Create Universal Page
1. Concept – One Link for Everyone
Managing multiple Quick Order page links for different customer groups (e.g., one for Wholesale, one for VIPs, one for Staff) can be messy. You don't want to email different links to different people.
The Universal Quick Order Page solves this. It gives you one single master link (e.g., /pages/quick-order-portal) to share with everyone.
How it works:
The Customer clicks the Universal Link.
The App checks who they are.
The App acts:
If they only have access to one page, they are sent straight there.
If they have access to multiple pages, they see a "Landing Page" menu to choose the page they want.
2. When to use it
You should use the Universal Page in almost every scenario, but especially:
Segmented Customers: You have Retail buyers (Page A) and Wholesale buyers (Page B). You put the Universal Link in your site's Main Menu. When Retailers click it, they go to Page A. When Wholesalers click it, they go to Page B.
Complex Buyers: You have a buyer who needs access to both "Spare Parts" and "Finished Goods" catalogs. The Universal Page gives them a menu to switch between them easily.
3. Create Universal Page
Unlike standard pages, the Universal Page is managed in the Advanced Settings area.
3.1. Configure Universal page Settings
Go to the Advanced Settings section on the dashboard and look for Universal Link for Quick Order Pages.
Universal URL Handle: Enter the URL handle you want to use (e.g., quick-order-portal).
Display Logic: You will see the question: "Do you want to display the quick order universal landing page?"
No, show only one eligible page... Select this for speed. The system will skip the menu and instantly forward the customer to the single page they are allowed to see.
Yes, show all eligible pages... Select this for choice. If a customer has access to multiple catalogs (e.g., "Spare Parts" and "New Arrivals"), they will see a landing page menu where they can choose which one to browse.
Click "Save" to create the Universal page.
3.2. Customize the Landing Page
If you chose "Yes, show all eligible pages...", a new "Customize Landing Page" button (or edit icon) will appear after saving. Click it to style the page:
Edit the Header and Subtitle instructions.
Change colors for buttons and cards.
This ensures a professional look when customers are choosing which order page to access.
3.3. Example selection logic
Use this logic to decide which Universal Page behavior fits your business:
Your Goal
Recommended Option
Speed & Simplicity:
Most of your customers only fit into one group (e.g., they are either Retail OR Wholesale, never both). You want them to get to the products immediately.
No, show only one eligible page...(The customer clicks the link and instantly lands on their correct order page.)
Choice & Flexibility:
Your customers might need access to different catalogs (e.g., "Spare Parts Catalog" vs. "New Season Catalog") and you want them to choose.
Yes, show all eligible pages...(The customer clicks the link and sees a menu card for every page they have access to.)
4. Add the Universal Link to your menu
Once your Universal Page is created, you need to put it in your site navigation so customers can find it easily.
4.1. Get your Universal Link
Go to the Advanced Settings tab in the app.
Copy the full URL handle from the Universal Link field (e.g., /pages/quick-order-portal).
4.2. Update Navigation
Go to Content → Menus in your store admin.
Choose the menu where you want the link (e.g., “Main menu”).
Add a new menu item:
Label: Give it a clear name like “Wholesale Portal” or “Quick Order”.
Link: Paste the Universal URL you copied in step 4.1, or simply select the created Universal page in Pages.
Save the menu.
By setting up the Universal Quick Order Page, you create a professional "B2B Portal" experience with zero coding. It solves the headache of managing multiple links and ensures that every customer—whether a VIP, a wholesale partner, or a staff member—instantly lands on the right page to start ordering.
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