Personalized Quick Order Pages

Who this is for

Personalized pages are worth the extra setup when one list does not suit every buyer:

• You have key accounts with a fixed range of products they reorder from your catalog.
• Different customer groups, such as salons, hotels or schools, buy from different parts of your catalog.
• You run contracts or projects that need a defined bill of materials and nothing else.
• Some products are only for approved or tagged customers and should not appear in a shared list.
• You want to send one link to many buyers and have each one land on the page meant for them.

Why this matters

A long catalog is hard to order from. A buyer who only buys 30 of your 2,000 products must filter, scroll and remember which items are theirs. Mistakes lead to wrong shipments, returns and calls to your support team.

A curated page shows only what a buyer is allowed and likely to order. It saves the buyer time, reduces order errors and gives you a way to treat large accounts as accounts, with their own page instead of a shared shop window.

Curated pages also support your sales conversation. When you hand a key account a page that already lists its products, you show that you know how it buys. That is a stronger message than pointing the buyer at a general catalog and hoping they find the right items.

Examples by business type

• Foodservice distributors give each restaurant group a page with its negotiated range.
• Medical and salon suppliers show professional-only items to verified buyers.
• Construction and facilities suppliers create a page per project with the required items.
• Brands with private-label partners give each partner a page that lists only their products.

What Shopify covers natively, and where an app helps

Shopify's B2B plans include catalogs, so each company can see its own products and prices, and a quick order list. The Shopify B2B guide compares native features with apps. An app helps when you also serve buyers who are not set up as native companies, want pages assigned by customer or tag, need a single link that routes to the right page, or want CSV import and an Add to quote button on the same list. BSS B2B Quote works alongside native B2B, and the quick order and RFQ hub explains the options.

How to set up personalized quick order pages

The gallery above shows each step. The reference guides are Create a Quick Order page and Create a universal page.

1. Create a page for one audience

Create a Quick Order page and name it for the audience, such as Gold accounts or Project Atlas. Use an Online Store 2.0 theme with the app embed on.

2. Choose who can see the page

On the Visibility tab, set who may open the page: all customers, logged-in customers, specific customers or customers with certain tags. If you serve Shopify B2B companies, company-based options are available on the Enterprise plan. Add exclusions for customers or tags that should not see it, even if they match otherwise.

3. Choose which products appear

Show all products, specific products or selected collections. A project page may list a handful of SKUs, and a VIP page may show a whole collection.

4. Turn on bulk tools and prices

Enable search, filters and Bulk Import so buyers can upload a CSV. If you use BSS B2B Solution, the rows can show its custom prices, quantity breaks and increments for customers not using native B2B.

5. Set up one universal link

In Advanced Settings, set a Universal URL handle. A buyer with one eligible page goes straight to it. A buyer with several sees a landing page with a card and a Shop now button for each page. You can edit the landing template.

6. Publish and test with real accounts

Publish each page, then test with accounts in each group and with an excluded account. Confirm each one sees the right page or none.

Planning your pages before you build them

Personalized pages multiply quickly, so a little planning saves maintenance later. Work from your accounts to your pages, not the other way around.

• Group before you split. Two or three well-chosen segments cover most stores. Give an individual account its own page only when its product list really differs.
• Use tags as the switch. A tag per audience lets you add a customer to a page by tagging them, with no page edit. Tags also feed prices if you use BSS B2B Solution.
• Name pages for the audience. Titles such as Hotels or Project Atlas are easy to find in the admin and make sense to buyers on the landing page.
• Decide what happens to overlaps. A buyer in two groups sees a landing page with two cards. That is fine if it is intended, so check it with a test account.
• Review on a schedule. When contracts change, update the product list or the tag, and retire pages you no longer need.

What buyers see

A buyer with a single eligible page lands on it straight from the universal link and sees only the products you chose, with search, filters and bulk import. A buyer with several eligible pages sees one card per page. A buyer with none sees nothing to open, so tell them who to contact.

Example: hotels, schools and one VIP

This is a made-up illustration, not a customer result. A cleaning supplies wholesaler has three kinds of accounts.

1. A Hotels page is visible to customers tagged hotel and lists the housekeeping and laundry collections.
2. A Schools page is visible to customers tagged school and lists classroom and washroom supplies.
3. A VIP page is limited to one named account and lists the exact SKUs in its contract.
4. The wholesaler shares the same universal link with everyone. A hotel buyer lands on the Hotels page, and the VIP buyer, who qualifies for two pages, sees a landing page with two cards.

Each buyer sees the products that matter to them, without a custom site per account.

Works well with

• Standard quick order pages for a shared order page for all buyers.
• CSV bulk order upload so each account can upload its own SKU list.
• Wholesale price by customer tag so the page shows the right price for each tag.
• Show products only to tagged customers with BSS B2B Lock to keep restricted ranges off public pages.

Terms: quick order form, customer tag and buyer group. Browse the quick order and RFQ hub for the wider setup.

Limits and common mistakes

• A page hides nothing by itself. A Quick Order page limits who can open the page and what it lists. It does not hide products from your normal collection and product pages. Use BSS B2B Lock if products must be hidden storewide.
• Overlapping rules. A buyer who matches several pages sees a landing page, not a single list. Check that your tags and customer lists do what you expect.
• Exclusions win. An excluded customer or tag does not see the page, even if they also match an inclusion.
• Theme requirement. Pages are added to the theme, so use an Online Store 2.0 theme.
• Search is basic. It matches product titles, and SKU fragments in some modes. Do not promise barcode or vendor search.
• CSV adds to the cart. Buyers still check out from the cart.
• Headless is not supported. Features depend on your Shopify theme.

Setup checklist

• List your audiences and the products or collections for each.
• Decide whether to target by tag, by customer or by company.
• Create one page per audience and set visibility and exclusions.
• Choose the products each page lists.
• Set the Universal URL handle and edit the landing page.
• Test with one account per audience and with an excluded account.
• Send the universal link and a short how-to to buyers.
• Review the Quick Order metrics after a few weeks.

Plans and requirements

BSS B2B Quote is free on development stores; on a live store, Growth is $19 a month, Business at $39 and Enterprise at $79, with a 14-day trial. Since 2026-06-14, a store on a plan below Growth can view but not edit its data, so plan for Growth or higher to publish pages. Company-based page targeting needs Enterprise. The BSS B2B Quote page has the current details. Install BSS B2B Quote from the Shopify App Store to start.