Order form v2
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.
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.
If you are using Price list v1, select Order Form.
If you are using Price list v2, select Order Form v2.
Step 1: Add the Order Form App Block
Go to Online Store → Customize Theme.
Navigate to Pages and create a new template (or edit an existing one).
On the left sidebar, click Apps → Add block.
Add Order Form or Order Form v2 (depending on which Price list version you are using) and save the template.
Step 2: Configure Order Form Settings
Once the Order Form block is added, you’ll see a few settings on the right-hand side:
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.
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.
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.
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.
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 [email protected]
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