Getting Started

Install B2B Bulk Order, activate it on your theme, and create your first form

Follow these steps to get B2B Bulk Order running on your storefront. The app's Dashboard also shows a Quick Setup Guide that tracks the same two steps.

1

Install the app

Install B2B Bulk Order from the Shopify App Store. You'll land on the app's Dashboard inside your Shopify admin.

2

Activate the app embed

Variant Table and Collection Quick Order need the app embed turned on to appear on your storefront.

1. From the Dashboard, click Activate app embed (or go to your theme editor manually).

2. In the Shopify theme editor, open App embeds.

3. Turn on Sami Bulk Order.

4. Save.

Until the app embed is on, the Dashboard shows a badge reading "App embed is not active". Once it's detected, the badge changes to "Store widget is enabled".

3

Create your first Quick Order form

1. Go to Quick Order in the app navigation.

2. Click Create form.

3. Choose which products or collections the form should include, then customize and set its visibility.

4. Save the form.

4

Add the form to a page

The Quick Order Form doesn't appear automatically — you place it using a shortcode.

1. Open the saved form and go to its Visibility tab to copy the Shortcode.

2. In the Shopify theme editor, add the SamitaBO quick order form app block to the template, header, or footer where you want the form to appear.

3. Paste the shortcode into the block's Shortcode field.

Variant Table and Collection Quick Order don't need this step — once the app embed is on and a form's visibility rules match, they insert themselves automatically next to the Add to Cart button (Variant Table) or on collection page product cards (Collection Quick Order).

Next steps

Quick Order Form

Configure columns, search, sorting, and file upload.

Customer & Product Targeting

Control who sees your forms and where.