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User Guide

1. Overview

Wholesale Fast Order For Magento 2 extension allows searching and adding almost all product types right in a form instead of loading product page by product page.

2. How Does It Work?

2.1. In the frontend

Wholesale Fast Order For Magento 2 extension optimizes order process and decreases buying time.

Accordingly, there is a Fast Order form in the storefront for customers to search, select, and add multiple products to the shopping cart.

Access Magento 2 quick order form (Select either of these two ways)

  • Click “Fast Order” shortcut in top menu/footer/near mini cart of the website. (The display of this shortcut is based on the backend configuration.)
  • Access directly Fast Order CMS Page by entering the URL.

There are two templates available. The admin can enable either of them per customer group.

2.1.1 Template 1

Fast Order Template 1

Search products to add to cart

  • In the Search box, type some characters of a product name or SKU.

* Note: 

+ The smart autosuggestion function supports displaying the matched results. Even better, if there is one and only product name or SKU matched, it will be auto-selected.

+ With custom options (including configurable product, grouped product, or simple product with custom option), a popup will be loaded and shown to select desired options.

Pupup to choose custom options

Enter multiple SKUs with quantities to the form

Enter SKUs (except for bundle products) with the corresponding quantity per line.

For example:

WS05-XS-Red:5

24-MB01:10

Enter multiple SKUs with quantities_expng

Upload CSV file to fasten ordering

What’s more, Magento 2 Wholesale Fast Order extension also supports CSV import if customers have their own list of products and attributes.

To check the function, please follow:

  • Download the sample CSV file
  • Input CSV file as format: SKU and quantity of products. Only enter simple/downloadable products without custom options and child products of the configurable
  • Click the Upload button to upload this file

Choose other product attributes

  • Enter the number of items in the Quantity box. The Subtotal will be immediately updated.
  • Choose Edit to modify product attributes and other custom options or Delete to delete the chosen product.
  • Click Add lines button to expand the fast order form as wanted.

Add all to cart/Proceed to Checkout

On completing selecting products and their attributes, please select Add to cart button to add all to the shopping cart.

You can also proceed to checkout without navigating to the mini cart.

2.1.2. Template 2

BSS Commerce Wholesale Fast Order for Magento 2 extension features an additional fast order template to make the ordering process even faster.

Fast Order Template 2

Instead of searching individual products per line, customers can search the whole website in a smart search box. Most excitingly, customers can check to add multiple products to the form.

With products with custom options, a popup with multiple product pages will be shown accordingly.

Popup to choose custom options of multiple products

Customers can still enter multiple SKUs or upload the csv. file, as well as add all products to the cart and proceed to checkout.

2.2. In the backend

2.2.1. Fast Order CMS Page

We have already built a Fast Order CMS Page for you.

To check, please go to Content ⇒ Pages ⇒ Fast Order

Create fast order form

  • Expand the Search Engine Optimization section to fill in the meta-information.

In URL Key, there is an auto-generated key. Copy the key to use in the fast order form configuration.

URL key of Fast Order page

  • Remember to Save Page if you make any changes.
2.2.2. Magento 2 Wholesale Fast Order Configuration

In Admin Panel, please go to Stores ⇒ Configuration ⇒ BSS Commerce ⇒ Fast Order.

General config

In Enabled: choose Yes to enable the module or No to disable it.

In Fast Order Form Template, choose either Template 1 or Template 2.

In Number of Lines: set the number of lines of Fast Order auto shown on the CMS page.

In Autocomplete Minimum Characters: set the minimum characters typed in the search box so that the result can appear.

In Max Results to Show: set the number of results displayed in the autocomplete box

In Main Color, pick the color of header and buttons that fits the design of the whole website.

In Shortcut URL Key, enter the URL key of the Fast Order CMS Page. This field is filled in advance, so skip if you do not change anything in the CMS Page.

In Position of Fast Order Shortcut, choose where to display the shortcut link.

  • Near mini cart
  • In top menu
  • In footer

In Enable for customer groups: choose groups to enable Wholesale Fast Order function.

Automative Pre-populated products

Our extension supports a smart algorithm to pre-load multiple products based on customers’ order history whenever they access the fast order form.

In Enabled, choose Yes to activate this smart feature.

In Action, choose either Automation or Manual.

  • If you choose Automation, the pre-populated products are auto-loaded by two criteria:

+ Bestseller list according to default report, or

+ Frequently ordered products from the customer’s account.

+ Enter Max results to show. 5 is recommended.

+ Remember to Reindex data so that the automotive pre-populated products can be shown.

  • If you choose Manual, you can add a list of products at will

Prepopulated products

Click the left icon and select products IDs, or enter multiple IDs separated by commas without spaces.

In the end, save and flush the Cache.

2.2.3. Recommended Products

Our Magento 2 Wholesale Fast Order works well with all B2B extensions.

Recommended Products

Especially, we recommend Magento 2 Request for Quote extension and Configurable Product Grid Table View to even fasten the wholesale shopping process.

Feel free to try demos and enable two extensions to see how these extensions work together!

  • Show all child products of the configurable in a grid to order more quickly.

Configurable Grid View

  • Quick search and add multiple products to quote

Add products to quotes

 

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