> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/b2b-bulk-order/getting-started.md).
# Getting Started
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.
{% stepper %}
{% step %}
### Install the app
Install B2B Bulk Order from the Shopify App Store. You'll land on the app's **Dashboard** inside your Shopify admin.
{% endstep %}
{% step %}
### 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.
{% hint style="warning" %}
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"**.
{% endhint %}
{% endstep %}
{% step %}
### 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.
{% endstep %}
{% step %}
### 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.
{% hint style="info" %}
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).
{% endhint %}
{% endstep %}
{% endstepper %}
## Next steps
Quick Order Form
Configure columns, search, sorting, and file upload.
---
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