Manage Templates
The Templates Management area allows merchants to create, organize, preview, and apply standardized layout presets across multiple Quick Order pages.
1. Overview & Key Benefits
Instead of reconfiguring search bars, filter sidebars, banner styling, and column options for every new page, Templates allow you to save and reuse proven layouts.
Standardized Layouts: Maintain a consistent brand experience across different wholesale categories.
Separation of Design & Scope: Templates store visual layout, search rules, colors, and table columns without being locked to specific customer lists or product collections.
Rapid Deployment: Launch new Quick Order pages in under 60 seconds by deploying pre-built presets directly into our guided 3-step setup bar.
2. Template Categories (Built-in vs My Templates)
In Shopify Admin, navigate to BSS B2B Quotes > Quick Order > Templates to access two dedicated sections:
2.1 Built-in Templates
B2B - Wholesale: A production-tested preset optimized for B2B wholesale reordering. Features high-density product variant rows, SKU display, stock indicators, and inline quantity inputs.
Interactive Live Preview: Click Preview on any built-in template to inspect exactly how the table, filters, and mobile view render on the storefront before applying it.
One-Click Page Creation: Click Use Template on a built-in preset to instantly create a new Quick Order page pre-populated with optimal layout settings.
2.2 My Templates (Custom Presets)
Manage the custom layout templates created specifically for your store:
Create Template: Design a new reusable layout preset with customized columns, search filters, and styling.
Edit Template: Update table structure, colors, and filter visibility. Edits apply to future pages created from the template without altering existing published pages.
Delete Template: Remove obsolete presets. Deleting a template immediately and permanently removes the preset upon confirming "This can't be undone" in the dialog.
Use Template: Deploy the custom preset directly to create a new live Quick Order page.
3. How to Deploy and Apply Templates
You can deploy templates through two straightforward workflows:
Flow 1: Create a New Page from a Template
In Quick Order > Templates, browse either the Built-in Templates or My Templates section.
Find the desired preset and click Use Template.
The system launches the 3-Step Setup Bar with the template's layout pre-loaded:
Step 1 (Choose customer type): Select Default Customers vs. Company Customers and enter your Name.
Step 2 (Set up Quick Order visibility): Choose your customer eligibility, exclusions, and product collections/tags.
Step 3 (Customize Quick Order page): Opens the Storefront Customizer with all colors, columns, filters, and description styling from the template pre-populated. Inspect the live reactive preview and adjust as needed.
Click Save in the top bar, define your Page title and Page URL handle in the publish window, and launch your live storefront page.
Flow 2: Apply a Template to an Existing Page
Open any existing Quick Order page in Edit Mode from your page list.
Click Apply template from the top action bar (accessible across any step).
The "Choose a template" window appears. Select a preset (such as B2B - Wholesale or one of your saved presets in My templates) and click Continue.
Confirm the prompt to update the layout:
Safe Preset Application: Applying a template updates visual styling, search/filter configurations, and column display across Step 3 categories, while safely preserving your customer access rules and product scopes configured in Steps 1 and 2.
Review the updated layout in the Live Preview pane, then click Save.
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