> 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/reorder/full-setup-guide.md).

# Full Setup Guide

Learn how to configure, customize access, set up delivery options, and publish your store's **Re-Order** page.

This guide provides a comprehensive step-by-step walkthrough for store administrators to set up the Re-Order page, configure customer eligibility rules, manage delivery options, complete guided onboarding, and publish the storefront page without touching any liquid code.

***

## 1. Before You Begin

Before setting up the Re-Order page, ensure your store meets the following prerequisites:

1. **App Installed & Active**: Verify that the **BSS B2B Quotes** app is installed and active on your Shopify store.
2. **Theme App Embed Enabled**: The app requires the **BSS B2B Quotes** App Embed to be enabled in your active Shopify theme editor (`Online Store > Themes > Customize > Theme settings > App embeds`).

{% hint style="danger" %}
**Theme App Embed Required**: If the App Embed is not enabled in your Shopify Theme Editor, storefront scripts cannot render the Re-Order widget or handle draft order redirects even if the page status in app admin shows "Published".
{% endhint %}

***

## 2. Reorder Settings Overview & UI Callouts

To access the Re-Order configuration panel in your Shopify Admin:

1. Navigate to **Shopify Admin > Apps > BSS B2B Quotes**.
2. From the app sidebar navigation, select **Reorder > Reorder Settings**.

### Interface Callouts:

* **Page Status Badge**: Displays current state — **Published** (green) or **Unpublished** (grey).
* **Page Title & URL Handle**: Defines the Shopify Page name and URL slug (e.g., `/pages/reorder`).
* **Page Visibility Toggle**: Toggle between **Show** (enables storefront access for eligible buyers) and **Hide** (restricts storefront page access).
* **Customer Eligibility (Apply To)**: Configure who can access the Re-Order page (**All Logged-in Customers**, **Specific Customers**, or **Customer Tags**).
* **Exclude Customers Filter**: Configure exclusion rules (**None**, **Specific Customers**, or **Customer Tags**). *Exclusion rules always take priority over eligibility rules!*
* **Delivery Mode Settings**: Choose how reorders are fulfilled (**Return checkout link**, **Send checkout link via email**, or **Both**).
* **Action Toolbar (Save / Publish / View Page / Edit Template)**: Syncs with Shopify Contextual Save Bar, publishes changes, previews the live page, or opens the Template Editor.

***

## 3. Step-by-Step Configuration Walkthrough

### Step 1: Verify Theme App Embed

1. In your Shopify Admin, go to **Online Store > Themes**.
2. Click **Customize** next to your active theme.
3. On the left sidebar, click the **App embeds** icon (3rd tab).
4. Locate **BSS B2B Quotes** (or **Reorder App Embed**).
5. Toggle the switch to **On** and click **Save** in the top-right corner.

{% hint style="info" %}
Enabling the Theme App Embed is a one-time setup. It allows all app modules (Quick Order, Quotes, and Re-Order) to function seamlessly across your storefront.
{% endhint %}

***

### Step 2: Configure Page Visibility & URL Handle

1. Navigate to **Reorder > Reorder Settings** in the app admin.
2. In the **Page Settings** section:
   * **Page Title**: Enter a clear, merchant-facing title (e.g., `Reorder`).
   * **URL Handle**: Enter your desired URL slug (e.g., `reorder`). This creates the page at `https://yourstore.myshopify.com/pages/reorder`.
   * **Page Visibility**: Set the toggle to **Show** to make the page accessible to eligible customers, or **Hide** to disable access.

***

### Step 3: Configure Customer Eligibility & Exclude Rules

Control exactly who can view and place reorders on your storefront.

#### 1. Apply to Customers (Eligibility)

Choose who can access the Re-Order page:

* **Logged-in Customers (Default)**: Any logged-in customer on your storefront can access their past order history and place reorders.
* **Specific Customers**: Restrict access to designated customer accounts selected via the Shopify customer picker.
* **Customer Tags**: Restrict access to customers who possess specific tags (e.g., `wholesale`, `vip`, `b2b-tier-1`).

#### 2. Exclude Customers (Exclusion Rule)

Define customers who must **never** access the Re-Order page, even if they match the "Apply to Customers" criteria above:

* **None (Default)**: No exclusion applied.
* **Specific Customers**: Select individual customer accounts to exclude.
* **Customer Tags**: Exclude any customer carrying specific tags (e.g., `blacklisted`, `banned-reorder`, `inactive`).

{% hint style="warning" %}
**Exclusion Priority**: If a customer matches ANY condition under "Exclude Customers", they will immediately see the **Restricted Access** screen on the storefront, even if they match the "Apply to Customers" rule or are logged in.
{% endhint %}

***

### Step 4: Select Delivery Mode Options

The **Delivery Mode** setting determines how customers receive their reorder checkout paths after reviewing and submitting their items.

Select one of three available delivery modes:

1. **Return Checkout Link (Default)**:
   * **Storefront Outcome**: Upon clicking "Place Order" in the reorder modal, the system displays a direct Shopify checkout URL on screen.
   * **Customer Experience**: Customer clicks the link or "Proceed to Checkout" button to immediately complete payment.
   * **Best For**: Fast, direct DTC reordering and immediate credit card checkouts.
2. **Send Checkout Link via Email**:
   * **Storefront Outcome**: Creates a Shopify Draft Order in status `INVOICE_SENT` and triggers an automated invoice email to the customer's account email.
   * **Customer Experience**: Storefront displays confirmation: *"Invoice sent! Please check your email inbox to complete payment."*
   * **Best For**: B2B merchants who require formal invoice delivery, approval workflows, or offline payment terms.
3. **Both (Checkout Link & Email)**:
   * **Storefront Outcome**: Creates the draft order, displays the instant checkout link on screen, **and** sends the invoice email simultaneously.
   * **Customer Experience**: Buyers can choose between clicking the instant link on screen or accessing the email invoice later.
   * **Best For**: Maximum flexibility for B2B buyers who need immediate checkout access and email record-keeping.

***

## 4. Preview & Publish Flow

Once your settings are configured, publishing makes the Re-Order page live on your storefront.

### How to Publish Your Page

1. Review your settings in **Reorder Settings**.
2. Click **Save** in the top-right Shopify Contextual Save Bar (or action bar).
3. Click the **Publish** button in the action header.
4. The system validates page handle availability, creates/updates the Shopify Page, and binds the Re-Order storefront template.
5. The **Page Status Badge** updates to **Published** (green).
6. Click **View Page** to launch the live storefront Re-Order page in a new browser tab (`/pages/reorder`).

***

## 5. Key Rules & Edge Cases

1. **Exclude Rule Precedence**: Customer evaluation order: `Exclude Rules > Apply Rules`.
2. **Draft Order Scoping & Tenant Isolation**: Reorder requests create Shopify Draft Orders tied specifically to the logged-in customer's ID and email. Customers can never view or access draft orders created by another customer.
3. **Cart Independence**: The Re-Order workflow operates entirely through Shopify Draft Orders and invoice URLs. Placing a reorder never overwrites, mutates, or clears items currently in the buyer's active storefront cart.
4. **Theme App Embed Dependency**: If the Theme App Embed is disabled, the storefront page `/pages/reorder` will display a blank or unstyled container. Always verify Theme App Embed state when troubleshooting.
5. **URL Handle Conflicts & Page Content Override**: If the specified URL handle (e.g., `reorder`) is already used by an existing Shopify page on your store, the app gives you the option to **override the content of the existing page** to bind the Re-Order template, or specify a unique page handle during publishing.

***

## 6. Related Topics

* [Reorder Overview](/bss-b2b-quick-order-and-quotes/reorder/overview.md) — Feature vision, customer journey diagram, and core user scenarios.
* [Reorder Page & Order Tabs](/bss-b2b-quick-order-and-quotes/reorder/reorder-page.md) — How buyers navigate the "Order" tab and "Waiting for Checkout" tab.
* [Draft Order Detail Page](/bss-b2b-quick-order-and-quotes/reorder/draft-order-detail-page.md) — Inspecting pending draft order details, line items, and invoice links.
* [Reorder Review & Edit Modal](/bss-b2b-quick-order-and-quotes/reorder/reorder-review-edit-modal.md) — Adjusting quantities, searching/adding products, and stock validation rules.
* [Template Customization](/bss-b2b-quick-order-and-quotes/reorder/template-customization.md) — Customizing colors, typography, buttons, and section element visibility.
* [Storefront Translation](/bss-b2b-quick-order-and-quotes/reorder/storefront-translation.md) — Overriding storefront text labels and managing dynamic placeholders.