Quick Order

Quick Order reduces the order process to several clicks for those 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, as well as by guests. When enabled, the Quick Order link appears at the top of the page, next to the customer name.

Quick Order Link

Step 1: Enable Quick Orders

  1. On the Admin sidebar, choose Stores.

  2. In the Settings section, choose Configuration.

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

  4. Set Enable Quick Order to Yes.

    Enable Quick Order

  5. Click Save Config.

  6. When prompted, click Cache Management. Then, refresh any invalid caches.

Step 2: Specify Products for Quick Order

You can specify products for Quick Order using either of the following methods.

Method 1: Enter Individual Products

  1. Click the Quick Order link.

  2. Select the product by SKU or product name:

    • To place a quick order by SKU, do the following:

      • Enter the SKU.

      • Click Add to List.

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

        Quick Order Detail

    • To place a quick order by Product Name, do the following:

      • Enter 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, click the product that you want to order.

        Click to Choose Product Name

  3. Enter the Qty.

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

  5. Click Add to Cart.

Method 2: Enter Multiple Products

  1. In the Enter Multiple SKUs box, do one of the following:

    • Enter one SKU per line

    • Enter all SKUs on the same line, separated by commas, and without spaces.

      Enter Multiple SKUs

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

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

    Quick Order 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.

    You Need to Choose Options

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

  2. In the lower left corner of your browser window, open the file.

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

  4. When complete, click Save.

    SKUs to Upload

  5. To upload the file, click Choose.

  6. Select the file from your directory.

    The items are added to the Quick Order list.

    Quick Order List

  7. When ready, click Add to Cart.

After you create the quick order, you can proceed through checkout as usual.

Quick Order