Quick Order

See how to place quick orders and how the whole flow works.

If a customer knows exactly what they want to buy, they can use the Quick Order option. It allows them to simply enter a valid product code or name to get automatic suggestions of related products. Customers can easily add selected products to their list or directly to the cart. Additionally, they can add items by entering product codes (SKUs) with quantities as a comma-separated list or upload product items in bulk using a .csv or .xlsx files.

Quick order works both for customers who are already logged in to their accounts and for guests who are just browsing the store.

Quick Order — adding products by search or item number with quantity

If the customers want to use the bulk upload, they can download a .csv template for that to see how the file should look like.

Quick Order — bulk upload of products with CSV or XLSX file

Products added on the Quick Order page are kept in the Quick Order product list until the customer chooses Add to cart or Go to checkout. The customer can edit quantities or remove items before proceeding.

Checkout process

When a customer is ready to proceed, the following actions are available:

• Add to cart — adds products from the Quick Order product list to the shopping cart. Checkout is not started. Only products that are added successfully are moved to the cart.

• Go to checkout — goes directly to the checkout form and then submit the order; adding the products to cart happens automatically.

  • If adding the products succeeds:

    • Logged-in customers are taken to checkout.

    • Anonymous customers see a popup where they can log in, register, or choose Order as a guest.

• Request quote — available for logged-in customers only. For details, see Quote Process.

If some products cannot be added to the cart, they remain on the Quick Order product list. The customer can update quantities or remove unavailable items and try adding to cart or going to checkout again.

Quick Search can surface a product even when catalog or site setup does not allow purchase. Add to cart may fail when, for example:

• No price, shipping, or tax is configured for the product

• A main product is used instead of a sellable variant

• Price exists only in EUR, but the customer selected USD on a multi-currency site

For the full list of requirements and where to fix them in the Management Dashboard, see Products on the storefront.

The checkout process has the following steps:

1

Providing the details of the shipping information

The shipping details are taken from:

• the customer's address book - the default address is selected

• the company locations tagged as shipping - if the customer is assigned to the registered company

The taxes are applied according to the shipping location country.

Checkout — delivery details and order summary

2

Providing the payment information

The billing addresses are taken from:

• the customer's address book

• the company locations tagged as billing - if the customer is assigned to the registered company

3

Placing the order

When a customer chooses to Submit Order the order is placed, and they receive a confirmation notification as well as a confirmation email.

Ordering as a guest

In the login popup shown after Go to checkout (for anonymous customers), the customer can choose Order as a guest to complete checkout without registering. After filling in the checkout form, they choose Submit Order and receive the same confirmation as logged-in customers.

Login modal with Order as a guest option

Successful checkout creates an order in Emporix Management Dashboard.

In the case when a guest customer later wants to return the purchased item, they need to register with the email address provided at checkout and to create a customer account. After logging in, the customer can view the orders under the order history associated with the email.

To learn more about API used in this use case see the Order Service and for user guides check the Order Fulfillment documentation.

After the customer submits the order, it is created within the Management Dashboard. The employee can set the status of the order and the storefront is updated accordingly. In a real scenario, the updates are normally integrated from an ERP backend system.

In the Management Dashboard, for the orders that were created by guest users, the Customer # field is marked as Anonymous. If the guest customer later chooses to create an account, the value of the Customer # is replaced with the real customer ID.

Guest order in Management Dashboard with Anonymous customer number