Quick Order Forms

What Are Quick Order Forms?

Quick Order Forms are purpose-built ordering sheets designed for B2B buyers who need to place large, multi-product orders quickly and efficiently. Unlike a traditional e-commerce catalog where customers browse one product at a time, a Quick Order Form presents a streamlined table interface where buyers can search for products, select variants, enter quantities, and check out — all from a single page.

This is especially useful for wholesale customers who already know what they want and need to reorder frequently. Instead of navigating through dozens of product pages, they can build their entire order in minutes using the Quick Order Form.

Creating and Editing Quick Order Forms (Merchant Admin)

As a merchant, you can create multiple Quick Order Forms from your BulklyCart admin panel. Each form can be customized independently with its own display settings, styling, and behavior.

Step 1: Create a New Quick Order Form

1. Navigate to Quick Order Forms in the BulklyCart admin sidebar.
2. Click the Create New Form button.
3. Give your form a descriptive name (e.g., "Main Wholesale Order Sheet" or "Seasonal Products Order Form").
4. Configure the display and style settings described below.
5. Click Save to create the form. The form is saved via an AJAX modal — you'll see a success confirmation without leaving the page.

Display Settings

Control exactly what information your buyers see in the Quick Order table:

• Columns: Choose which data columns appear in the table (product name, variant options, price, quantity input, line total).
• Search Bar: Enable or disable the product search bar at the top of the form.
• Categories: Show or hide a collection filter dropdown so buyers can browse by product category.
• Product Images: Toggle product thumbnail images on or off in each row.
• SKU Display: Show variant SKU codes alongside product names for easy reference.
• Inventory Status: Display current stock availability for each variant.
• Vendor: Show the product vendor/brand name in the table.

Style Customization

Match the look and feel of the Quick Order Form to your brand:

• Colors: Set background colors, header colors, row alternation colors, and text colors.
• Borders: Customize table border thickness, color, and style.
• Margins: Adjust spacing around the form for a comfortable layout within your portal page.

Integration Settings

Configure how the form interacts with the rest of the checkout experience:

• Add-to-Cart Behavior: Control what happens when buyers add items — whether items accumulate in the table or trigger immediate feedback.

Preview Mode

Before publishing your form to buyers, use the Preview mode to test how the form looks and behaves. This lets you verify your display settings, styling, and column configurations without affecting live buyer experiences.

Duplicate and Toggle Active/Inactive

You can duplicate any existing Quick Order Form to create a copy with all the same settings — perfect for creating seasonal variations or test versions. Use the active/inactive toggle to control which forms are available to your buyers without deleting them.

The Buyer Experience in the Portal

When a B2B buyer accesses the Quick Order Form in the wholesale portal, here's what they see and how they use it:

Starting with an Empty Table

The Quick Order table starts empty. Buyers build their order by searching for and adding products one at a time. This keeps the interface clean and fast, even for stores with thousands of products.

Searching for Products

Buyers can search for products by name or SKU using the search bar at the top of the form. Search results appear with product thumbnails, making it easy to identify the right item. If categories are enabled, buyers can also filter by collection using a dropdown.

Adding Products and Selecting Variants

When a buyer selects a product from the search results, the product is added to the table. If the product has multiple variants (e.g., different sizes or colors), the buyer can select which variant they want. Each variant gets its own row in the table with a dedicated quantity input field.

Quantity Input and Pricing Display

For each variant row, buyers enter the desired quantity. The form dynamically calculates and displays:

• Unit Price: The wholesale price per item (with any applicable discounts already applied).
• Line Total: Quantity multiplied by the unit price.
• Row Savings: How much the buyer is saving compared to the retail price on that line.

Volume Pricing Savings Banner

When volume pricing rules are active, a savings banner appears showing buyers how much they're saving based on their quantities. The banner adjusts based on the volume pricing mix method configured by the merchant:

• Same Variant: Savings are calculated per individual variant quantity.
• Mix Variants: Savings combine quantities across all variants of the same product.
• Mix Products: Savings combine quantities across all qualifying products in the order.

Need image, with brief {Volume pricing savings banner showing tiered discounts applied to the Quick Order table}

Saved Lists

The Saved Lists feature helps repeat buyers save time by storing frequently ordered product combinations for instant reuse.

How to Use Saved Lists

1. Build your order by adding products and quantities to the Quick Order table.
2. Click Save List and give your list a descriptive name (e.g., "Weekly Restock" or "Holiday Season Order").
3. Next time you visit the Quick Order Form, click Load List and select a saved list to instantly repopulate the table with all the products and quantities from that list.
4. To update a list, make your changes in the table, then save using the same name — the system will ask if you want to overwrite the existing list.
5. To delete a list you no longer need, use the delete option from the saved lists panel.

Re-Order from Order History

Buyers can also reload items from a previous order directly into the Quick Order table. This loads the same variants with current pricing (prices may have changed since the original order), making repeat purchasing effortless.

Order Meta Information

Before checking out, buyers can add important reference information to their order:

• Order Notes: Free-text notes for special instructions (e.g., "Ship to loading dock B").
• PO Number: A purchase order number for the buyer's internal tracking.
• Reference Field: An additional reference identifier for accounting or project tracking.

Checkout Section of Quick Order

The checkout section is built right into the Quick Order page, so buyers can complete their order without navigating to a separate page.

Shipping Address

Buyers select from their saved shipping addresses using a dropdown selector. The default address is automatically pre-selected for convenience. If buyers need to enter a new address, they can type it manually. The address form includes smart validation:

• For US and Canadian addresses, state/province fields are validated against official subdivision codes.
• For Argentine addresses, province fields validate against ISO subdivision codes.
• For Australian addresses, state validation is enforced and the suburb field is required.

Shipping Methods

After selecting an address, shipping methods are filtered by the buyer's country. Only rates from matching shipping zones appear. The shipping rate is calculated automatically based on the zone's rate type (flat, tiered, or weight-based).

Payment Method

Buyers select their payment method from the options available to their customer group. Each payment method is displayed with an icon label for easy identification.