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Quick Order Form

Build a bulk order table your customers can add to any page

A Quick Order Form is a table of products that lets a customer search, set a quantity for as many items as they want, and add them all to their cart in one action. Unlike Variant Table and Collection Quick Order, it doesn't attach itself to a page automatically — you place it using a shortcode (see Add the form to a page).

Manage forms from Quick Order in the app navigation. The list shows each form's name, status (Active/Draft), shortcode, display pages, customer visibility, and products, with bulk actions to duplicate, activate, set to draft, or delete.

Deleting a form asks you to confirm: "Are you sure you want to delete the selected quick order form(s)? This action cannot be undone."

Quick Order Form list screen
Quick Order Form list

Choosing products

On the Products tab, pick one of three modes:

  • All products — every product in your catalog.

  • Specific products — hand-pick individual products.

  • Specific collections — include everything in one or more collections.

Customizing the form

The Customize tab controls what shoppers see and how the table behaves.

Set a Title text and a Description (up to 200 characters) per language.

Search & sort

Toggle Show search and Show sort, and pick which sort option is selected by default. Customers can choose from:

  • Sort: Recommended

  • Name: A to Z

  • Name: Z to A

  • Price: Low to High

  • Price: High to Low

  • Newest first

  • Oldest first

  • Best selling

Table columns

Pick which columns appear, and drag to reorder them:

Column
Shown to customer as

Product / Product image

Image

Product name

Name

Product price

Price

Compare at price

Compare at price

Product SKU

SKU

Product vendor

Vendor

Product type

Type

Product stock

Stock

Quantity

Quantity input

Action

Add button

Turn on Separate variant rows to list each variant as its own row instead of grouping them under the parent product.

Quick Order Form quantity fields are capped at each item's available stock — there's no minimum order quantity or "multiple of X" rule here. For those rules, use Variant Table.

Pagination

Choose Pagination or Load more, and set Products per page (10, 20, 40, 50, or 100). The value must be between 1 and 250.

Letting customers upload an order file

Turn on Enable file upload"Allow B2B customers to upload order files instead of entering quantities manually." When on, choose which file types to accept from: CSV, XLSX, PDF, JPEG, PNG.

On the storefront, customers open the Bulk order button to get an upload modal:

  • CSV / XLSX are read directly in the browser. The file needs a SKU column; a Qty or Quantity column is optional (rows without one default to a quantity of 1).

  • PDF and images (JPEG, PNG) are sent to an AI-powered parser that reads the order sheet and extracts SKU/quantity rows automatically.

A Use demo file button lets the customer try the feature with a sample file before uploading their own. Matched rows are shown next to unmatched SKUs so the customer can review before confirming with Add to cart.

Customer-facing messages during import
  • "Analyzing image…" — while an image/PDF is being processed

  • "{{matched}} of {{total}} row(s) matched a product in this list."

  • SKU "{{sku}}" not found

  • "This file type isn't supported for automatic import yet. Please use a CSV or XLSX file."

  • "Couldn't read this file. Please check the format and try again."

  • "No matching SKU/Quantity rows were found in this file."

  • "We couldn't read this image automatically. Please try a CSV or XLSX file."

  • "{{count}} item(s) added to your order."

Bulk order file upload modal
Bulk order upload modal

Style and visibility

Layout, colors, and Custom CSS are covered in Design & Custom CSS. Who sees the form and on which pages is covered in Customer & Product Targeting.

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