The Quick Order feature reduces the order process to several clicks for customers who know the product name or SKU of the products they want to order. Orders with multiple SKUs can be entered manually, or imported into the Quick Order form. Quick Order can be used by customers who are logged in to their accounts, and by guests. When enabled, the Quick Order link appears at the top of the page, next to the customer name.
On the Admin sidebar, go to Stores > Settings > Configuration.
In the General section on the left panel, choose B2B Features.
Set Enable Quick Order to
Click Save Config.
When prompted, click Cache Management and refresh any invalid caches.
Customers can specify products for Quick Order using either of the following methods.
The customer clicks the Quick Order link.
Selects the product by SKU or product name:
To place a quick order by SKU, does the following:
Enters the SKU.
Clicks Add to List.
The SKU appears in the input line, with the product detail below.
To place a quick order by Product Name, does the following:
Enters the first few characters of the Product Name.
Do not use the Enter key to choose the name of the product.
When the list of possible matches appears, clicks the product that you want to order.
Enters the Qty.
Using the next input line, repeats this process as many times as necessary.
Clicks Add to Cart.
In the Enter Multiple SKUs box, the customer does one of the following:
Enters one SKU per line
Enters all SKUs on the same line, separated by commas, and without spaces.
To add the products to the list, clicks Add to List.
Enters the Qty to be ordered for each item in the list.
If the product has required options, you are prompted to choose the options. Wait until you reach the shopping cart to add product options.
In the Add from File section, click Download Sample to download an order template.
Opens the downloaded file.
Uses the template to add the product SKUs to upload for the Quick Order list.
When complete, clicks Save.
To upload the file, clicks Choose and selects the file from their system.
The items are added to the Quick Order list.
When ready, clicks Add to Cart.
After the customer creates the quick order, they can proceed through checkout as usual.