> 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/quick-order/create-quick-order-page.md).

# Create Quick Order Page

This section guides you through building a Quick Order Page from scratch:

* Create a new page
* Choose which products appear
* Configure filters and search
* Control who can access the page

You should already have:

* App installed and embedded in your theme
* At least one Quick Order URL/menu position planned (e.g. “Wholesale Order” in navigation)

***

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1\. Create a New Page
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Goal: Create a dedicated Quick Order Page for a specific B2B use case (e.g. wholesale ordering, spare parts).

### 1.1 Open Quick Order in the app

* In Shopify Admin, open the app.
* In the left menu, go to “Quick Order”.
* Open the area where you manage Quick Order Pages.

### 1.2 Start a new Quick Order Page

* Click “Create new page” (or equivalent “Add Quick Order page”).
* If you’re on Shopify Plus with B2B:
  * A pop-up may ask you to choose:
    * Default Store
    * B2B Store
  * Select the mode that matches the target customers of this page (normal customers vs B2B Companies).

### 1.3 Enter basic information

* Page name
  * Internal + customer-facing name.
  * Examples:
    * “Wholesale Quick Order”
    * “Refill & Spare Parts – Quick Order”
    * “Dealer Quick Order – EU”
* (Optional) Page description
  * Short instruction text that appears at the top of the page.
  * Example: “Use this page to quickly reorder your usual wholesale items.”

The URL (handle) is usually set at the “Publish” step later, for example:

* /pages/wholesale-quick-order

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2\. Choose Products / Collections
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Goal: Decide which products appear on this Quick Order Page.

You’ll see a configuration area such as “Product Source”, “Product Scope”, or “Products to display”.

Common options:

### 2.1 All products

* The page lists all active products.
* Use for:
  * Universal Quick Order Page
  * Stores with smaller catalogs where filters/search are enough.

### 2.2 Selected collections

* Choose one or multiple collections.
* Only products in those collections appear.
* Use for:
  * Category-specific pages (e.g. “Drinks Wholesale”, “Spare Parts”, “Cleaning Supplies”).
  * Seasonal/campaign assortments.

### 2.3 Filter by product attributes

* Source products by:
  * Product type
  * Product tags
  * Vendor/brand
* Use for:
  * Brand-specific pages
  * Technical groupings (e.g. type = “Component”, tag = “Model\_X”).

### 2.4 Specific products

* Select individual products manually.
* Use for:
  * Highly curated “Top Items” list
  * Starter kits or recommended assortments.

### 2.5 Suggestion table:

* Goal / Scenario – Recommended product selection
* General B2B “all items” page – All products
* Category-specific ordering – One or more collections
* Technical spare parts – Collections + product type/tags
* Curated “best sellers” or starter packs – Specific products manually picked

After selecting the product source, save this part of the configuration.

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3\. Filters & Search
--------------------

Goal: Help buyers quickly find the right products inside the Quick Order Page.

### 3.1 Search configuration

* Show search bar
  * Enable a search bar at the top of the Quick Order Page.
  * Recommended: ON for almost all B2B pages.
* Define what search looks at
  * Product title
  * SKU (highly recommended for B2B)
  * Optionally: tags, vendor, product type
* (If available) Enable auto-suggest
  * Show product suggestions as the user types to speed up selection.

Best practices:

* Always include SKU in search for B2B buyers.
* Test with real product names and codes to ensure search is useful.

### 3.2 Filter configuration

Enable filters to narrow down long lists. Depending on your setup, you can allow filters by:

* Collection
* Product type
* Vendor/brand
* Tags (e.g. size, season, line)
* Availability (in stock / out of stock)

You typically control:

* Which filters are visible on this page
* The order of filter groups
* Filter layout: sidebar, top bar, or dropdown style

Suggested filters:

* Use case – Useful filters
* General wholesale page – Collection, product type, availability
* Technical or spare parts – Product type, tags (series/model), availability
* Brand-specific Quick Order – Tags for product lines, sizes, colors
* Universal Page – Collection, product type, vendor, availability

### 3.3 Sorting options

Configure the default sorting:

* Alphabetical (A–Z)
* Price (low to high)

For B2B, SKU-based or manually curated sorting often works best.

Before you finalize, test:

* Can a buyer find 10 specific SKUs quickly?
* Does search respond well to partial names and codes?

***

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4\. Access Control (Customer Tags, B2B Accounts)
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Goal: Define which customers are allowed to see and use this Quick Order Page.

You’ll find this under “Audience”, “Visibility”, or “Access control”.

### 4.1 Base access level

Common options:

* Public
  * Anyone with the URL can see the page.
  * Not recommended if it shows sensitive B2B pricing.
* Logged-in customers only
  * Page is only visible after login.
  * Good basic setup for simple B2B.
* Customers with specific tags
  * Restrict the page to certain tags, such as:
    * “wholesale”
    * “dealer”
    * “distributor”
    * “vip\_b2b”
* Customer segments or groups
  * If your store uses segments, you may point access to a segment instead of raw tags.

### 4.2 B2B accounts (Shopify B2B)

If you’re using Shopify B2B:

* Restrict by Company
  * Example: Only “Company A” and “Company B” can use this page.
* Combine with tags
  * Example: B2B Companies with tag “EU Distributor” only.

Example setups:

* Scenario – Access control configuration
* General wholesale Quick Order page – Logged-in + tag “wholesale”
* VIP dealer page – Logged-in + tag “vip\_dealer”
* Internal ordering page – Logged-in + tag “internal\_staff”
* Region-specific B2B ordering (EU only) – B2B Companies/Locations flagged as “EU”

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Once you complete:

* New page creation
* Product/collection selection
* Filters & search
* Access control

…save the configuration, publish the page, and test it:

* As a user who should have access (see content + pricing)
* As a user who should not have access (see correct message/redirect)

This ensures the Quick Order Page is ready to share with your B2B customers.