> 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/show-final-prices-on/order-form.md).

# Order form

A bulk-ordering table for trade buyers — search by SKU, set quantities across many lines, review an order and continue to checkout.

**The Order Form lets buyers build a bulk order from one page.** They can search the catalog, choose variants and enter quantities, then review the order before checkout.

Prices use the buyer’s applicable customer or Default pricing. The form builds a separate working order. Buyers select **Review & Place Order** to check it, then **Place order** to go to checkout.

{% hint style="warning" %}
**Place order** replaces what is in the buyer's cart with the order-form selection, then opens checkout. Items added to the cart elsewhere are removed.
{% endhint %}

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-387cb2492a010f056aec9722d4ab5e746559eb79%2Forder-form-buyer-annotated.png?alt=media" alt="Order form for a signed-in wholesale buyer with Templates, Import CSV and Export controls, product rows with case, loose and tier prices, and the Review &#x26; Place Order button."><figcaption><p>Buyers build a bulk order on one page, then review it before checkout.</p></figcaption></figure>

## Before you start

Configure your [pricing](/dollarlabs-b2b-custom-pricing/getting-started.md) first. The order form displays pricing; it does not create any.

## Adding it

1. In Shopify admin, create a page: **Online Store → Pages → Add page**. Call it something like *Order form*.
2. **Online Store → Themes → Customize**.
3. Navigate to that page, and create or select a template for it.
4. **Add block → Apps → Order Form**.
5. Configure, then **Save**.

Link the page from your main navigation, or from your wholesale customers' account area.

## Settings

Configure display settings on the **Order Form block in the theme editor**.

| Setting                   | What it does                                                                | Default                        |
| ------------------------- | --------------------------------------------------------------------------- | ------------------------------ |
| Show If Not Logged In     | Allow signed-out visitors to use the form.                                  | On                             |
| Show non-discounted items | Include products without a price set for this customer.                     | On                             |
| Show Compare At           | Display compare-at pricing.                                                 | Off                            |
| Show Volume Tiers         | Show available quantity breaks.                                             | On                             |
| "You save" amount         | **For the quantity break (total)** or **Per unit**.                         | For the quantity break (total) |
| Discount format           | **Percent off (e.g. 10% off)** or **Amount off per unit (e.g. $5.00 off)**. | Percent off                    |
| Enable Import/Export      | Show the buyer's import and export tools.                                   | On                             |
| Product Name              | Product heading.                                                            | Product name                   |
| Price                     | Price heading; change it to match how you sell.                             | Price per carton               |
| Unit                      | Loose-price heading.                                                        | Loose unit                     |
| Tiers                     | Quantity-break heading.                                                     | Volume Tiers                   |
| SKU font size             | Size of the SKU text, 10–24 px.                                             | 13 px                          |
| SKU color                 | Colour of the SKU text. Leave empty to keep the theme's grey.               | —                              |
| Bold SKU                  | Show the SKU in bold.                                                       | Off                            |
| No Products Message       | Message when no products are available.                                     | No products available.         |
| CSS                       | Custom styles for the form.                                                 | —                              |

For language-specific wording, use the Order Form configuration in the app’s **Customize** page. The storefront language selects the translated text; saved text overrides apply to that locale. Preview each language you use.

{% hint style="info" %}
The default price heading is **Price per carton**, which suits case-based selling. Change it if you do not sell by the case.
{% endhint %}

## Choose what buyers can see

**Show products to logged-out visitors?**\
Turn this off to require sign-in before showing the catalog. Check this setting alongside **Hide price without login** on the [product page block](/dollarlabs-b2b-custom-pricing/show-final-prices-on/product-page.md).

**Show non-discounted products?**\
Turn this off to show only products with pricing for the customer's tag. Leave it on to include products without a customer-specific price.

## Buyer import/export

With import/export enabled, the form shows **Import CSV** and **Export**. The **Export** menu offers:

* **Current order (CSV)** — the products the buyer has ticked
* **Full catalog (CSV)** — every product on the form, to fill in offline
* **Product table (PDF)** — a printable copy of the table

Buyers fill in quantities in a spreadsheet, then select **Import CSV**.

{% hint style="info" %}
A buyer's file needs a **SKU** (or **Item code**, or **Variant ID**) column and a **Quantity** (or **Qty**) column. If a quantity breaks a case size or minimum, the form changes it to fit and lists that line in the import summary. Signed-in buyers can also save the current selection as a **template** and load it next time.
{% endhint %}

## Case quantities and tiers

The order form respects [case multiples](/dollarlabs-b2b-custom-pricing/getting-started/volume-tiers-and-case-multiples.md) and [loose unit pricing](/dollarlabs-b2b-custom-pricing/getting-started/progressive-case-multiples-and-loose-unit-pricing.md). Where loose pricing is configured, the **Loose unit** column shows that price alongside the case price.

The volume tiers column shows the quantities needed for each price.

## Common problems

**The form is empty.**\
No pricing is configured, or **Show non-discounted items** is off and this customer's tag has no prices.

**A logged-out visitor sees nothing.**\
**Show If Not Logged In** is off. That is the intended behaviour for a trade-only form.

**Prices differ from the product page.**\
Check the buyer account, selected variant and quantity on both pages. A case price, loose-unit price and volume-tier price can differ; compare the same quantity and pricing basis before checking the checkout total.
