How to set up the Quick Buy wholesale order form
Quick Buy is the wholesale bulk order form in Process Wholesale: a table of your products with each wholesale customer's own prices, quantity boxes and an order summary, so a buyer can order many products from one page. It is also called a quick order form, bulk order form or order table. You add it as the Quick Buy app block on a page template in the Shopify theme editor, then publish a page that uses that template. Quick Buy needs the Enterprise or Professional plan, and only logged-in customers tagged B2B see the form.
At a glance
- Plan: Enterprise or Professional
- Where: Shopify admin > Online Store > Themes > Customize, on a page template, Add block > Apps > Quick Buy
- Applies to: Logged-in customers with the
B2Bcustomer tag (wholesale customers, also called B2B customers). Everyone else sees a signup form, a lock screen or a pending message. - Templates: Page templates only. Quick Buy cannot be added to product, collection or home page templates.
- Default: All products, 10 per page, original price and stock shown, Buy again tab and last order card on
Before you start#
- The store is on the Enterprise or Professional plan. On Starter the block shows nothing on the storefront.
- You have at least one wholesale discount and a test customer tagged
B2Bplus that discount's tag, so you can check prices. See how to assign discounts to wholesale customers.
Steps to add Quick Buy to your store#
- In Shopify admin, go to Online Store > Themes and select Customize on your theme.
- In the template selector at the top of the theme editor, open Pages and create a new page template. Name it
Wholesale(or any name you like). Using a separate template keeps the form off your other pages. - In the new template, select Add block. In the Apps section, select Quick Buy.
- Select the Quick Buy block and adjust its settings (see Quick Buy block settings). Select Save.
- In Shopify admin, go to Online Store > Pages and add a page, for example "Wholesale order form". In the page's template setting, choose the template you created. Save the page.
- Go to Online Store > Navigation and add the page to a menu, for example your main menu or the account menu, so wholesale customers can find it.
The Process Wholesale home page shows a Quick buy item ("Bulk order form for B2B customers") under App Status. When the block is not yet in your live theme, that item links to the theme editor with the block ready to add. See the Process Wholesale dashboard and App Status.
Video walkthrough: PW quickbuy table setup shows the theme editor steps.
Quick Buy block settings#
The settings appear in the theme editor in this order. The labels are in English in every store language.
| Setting | What it controls | Default and allowed values |
|---|---|---|
| Wholesale Collection | Limits the form, its search and the reorder features to the products in one collection. Empty means all products. | Empty (all products). Any one collection. |
| Products sort order | Sorts the products of the chosen collection. Works only when Wholesale Collection is set. | None (default), Collection default, Manual (set in Shopify admin), Best selling, Relevance, Price, Creation time, Alphabetically |
| Show original price | Shows the regular price struck through under the wholesale price when the two differ. Also shows the original subtotal struck through in the order summary. | On (default) or off |
| Show stock quantity | Shows "units left", "Out of stock" and "Not available" under each quantity box. When off, the reorder review also leaves stock counts out of its messages. | On (default) or off |
| Show Buy again tab | Shows the All products and Buy again tabs, which list what the customer ordered before. | On (default) or off |
| Show last order | Shows the "Your last order" card with a button to reorder it after a stock and price check. | On (default) or off |
| Products per page | Number of products per page of the form. | 10 (default). The setting's help text gives 50 as the maximum. |
| Border (under Quick Buy Colors) | Border color of the table and boxes. | #bbc5cd |
| Background color | Background of the form. | #fff |
| Table Text Color | Text color of the table. | #000000 |
| Button Background | Background of buttons and accents. | #30383f |
| Button Text | Text color on buttons. | #ffffff |
| What to show for non B2B? | What visitors who are not wholesale customers see on the page. | Signup Form (default) or Lock Screen |
| Use new customer flow | Which signup flow the signup form uses. See which signup form to use. | Auto (default), Yes, No |
| Text to show to invite customers to sign up (under Configure Lock Message) | Message on the lock screen. Used only with Lock Screen. | "This is section is only accessible by Wholesale customers." (edit it to your own wording) |
| Create Wholesale customer signup page | Link for the Create wholesale account button on the lock screen. Point it to the page that has your signup form. Left empty, the lock screen shows no button. | Empty |
| Registration form heading (under Configure Signup Text) | Heading of the signup form. Used only with Signup Form. | "Create wholesale account" |
| Text to show to logout customers above login button | Text above the Login button under the signup form. | "Or login, If you already have an account." |
| Text to show for pending approval B2B customers | Message for customers who applied and are waiting for approval. | "Thank you! your wholesale account is currently under review" |
| Pending approval message color | Color of the pending message. | #30383f |
| Business Name (under Configure Signup Fields) | Whether the signup form asks for this field. | Required (default), Optional, Hidden |
| Business Address | Same as above. | Optional (default), Required, Hidden |
| Phone Number | Same as above. | Optional (default), Required, Hidden |
| Tax ID | Same as above. | Optional (default), Required, Hidden |
| Website | Same as above. | Optional (default), Required, Hidden |
| Additional Info | Same as above. | Optional (default), Required, Hidden |
The color settings, the stock and price display settings and Products per page change only how Quick Buy looks. They do not change prices.
How to limit Quick Buy to one collection#
Set Wholesale Collection to a collection, for example a "Wholesale catalog" collection that holds only the products you sell wholesale.
With a collection set:
- The form lists only the products of that collection that are active and published to the Online Store.
- Search finds products in that collection whose title or any variant SKU contains the search words. Search looks through the first 2,000 products of the collection.
- The Buy again tab and the reorder review offer only products in that collection. A past item outside it shows "Not sold on this page. Skipped." in the review.
- Pages are browsed with « Prev and Next ».
Without a collection, the form lists all products available on your Online Store, with numbered page links, and search uses Shopify's product search.
Sort order. Choose a Products sort order other than None to sort the collection, for example Best selling or Alphabetically. When a sort order is set, the form also lists draft products of the collection. They show "Not available" and cannot be added. To keep drafts out of a sorted form, remove them from the collection.
What visitors who are not wholesale customers see#
Quick Buy decides what to show on each visit:
| Visitor | What the Quick Buy page shows |
|---|---|
Logged-in customer tagged B2B (any capitalization: B2B, b2b, B2b, b2B) |
The Quick Buy form |
Logged-in customer tagged B2B_Registeration (a pending customer; the tag is spelled this way) and not B2B |
The pending message from Text to show for pending approval B2B customers |
| Visitor who is not logged in | The signup form with a login link, or the lock screen, depending on What to show for non B2B? |
| Any other logged-in customer | The signup form or the lock screen, depending on What to show for non B2B? |
The tag must be exactly B2B. A tag that only contains those letters, such as B2B-gold, does not count. Quick Buy uses a stricter rule than the Product Wholesale block, which also shows wholesale content to pending customers.
Lock Screen shows your message from Text to show to invite customers to sign up and, when Create Wholesale customer signup page has a link, a Create wholesale account button that opens that page. Signup Form shows the wholesale signup form on the same page. See how to add the wholesale signup form.
What wholesale customers see#
A logged-in wholesale customer sees the Quick Buy Form heading, a search box, the product table with their wholesale prices, the cart discount tiers they qualify for, and an order summary with View Order. When reorder is on and they have past orders, they also see "Your last order" and the Buy again tab. See how wholesale customers order with Quick Buy and how reordering works.
How to test Quick Buy#
- In Shopify admin, create a test customer with an email address you can use. Add the tags
B2Band the tag of one of your discounts. - Log in to your storefront as that customer and open the Quick Buy page.
- Check that prices match the discount, add a product with Add to order, select View Order and go to checkout to compare the price there.
- Log out and open the page again. You should see the signup form or the lock screen.
Limits and things to know#
- Page templates only. Quick Buy is an app block for page templates. It is not an app embed and cannot be added to product, collection or home page templates.
- Plan. On Starter the block shows nothing to customers. In the theme editor it shows "Please upgrade your plan to access this feature."
- Products per page. The setting's help text gives 50 as the maximum. Keep the value at 50 or lower.
- Collection search depth. With a collection set, search covers the first 2,000 products of the collection.
- Draft products with sorting. A sort order other than None also lists draft products, marked "Not available".
- Only one wholesale tag rule. The form is shown only to logged-in customers tagged exactly
B2B. Pending customers never see the form.
Troubleshooting#
| Symptom | Likely cause | Fix |
|---|---|---|
| The page is blank for wholesale customers | The store is on Starter | Upgrade to Enterprise or Professional under Plan. |
| Quick Buy is not in the Apps list | You are editing a product, collection or home template | Switch to a page template. |
| A wholesale customer sees the signup form | The customer is not logged in, or has no B2B tag |
Approve the customer in Process Wholesale under Customers, or add the B2B tag. |
| Draft products appear in the form | Products sort order is set with a collection | Set the sort order to None, or remove drafts from the collection. |
| Prices show without discounts in the theme editor | The theme editor has no logged-in customer | Test on the storefront while logged in as a wholesale customer. |
For more cases, see Quick Buy problems and fixes.
Frequently asked questions#
Which plan do I need for Quick Buy?#
Quick Buy needs the Enterprise or Professional plan. On Starter the block does not show on the storefront. Net payment terms in Quick Buy need Enterprise or Professional, and price lists in Quick Buy need Professional. Current prices are shown on the Shopify plan page that opens from Plan in the app.
Can I limit Quick Buy to one collection?#
Yes. Choose the collection in Wholesale Collection. The form, its search, the Buy again tab and the reorder review then use only products in that collection.
What do visitors who are not wholesale customers see on the Quick Buy page?#
Visitors who are not logged in, and logged-in customers without the B2B tag, see the signup form or the lock screen, depending on What to show for non B2B?. Pending customers tagged B2B_Registeration see the pending approval message.
Why are no discounts shown in the theme editor?#
The theme editor has no logged-in customer, so Quick Buy cannot know which discounts apply. It shows retail prices and a warning there. Log in on the storefront as a wholesale customer to see wholesale prices.
Can I add Quick Buy to a product page or the home page?#
No. Quick Buy can only be added to page templates. Create a page that uses the template and link to it from your menu.