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)


1. Create a New Page

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

2. Choose Products / Collections

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.


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?


4. Access Control (Customer Tags, B2B Accounts)

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.

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