Create Quick Order Page

This guide explains how to build and configure high-converting Quick Order pages for B2B wholesale buyers, spare part ordering, or repeat catalog purchases.

---

1. Creating a New Page

In Shopify Admin, open BSS B2B Quote > Quick Order:

• Click Set up pages, then Create new page (or start from a preset in Quick Order Template).
• Choose the customer type: Default Customers (your standard customers) or Company Customers (Shopify B2B companies, Enterprise plan only).
• Configuration Lifecycle:
  • Internal Form Name: Enter a descriptive internal name (e.g. Wholesale Tier 1 Catalog) in the General tab.
  • Page Description: Add optional introductory text, guidance, or banners in the Customize tab.
  • Storefront Page Title & URL Slug: When you click Publish, a modal prompts you to define the customer-facing Page Title (e.g. Wholesale Quick Order) and URL Handle (e.g. /pages/wholesale-order).

---

2. Product Source & Catalog Scope

Choose which catalog items appear on the Quick Order page:

2.1 Product Inclusion Options

• All Products: Entire active store catalog.
• Selected Collections: Focus on specific product categories (e.g. Beverages Wholesale, Industrial Tools).
• Product Tags: Target items dynamically using product tags.
• Specific Products: Curate a dedicated top-seller list.
• Shopify B2B Catalogs (Enterprise Tier): Restrict product visibility based on the buyer’s assigned Shopify B2B Company Catalog.

2.2 Exclude Filters (Default Store)

For Default Store configurations, you can apply granular exclusion rules:

• Exclude Customers: Prevent specific customer accounts or customer tags from accessing the page.
• Exclude Products: Exclude designated tags, clearance collections, or specific product SKUs from appearing in the table.

Note

Exclusion Precedence: Exclude conditions are always evaluated before inclusion rules. Exclude cards are active for Default Store configurations.

---

3. Layout & Display Settings

3.1 Variant Display Mode

Choose how product variants are presented on the page:

• Show All Variants: Lists every variant (size, color, pack) directly in the table with inline quantity boxes. Ideal for fast B2B bulk orders.
• Modal Variant: Displays one row per product with a modal popup to select variants. Ideal for large catalogs with dozens of options per item.

3.2 Sorting & Collection Default Order

Choose how products are ordered within the table:

• Default Collection Order: When selecting a single Shopify Collection as the product source, select this option to preserve the exact custom manual sorting defined in your Shopify Admin Collection.
• Product Title: Alphabetical (A–Z or Z–A).
• Price: Numerical (Low to High or High to Low).
• Product Tag: Alphabetical order by tag.

Note

SKU codes are searched in real-time via the instant search bar rather than serving as a sort key.

3.3 Metafield Selection & Live Preview

• Connect to Shopify GraphQL to fetch product and variant metafield definitions (e.g., technical specs, pack dimensions, certifications).
• Choose which metafields display as table columns and preview the layout in real time.

---

4. Product Page Variant Table Integration

To enable bulk variant ordering directly on individual product detail pages (PDP) rather than a standalone page, use the dedicated Product Page Variant Table Theme App Block.

---

5. Filters & Search Configuration

• Search Engine: Enable real-time instant search across Product Title, SKU, Barcode, and Vendor.
• Faceted Filters: Add sidebar or top-bar filters by Collection, Product Type, Vendor, Tags, and In-Stock Availability.

---

6. Access Control & Publishing

• Public: Accessible to all visitors.
• Logged-in Customers: Requires standard Shopify account authentication.
• Customer Tags / B2B Companies: Restricted to designated wholesale customer tags or Shopify B2B Companies.
• Click Publish to enter your customer-facing Page Title and URL Slug, then click Publish in the modal to launch the live storefront page.