> 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/overview.md).

# Overview

**Quick Order** is a bulk order form for your B2B buyers. Instead of opening product pages one at a time, a buyer types or pastes SKUs, sets quantities, and adds everything to the cart with one click.

You build forms in the app under **Orders → Quick Order**, then add the **Quick Order** block to a page of your theme.

> **Essential plan feature.** Quick Order needs the Essential plan or higher. Essential includes 1 form, Advanced 3, Platinum unlimited. See [Billing & plan](/orbit-b2b-docs/settings/billing.md).

***

## When to use Quick Order

| Scenario                            | Why Quick Order helps                                                                                      |
| ----------------------------------- | ---------------------------------------------------------------------------------------------------------- |
| **Buyers who order by SKU**         | They type or paste the codes they already have — no browsing                                               |
| **Large orders from a spreadsheet** | Paste the SKU and quantity columns and the rows fill in                                                    |
| **A fixed range per account**       | Turn on pre-fill and the form lists every product the buyer can order, ready for quantities — an order pad |
| **Case packs and minimums**         | Quantity rules keep each row at a minimum, a maximum and a pack size                                       |

## How it differs from Variant Drawer and Quotes

| Feature                        | Use it when                                                                             |
| ------------------------------ | --------------------------------------------------------------------------------------- |
| **Quick Order** (this feature) | The buyer knows what they want across many products and adds it all to the cart at once |
| **Variant Drawer**             | The buyer orders many variants (sizes, colors) of one product, from its product page    |
| **Quotes (RFQ)**               | The buyer wants to negotiate a price before ordering                                    |

***

## What the buyer sees

Your heading and description, a **Paste from spreadsheet** button, then a table with one row per product:

| Column         | Shows                                                                                                           |
| -------------- | --------------------------------------------------------------------------------------------------------------- |
| **Product**    | A search box — or, once a product is chosen, its title, SKU and variant. An optional thumbnail sits to the left |
| **Qty**        | The quantity, with **−** and **+** buttons                                                                      |
| **Unit**       | The unit price                                                                                                  |
| **Line total** | Unit price × quantity                                                                                           |
| **Stock**      | **In stock**, **Low** (5 or fewer in stock) or **Out of stock**                                                 |

Below the table: **+ Add row**, a running **Subtotal**, and the **Add all to cart** button. If you set quick-pick quantities, a row of chips appears above the table.

The heading, description, empty-row placeholder and both button labels are yours to change — see [Create a Quick Order form](/orbit-b2b-docs/quick-order/create-form.md#copy).

Only products published to your **Online Store** sales channel appear in the form.

***

## How a buyer places an order

1. Log in and open the page that holds the Quick Order block.
2. Add products, in any mix of these ways:
   * **Search** — type a SKU or product name in a row and pick a result. A variant already in another row isn't offered again. **+ Add row** adds another empty row.
   * **Paste** — click **Paste from spreadsheet**, paste one product per line, and click **Add to list**. Each line becomes a row.
   * **Pre-filled** — if you turned on pre-fill, the products are already listed and the buyer only sets quantities.
3. Set quantities — type them, use **−** / **+**, or click a quick-pick chip.
4. Click **Add all to cart**. Every row with a quantity above 0 goes into the cart in one step, and the buyer lands on the cart page.

### Pasting from a spreadsheet

One line per product: the SKU, then a tab or a comma, then the quantity. Copying two columns (SKU, quantity) out of a spreadsheet gives exactly this.

```
SKU-A-001	24
SKU-B-002, 12
SKU-C-003
```

* The quantity is optional — a line without one gets 1. The most a line can ask for is 9,999.
* The form looks for an **exact SKU match** first (capitals don't matter). If there is none, the row takes the first search result for that text, so buyers should glance over the rows before adding to cart.
* A line that finds nothing stays in the table, highlighted and marked **— not found**.
* Your quantity rules still apply: a pasted quantity is adjusted to the nearest allowed one.

### Quick-pick chips

Clicking a chip sets that quantity on the row whose quantity box the buyer clicked last. If the buyer hasn't clicked into a quantity box yet, the chip fills **every** row that can be ordered. Either way the value is adjusted to your quantity rules.

### Checks before the cart

* **Quantity rules** — when the buyer leaves a quantity box, a quantity outside your rules is corrected to the nearest allowed one.
* **Out of stock** rows can't be ordered, and rows left at 0 are skipped.
* **Shopify's 500-line cart limit** — a Shopify cart holds at most 500 different lines. The form counts the lines already in the buyer's cart, warns when 10 or fewer are left, and blocks **Add all to cart** if the order would go over.
* **Items Shopify refuses** — if some items can't be added (sold out, or not available in the buyer's region), those rows are marked **Out of stock** and the buyer is told how many were skipped; the rest go to the cart.

> **Prices in the form are a preview.** The cart and checkout calculate the final price — volume pricing tiers, for example, show up only there.

***

## Who sees the form

* **Buyers must be logged in.** Even a form set to **Any logged-in customer** is not open to guests. A guest sees *"Please sign in to use Quick Order."* with a **Log in** link.
* Each form has its own eligibility — see [Create a Quick Order form](/orbit-b2b-docs/quick-order/create-form.md#eligibility). A logged-in buyer who matches no active form sees *"Not available for your account."*
* If you have no active form at all, the block shows nothing.

### When more than one form matches

Each buyer sees exactly **one** form, picked in this order:

1. A form for a **Specific customer group** the buyer belongs to
2. A form for **Customers with any wholesale tier tag**
3. A form for **Any logged-in customer**

Within the same level, the form updated most recently (the **Updated** column in the list) wins. Inactive forms are never shown.

**Example** — three active forms: *Gold order pad* (Specific customer group: Gold), *Wholesale* (Customers with any wholesale tier tag) and *Everyone* (Any logged-in customer).

| Buyer                                 | Sees                |
| ------------------------------------- | ------------------- |
| Member of the Gold group              | Gold order pad      |
| Has a customer tag, but isn't in Gold | Wholesale           |
| Logged in, no tags at all             | Everyone            |
| Not logged in                         | The sign-in message |

***

## Next steps

* [Create a Quick Order form](/orbit-b2b-docs/quick-order/create-form.md)
* [Add Quick Order to your store](/orbit-b2b-docs/quick-order/add-to-store.md)
* [Customer Groups](/orbit-b2b-docs/customer-groups/overview.md)
* [Billing & plan](/orbit-b2b-docs/settings/billing.md)