> 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/request-for-quote/quote-logic/set-up-quote-visibility.md).

# Set Up Quote Visibility

This page explains how to define **who** can request a quote, **which products** display quote buttons, and how to manage rule activation status efficiently.

***

## 1. Overview

The **Set Up Quote Visibility** tab controls the four core pillars of your Quote Logic:

1. **Store Type:** Whether the rule applies to standard storefront buyers (Default Store) or Shopify B2B Companies (B2B Store).
2. **Identity & Priority:** Internal naming and execution precedence.
3. **Targeting (Apply To) & Exclude Filters:** Customer eligibility and granular exclusion rules.
4. **Product Scope:** Which products, collections, or B2B catalogs display an "Add to Quote" button.

***

## 2. Fast Rule Management: Toggle Status Directly on List View

In the **Quote Settings** rule table:

* **One-Click Inline Toggle**: The **Status** column features an active toggle switch for each rule row.
* **Instant Activation**: Click the toggle directly to switch a rule between **Active** and **Inactive** immediately without opening the rule editor or navigating through multiple configuration tabs.
* **Optimistic Updates**: Changes take effect instantly with immediate toast confirmation.

{% hint style="info" %}
Toggle switches allow seasonal campaigns or promotional quote rules to be enabled/disabled in seconds.
{% endhint %}

***

## 3. Select Store Type

When creating a new quote logic, choose between two store modes:

| Store Type        | Best For...                                                                              | Key Differences                                                                                |
| ----------------- | ---------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------- |
| **Default Store** | Retail (DTC) or Standard Wholesale customers who log in with standard customer accounts. | Target by Customer Tags, Specific Customers, and Product Collections/Tags.                     |
| **B2B Store**     | Shopify B2B Companies using Shopify's native "Companies" and "Locations".                | Targets B2B Companies. Product scope automatically synchronizes with the assigned B2B Catalog. |

{% hint style="info" %}
The "B2B Store" option is available when Shopify B2B (Companies & Locations) is enabled on your store.
{% endhint %}

***

## 4. General Information & Priority

* **Logic Name**: Descriptive internal identifier (e.g., "Wholesale Tier 1 - Custom Quotes").
* **Priority (0–99)**: Determines rule evaluation order when a customer matches multiple rules.
  * **0 = Highest Priority** (Evaluated first).
  * **99 = Lowest Priority**.

***

## 5. Customer Eligibility & Exclude Filters

Define customer targeting rules with strict exclusion safeguards.

### 5.1 Apply to Customers (Eligibility)

* **All Customers**: Anyone (including guest visitors) can request quotes.
* **Logged-in Customers**: Restricted to authenticated storefront accounts.
* **Customer Tags**: Target buyers carrying specific tags (e.g. `wholesale`, `vip-buyer`, `trade-partner`).
* **Specific Customers**: Hand-pick individual customer profiles.
* **B2B Companies / Locations**: (B2B Store) Target specific company accounts or geographical branches.

### 5.2 Exclude Customers (Exclusion Rules)

Prevent specific accounts from accessing quote buttons, even if they match eligibility rules:

* **Exclude Customer Tags**: Exclude any customer with designated tags (e.g., `blacklisted`, `retail-only`, `no-rfq`).
* **Exclude Specific Customers**: Select individual accounts to exclude.

{% hint style="warning" %}
**Exclusion Priority**: Exclude rules are **always evaluated before Apply rules**. Any customer matching an exclusion criteria will never see quote buttons.
{% endhint %}

***

## 6. Product Scope & Exclude Filters

Decide where the "Add to Quote" button appears across your store catalog.

### 6.1 Product Inclusion

* **All Products**: Every catalog item becomes quote-eligible.
* **Product Collections**: Apply the rule to selected collections (e.g. "Industrial Machinery", "Custom Merch").
* **Product Tags**: Target items dynamically using tags (e.g. `rfq-only`, `bulk-order`).
* **Specific Products**: Hand-pick individual items.
* **Shopify B2B Catalogs (Enterprise Tier)**: For B2B Store rules, quote eligibility automatically synchronizes with the native Shopify B2B Catalog assigned to the buyer's company location.

### 6.2 Product Exclusion

* **Exclude Collections**: Keep standard retail collections excluded from quote logic.
* **Exclude Product Tags**: Exclude items with tags such as `clearance`, `no-discount`, `sample-item`.
* **Exclude Specific Products**: Prevent specific high-demand SKUs from being quoted.

***

## 7. Summary & Verification

The summary sidebar on the right provides a real-time recap of your rule configuration:

* Store Type & Execution Priority
* Customer Eligibility & Exclusion criteria
* Product Scope & Excluded items
* Active/Inactive status