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B2B commerce

Quick order lists

Quick answer

Templates of frequently ordered products a customer can reuse to order in seconds.

Key takeaways

  • Quick order pad — direct entry by SKU code + quantity
  • Order templates — saved templates (e.g. 'weekly store order')
  • Favourites / frequently ordered products — personalised suggestions

What quick order lists are

Quick order lists (quick order / order templates) are saved sets of products a customer orders recurrently. Instead of searching each item, the customer fills quantities on the list and submits the order.

Common forms

  • Quick order pad — direct entry by SKU code + quantity
  • Order templates — saved templates (e.g. 'weekly store order')
  • Favourites / frequently ordered products — personalised suggestions

Why it matters

For customers with regular replenishment, order speed is decisive. A quick list cuts a 40-line order from minutes to seconds and raises order frequency.

How CRMconnect helps

The CRMconnect B2B portal offers SKU quick order, saved templates and frequently ordered products, with live stock and contract-price validation on every line.

Real-world example

A HoReCa customer ordered the same ~35 products weekly. With a saved template in the CRMconnect portal, order placement time dropped from ~8 minutes to under 1 minute, and order frequency increased.

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Frequently asked

Difference between quick order and template?+

Quick order is fast entry by SKU code + quantity; a template is a saved list of recurring products you reuse and just adjust quantities.

Do lists respect contract prices?+

Yes. When adding to cart, each line pulls the customer's contract price and real-time stock availability.

Where CRMconnect fits

Portal B2B CRMconnect Software OMS Software SFA

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Related terms

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Self-service ordering

The model where the B2B customer places orders online themselves, without going through an agent or back office.

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Order history & reorder

Customer access to past orders with the option to quickly reorder them, fully or partially.

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Bulk order upload (CSV/Excel)

Uploading a many-line order from a CSV/Excel file, instead of manual line-by-line entry.

B2B commerce

B2B Portal

An online platform where business customers (distributors, retailers, HoReCa) place orders 24/7 at their contract prices.