You can add the Quick Order Form to your store in one of two ways:
Option 1: Menu bar. Create a dedicated Quick Order page and link it in your store's main menu.
Option 2: Homepage. Place the Quick Order Form directly on your homepage as a section.
Option 1: Add the Quick Order Form to your menu bar
1) Open your theme editor
From your Shopify admin, go to Online Store → Themes.
Click Edit theme on the theme you want to add the Quick Order Form to.
2) Create a Quick Order page template
In the dropdown at the top of the theme editor (it shows Home page by default), select Pages.
Click Create template.
Name the template Quick Order Form and leave Based on set to Default page.
Click Create template.
3) Create the Quick Order page
In your Shopify admin, go to Online Store → Pages and click Add page.
Enter Quick Order Form as the Title.
Under Visibility, select Visible.
Under Template, select quick-order-form.
Click Save.
4) Add the Quick Order block to the page template
Go back to the theme editor. In the dropdown at the top, select Pages → quick-order-form.
Under Template, hover over the Page section and click the eye icon to hide it. This keeps the default page title and content from showing above the form.
Click Add section under Template, then select the Apps tab.
Choose PortalSphere's Quick Order app block.
5) Adjust the settings and save
The Quick Order block's settings appear in the left-hand panel. The defaults work for most stores.
When you're done, click Save in the top-right corner.
Note: Quantity minimums and increments come from each buyer's Buyer Group and are applied automatically.
6) Add Quick Order to your menu bar
In your Shopify admin, go to Content → Menus and click Main menu.
Click Add menu item.
Enter Quick Order as the Label.
Click the Link field, select Pages and choose Quick Order Form.
Click Save.
Your menu bar will now show Quick Order.
Option 2: Add the Quick Order Form to your homepage
1) Open your theme editor
From your Shopify admin, go to Online Store → Themes.
Click Edit theme. The theme editor opens on your Home page template.
2) Add the Quick Order block where you want it
In the left-hand sidebar under Template, hover between the two sections where you want the form to appear. A blue line with a + button appears.
Click the + button, then select the Apps tab.
Choose PortalSphere's Quick Order app block.
Tip: To place the form at the bottom of your homepage, click Add section at the end of the Template list instead. You can also drag the block up or down in the sidebar to move it later.
3) Adjust the settings and save
Review the Quick Order block settings in the left-hand panel. They work the same as in Option 1, step 5.
Click Save in the top-right corner.
Test the Quick Order Form
Open your storefront and log in with an email address that's assigned to a Buyer Group.
Click Quick Order in your menu bar (Option 1) or scroll to the form on your homepage (Option 2).
Confirm the following:
Products show your wholesale price, with the retail price crossed out if that setting is on.
The search bar finds products by name or SKU.
The quantity selector follows your Buyer Group's quantity rules.
Clicking Add adds the product to the cart at the wholesale price.
Need help?
If you get stuck at any point, reach out to us at support@portalsphere.io and we'll be happy to help.