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Step 1: Configure the CSV Modal in the Admin App

  1. Go to the Admin section and Enable the Quick Order Setup
  2. Choose Customer Account in the Quick Order Extension section
  3. Configuration Settings
    • Heading, Button Text & Description
      Customize the text that appears in your CSV upload modal. A live preview will be shown on the right.
    • Allow Catalog Download
      Enable this option to let customers download a catalog template in CSV format. A “Download Catalog” button will appear in the CSV upload dialog box once enabled.
    • Preview Uploaded Items
      Allow customers to preview the uploaded CSV items before proceeding.
    • Post Upload Options
      Decide what happens after CSV upload: redirect to Cart or directly to Checkout.
    • Stock Availability
      Show the current stock quantity in both the downloaded CSV and preview modal.
    • Tutorial
      Add a custom tutorial to guide your customers through placing a bulk order. Enabling this will display a “How to Use” link in the CSV upload dialog box, redirecting customers to your tutorial.
Note: You can preview these text fields on the right side of the screen.

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Step 2: Add the Quick Order Extension to the Customer Account Page

  1. Open your Theme Customizer.
2. From the top menu, select Checkout and Customer Account. 3. Navigate to the Orders section. 4. Click on Apps and add the Quick Order App extension. 5. Once added, only logged-in B2B customers will be able to:
  • Download their personalized product catalog, and
  • Upload products using a CSV file directly from their account page.