Quick Order Forms Overview

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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.

The QOF can be configured to allow editing of the items and quantities added to cart through the list.

Setup a new Quick Order Form

Step 1: Create a Quick Order Form

Navigate to Products > Quick Order Forms.

To create a new QOF, configure the settings detailed below:

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.

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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 Quick Order Forms to Your Theme

Once your QOF(s) are built in steps 1 and 2, navigate to Theme to add the forms to a new or existing page. Quick Order Forms are typically added to Information Pages > Quick Order Form /quick-order-form, but they also can be added to other pages.

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 Quick Order Form" to select a form that you created in step 1 and change the other design settings.

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There are two kinds of Quick Order Form blocks!

• Multiple Quick Order Form In One
• Single Quick Order Form

Using Multiple Quick Order Form in One

The Multiple Quick Order Form in One element will let you choose multiple Quick Order Forms to be displayed dependent on the Customer Group of the Account viewing the page.

Accounts will see the all selected Quick Order Forms one after another. Each QOF can be selected and configured in the VDE (Visual Design Editor), shown below.

• Click Edit Multiple Quick Order Form In One

• Click Add Quick Order

• Select Quick Order Form and configure how that form will display.

• Hit Update to save the form. It will now be displayed to customers which meet the Customer Group restriction.

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Repeat these steps to add multiple Quick Order Forms to your page.

Using Single Quick Order Form

A Single Quick Order form will display just one chosen QOF on the page.

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.

Restrict Quick Order Form to Customer Group

Quick Order Forms can be restricted to Allowed Customer Groups in the Quick Order Form's settings.

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Restricted Quick Order Forms will not appear to customers who are not in the Allowed Customer Groups.

Download and Print out a Quick Order Form

Your customers can download a Quick Order Form to a PDF where they can fill it out on pen and paper.

A new window will open where the PDF can be viewed and downloaded:

Allow Customers to Edit and Save Their Own Quick Order Forms

In the Products > Quick Order Forms, open up a QOF to enable Allow Customers To Save Their Own Versions. This setting adds the Save Changes button to the Quick Order Form so their edits can be saved.

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When customers save changes to the product list in a quick order form, the new version is saved for their Contact. This creates a new version of the shared QOF so that each customer can make their own changes to the form without impacting other customers.

• When Allow Customers To Save Their Own Versions is set to Yes, customers will be able to save changes to the product list in their quick order form.

  

• If Add to Quick Order is enabled on your Category, Product, or Product List components, customers can click it to add the the product to the QOF of their choice.

Add an Item to Quick Order from the Category or Product

Components of your theme like Product Essentials and Category Product Lists can display an Add to Quick Order link which allows customers to add products to their QOF from around your store.

Add this link to the Product page by going to Theme and opening that page in the VDE. Then select the Product Essentials component and click Edit Product Essentials.

Check off Add To Quick Order and the link will be displayed only to customers which have an order form available.

This link can also be displayed on Category Product Lists! Add it by opening the Category page template in your theme. Then click Edit on the product list to check off Add To Quick Order.

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"Add to Quick Order Form" can be Translated to match what the Quick Order Forms are called on your store.

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If the customer does not have any order forms available they will not be shown the link.

When a customer has multiple available Quick Order Forms each will be displayed in a list for the customer to select which one to add the product to. If there is only 1 order form available to them it will be added to it without selection.

In the screenshot above, Example Order Form 1 does not have Allow Customers To Save Their Own Versions enabled so the option to add a product to it does not appear.

Manage QOF Versions

Every edit saved by a customer creates a new version of the Quick Order Form available just to them. This lets customers have control over the product list without affecting anyone else.

Open up any Quick Order Form in the Zoey Web Admin to find all the customer specific saved versions.

Click on Show History to view the revisions made by each customer.

Inside the Product list History you can view the QOF versions saved by each Contact. The version with the highest number is the most recent. Click on a version to view the products and quantities. Compare the versions to see what products were added or removed.

Delete a version to undo that customer's changes. They'll be reverted to the previous version of their Quick Order Form.

To bring a customer back to the QOF's default global product list, delete all of their versions. Deleting a version cannot be undone!

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Changes to the products or quantities made in the Admin will not appear to a customer viewing their own revision.

If the customer is on a revision of their Quick Order Form, you must log into their Account in the storefront and modify the QOF product list as the customer.