# 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.

<figure><img src="https://165668525-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6BtZ1bmXof30clbYP14n%2Fuploads%2FLIFN1DnNVTJw1ZQN3dWz%2Fimage.png?alt=media&#x26;token=feafe480-344f-448c-828d-b0498a3a3c78" alt=""><figcaption><p>BSS B2B Quick Order &#x26; Quotes Dashboard</p></figcaption></figure>

### 1.1. Onboarding section

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfsX4lbWg-gqOLUwUS6RRaAp0bUsTHrHLTp3Lu3UFxtGOqndVlzAZfm5DfDZWWFeLNRJwd3zRYxcfXUSYV1Q6g5pgTA4kWksnYxg_2dSoA-k2ISqDaGEFmeE1rQO8yQLLXAocvXrw?key=qVxHa1HQO_7i_uHU_7CVGw" alt=""><figcaption></figcaption></figure>

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

<div data-full-width="true"><figure><img src="https://165668525-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6BtZ1bmXof30clbYP14n%2Fuploads%2FBwdp2lX3ha4DYTELhUqQ%2Fimage.png?alt=media&#x26;token=d8fe5a5e-97d6-4a0c-beca-f5d61f6d605c" alt=""><figcaption></figcaption></figure></div>

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

<div align="left" data-full-width="true"><figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXflZM6yR1hzf8QG7Skb4e8KD7iZ94VrHd_4zv5FggdoqVMueWkkZ0JRujDzcPYMpJoYm62p1ZP7OOmlVeidLDj2bIsBRnu1AlNidrlLetiZ2oaEn4Q4V6FrAy07r3O1sR5vpKE8LA?key=qVxHa1HQO_7i_uHU_7CVGw" alt="" width="563"><figcaption></figcaption></figure></div>

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&#x20;

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

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfmrzzF08WElwt62IoRJGd7bpV7Vwk_uWAONQ6E_54eNu_aMhKXZbJjAKeybpSq_LvpKNA9PLtO1O4aCOa6zAW5tPdxyRbfPA_wOcrP16Ve3mENiKd1CEjoZ68PkLWKNMqIRzu4KA?key=qVxHa1HQO_7i_uHU_7CVGw)

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeVAPNPNbgnsbIl4seLYmAIx7QwTsZYD0zT9HBq1DRcWWUmoiSXOodIkOpqA0_vyzD0f49U15cyLZnZ1mPXGd5ptIUnDsYr5ap6aIEXqhDlwvF_ul4ueAZz0c-e_ywuwcVJLukJNg?key=qVxHa1HQO_7i_uHU_7CVGw" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://165668525-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6BtZ1bmXof30clbYP14n%2Fuploads%2FLA3g1Q4rxlNTEeY3OWmo%2Fimage.png?alt=media&#x26;token=866b04f4-a439-4293-b154-5511464f90bd" alt=""><figcaption></figcaption></figure>

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.&#x20;

<figure><img src="https://165668525-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6BtZ1bmXof30clbYP14n%2Fuploads%2FJwp5cBEGc8wf3wncD3wF%2Fimage.png?alt=media&#x26;token=1809560a-0dfe-4fda-b048-0b4b5b27a83b" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://165668525-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6BtZ1bmXof30clbYP14n%2Fuploads%2FRrT3QSJ7VJg5AocWa6iC%2Fimage.png?alt=media&#x26;token=de018e3a-95b0-437b-92cf-7218c77472e4" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Learn more about [Edit Quick Order page](https://docs-shpf.bsscommerce.com/bss-b2b-quick-order-and-quotes/quick-order/create-quick-order-page)
{% endhint %}

### **2.2. Metrics**

This section helps you understand how your customers use Quick Order Pages.&#x20;

<figure><img src="https://165668525-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6BtZ1bmXof30clbYP14n%2Fuploads%2Fyz7r2sTnLnRmqdPXDta4%2Fimage.png?alt=media&#x26;token=44389482-1113-4d79-9f68-a65e9182745e" alt=""><figcaption></figcaption></figure>

* **Active users:** Unique users visit your pages in the chosen period.
* **Quick order page visits:** View how many users interacted with Quick Order pages.

{% hint style="info" %}
If you are using **Shopify Plus**, you can filter by **Default Store** or **B2B Store**.
{% endhint %}

### **2.3. Guide Videos**

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

<figure><img src="https://165668525-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6BtZ1bmXof30clbYP14n%2Fuploads%2FTC5SsjBRJUXxnemnKknD%2Fimage.png?alt=media&#x26;token=f469b313-ce17-43f7-a34a-90ff533b2123" alt=""><figcaption></figcaption></figure>

## 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.

<figure><img src="https://165668525-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6BtZ1bmXof30clbYP14n%2Fuploads%2F2snH9bNJ5kLtYmGTN7Uf%2Fimage.png?alt=media&#x26;token=a54febc3-465e-4bf7-a1e9-dea0c2f945dc" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://165668525-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6BtZ1bmXof30clbYP14n%2Fuploads%2F2rTydcxXpnl8E0aASpx6%2Fimage.png?alt=media&#x26;token=b6ec727c-ba06-4f81-8e88-2620f6e8b3dd" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Learn more about [View and Edit Submission List](#id-1.-quote-submission-list).
{% endhint %}

### **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.&#x20;

<div align="left"><figure><img src="https://165668525-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6BtZ1bmXof30clbYP14n%2Fuploads%2F9k3JmYmgENxgTzetxMac%2Fimage.png?alt=media&#x26;token=12c53c5d-e7c6-4a7b-918e-457e3fc81bfc" alt="" width="375"><figcaption></figcaption></figure></div>

{% hint style="success" %}
Learn more about [How to set up Quote Logic](https://docs-shpf.bsscommerce.com/bss-b2b-quick-order-and-quotes/quick-order/full-setup-guide).
{% endhint %}

### **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.

<div align="left"><figure><img src="https://165668525-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6BtZ1bmXof30clbYP14n%2Fuploads%2FexJmqh5HxALkGJzEPXwh%2Fimage.png?alt=media&#x26;token=1234adca-2300-4e45-968a-36af1ea0cb4a" alt="" width="375"><figcaption></figcaption></figure></div>

{% hint style="success" %}
Learn more about [Quote Settings](https://docs-shpf.bsscommerce.com/bss-b2b-quick-order-and-quotes/request-for-quote/quote-settings).
{% endhint %}

### **3.4. Metrics**

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

<figure><img src="https://165668525-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6BtZ1bmXof30clbYP14n%2Fuploads%2F05nPh4EwBjNvymmkEELY%2Fimage.png?alt=media&#x26;token=9912df48-c17f-4a82-8ac9-31f26d775509" alt=""><figcaption></figcaption></figure>

* **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.

{% hint style="info" %}
If you're using Shopify Plus, you can filter results by **All Stores**, **Default Store**, or **B2B Store.**
{% endhint %}
