> 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/manage-templates.md).

# Manage Templates

The **Templates Management** area allows merchants to create, organize, preview, and apply standardized layout presets across multiple Quick Order pages.

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## 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.

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## 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.

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## 3. How to Deploy and Apply Templates

You can deploy templates through two straightforward workflows:

### Flow 1: Create a New Page from a Template

1. In **Quick Order > Templates**, browse either the **Built-in Templates** or **My Templates** section.
2. Find the desired preset and click **Use Template**.
3. 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.
4. 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

1. Open any existing Quick Order page in **Edit Mode** from your page list.
2. Click **Apply template** from the top action bar (accessible across any step).
3. 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**.
4. 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.
5. Review the updated layout in the Live Preview pane, then click **Save**.