FAQ

Answers to common questions about B2B Bulk Order

Does B2B Bulk Order calculate wholesale or tiered pricing?

No. B2B Bulk Order builds the bulk-ordering experience (quick order tables, variant tables, collection quick buy) on top of your existing product prices. Customer-specific pricing, price lists, and net payment terms are handled by the separate Samita Wholesale app. If you have that app installed, its pricing is overlaid on top of these widgets automatically.

How do I restrict a form to my B2B/wholesale customers only?

There's no built-in "B2B" customer type. Tag your wholesale/B2B customer accounts in Shopify with a tag of your choice, then in the form's Visibility tab set "Who can see this form?" to Customers with tags and add that tag under Include customer tags. See Customer & Product Targeting.

What's the difference between Variant Table and Collection Quick Order?

Variant Table shows on a single product page and lets customers order multiple variants of that one product (with optional minimum/maximum quantity and bundle rules). Collection Quick Order shows on collection/listing pages and adds a quick add-to-cart control to each product card, without the advanced quantity rules.

Can I set a minimum order quantity?

Yes, but only in Variant Table, using the Min/Max Order Quantity restriction (or one of the other seven restriction types). Quick Order Form and Collection Quick Order don't support minimum-quantity rules — their quantity fields are only capped by available stock.

What file types can customers use to bulk-upload an order?

If Enable file upload is turned on for a Quick Order Form, customers can upload CSV, XLSX, PDF, JPEG, or PNG files. CSV/XLSX need a SKU column (Quantity is optional). PDF and image files are read automatically by an AI-based parser. See Quick Order Form.

What happens if two forms both match the same page or product?

Only the most recently saved matching form is shown. If you have overlapping Variant Table or Collection Quick Order configurations targeting the same product, narrow their visibility rules so only one is meant to match at a time.

Can I fully translate the storefront widgets?

Yes — every piece of customer-facing text (labels, buttons, error messages, toast copy, stock labels) can be translated per language in Settings > Translations. See Translations.

Do I need to edit my theme code to show these widgets?

Not directly — you place widgets using the app's own settings and the theme editor. Variant Table and Collection Quick Order insert themselves automatically once the app embed is active. Quick Order Form needs its shortcode pasted into a SamitaBO quick order form app block, added through the theme editor (no code editing required). See Getting Started.