> 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**

<figure><img src="/files/zD5zMAd3fFIWEdwyv0or" alt=""><figcaption><p>click <strong>“Action required - App is not set up on your store"</strong></p></figcaption></figure>

<figure><img src="/files/AESVi9A3cykSSYhtWlXe" alt=""><figcaption><p>Click <strong>Embed theme</strong></p></figcaption></figure>

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

<figure><img src="/files/3REaudSq6IBGCPHfI6ZZ" alt=""><figcaption><p>Click <strong>Save</strong></p></figcaption></figure>

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”.

<figure><img src="/files/dgxMsFyl4PgK9I2H7k7L" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/6eLXUlb5cYPN65GKlK0y" alt=""><figcaption><p>Click <strong>Create new page</strong></p></figcaption></figure>

### 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.&#x20;

<figure><img src="/files/aH39EVSv0WjXbGnZDSvQ" alt=""><figcaption></figcaption></figure>

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:

<figure><img src="/files/EicHGRUthtmBa1smXv9U" alt=""><figcaption></figcaption></figure>

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)

<figure><img src="/files/NOsbsQ5rdhzaR7SFKKoX" alt=""><figcaption></figcaption></figure>

Once you’re satisfied:

• Click “Save”\
• Close the setup modal.

<figure><img src="/files/8Mqp6Gt4K3WhMwVQuaQr" alt=""><figcaption><p>Click <strong>Save</strong></p></figcaption></figure>

<figure><img src="/files/JTB8wOSoUlczGRHuXtoq" alt=""><figcaption><p>Close the <strong>Modal</strong></p></figcaption></figure>

### **2.5. Publish Your Page**

* Click **Publish**, enter a **page title** and **handle**, then click **Publish** again.

<figure><img src="/files/zr94F8pWVl6ORhrI18v9" alt=""><figcaption><p>Click <strong>Publish</strong></p></figcaption></figure>

<figure><img src="/files/3tBxd6eQ0mmDhKE8SeHu" alt=""><figcaption><p>Enter Page Title and URL > <strong>Publish</strong></p></figcaption></figure>

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

<figure><img src="/files/AVOcRaDLng1G1uBo7SZr" alt=""><figcaption><p>Click <strong>View</strong></p></figcaption></figure>

<figure><img src="/files/QHLt0Zr4nwYHOixruE2M" alt=""><figcaption><p>Quick Order Page is now visible on your storefront! 🚀</p></figcaption></figure>

***

## **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**

<figure><img src="/files/WXKW6NW0h7K6lqc7inq3" alt=""><figcaption><p>Click <strong>Request for Quote</strong> in the navigation bar</p></figcaption></figure>

<figure><img src="/files/0TEARQ61hUfvtCVAPtIC" alt=""><figcaption><p>click <strong>Manage</strong></p></figcaption></figure>

<figure><img src="/files/SD4xfjYLG0qmpWkBeax4" alt=""><figcaption></figcaption></figure>

### **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 %}

<figure><img src="/files/3MvtdIrXImT4oXRltLnM" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/f8bvHyKgHVGlJM9zVO5a" alt=""><figcaption></figcaption></figure>

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.).

<figure><img src="/files/ths8EBxKzQpU4W20C49l" alt=""><figcaption><p>Show/hide price, buttons</p></figcaption></figure>

<figure><img src="/files/qWXFBQjaiCnVqhEuUFc8" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/XDb9Ws6SwPGtsEvooaX0" alt=""><figcaption><p>Show or hide <strong>product information</strong></p></figcaption></figure>

<figure><img src="/files/1VALmHuG3v3lPo1DYSmv" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/0jYg4vm35YdzKmEAyVWP" alt=""><figcaption><p>Click <strong>Save</strong></p></figcaption></figure>

<figure><img src="/files/3rj6TA7ch0SpLcADjSnB" alt=""><figcaption><p>Close the modal</p></figcaption></figure>

### **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**.

<figure><img src="/files/VdGkvEocH3wBriIl3Cg7" alt=""><figcaption></figcaption></figure>

{% 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 %}

***