Understand The Basic

1. App Dashboard

The App Dashboard is the first screen you’ll see when you open the app. It gives you a clear overview and quick access to everything you need.

1.1. Onboarding section

This section guides you through your first setup steps. It appears right after installing the app from the Shopify App Store.

• Simply click the button for each step and follow the instructions to configure each module.

• Once completed, return to the dashboard and mark the step as done.

• If you don’t need this section, click the … button to dismiss it.

1.2. Quick Access

This section gives you shortcuts to important actions so you can get things done faster:

• Quote Submission List: View all quote requests sent to your store.

• Create Quote Logic: Set up rules for how quotes work.

• Create Quick Order Page: Build a custom bulk order page for your customers.

1.3. Quick Analytics

See how your app is performing at a glance. This section shows key metrics such as:

• Quick Order: Page limits, active users, and page visits

• Request for Quotes: Logic limits, quotes requested, and quote-to-order conversion rate

Use these insights to measure engagement and make better decisions.

1.4. Tutorial Video

See how the app works in under 10 minutes:

• Click Watch video to view a quick tutorial.

• Follow along to learn key features and setup tips.

1.5. App Changelog

Stay informed about new features, improvements, and special offers. This log is updated regularly with version releases, bug fixes, and promotional events.

You can click View full changelog to explore all updates.

1.6. Support package

Choose how you want help from our team:

• User Guide: Read step-by-step instructions.

• Chat with Us: Open live chat for instant support.

• Demo Store: See how the features look and work.

• Suggest a Feature: Let us know what you’d like to see next.

1.7. Recommended apps

Explore other apps from BSS that work great with your B2B store. We suggest solutions tailored to your business needs, so you can build a more seamless wholesale experience.

This page helps you manage and monitor your Quick Order setup. From here, you can create pages, view performance, and access helpful guides.

2. Quick Order

This page helps you manage and monitor your Quick Order setup. From here, you can create pages, view performance, and access helpful guides.

Access the Quick Order module by clicking Quick Order in the left-hand navigation menu.

2.1. Create and Manage Quick Order Pages

This section is where you create or edit your Quick Order pages. Click the Configure button to get started.

2.2. Metrics

This section helps you understand how your customers use Quick Order Pages.

• Active users: Unique users visit your pages in the chosen period.

• Quick order page visits: View how many users interacted with Quick Order pages.

2.3. Guide Videos

At the bottom of the page, you’ll find short videos to help you get started.

3. Request For Quotes Module

The Request for Quotes module helps you manage custom quote requests from your customers. Use this space to build quote workflows tailored to your business needs, from setting visibility rules to designing quote forms and automating email notifications.

Access the Request for Quotes module by clicking Request for Quotes in the left-hand navigation menu.

3.1. Quote Submission List

View and manage all quote requests submitted by customers. You can filter by customer, quote status, or submission date to easily track and respond to requests.

3.2. Quote Logic

Define which customers can request a quote. Set rules for visibility, choose which products are quote-enabled, and customize the quote button and form.

3.3. Settings

Configure email templates and notification settings for both store admins and customers. Keep everyone informed at each stage of the quote process.

3.4. Metrics

Get a quick overview of how customers are interacting with your Request for Quote pages.

• Number of Quote Requests: Total quote submissions over a selected period.

• Quote-to-Order Conversion Rate: The percentage of quotes that converted into actual orders.