Zoey Support Center

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Guides    

Advanced Quick Order

Available only on certain plans

This feature is only available on certain plans and you may be required to upgrade your plan in order to use this feature.

Overview

Advanced Quick Order Forms gives the ability to create multiple Quick Order Forms with different settings. The form can then be placed on any page of your theme using the Visual Design Editor.

Step 1: Create an Advanced Quick Order Form

Navigate to Products > Quick Order Forms > Advanced Quick Order Forms

After clicking Manage you will either be:

  • Prompted to upgrade your account to use this feature
  • Taken to the page to create your first form
  • Taken to a list of your previously created forms

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

Name

The unique name for this form. Note: this is only used for administration purposes and does not show in your store.

Active

Yes/No - if this form is enabled to show in your VDE and in your Store.

Allow User to Add Rows

Yes/No - Do you want your customer to be able to add rows to this Quick Order Form.

Allow User to Delete Rows

Yes/No - Do you want your customer to be able to delete rows from this Quick Order Form.

Allow User to Change Qty

Yes/No - Do you want your customer to be able to change Qty values when using this Quick Order Form.

Use Order Pad

Yes/No - The "Order Pad" also called the Copy/Paste field, allows users to Quick Order faster if they have their product SKUs in CSV format: SKU,qty

Default Qty

0-9999 - This field determines the qty value pre-filled into each row in this Quick Order Form (Unless otherwise specified by the Pre-Filled Products section).1

SKU Field Count

0-99 - This field determines the number of blank fields that will show up by default in this Quick Order Form.

Allowed Customer Groups

Leave blank to allow all customers to use, or select the specific customer groups that are allowed to use this form.

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.

Note: the red icon next to the bottom item indicates that it needs to be "Configured". Use the Gear Icon next to the product to configure it.

Note: the red icon next to the bottom item indicates that it needs to be "Configured". Use the Gear Icon next to the product to configure it.

After clicking "Configure", a window will appear with the available Customizations or Variations.

After clicking "Configure", a window will appear with the available Customizations or Variations.

To more quickly add SKUs to the Preloaded SKU section, you can click the Bulk Product Add button. This will open a window that allows you to enter products in the CSV format SKU,qty (one product per line)

Bulk Product Add window

Bulk Product Add window

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

You must have Quick Order Enabled

In order to view the Advanced Quick Order Design Block, you must have Quick Order Enabled, even if you are not using it. You can do so by going to Products->Quick Order Forms -> Quick Order and set Enabled to Yes.

Once your Form(s) are built in steps 1 and 2, you can now navigate to Edit My Design and add the forms to a new or existing page. You will find the Advanced 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.

Advanced Quick Order Form Block Settings

Advanced Quick Order Form Block 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.