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Manage Templates

The Templates Management area allows merchants to create, organize, preview, and apply standardized layout presets across multiple Quick Order pages.

Quick Order page on the storefront: filters, product search, Bulk Import and a row per product with quantity and Add to cart

What your customers see on the storefront.

1. Overview & Key Benefits

Section titled “1. Overview & Key Benefits”

Instead of reconfiguring search bars, filter sidebars, banner styling, and column options for every new page, Templates allow you to save and reuse proven layouts.

  • Standardized Layouts: Maintain a consistent brand experience across different wholesale categories.
  • Separation of Design & Scope: Templates store visual layout, search rules, colors, and table columns without being locked to specific customer lists or product collections.
  • Rapid Deployment: Launch new Quick Order pages in under 60 seconds by deploying pre-built presets.

2. Template Categories (Built-in vs My Templates)

Section titled “2. Template Categories (Built-in vs My Templates)”

Templates page: the built-in B2B - Wholesale template with Use template and Preview, and My templates

In Shopify Admin, navigate to BSS B2B Quote > Quick Order > Templates to access two dedicated tabs:

2.1 Built-in Templates

Section titled “2.1 Built-in Templates”
  • B2B - Wholesale: A production-tested preset optimized for B2B wholesale reordering. Features high-density product variant rows, SKU display, stock indicators, and inline quantity inputs.
  • Interactive Live Preview: Click Preview on any built-in template to inspect exactly how the table, filters, and mobile view render on the storefront before applying it.
  • One-Click Page Creation: Click Use Template on a built-in preset to instantly create a new Quick Order page pre-populated with optimal layout settings.

2.2 My Templates (Custom Presets)

Section titled “2.2 My Templates (Custom Presets)”

Manage the custom layout templates created specifically for your store:

  • Create Template: Design a new reusable layout preset with customized columns, search filters, and styling.
  • Edit Template: Update table structure, colors, and filter visibility. Edits apply to future pages created from the template without altering existing published pages.
  • Delete Template: Remove obsolete presets. Deleted templates are retained for 30 days in soft-delete protection before permanent purging.
  • Use Template: Deploy the custom preset directly to create a new live Quick Order page.

3. How to Deploy and Apply Templates

Section titled “3. How to Deploy and Apply Templates”

You can deploy templates through two straightforward workflows:

Flow 1: Create a New Page from a Template

Section titled “Flow 1: Create a New Page from a Template”
  1. In Quick Order > Templates, select either the Built-in or My templates tab.
  2. Find the desired preset and click Use Template.
  3. The system opens the page builder with all layout and design settings pre-filled.
  4. Select your Product Source (Collections, Tags, or Specific Products) and Customer Eligibility.
  5. Click Publish to launch your storefront page.

Flow 2: Apply a Template to an Existing Page

Section titled “Flow 2: Apply a Template to an Existing Page”
  1. Open any existing Quick Order page from your page list.
  2. Click Apply Template from the configuration toolbar.
  3. Select a preset from your template library.
  4. Confirm the prompt to immediately update the page layout while preserving your custom product sourcing and customer access rules.