> For the complete documentation index, see [llms.txt](https://orbit-b2b.gitbook.io/orbit-b2b-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://orbit-b2b.gitbook.io/orbit-b2b-docs/quick-order/add-to-store.md).

# Add to your store

Quick Order reaches your storefront through the **Quick Order** app block. You add the block to a page once; which form each buyer sees is decided by your forms in the app, so adding or changing a form never means editing the theme again.

The block has no settings of its own — everything is configured in **Orders → Quick Order**.

> **Essential plan feature.** On the Free plan the block shows an upgrade notice instead of the form — see [What visitors see](#what-visitors-see).

***

## Before you start

1. Create at least one **Active** form — see [Create a Quick Order form](/orbit-b2b-docs/quick-order/create-form.md)
2. Create the page that will hold it: Shopify Admin → **Online Store → Pages → Add page** — e.g. title it "Quick Order" — and save

***

## Option 1 — Add the block from the app

1. In the app, go to **Orders → Quick Order**
2. In the **Show Quick Order on your storefront** banner, click **Add block in theme editor**
3. The theme editor opens on your **page** template with the **Quick Order** block already added. Switch the preview to your Quick Order page if you like
4. Click **Save**

> **The block belongs to the template, not to one page.** Every page that uses the same template shows the form. If your other pages (About, FAQ, …) use the default page template too, use Option 2 instead.

***

## Option 2 — Give the page its own template

1. Shopify Admin → **Online Store → Themes → Customize**
2. In the template selector at the top, choose **Pages → Create template**. Name it (e.g. `quick-order`), base it on your default page, and create it
3. Click **Add section**, and under **Apps** choose **Quick Order**
4. Click **Save**
5. Back in **Online Store → Pages**, open your Quick Order page, set its **Theme template** to the one you just created, and save

Only that page shows the form now.

***

## Link to the page

Buyers reach the form at your page's URL, e.g. `yourstore.com/pages/quick-order`. Add it to your menu under Shopify Admin → **Online Store → Navigation**, or link to it from your B2B pages.

***

## What visitors see

| Visitor                                     | What the block shows                                                                                                                          |
| ------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- |
| Logged-in buyer who matches an active form  | The form that fits them best — see [When more than one form matches](/orbit-b2b-docs/quick-order/overview.md#when-more-than-one-form-matches) |
| Logged-in buyer who matches no active form  | *"Not available for your account."*                                                                                                           |
| Not logged in                               | *"Please sign in to use Quick Order."* with a **Log in** link                                                                                 |
| Anyone, when you have no active form        | Nothing — the block stays empty                                                                                                               |
| Anyone, when your store is on the Free plan | An upgrade notice: *"Your current plan is Free. The Quick Order Form feature is available on the Essential plan or higher."*                  |

The theme editor previews your store logged out, so in the editor the block shows the sign-in message — or nothing, if you have no active form yet. That's expected.

> If you move to the Free plan, remove the block or the page from your navigation — the upgrade notice is visible to every visitor.

***

## Test it

1. Make sure the form you want to test is **Active**
2. On your storefront, log in as a customer who matches the form — for a **Specific customer group** form, a member of that group
3. Open the Quick Order page. Search for a SKU, paste two or three lines with **Paste from spreadsheet**, and set some quantities
4. Click **Add all to cart** — you should land on the cart with every row that had a quantity
5. Log out and reload the page — you should see the sign-in message

***

## Troubleshooting

**The block is empty.** You have no active form. Check the **Active** tab in **Orders → Quick Order**.

**A buyer sees "Not available for your account."** They don't match any active form. Check each form's **Eligibility**:

* **Customers with any wholesale tier tag** needs at least one tag on the customer's Shopify account
* **Specific customer group** needs the customer to carry that group's tag — and the form must have a group chosen; one left on **— Pick a group —** matches nobody

**A buyer sees the wrong form.** Each buyer gets one form: a **Specific customer group** form beats **Customers with any wholesale tier tag**, which beats **Any logged-in customer**; at the same level the most recently updated form wins. Make the form you want more specific, or turn the other one off.

**A product can't be found.**

* It must be published to the **Online Store** sales channel
* Under **Specific collections** or **Products with tags**, it must be in one of those collections or carry one of those tags
* Search is by SKU or product name

**A pre-filled form lists only the first 10 products.** Set **Pagination mode** to **Pagination** or **Infinite scroll** on the form's **Design** tab — with **No pagination**, only the first page of pre-filled products is loaded.

**Every product went into the cart at quantity 1.** With pre-fill on, rows start at **Minimum qty** (1 unless you change it). Turn on quantity rules and set **Minimum qty** to **0** so only the rows a buyer fills in are added.

**A change doesn't show on the storefront.** Form changes go live when you save the form. If you have since renamed a customer group's tag or published a new language in Shopify, go to **Settings → Translations**, click **Refresh languages** (for a new language), then **Sync all to storefront**.

***

## Next steps

* [Quick Order overview](/orbit-b2b-docs/quick-order/overview.md)
* [Create a Quick Order form](/orbit-b2b-docs/quick-order/create-form.md)
* [Customer Groups](/orbit-b2b-docs/customer-groups/overview.md)
