Key Concepts & Terminology
This section explains the core ideas behind the app. Once you understand these, configuring pages and rules will feel much more natural.
1. Quick Order Page vs Universal Page
1.1. Quick Order Page
A Quick Order Page is a dedicated bulk-order page with its own configuration.
Key characteristics:
Product scope
You decide exactly which products appear (by collection, product type, tag, or manual selection).
Audience
Control who can see the page: all visitors, logged-in customers, specific tags, or B2B companies.
Layout & UX
Customize columns such as image, SKU, variant, price, stock, quantity, subtotal, etc.
Turn search, filters, and pagination on/off as needed.
Typical use cases
“Wholesale Essentials” for core B2B assortments
“Spare Parts / Refills” for after-sales orders
“VIP Dealer Quick Order” for high-value partners
Because every Quick Order Page has its own settings, you can create highly targeted experiences for different customer groups or product lines.
1.2. Universal Quick Order Page
A Universal Page acts as a central "smart hub" or entry portal for your buyers. Instead of displaying products directly, it intelligently routes customers to the specific Quick Order Pages they are allowed to access.
Key characteristics:
Streamlined access point
Acts as a smart portal that lists all eligible order forms for a buyer (e.g., "Wholesale" and "Spare Parts") or automatically redirects them if they only have access to one specific page.
Single entry link
Provides one persistent URL (e.g.,
/pages/quick-order-portal) that serves as the main B2B entry point, eliminating the need to share different links with different customer groups.
Typical use cases
“B2B Dashboard” for clients who order from multiple distinct catalogs (e.g., Newcomer vs. In-stock).
“Main Menu Link” that dynamically routes every user (Retail or Wholesale) to their correct order form.
Essentially, this acts as a master gateway that simplifies navigation by ensuring every customer automatically finds the specific Quick Order Page they are allowed to see.
1.3. When to use each type
Use multiple Quick Order Pages when:
Different customer groups should see different assortments or price structures.
Your catalog is large and you want focused, faster pages.
You run distinct programs (distributors vs retailers, domestic vs international, etc.).
Use a Universal Page when:
You want a single, permanent "Order Now" link for your main menu that works for every buyer, regardless of their account type.
Your buyers have access to multiple Quick Order Pages, and you need a central landing page to help them navigate between them.
You can also mix both approaches:
One Universal Page for general use
Several specialized Quick Order Pages for key segments.
Quick comparison:
Product selection
Narrow, curated
Broad, base on eligible pages
Audience
Specific segments / tags
Most or all B2B customers
Typical link placement
Hidden links, targeted menus, emails
Main B2B menu / portal entry
Primary goal
Optimized, focused journey
Simple “one-stop” bulk order
2. Quote Logic
Quote Logic is the rule system that controls where and how the Request for Quote (RFQ) feature appears.
Instead of enabling RFQ everywhere, you create one or more quote logic rules. Each rule defines:
WHO can request a quote
WHERE they can request it
WHAT happens to prices and buttons when the rule applies
2.1. Main elements of a quote logic rule
Name and Priority
Name
Internal label so you can easily recognize the rule (e.g. “All B2B – RFQ”, “High-Value Products – Hide Price”).
Priority
Determines which rule wins when multiple rules match.
Higher priority rules are checked and applied first.
Visibility conditions (WHO + WHERE)
Customers (WHO)
All visitors
Logged-in customers only
Customers with specific tags
Specific B2B companies or locations (in B2B mode)
Products (WHERE)
All products
Selected collections
Specific products or product groups
Price & button behavior (WHAT) Within each rule, you define what happens on the product page or relevant view:
Price behavior
Keep price visible and add a quote button next to Add to Cart.
Hide price entirely and show “Request a quote” or similar text.
Add to Cart behavior
Keep Add to Cart and show a quote option alongside.
Hide Add to Cart and require customers to submit a quote first.
Button labels and messaging
Customize text such as “Get a quote”, “Contact sales”, “Request special pricing”.
Quote form configuration
Customer and order fields
Name, email, company, phone
Desired quantity, budget, delivery date
Notes or special requirements
Field logic
Select which fields are visible/required and whether product details show on the form.
2.2. How rules are applied
When a customer views a product, the app checks all quote logic rules.
It evaluates them in order of priority, matching customer and product conditions.
The first rule whose conditions are satisfied is applied to that view.
Best practices:
Use clear naming and numbering, e.g.
“01 – Global B2B RFQ (all B2B customers)”
“10 – VIP RFQ with special handling”
Start with one simple rule, verify behavior, then gradually add more specific rules.
3. Default Store vs B2B Store (Shopify Plus)
If you use Shopify Plus and Shopify’s B2B features, the app can operate in two modes:
Default Store mode
B2B Store mode
You’ll see this choice when creating Quick Order Pages and Quote Logic rules.
3.1. Default Store mode
Use Default Store when:
You are working with your standard storefront experience.
You are not relying on Shopify’s native B2B Company/Location structure.
Typical characteristics:
Target customers
Standard Shopify customers (B2C or basic B2B via tags/groups).
Pricing
Uses your existing pricing: regular prices, discounts, and any custom pricing managed by other apps.
Good for
Stores not using Shopify B2B
Hybrid stores where B2B behavior is controlled via tags, login, or lock apps.
3.2. B2B Store mode
Use B2B Store when:
You actively use Shopify’s B2B features with Companies and Locations.
You assign B2B catalogs and payment terms through Shopify.
Typical characteristics:
Target customers
Company contacts logging in through Shopify B2B.
Pricing
Follows catalog-based pricing and B2B rules per Company/Location.
Good for
Stores that want Quick Order and RFQ to fully respect Shopify B2B pricing and structure.
3.3. Separate configurations
Quick Order Pages and Quote Logic can have distinct sets of rules for Default Store and B2B Store.
This allows you to:
Provide one experience for general customers.
Provide a different, catalog-aware experience for B2B accounts.
If you are not on Shopify Plus, only Default Store options will appear.
4. Company / Location (Shopify B2B)
These concepts matter when you use Shopify’s native B2B features and want the app to align with them.
4.1. Company
A Company represents one business customer (your B2B client).
Key points:
One Company = one business entity.
A Company can have:
Multiple Locations (branches, warehouses, stores).
Multiple contacts (users who log in and place orders).
Pricing, payment terms, and catalogs can be assigned at Company or Location level, depending on your B2B setup.
4.2. Location
A Location is a specific branch/site within a Company.
Examples:
“Head Office – Tokyo”
“Warehouse – East Region”
“Store #001 – Osaka”
Each Location can have:
Its own shipping address
Its own catalog assignment
Its own purchasing rules or payment terms (depending on how you configure Shopify B2B).
4.3. How the app uses Company / Location
When B2B Store mode is enabled:
Quick Order
Displays prices based on the catalog assigned to the Company/Location the buyer is ordering under.
Different Locations of the same Company can see different prices on the same Quick Order Page if they use different catalogs.
Quote Logic
You can target quote rules to specific Companies or Locations.
Example setups:
Company A: sees fixed catalog prices and no RFQ option.
Company B – “EU Warehouse” Location: can request quotes for certain product groups or large orders.
4.4. Why this matters
Using Company/Location logic ensures that:
B2B customers see prices consistent with their assigned catalogs, even on Quick Order pages.
RFQ rules can respect regional agreements, local regulations, or branch-level contracts.
You don’t need to duplicate entire configurations per store; Shopify’s B2B structure becomes your single source of truth, and the app builds on top.
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With these concepts—Quick Order Page vs Universal Page, Quote Logic, Default Store vs B2B Store, and Company / Location—you now have the vocabulary and mental model needed for the rest of the setup.
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