Use case for BSS B2B Quote

Reorder Page for Repeat Wholesale Buyers

Give logged-in restaurants and retailers a Reorder page where they repeat a past order from their history, edit quantities in a review window and place it as a draft order, with BSS B2B Quote.

  • App: BSS B2B Quote
  • Industry: Food & Beverage
  • Business model: Manufacturer or brand
  • Key feature: Reorder from order history

Last updated

Reviewed by Hoa Nguyen, Senior Marketer. Last reviewed

Reorder from History page with an Orders tab and a Waiting for Checkout tab and a list of past orders
  • 4.9/5 191 reviews of BSS B2B Quote on the Shopify App Store
  • Built for Shopify Badge Shopify gives apps that meet its quality standards
  • 20 languages supported in the app

The problem

Restaurants and retailers reorder the same products on a schedule. Rebuilding the same cart by hand each time takes minutes, and orders end up by email or phone instead.

The outcome

Buyers log in, pick an earlier order, adjust quantities and place it. The app creates a draft order and shows a checkout link, emails the invoice, or both, depending on your setting.

how it works

How it works

  1. Open the Reorder settings

    Switch on the app embed, then in BSS B2B Quote open Reorder, set the page handle and show the Reorder page. The page is hidden by default.

  2. Choose who can use it

    Under Apply to customers pick logged-in customers, specific customers or customer tags, and exclude any groups you need to.

  3. Choose the checkout link option

    Set Checkout Link Visibility to display the link on the storefront, email the invoice, or both.

  4. Buyer picks a past order

    The logged-in buyer opens /pages/reorder, sees past orders and draft orders waiting for checkout, and clicks Reorder.

  5. Buyer reviews and places the order

    In the review window the buyer edits quantities, adds products and clicks Place Order. The app creates a draft order.

To let wholesale buyers reorder on Shopify, publish the Reorder page in BSS B2B Quote and share it with logged-in customers. The buyer opens `/pages/reorder`, picks a past order from their history, edits quantities in a review window, and places it as a Shopify draft order, which the app turns into a checkout link, an emailed invoice, or both.

This guide is for suppliers whose customers buy the same products on a schedule: restaurants and hotels restocking packaging, salons reordering consumables, retailers refilling staple lines. It explains who benefits, the setup in five steps, a worked example, and the limits to know first, including that Reorder needs a login and uses current prices rather than the old order’s prices.

Who this is for

A reorder page suits you if several of these describe your buyers:

  • They order the same core products every week or month, with small changes in quantity.
  • They are logged-in accounts that you approved, not anonymous shoppers.
  • Today they repeat an order by emailing, phoning or retyping the cart, and your team keys it in again.
  • You sell to restaurants, hotels, salons, shops or maintenance teams, where the next order looks like the last one.
  • Prices or terms are agreed per account, so the repeat order should still follow your current rules.

If your buyers upload spreadsheets instead, see CSV bulk order upload. If their lists are long and change every time, a quick order page may fit better than reorder.

Why this matters

For a repeat buyer, the second order should be easier than the first. When it is not, they drift to the phone, and a sales or support person types the same order into Shopify again. That is a cost you pay for every repeat order, on every account, and it is the cost a self-service store is supposed to remove.

On the merchant side, a reorder arrives as a normal Shopify draft order that carries a BSS_REORDER tag, so your team can filter the orders that came from the page and does not retype anything. With the invoice option, the buyer gets the Shopify invoice by email and pays through it, which fits accounts that need a document to approve.

Reorder also removes a quiet source of mistakes. A buyer who rebuilds a cart from memory forgets a line, picks the wrong size, or orders a discontinued item. A reorder starts from the real previous order, flags items that are no longer available, and checks stock before the order is placed. Patek Packaging, a Canadian food service supplier to restaurants and hotels, introduced personalized quick order and reorder experiences so buyers see what applies to their account, and GreenTeaEveryday lets wholesale clients view previous orders, change them and reorder. Read the Patek Packaging and GreenTeaEveryday case studies.

How to set it up with BSS B2B Quote

Reorder is configured in one settings page, then published as a theme page on your store. The setup takes six steps.

Step 1: Turn on the app embed and open Reorder settings

The app embed must be enabled in your active theme, or the page cannot run even when it is marked as published. Then open Reorder > Reorder Settings in the app. The page handle defaults to `reorder`, which creates `/pages/reorder`. The page is hidden by default, so switch the page visibility to show it on the storefront.

BSS B2B Quote Reorder Settings with the page handle, page visibility, who can access the page and exclusion options
Reorder settings: publish the page, set its handle and choose who can use it.

Step 2: Choose who can use it

Under Apply to customers, choose logged-in customers, specific customers or customer tags, such as `wholesale`. An exclusion rule always wins over the eligibility rule, so a customer who matches an exclusion sees the restricted access screen even when they are logged in.

Step 3: Choose the checkout link option

Checkout Link Visibility decides what happens after the buyer clicks Place Order. You can display the Shopify checkout link on screen, email the invoice from the draft order, or do both, which is the default. Email the invoice for buyers who pay on terms or need an approval step, and display the link for buyers who pay by card straight away.

Step 4: Match the page to your brand and language

Use Edit Template to change the styles and which elements show on the four storefront screens (the order list, the review window, the draft order detail and the restricted access screen), with a live preview. The storefront text can be translated per language, so buyers in other markets see their own wording.

Step 5: The buyer picks a past order

A logged-in buyer opens the Reorder page and sees two tabs. Orders lists past orders with the order number, date, number of line items, total quantity, fulfillment and payment status, and a Reorder button. Waiting for Checkout lists draft orders that are still open, including reorders that have not been paid yet.

Reorder from History page with an Orders tab and a Waiting for Checkout tab and a list of past orders
The Reorder page lists past orders and draft orders waiting for checkout.

Step 6: Review, edit and place the order

Reorder opens a review window pre-filled with the old order. The buyer changes quantities, sees quantity rules and stock, can search and add other products, and removes lines. If some items have been archived or discontinued since the old order, a warning lists them and the buyer continues with the rest. Place Order then creates the draft order.

Review order details window showing two reorder items with quantities, quantity rules and a Place Order button
The review window lets the buyer change quantities and add items before placing the order.

The draft order detail page shows the itemized order, and a checkout button when the link is shown.

Draft order detail page with the items, prices, shipping and payment method and a Reorder button
The draft order detail page shows the items, prices, shipping and payment method.

Example: a restaurant packaging supplier

This example uses illustrative numbers, not results from a real store. A supplier sells take-out packaging to restaurants. A restaurant’s last order contained 14 product lines, among them 6 cases of 500 napkins at $38 per case and 4 cases of 12 oz cups. The supplier raised the napkin price to $40 per case last month and discontinued one lid size.

The buyer logs in on Tuesday, opens the Reorder page and clicks Reorder on last month’s order. The review window warns that one lid size is no longer available. The buyer continues, raises the napkins from 6 to 8 cases, and clicks Place Order. The draft order shows the current price: 8 cases at $40 is $320, while the old order paid 6 cases at $38, which is $228. The supplier chose Both, so the buyer sees the checkout link and also receives the invoice by email, and the reorder waits in the Waiting for Checkout tab until it is paid. Nobody phoned the sales desk.

Works well with

Reorder is strongest when the rest of the buying path is easy too:

The quick order and RFQ hub lists the whole group of guides. Useful glossary entries are reorder, quick order form and draft order.

Storefront screen for a visitor who is not logged in: This page is for exclusive customers, with Go Back and Log In buttons
A visitor who is not logged in sees a restricted access screen with a login button.

Limits and common mistakes

  • Reorder needs a login. The page reads the order history of the logged-in customer, so a visitor who is not signed in sees a restricted access screen. Make sure approved buyers have accounts, and link to the page from the account area and your wholesale menu.
  • A reorder uses current prices. The draft order is built from variants and quantities, not from the old order’s prices. Tell buyers, and test a reorder as a tagged buyer to confirm the draft order total matches what the product page shows.
  • The page is hidden by default. Publish it and switch the page visibility to show it, or buyers will not find it.
  • It does not touch the normal cart. A reorder works through a draft order and a checkout link, so the buyer’s active cart is not overwritten or cleared.
  • How far back the history reaches depends on what Shopify returns. Test with an order that is several months old before you promise buyers their whole history.
  • It is not on the Starter plan. Reorder is available from the Growth plan of BSS B2B Quote.
  • The page is a theme page. It needs the app embed on and relies on the buyer being logged in to the store.

Setup checklist

  • Install BSS B2B Quote and switch the app embed on in your theme.
  • Open Reorder Settings, set the page handle and show the page on the storefront.
  • Choose who can use it, and add exclusions if some accounts should not.
  • Pick the Checkout Link Visibility option that matches how your buyers pay.
  • Add the Reorder page to your account menu and wholesale navigation.
  • Test as a tagged wholesale buyer with an old order, including an item that is out of stock.
  • Compare the draft order total with the prices on the product page.
  • Tell buyers that reorders use today’s prices.

Plans and requirements

Reorder is part of BSS B2B Quote and is available from the Growth plan, not on Starter. Plans and the 14-day free trial on paid plans are on the BSS B2B pricing page. The Reorder overview explains the workflow and edge cases, and the full Reorder setup guide walks through every setting. Install BSS B2B Quote from the Shopify App Store and publish your first Reorder page.

key features

What makes it work

Reorder page from order history

Lists the customer's past orders and draft orders waiting for checkout.

Review and edit window

Edit quantities, add new items and see stock and quantity rules before placing the order.

Draft order with invoice or link

Show a checkout link, email the invoice, or do both.

Customer targeting

Limit the page to logged-in customers, specific customers or tags.

Set this up with BSS B2B Quote

Install BSS B2B Quote from the Shopify App Store, then follow the guide to turn this on in your store.

faq

Frequently asked questions

Do buyers need to log in to reorder?

Yes. Reorder reads the order history of the logged-in customer, so a visitor who is not signed in sees a restricted access screen with a login button. Make sure your wholesale buyers have accounts, for example through a registration form, and add a link to the Reorder page in your account menu.

Which prices are used on a reorder?

The reorder is created from variants and quantities, so it uses the current price in your store, not the price of the old order. If prices changed since the last order, the new draft order shows today's prices. Tell buyers this in your onboarding messages, and test a reorder as a tagged buyer first.

Why can my customers not find the Reorder page?

The Reorder page is hidden by default. Open the Reorder settings, publish the page, choose Show Reorder page on storefront, and set who can access it. Also check that the app embed is on in your theme, and check Checkout Link Visibility, which decides what buyers get after they place the order.

Does Reorder change the buyer's normal cart?

No. The reorder works through a Shopify draft order and a checkout link, so it does not overwrite or clear the items already in the buyer's cart. Buyers can keep shopping normally while a reorder waits for payment. The draft order also appears in the Waiting for Checkout tab.

What happens if an item from the old order is no longer available?

A warning window lists the items that have been archived or discontinued, and the buyer can continue with the remaining products. If a requested quantity is higher than the stock available, an inline message blocks the order until the buyer lowers the quantity or removes the line. Stock is checked when the window opens and before the order is placed.

How does the buyer pay for a reorder?

It depends on Checkout Link Visibility. The app can show the Shopify checkout link on screen, email the invoice from the draft order, or do both, which is the default. Email the invoice for buyers who pay on terms or need approval, and show the link for buyers who pay by card straight away.

Can I limit Reorder to wholesale customers?

Yes. Under Apply to customers choose logged-in customers, specific customers or customer tags such as wholesale. You can also exclude customers by tag or by name, and an exclusion always wins over eligibility. Excluded or logged-out visitors see the restricted access screen instead of order history.

Which BSS B2B Quote plan includes Reorder?

Reorder is not part of the Starter plan and is available from the Growth plan of BSS B2B Quote. The app has a 14-day free trial on paid plans. Compare the current plans on the BSS B2B pricing page before you set it up, and check the plan inside the app.

  • BSS B2B Quote
  • Reorder