Manage Quick Order Form in the Storefront

The quick order form allows customers to work on large orders in an efficient manner using search by product SKUs and names, or import their purchase lists into the system. Customers can work on multiple orders simultaneously and they can easily switch between different shopping carts or start new orders at any time. Quick order forms can be created by both registered and guest users.

To create an order using a quick order form:

  1. Navigate to Quick Access Menu in the top right corner of the page.

  2. Click Quick Order Form.

    Note

    Please note that if you are a guest user, you will be able to see only Quick Order Form at the top. Only registered customers can view and manage quotes and orders. Also, please keep in mind that only one shopping list is available for guest customers.

    ../../../_images/GuestQuickOrderButton.png
  3. Provide order details (item, quantity #, and unit) in the given fields and click Create Order.

    Note

    You can also search the product by name, in which case, you need to select it from the suggestions list when the product appears there.

    Click Add More Rows to provide details for more than 5 items.

    ../../../_images/QuickOrderFormSKU.png

    Alternatively, copy and paste as many order details as you wish in the text field on the right. Make sure that each item#+quantity# start from a new line. Optionally, provide a unit.

    ../../../_images/QuickOrderForm.png

    Note

    Your input is validated on the go. If you get a validation warning, ensure to correct any issues reported.

    Click Verify Order and the validated items will add to the quick order form.

    Then click Create Order.

    Note

    You can also Request a Quote and add the order to the quick order shopping List.

    Important

    If you are creating an order as a guest user, please keep in mind that you are only allowed one shopping list. Therefore, when creating an order, your default shopping list will be overwritten with the items from your order.

    ../../../_images/SampleGuestCheckout11.png
  4. You can also import a purchase list into the system in the Upload Your Order section:

    1. Click Get Directions to see a quick help on the import process and the downloadable templates to fill it.

      ../../../_images/ImportCSV.png
    2. Once you downloaded the template in one of the provided formats, insert the items SKU and quantity numbers into the columns A and B and save the file.

    3. To upload the file, click Choose File, navigate to the file location, select the file and click Open.

      Import Validation will emerge to inform you whether products or their quantity qualify for the order and preview the line item and total price.

      ../../../_images/VerifyOrder.png
    4. Click Add to Form to finalize import. Validated items will add to the quick order form.

  5. To complete the order, click Create Order.