negotiated deals that require flexible pricing and approval.


1. What this app helps you solve

Default Shopify storefronts are optimized for B2C: browse → product page → add to cart → checkout. This flow is too slow and rigid for wholesalers or company buyers who:

  • Already know the SKUs they need

  • Place large or repeated orders

  • Require special pricing or approval before purchase

BSS B2B Quotes & Quick Order helps you:

  • Let buyers build large orders on a single, optimized page

  • Allow CSV upload so they can import order lists instead of typing everything manually

  • Offer “Request a quote” where pricing is flexible or hidden

  • Hide prices / Add to Cart for specific customers or products and replace them with quote actions

  • Manage all quote submissions in one place and convert accepted quotes into draft orders

Result: a buying experience that actually fits B2B behavior, while you still use Shopify checkout, orders, and reporting.


2. Two core modules in one app

2.1 Quick Order

Quick Order provides a one-page ordering experience for B2B and wholesale buyers. Customers can:

  • View a concise table of product listings

  • Search and filter within that list

  • Select variants and enter quantities for multiple products

  • Add everything to cart in one click

You can create multiple Quick Order pages for different use cases:

  • By customer segment: Retailers, distributors, internal buyers…

  • By product group: Essentials, spare parts, seasonal items…

  • By B2B program: VIP customers, dealers, partners…

For high-volume orders, Quick Order supports CSV upload: buyers prepare a list of SKUs and quantities in Excel, upload the file, and the app builds the cart for them. This drastically reduces ordering time and manual mistakes.

2.2 Request for Quote (RFQ)

Request for Quote focuses on flexible, negotiated pricing. You can define quote logics to control:

  • Where the quote option appears (products, collections)

  • Who can see it (all customers, tagged customers, B2B companies…)

  • What happens on the storefront (show “Request a quote”, hide price, hide Add to Cart…)

On the storefront, buyers see a quote button or widget instead of, or alongside, Add to Cart. They submit a form with their requirements; the request is stored in the RFQ admin.

From there, you can:

  • Review the requested items and quantities, buyer note, and their offer prices

  • Adjust pricing as needed

  • Add or remove items from the request

  • Respond to buyer with a quote proposal or convert it into a draft order and provide a checkout link

You can also customize forms, buttons, and emails so they match your brand.


3. How it fits your B2B stack

You can use BSS B2B Quotes & Quick Order alone, or combine it with other BSS B2B apps:

  • With BSS B2B Wholesale Solution: Manage custom pricing, quantity rules, and B2B registration; then surface that pricing in Quick Order pages and quotes.

  • With BSS B2B Login/Lock & Hide Price: Restrict access to B2B pages, hide prices from the public, and only allow approved customers to use Quick Order and RFQ.

For Shopify Plus merchants using Shopify B2B:

  • The app can work with Company and Location data

  • You can align Quick Order pricing with B2B catalogs and volume pricing, quantity rules

  • Buyers see the correct catalog pricing whether they order via product pages or Quick Order


4. Key benefits at a glance

You can summarize the impact like this:

For merchants
For buyers

Less time on manual quote emails

Faster ordering on a single page

Fewer errors vs manual spreadsheets

Easier to reorder and repeat purchases

Control who sees prices & quote options

Clear flow to request special pricing

Centralized quote management in admin

Transparent – no lost emails or confusion

Stronger B2B brand experience

Feels like a dedicated B2B portal

Overall, this often leads to bigger average order value, higher repeat purchase rate, and smoother internal operations.


5. Who should use this app

This app is a good fit if you:

  • Sell to wholesalers, distributors, dealers, or corporate buyers

  • Have customers who typically buy many items at once

  • Need to handle volume discounts, negotiated pricing, or region-specific deals

  • Want to keep everything inside Shopify instead of moving to a separate B2B platform

  • Run a hybrid B2B/B2C store and want special flows only for approved B2B customers

Because you can target Quick Order pages and RFQ logics by customer tags, URLs, or B2B settings, you can keep your B2C flow simple while still giving B2B buyers a specialized experience.


6. What you need before getting started

To get the best results, you should:

  • Use a Shopify theme compatible with Online Store 2.0 (for app blocks/sections)

  • Be on a Shopify plan that matches your needs (Shopify or Shopify Plus, depending on whether you use Shopify B2B)

  • Have clarity on:

    • Which products are B2B-focused

    • Which customers or segments are B2B

    • How you want them to order (per segment)

If you already use other BSS B2B apps, it’s helpful to map out:

  • Which app controls access (login/lock)

  • Which app controls pricing (wholesale/custom pricing)

  • Where quoting and bulk ordering should appear (this app)


7. How this guide is structured

The rest of the user guide is organized in the order you should work:

  1. Getting Started Overview, installation, Default Store vs B2B Store modes, and a quick setup.

  2. Quick Order module Create pages, configure layout and columns, enable CSV upload, restrict access, and read basic analytics.

  3. Request for Quote module Configure quote logic, show quote buttons/forms, customize messages and emails, manage submissions, and convert quotes to draft orders.

  4. Shopify B2B & B2B Suite integration Connect with Shopify B2B (Companies, Locations, catalogs) and other BSS B2B apps to build a complete B2B Suite.

  5. FAQ & Troubleshooting Common issues, performance notes, theme compatibility, and how to share collaborator access with BSS support.


You can install the app anytime from the Shopify App Store:

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