Quick Order Forms

Overview

Quick order forms are used for building predefined lists of products that can be added to an Order or Quote in the Admin or Zoey Web theme.

Step 1: Create a Quick Order Form

Navigate to Products > Quick Order Forms

To create a new form, fill out the following fields:

Once this form is filled out, click "Save" then you can continue to Steps 2 or jump to Step 3 if your form does not require Preloaded SKUs.

Step 2: Add Preloaded SKUs (Optional)

Preloaded SKUs will show up in the Quick Order Form when the user views the page. You can specify a sort order and default quantity for them. If you have added a configurable product or a simple product with customizations you can "configure" the item.

To get started, use the search box to enter the Name or SKU of a product, or use the advanced dropdown to create a smart filter to load products. Once the search results are loaded, click the Add button, or check off multiple products then click Add Selected

Added products will have a grey Added button. You can click this grey button multiple times if you need to add multiple configurations (selections of Variations or Customizations) of the same product.

To more quickly add SKUs to the Preloaded SKU section, you can click the Quick Add By CSV link in the Add Products screen. This will open a new screen that allows you to enter products in the CSV format SKU,qty (one product per line)

Once you have finished adding products, please Save your form and continue to Step 3 below.

❗️

Not Supported At This Time

• We currently only support Simple, Configurable and Variation Product SKUs in the Preloaded SKUs section.
• We support all Customization types (drop-down, text, date/time etc...) with the exception of the "File Upload" type.
• Customers will only be able to add the SKUs of Simple or Variation products when using the Quick Order Form. The Configurator is only available for the Admin.

Step 3: Add Forms to Your Theme

Once your Form(s) are built in steps 1 and 2, you can now navigate to Theme and add the forms to a new or existing page. You will find the Quick Order Form block within the +Add Menu in the "Quick Order" section. Click or Drag & Drop to add a form to your page, then click "Edit Advanced Quick Order Form" to select a form that you created in step 1 and change the other design settings.

To learn how to create a new "CMS" page for your form, follow this tutorial:
Creating a New Page

To restrict a CMS page to specific customer groups, follow this tutorial
CMS Page Access Restriction

Remember to add a link to your quick order forms in your header and/or footer.