> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarlabs-b2b-custom-pricing/quick-order-form.md).

# Quick order form

The **Order Form** allows your customers to quickly search, browse, and add products to their cart — with the correct pricing (discounted or default) automatically applied based on the customer’s profile and tags.

This is especially useful for **B2B or wholesale customers** who need a fast way to place bulk orders.

{% embed url="<https://youtu.be/izXYXrn1Ql0>" %}

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### Prerequisite

* Before setting up the  Order Form, make sure you have configured **Pricelists** in the app.
* Order Form works correctly only when Price lists are already in place.

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### Step 1: Add the Order Form App Block

1. Go to **Online Store → Customize Theme**.
2. Navigate to **Pages** and create a new template (or edit an existing one).
3. On the left sidebar, click **Apps → Add block**.
4. Add the **Order Form**  and save the template.

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### Step 2: Configure Order Form Settings

Once the Order Form block is added, you’ll see a few settings on the right-hand side:

1. **Show products to logged-out customers**
   * Enable: Visitors can see products even if they aren’t logged in.
   * Disable: Products are hidden until the customer logs in.
2. **Show non-discounted products**
   * Enable: Customers see *all* products, even those without a discount.
   * Disable: Only products with an active discount will appear in the order form.

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### Step 3: How the Order Form Works for Customers

* **Search**: Customers can search by **product name** or **SKU**.
* **Pricing**:
  * If a logged-in customer has a **tag with discounts/offers**, they will see discounted prices.
* **Dynamic offers**: Pricing updates automatically depending on which customer is logged in.

Example:

* Customer A (with B2B tag) may see discounted gift cards and snowboards.
* Customer B (no tag) will only see default prices.

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### Use Case Example

* A wholesale buyer logs in → sees discounted prices from the Pricelist.
* A retail customer logs in (no tag) → sees only standard prices.
* A logged-out visitor → only sees products if the “Show products to logged-out customers” option is enabled.

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### Next Steps

We are continuously adding new features to the  Order Form, including more customization and display options.

👉 If you have questions or need help with setup, please reach us at <support@dollarlabs.io>


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