Quick orders

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.

Quick Order link

Enable quick orders for your store

  1. On the Admin sidebar, go to Stores > Settings > Configuration.

  2. In the General section on the left panel, choose B2B Features.

  3. Set Enable Quick Order to Yes.

    Enable Quick Order {width="600" modal="regular"}

  4. Click Save Config.

  5. When prompted, click Cache Management and refresh any invalid caches.

Quick order workflows

Customers can specify products for quick orders using either of the following methods.

Method 1: Enter individual products

  1. The customer clicks the Quick Order link.

  2. Selects the product by SKU or product name:

    To place a quick order by SKU, the customer does the following:

    • Enters the SKU.

    • Clicks Add to List.

      The SKU appears in the input line, with the product detail below.

      Quick Order Detail {width="600" modal="regular"}

    To place a quick order by the product name, the customer does the following:

    • Enters the first few characters of the Product Name.

      note note
      Do not use the Enter key to choose the name of the product.
    • When the list of possible matches appears, the customer clicks the product that they want to order.

      Click to Choose Product Name {width="700" modal="regular"}

  3. Enters the Qty.

  4. Using the next input line, repeats this process as many times as necessary.

  5. Clicks Add to Cart.

Method 2: Enter multiple products

  1. 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.

      Enter Multiple SKUs {width="600" modal="regular"}

  2. To add the products to the list, clicks Add to List.

  3. Enters the Qty to be ordered for each item in the list.

    Quick Order List {width="600" modal="regular"}

    note note
    If the product has required options, the customer is prompted to choose the options. They can wait until they reach the shopping cart to add product options.

    Choose Options {width="600" modal="regular"}

Method 3: Upload a list of products

  1. In the Add from File section, click Download Sample to download an order template.

    Add from File {width="600" modal="regular"}

  2. Opens the downloaded file.

  3. Uses the template to add the product SKUs to upload for the Quick Order list.

  4. When complete, clicks Save.

    SKUs to Upload {width="400" modal="regular"}

  5. To upload the file, clicks Choose and selects the file from their system.

    The items are added to the Quick Order list.

  6. When ready, clicks Add to Cart.

After the customer creates the quick order, they can proceed through checkout as usual.

Quick Order