Quotes and re-order

The theme has four ways to handle quotes and repeat orders:

• Quote requests from the cart, from a product page, and from the quote page.
• A printable cart and a CSV download of the cart.
• Re-order from past orders for signed-in customers.
• Trade account applications.

Quote requests

Buyers can request a quote in three places:

1. The cart. The button Request a quote for this cart opens the quote form with the cart lines already filled in.
2. A product page. The Request a quote block opens the quote form with that product, its SKU and a quantity.
3. The quote page. Use the template quote for a page. The section Request a quote shows the form.

The form has these fields: name, company, email, phone, required-by date and notes. The lines are filled in automatically. Signed-in buyers see their name, email and company already filled in.

After the buyer sends the form, the success message shows the response time.

Where the request goes

The form sends the request through Shopify's contact form. The request arrives at the store's contact email address. Check that this address is correct in Shopify admin before you turn quotes on.

Quote settings

• Enable quote requests turns quote requests on or off. It is on by default.
• Quote response time sets the text on the form. The default is "We reply within 2 working hours".

The quote section has up to four steps. Each step is one short line. The default first step is "We check part numbers and stock".

The quote form works without JavaScript.

Printable cart and CSV download

The cart has two more buttons:

• Print opens a print view. The print view turns the cart into a quote sheet with the shop details and the date.
• Download CSV saves the cart lines as a CSV file. The file is made in the buyer's browser.

Reference field in the cart

Show reference field in cart adds a reference field to the cart for retail buyers. It is off by default. The buyer can enter a reference, such as a purchase order number, to go with the order.

Business buyers who check out with native B2B use the PO field in Shopify checkout instead. The theme does not show its own reference field to them.

Re-order from past orders

Re-order needs customer accounts. Shopify's new customer accounts must be on. The buyer must be signed in.

1. Go to the re-order page. Use the template reorder for a page. Set Re-order page in Theme settings > Trade and B2B to that page.
2. The page lists the buyer's orders, 10 per page.
3. Each order shows its name, date, total and a link to the order.
4. Each order has its lines: SKU, title, the last quantity, the current price, the stock line and a quantity box.
5. Select Add all to cart for an order. The buyer can change any quantity before adding.

Lines whose variant no longer exists show as unavailable.

If the buyer is signed out, the page asks the buyer to sign in. If the buyer has no orders, the page shows an empty state with a link to the quick order page.

Re-order strip on the home page

The Re-order strip section shows the buyer's last order with Add all to cart. It is for signed-in buyers. The section setting for the sign-in link is show_sign_in. It is off by default.

Trade account applications

Use the template trade-account for the application page. Set Trade account page in Theme settings > Trade and B2B to that page.

The section Apply for a trade account has these settings:

• Heading. The default is "Apply for a trade account".
• Intro. A short text that explains the trade account.
• Spend options. One option for each line. The defaults are "Under 1,000", "1,000 to 5,000", "5,000 to 20,000" and "Over 20,000".
• Trade type blocks. Each block adds one trade type to the list. The default is "Maintenance".
• Step blocks. Up to four short lines that explain what happens next. The default first step is "We check your company details".

The form asks for:

• Company name.
• Registration or VAT number.
• Trade type.
• Expected monthly spend.
• Delivery postcode.
• A message.

The application sends through the store's contact form.

Account terms, such as net payment terms, are set in Shopify and not in the theme. See B2B.