Quick order

Trade buyers often know exactly what they need. Chisel gives them three ways to order quickly: a table view on collection pages, a quick order page where they paste codes and quantities, and a band on the home page that starts the same check. This guide explains each one and how to set them up.

Before you begin

1. Use the list view on a collection page

The list view shows products in a table. Shoppers select the lines they want, set quantities, and add them to the cart in one step.

  1. Open a collection page on the storefront.
  2. In the collection toolbar, select List. The grid view is the default.
  3. The table shows these columns: Select, Image, Product, Code, Stock, Price and Quantity. The product name has the key specification line under it.
  4. Select the lines you want, and change the Quantity for each one if needed.
  5. Select Add selected to cart. The bar at the bottom of the table shows the number of lines and the total before you add.

The theme remembers the list or grid choice in the browser. A shopper who chooses the list view sees it again on other collection pages. You can also link to the list view with ?view=list at the end of the collection address.

The table shows one row for each product by default. A product with several variants shows a Choose options link in place of the checkbox and quantity, which opens the product page.

Show one row for each variant

  1. Open the Collection section in the theme editor.
  2. Set Quick-order rows to One row per variant.
  3. Save.

Each variant of a product gets its own row, with its own code, stock line, price and quantity, so shoppers can order several sizes or colours in one step. Variants that are sold out still get a row, marked as unavailable. A product shows up to 20 variants in the table; if it has more, a See all options link opens the product page for the rest. Adding selected lines works the same way as before.

2. Set up the quick order page

The quick order page has a paste box and, optionally, a table of one collection.

Create the page

  1. In the Shopify admin, go to Content > Pages.
  2. Select Add page. Enter a title, such as "Quick order".
  3. Under Theme template, choose the quick-order template. The page then uses the quick order section.
  4. Select Save.

Link the page in the theme

  1. Open the theme editor. Select Customize on the Chisel theme.
  2. Open the theme settings and go to the Trade features group.
  3. Set Quick order page to the page you created.
  4. Select Save.

When the Quick order page setting has a page, the header shows a Quick order link. The header and the home page band both use this page.

Set the quick order section

  1. Open the quick order page in the theme editor.
  2. Select the Quick order section.
  3. Set Heading. The default is "Quick order". Leave it blank to use the page title.
  4. Set Collection to a collection. Its products appear in a table under the paste box. Leave it blank to show only the paste box.

3. Paste codes and quantities

The paste box accepts one product per line. Each line has a code and a quantity.

  1. Type or paste the lines into Codes and quantities.
  2. Select Check codes.
  3. The theme checks each code and lists the products it finds, with the stock and price.
  4. Select the lines you want, and change the quantities if needed.
  5. Select Add selected to cart.

These line formats work:

Quantities must be whole numbers of 1 or more. The theme shows a message when a line has no quantity, a quantity is not a whole number, or the line has a different format.

The theme checks up to 40 lines at a time. If you paste more, the first 40 are checked, and a message asks you to paste the rest separately.

Lines the theme cannot find

The theme lists each unknown line under Lines not found, with a reason. The reason is one of these:

Lines with a missing or invalid quantity are listed with their own message.

Codes must match the SKU in the Shopify admin. The match ignores letter case, but it does not ignore dashes. A code entered as 204118 does not match a SKU saved as 204-118. Check the SKUs in your products and keep the format the same for every product.

4. Use the home page band

The home page can include a Quick order band. It has a short text, a box for codes, and a Check codes button.

  1. Open the home page in the theme editor.
  2. Select the Quick order band section.
  3. Set Heading and Text.
  4. Set Placeholder lines to two or three example lines. The default example is "204-118 x 2" and "118-402 x 5".
  5. Set Quick order page to the page that reads the codes. Leave it blank to use the quick order page from the theme settings.
  6. Set Table link label, such as "Open the quick-order table".

The band sends the codes to the quick order page. The quick order page fills its paste box with those codes and checks them straight away, so the shopper does not need to paste them again. If the page cannot read the codes, it still works as a plain form, and the shopper can paste them in.

Check your setup

  1. Open a collection page. Select List. Select two products with different quantities. Select Add selected to cart. Confirm that both lines reach the cart with the right quantities.
  2. Open the quick order page. Paste three lines: one valid code with x, one valid code with a tab, and one unknown code. Confirm that the unknown code appears under Lines not found.
  3. Paste a line with a quantity of zero. Confirm that the theme shows the quantity message.
  4. Open the header. Confirm that the Quick order link is there when the page is set.

Settings used