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.
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?
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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