Set Up Quick Order Form

Setting up a professional, easy-to-use Quick Order Form is the first step to improving your B2B customers' ordering experience. In this guide, we'll walk you through how to create a Quick Order Form using the Snap B2B app.

Step 1: Open the Quick Order Form Setup

From your Shopify admin, open the Snap B2B app.

Navigate to the Quick Order Form section.

This is where you will create and customize your quick order experience for your customers.

Step 2: Configure General Settings

Status: Turn on the toggle to make the Quick Order Form active.

Page Title: Enter the name that will display at the top of the form. (Example: “Quick Order Form”)

⚡ Notice: If you change your store’s theme, remember to re-save the form to prevent any display issues.

Step 3: Select Products to Display

Under the Select Product section, decide which products to include in the Quick Order Form:

All products: Display every product in your store.
Specific products: Hand-pick individual products to show.
Specific collections: Choose an entire collection. (Example: “Winter Sweaters”)

Step 4: Set Conditions for Ordering

In the Condition section, you can control how customers place orders:

Quantity Increment: Set how the quantity increases each time (e.g., 2 units per click).

Set Quantity Limit: Enable if you want to restrict the order amounts.
- By product: Limits apply individually to each product.
- By product variants: Limits apply individually to each variant.

Validation Messages: Customize the error messages that appear when customers don't meet the quantity rules.

Total Order Value Limit: (Optional) You can enable this if you want to control the total order amount.

Step 5: Set Customer Access (Optional)

In the Applies To section, you can choose to show the Quick Order Form only to specific customer segments.

Click Browse and select the customer segment you want to allow access.

If you leave this blank, all customers will be able to see and use the Quick Order Form without any restriction.

⚡ Important:

If you select a specific customer segment, customers must log in to an account that meets the segment conditions in order to view and use the Quick Order Form.

If a customer does not meet the segment conditions (or is not logged in), they will be redirected to a Blocking Page and you can also customize this Blocking Page from our app:

Step 6: Customize the Quick Order Table Design

Pagination: Decide how many products to show per page (e.g., 20).

Table Settings: Choose which details to show:

Product image
Stock status
Selling price
Original price (Original price will show retail price if you set up B2B pricing or show Compare-at-price)
SKU
Checkout button

Button Styles: Customize the button color, text color, and button radius to match your store branding.

Step 7: Customize the Button and Text Labels

You can customize the text of buttons and elements to match the wording of your brand tone and improve the shopping experience.

Step 8: Save and Preview

Once you're happy with the setup, click Save to apply the changes.

Test the form by selecting products, adjusting quantities, and checking out to ensure everything works perfectly.

💡 Tips

Now that your form is ready, make sure it appears correctly on your storefront! Learn how to set up the form on your storefront → How to navigate the forms from your store?

Need more help?

If you encounter any issues or have questions, feel free to reach out to our support team at [email protected] or via our live chat — we’re happy to help!