Overview

eStoreware Quick Order Forms gives repeat buyers a focused product list instead of requiring them to browse the entire catalog. Forms can be assigned to a registered customer or shared through a secure public link, QR code, printed flyer, email, or desktop shortcut.

Reusable forms

Create one or more order forms for a customer, department, location, or common supply list.

Controlled products

Choose the items shown, default quantities, minimums, case quantities, pricing behavior, and display order.

Multiple access methods

Use My Account, public links, QR codes, email, printed flyers, or Quick Order Snap.

One-click cart building

Customers select quantities and add the form’s requested products into the nopCommerce cart.

Install and configure the plugin

Install eStoreware Core first and confirm the eStoreware dashboard loads.
Install eStoreware Quick Order Forms from nopCommerce Local plugins.
Restart or reload the application when prompted.
Open eStoreware → Licensing, activate the Quick Order Forms license, and validate it.
Open the Quick Order Forms settings page and review store, product-visibility, quantity, and email options.
Confirm the required customer role permissions through Manage ACL.

Recommended settings review

Setting	Purpose
Use customer registered store for products	Uses the customer’s registered store context when loading products for the form.
Hide unavailable store products	Prevents products unavailable to the selected store from appearing on the customer form.
Allow customer to modify default quantities	Allows the buyer to change the quantities initially assigned to form items.
Allow email customer	Enables administrator email workflows for sending form links or setup instructions.

Quick Order Forms settings page showing store scope, product visibility, quantity, and email options — **Quick Order Forms settings.** Review store overrides, account visibility, public sharing, store-specific product loading, quantity behavior, and email tools before enabling the plugin for customers.

Create a Quick Order Form

Open Administration → eStoreware → Quick Order Forms.
Select Add new or the equivalent create action.
Enter a clear internal and customer-facing form name.
Select the customer when the form should appear in that customer’s My Account area.
Select the store when the installation uses multiple nopCommerce stores.
Enable the form and configure public sharing only when outside access is required.
Save the form before adding products or generating share tools.

Naming tip: Use names customers recognize, such as “Main Office Supplies,” “Warehouse Toner List,” or “Monthly Classroom Order.”

Quick Order Forms administration list showing store scope, search filters, activity totals, and edit actions with sanitized customer data — **Administration list.** Administrators can search by title or customer, switch store scope, create new forms, import forms, export selected records, and review activity totals. Customer names and email addresses are sanitized.

Edit Quick Order Form administration page showing activity summary, customer assignment, public share option, share URL, and Quick Order tools with sanitized customer data — **Form editor.** Assign the customer, choose whether the form is active or public, review opens and scans, copy the share URL, and launch Quick Order tools such as View Public Form, Print, QR Code, Email Customer, Snap setup, import, export, and duplicate. Customer information and the share link are sanitized.

Add and edit form products

Add products from the form editor

Open the saved form and use the product lookup or search control.
Select the product and any required attribute combination.
Set the default order quantity, minimum quantity, case quantity, reference, display order, and active status as needed.
Keep original pricing enabled when the customer should receive the normal nopCommerce price.
Use a price override only when the form requires a controlled selling price.
Save the item and repeat for the remaining products.

Item field	How it is used
Use original price level	Uses the price calculated by nopCommerce for the customer and store.
Price override	Uses a form-specific selling price when configured and allowed.
Cost	Administrative reference for product cost; it is not the customer selling price.
Retail / old price	Optional comparison or reference pricing when supported by the form display.
Case quantity	Identifies the normal case-pack quantity for the product.
Minimum quantity	Prevents ordering below the configured quantity.
Default order quantity	Preloads the quantity shown when the customer opens the form.
Reference	Adds a customer-friendly note, room, machine, department, or internal reference.
Display order	Controls the order in which items appear.
Active	Controls whether the item is available on the form without deleting it.

Price overrides: Test the full cart and checkout flow after enabling a form-specific price. Confirm taxes, discounts, checkout, guest-cart migration, and final order totals use the expected price.

Quick Order Form add-products area showing product search, add-to-form action, and the saved item editor — **Add products.** Search the catalog, add a selected product to the form, and review the full item editor for price display, quantity defaults, reference notes, and status controls.

Quick Order Form item editor close-up showing selling price, override setting, custom name, SKU, reference notes, quantity fields, and sort order — **Item details.** Use the item editor to review pricing, turn on an override selling price when needed, set custom names or references, and control minimum, case, default, and sort quantities.

Customer and public access

Registered customer access

Assigned forms appear in the customer account under the Quick Order or Quick Order Forms menu. The customer opens the form, enters quantities, and adds the selected items to the cart.

Public form access

Enable public sharing when a buyer should open the form without first navigating through My Account. Use the generated share token and public URL rather than exposing an administrative form-edit URL.

Regenerate a public link if the old link should stop working.
Do not expose customer account navigation on a public form.
Test the public page while signed out and in a private browser window.
Confirm the form loads products from the intended store.
Confirm unavailable or restricted products follow the configured visibility settings.

Customer My Account Quick Order Forms page showing the create button and actions to manage, view, and print forms — **Customer account access.** Assigned forms appear under My Account so the customer can manage, order, view the public page, or print the form.

Public Quick Order Form showing a sample QR placeholder, product rows, references, prices, quantity inputs, and add-to-cart button — **Public access.** A public form can show the customer-friendly product list, pricing, references, quantity entry, and add-to-cart action without requiring the user to browse the full storefront first. The customer identity and QR image shown here are sanitized.

Customer manage Quick Order Form page showing CSV import, product search, saved items, Snap tools, and add-to-cart actions — **Customer manage page.** Customers can rename the form, import CSV data, add items, update references and quantities, add selected items to cart, and download Quick Order Snap shortcuts.

Share by QR code, email, print, and Quick Order Snap

QR code

Open the form’s administrative tools.
Confirm public sharing is enabled and the share link is current.
Generate or download the form QR code.
Scan it from a phone that is not signed in to the administration area.
Confirm it opens the intended public form and store.

Email customer

Use the email action to send the customer a direct form link, QR instructions, or Quick Order Snap setup information. Confirm the store’s SMTP configuration is working before relying on automated delivery.

Printable flyer

Create a printable handout containing the form name, instructions, public link, and QR code. Print or save the flyer as PDF for customer onboarding, supply rooms, classrooms, or purchasing desks.

Quick Order Snap desktop shortcut

Quick Order Snap creates a Windows desktop launch package so a customer can open the assigned form without remembering a URL. The package may include an installer script, icon file, instructions, and an internet shortcut.

Open the form’s Snap or desktop shortcut action.
Confirm the public URL and custom icon information.
Download the generated package and review the included README.
Run the installer on a test Windows workstation.
Confirm the shortcut icon appears and opens the correct form.
Send the tested package and setup instructions to the customer.

Email sent to a customer with Quick Order Snap setup links and sanitized example URLs — **Email delivery.** Administrators can send Quick Order Snap setup instructions that include the direct form link, print link, shortcut download buttons, and setup guidance. The recipient and URLs shown here are sanitized.

ZIP package contents for Quick Order Snap showing the installer script, icon file, readme, and internet shortcut — **Shortcut package contents.** The download can include an installer script, icon file, README, and a backup internet shortcut for one-click access to the Quick Order Form.

Quick Order Snap setup readme showing the recommended install steps and the manual fallback instructions — **Setup instructions.** The README gives the customer the recommended install steps, a manual fallback, and a short Firefox note when downloaded files keep an extra extension.

Windows security warning dialog for the Quick Order Snap installer with sanitized file path details — **Security prompt.** Windows can display a normal warning before the installer script runs. Test the package first so you can provide the customer with clear setup steps.

Quick Order Snap installer command window confirming the desktop shortcut installation with sanitized user path details — **Installer confirmation.** After running the script, the installer confirms the shortcut name and icon location. User-specific paths shown here are sanitized.

Windows desktop showing the finished Snap shortcut icon with a sanitized customer label — **Finished shortcut.** The customer can launch the Quick Order Form directly from the Windows desktop after the shortcut is installed.

Import and export form items with CSV

CSV tools are useful when a form contains many products or when an existing product list is being moved into Quick Order Forms. Export a working form first whenever possible so the file structure and field names match the installed plugin version.

Recommended import workflow

Create and save the destination form.
Export a sample form or download the current template.
Keep the original column headings unchanged.
Add product identifiers and supported item settings.
Import a small test file before importing the complete list.
Review the preview, warnings, skipped rows, and matched products.
Open the form and verify prices, quantities, attributes, references, and display order.

Do not assume a product name is unique. Use the identifier required by the current import template, such as product ID, SKU, or another supported key.

Add products from the storefront product page

When the product-page integration is enabled, an authorized customer can add the current product directly to one of their Quick Order Forms.

Open a product details page while signed in as an eligible customer.
Choose the destination form from the Quick Order Form dropdown.
Enter the default quantity and optional reference.
Select Add Item.
Open Manage Forms to review or edit the form.

Storefront product page showing the Add to Quick Order Form widget beside the add-to-cart section — **Storefront product-page widget.** When enabled, the product page shows a Quick Order Form selector, default quantity, reference field, Add Item button, and a shortcut to open the selected form.

Close-up of the product page Quick Order Form widget with an existing destination form selected — **Existing form selected.** A customer can choose one of their saved forms, set the default quantity, add an optional reference, and add the current product directly to that form.

Close-up of the product page Quick Order Form widget showing the create new form option — **Create a new form.** If no suitable form exists yet, the widget can let the customer start a new Quick Order Form from the product page.

Review tracking and administrative tools

Form tracking can help administrators understand how customers reach and use their forms. Depending on the installed version, the list can include total opens, link opens, QR scans, Snap opens, email opens, and the most recent activity.

Tool	Use
Duplicate	Creates a starting copy for another customer, department, or location.
Regenerate link	Replaces the current public share token when the previous URL should no longer be used.
Email	Sends the form link or onboarding instructions to the customer.
Print / flyer	Creates an offline handout with the link and QR code.
Import / export	Moves form-item data through the supported CSV structure.
Delete	Removes the form after confirming it is no longer required.

Troubleshooting

The customer cannot see the form

Confirm the form is active and assigned to the correct customer.
Confirm the customer has permission to use Quick Order Forms.
Review the selected store and customer registered-store setting.
Sign out and sign back in after role or customer assignment changes.

The public link does not work

Confirm public sharing is enabled.
Regenerate the link and test the newest URL.
Test while signed out in a private browser window.
Confirm the form is active and the site URL is correct.

Products are missing

Confirm the form item is active.
Review store mapping, ACL, product publication, and availability.
Review the setting that hides unavailable store products.
Confirm the required product attribute combination still exists.

The cart price is not the expected form price

Confirm Use Original Price Level and Price Override are configured correctly.
Review quantity tiers, customer roles, discounts, tax settings, and currency.
Test standard cart, one-page checkout, guest-cart migration, and final order creation.
Confirm the Quick Order shopping-cart service replacement is registered and the application restarted after deployment.

The Snap shortcut opens the wrong page

Regenerate the package after changing the public link or domain.
Remove the old desktop shortcut before installing the replacement.
Inspect the generated internet shortcut URL and test it directly.

Return to Plugin Documentation, review the Quick Order Forms feature page, or contact eStoreware support.

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Quick Order Forms Plugin Documentation

Build faster repeat-order workflows for B2B customers.