# Quick Start (5–10 mins setup) This Quick Start guide helps you get the app working on your storefront in just a few minutes.\ You’ll:\ • Embed the app on your theme\ • Create your first Quick Order page\ • Create your first basic Quote Logic ──────────────────── ## Step 1: Embed the App on Your Theme 1. Go to the app dashboard and click **“Action required - App is not set up on your store."** > Click **Embed app**

click **“Action required - App is not set up on your store"**

2. On the left sidebar, ensure the app embed switch to **ON,** and click **Save**.

3. Return to the dashboard. You’ll see a confirmation that the app is embedded successfully. *** ## Step 2: Create a Quick Order Page {% hint style="warning" %} [**Skip**](#step-3-create-a-quote-logic) this step if you only want to use the **Request for Quote** feature. {% endhint %} ### **2.1. Create a New Page** * In the app, click “Quick Order” in the navigation/menu bar. * Under “Create and edit Quick Order pages”, click “Configure” → “Create new page”.

### 2.2. Choose Type of Store (Shopify Plus Only) • If you’re on Shopify Plus using Shopify B2B: – A modal will appear asking you to choose:\ • Default Store\ • B2B Store\ – Select the option that matches the store you want to configure, then click “Create Page”. • If you’re not on Shopify Plus: – This modal won’t appear; you’ll go straight to setting up the Default Store.

Once selected, you’ll enter a setup modal with **3 tabs** at the top: * **Set Up Quick Order Visibility** * **Customize Quick Order Page** You'll start with the first tab: **Set Up Quick Order Visibility** ### **2.3. Set Up Quick Order Visibility** In this tab, define who can see this page and what products appear:

You should: • Enter a clear Page Name – Example: “Wholesale Quick Order” or “B2B Essentials”. • Select which customers can view the page – All customers\ – Only logged-in customers\ – Specific tags/groups (e.g., “wholesale”, “dealer”) • Choose which products to display – All products\ – Certain collections\ – Specific products or product types When done, click the next tab: “Customize Quick Order Page”. ### **2.4. Customize Quick Order Page** In this tab, you control the layout and information shown on the Quick Order page: You can: * Show/hide elements (Page description, search bar, filters, etc.) * Choose which product details appear in the table: SKU, Type, stock, Discount badge… * Align styling with your brand (labels, button text, basic colors if available in settings)

Once you’re satisfied: • Click “Save”\ • Close the setup modal.

### **2.5. Publish Your Page** * Click **Publish**, enter a **page title** and **handle**, then click **Publish** again.

* Click **View** to see your live Quick Order page.

Quick Order Page is now visible on your storefront! 🚀

*** ## **Step 3: Create Quote Logic** {% hint style="success" %} **Note:** You can follow this quick guide or refer to the **“Basic Setup Guide”** page for a more detailed walkthrough of this module. {% endhint %} {% hint style="warning" %} **Note:** If you only want to use the **Request for Quote** module without setting up quote logic, feel free to skip this step. {% endhint %} ### **3.1. Open The Quote Logic Configuration** Click **Request for Quote** in the navigation bar. In the **Quote Logic** section, click **Manage** → then click **Create new logic**

Click **Request for Quote** in the navigation bar

### **3.2. Choose Store/Customer** After clicking **Create new logic**, a modal will appear asking you to select a store type: * **Default** * **B2B** (available on **Shopify Plus**) {% hint style="warning" %} If you’re **not on a Shopify Plus plan**, this modal won’t appear, you’ll be taken straight to set up the **Default Store**. {% endhint %}

Once selected, you’ll enter a setup modal with **3 tabs** at the top: * **Set Up Quote Visibility** * **Set Up Prices & Buttons** * **Customize Quote Form** You'll start with the first tab: **Set Up Quote Visibility**. ### **3.3. Set Up Quote Visibility** In this tab: You must enter a **name** for your quote logic, (Optional) Set a **priority,** Choose which **customers** will see the quote form, Select **products** where the quote button and form will be shown.

Click the next tab: **Set Up Prices & Buttons**. ### **3.4. Set Up Prices & Buttons** In this tab: You must choose whether to **show or hide prices,** Customize the appearance of the **quote button** (text, color, etc.).

Click the next tab: **Customize Quote Form**. ### **3.5. Customize Quote Form** In this tab: You can show or hide **product information** on the form. Add, edit, or remove **form fields, c**ustomize the **form design** to match your brand.

Once everything is set up, click **“Save”** and then close the modal using the **X** button.

### **3.6. Preview Your Store** Open your storefront and test the quote form! Try submitting a quote request to confirm it appears in your **Quote Submission List**.

{% hint style="warning" %} ***Note:*** We may need to add some code snippets on your Shopify theme to enable the quote button. If you don’t see the quote form or button on your storefront, please **contact our support team** and we’ll help integrate it with your theme. {% endhint %} *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs-shpf.bsscommerce.com/bss-b2b-quick-order-and-quotes/getting-started/quick-start-5-10-mins-setup.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.