> For the complete documentation index, see [llms.txt](https://docs-shpf.bsscommerce.com/bss-b2b-quick-order-and-quotes/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-shpf.bsscommerce.com/bss-b2b-quick-order-and-quotes/getting-started/quick-start-5-10-mins-setup.md). # 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 %} ***