Getting Started

1. Welcome to OrderFlow

OrderFlow adds a professional B2B quick order page to your Shopify store. It runs through Shopify's App Proxy at your-store.myshopify.com/apps/orderflow — no theme modifications, no code injections, no Liquid edits. Your store's theme files remain completely untouched.

Customers search by SKU or product name, upload CSV files for bulk ordering, save frequently ordered lists for one-click reordering, and check out directly through Shopify's native checkout. Everything happens on your storefront domain, matching your store's look and feel seamlessly.

OrderFlow works on any Shopify plan — from Basic to Shopify Plus. The Standard plan includes B2B market-based catalog pricing for stores using Shopify Markets with catalog price lists. The Plus plan additionally adds company-specific pricing, payment terms, and draft order approvals. Whether you have 50 products or 50,000, OrderFlow handles your catalog with instant search and smart caching.

The admin dashboard gives you a complete overview of your quick order activity: orders placed, revenue generated, active buyers, and a guided setup checklist to get you up and running fast.

2. Installation

Installing OrderFlow takes about a minute. The process is the same as any Shopify app — find it in the App Store, click Install, and authorize the permissions.

1. Find OrderFlow in the Shopify App Store. Search for "OrderFlow" or "B2B quick order" in the Shopify App Store, or go straight to the direct App Store listing.
2. Click Install and authorize the required permissions. OrderFlow requests access to your products, orders, and customers so it can display your catalog, process orders, and manage buyer eligibility. All permissions are the minimum required for the app to function.
3. You'll be guided through a short setup wizard. On first install, OrderFlow opens a 3-step wizard (4 steps on Shopify Plus with B2B) that captures who you sell to and hands you the quick order link to add to your storefront navigation. See section 8 below for a full walkthrough. You can skip the wizard at any time — it won't reappear for 24 hours, and once you finish (or skip), you land on the admin dashboard with the setup guide.

Products sync automatically on first install — no manual action needed. OrderFlow fetches your entire product catalog in the background and caches it for fast search performance. The sync typically completes within a few minutes depending on your catalog size. After the initial sync, OrderFlow keeps your catalog up to date automatically — product changes you make in Shopify are picked up by a daily reconciliation, and you can trigger an immediate refresh anytime from the Products page.

If you have a very large catalog (10,000+ products), the initial sync may take a bit longer. You can monitor progress on the Products page in the admin. Once the sync is complete, your quick order page is ready to use.

3. Quick Start (5 steps)

Your Dashboard includes an interactive setup guide that walks you through the essential configuration steps. Each step shows a checkmark when complete, so you always know where you are in the process.

1. Sync products — This happens automatically on install. Once complete, you'll see a green checkmark. Your products are now searchable on the quick order page.
2. Customize branding — Optional but recommended. The defaults are clean and professional, but you can choose from 6 presets or fine-tune individual colors and fonts to match your brand identity perfectly.
3. Add a quick order link — Add a navigation link to your store so customers can find the order page. The Settings page provides your proxy URL and step-by-step instructions. If you completed the new install wizard, this step is pre-ticked because the wizard's final screen already handed you the link to copy — re-open the Settings page any time to grab it again.
4. Preview your order page — Open the proxy URL in a new tab to see exactly what your customers will see. Check that products appear correctly, branding looks right, and the layout works on both desktop and mobile.
5. Place a test order — Add a few items to the cart and go through checkout to verify the entire flow works end to end. This confirms the Storefront API integration is functioning correctly.

The setup guide stays on your Dashboard until all five steps are complete. You can work through them in any order, though we recommend following the sequence above for the smoothest experience.

Once all five steps show green checkmarks, the setup guide collapses and your Dashboard switches to the full metrics view with order counts, revenue, and buyer activity.

4. Adding the Link to Your Store

Your quick order page needs a link in your store's navigation so customers can find it. This is a standard Shopify menu item — no code required.

1. Go to Online Store > Navigation > Main menu in your Shopify admin.
2. Click Add menu item.
3. Set the title to "Quick Order" (or "Wholesale Order", "B2B Portal", "Bulk Order" — whatever fits your brand).
4. Paste the proxy URL from Settings > Store Integration in the OrderFlow admin. The URL looks like your-store.myshopify.com/apps/orderflow.
5. Click Save.

The link appears in your store navigation immediately. Customers can click it to access the quick order page directly from your storefront header.

Tip: You can also add the link to your footer navigation for additional visibility. Some merchants create a dedicated landing page explaining the benefits of their B2B ordering portal, then link to the quick order page from there. This works particularly well if you want to present the ordering experience with context about minimum order quantities, wholesale pricing, or account requirements.

If you use buyer eligibility restrictions (customer tags or B2B-only access), consider placing the link where only your target audience will see it — for example, in a separate "Wholesale" navigation menu that appears only for tagged customers via your theme's customer segmentation features.

5. Your Quick Order Page

This is what your customers see — a full-featured ordering interface designed for speed and efficiency. Everything is on a single unified page with no tab-switching:

• Search — Always-visible search bar for SKU or product name lookup, with recent searches and keyboard shortcuts (press / to focus).
• Quick Entry — Paste a list of SKUs with quantities directly, or upload CSV/Excel files for bulk ordering via the import button.
• Frequently Ordered — Returning buyers see their most-ordered products for instant add-to-cart. First-time buyers see popular products and category tiles.
• Saved Lists — Save frequently ordered combinations for one-click reordering. Lists appear as horizontal cards you can scroll through.
• Order History — View all past orders (both OrderFlow and Shopify orders) with source badges. Hit "Reorder All" to reload a previous order into the cart.

The desktop layout uses a split-panel design: the left side for browsing and ordering, and a sticky cart sidebar on the right showing a running total with all added items, quantities, and line prices. Checkout creates a standard Shopify cart via the Storefront API and redirects to your native Shopify checkout — customers use their familiar checkout experience with all your payment methods and shipping options.

On mobile, the cart becomes a bottom sheet that slides up when tapped. All touch targets are sized for comfortable tapping, and the product cards stack vertically for easy scrolling.

6. Plans and Pricing

OrderFlow offers three plans to match your business needs. All billing is handled through Shopify — you'll see charges on your regular Shopify invoice.

The Free plan is a great way to test OrderFlow with real customers before committing. When you're ready to remove the badge, unlock saved lists, and get analytics, upgrade to Standard. The Standard plan includes B2B market-based catalog pricing for any Shopify plan using Shopify Markets with catalog price lists. The Plus plan adds company-based B2B integration with approval workflows, payment terms, and draft orders.

7. What's Next

Now that your quick order page is live, explore the rest of OrderFlow's features to get the most out of your B2B ordering experience.

• Customize branding — Choose from 6 presets or fine-tune colors, fonts, and styles to match your brand identity.
• Configure settings — Set up buyer eligibility, email notifications, and integrations.
• Set up email notifications — Customize order confirmation, merchant alerts, and reorder reminder templates.
• Connect Shopify Flow — Automate workflows with OrderFlow's built-in Flow triggers for orders, reorders, CSV imports, and usage limits.
• View analytics — Track order volume, revenue trends, top products, and buyer activity on the analytics dashboard.

If you have questions or run into issues, reach out to us at hello@mentilead.com. We typically respond within a few hours during European business hours.

For a deep dive into what your customers see on the storefront, check out the Quick Order Page guide — it covers every tab, feature, and interaction in detail.

8. New Install Wizard

When you first install OrderFlow, a short setup wizard (the "New install wizard") guides you through the essential decisions before your dashboard opens. The wizard takes less than two minutes to complete and ends on a shareable buyer link — your quick order page URL and a QR code you can send to customers right away.

Steps in the wizard

Most merchants see 3 steps: (1) tell us how your buyers typically order, (2) preview your quick order page, and (3) copy and share your buyer link. Merchants on Shopify Plus with B2B Companies see a 4-step flow that adds a company selection screen so your preview shows catalog-specific pricing for a real company before you share the link.

You can skip the wizard and come back later — it will reappear the next day. Once you complete it, the wizard will not show again, and the Setup Guide on your Dashboard continues as your ongoing activation checklist.

9. Your first buyer

The install wizard doesn't end on "all set up" — it ends on inviting your first buyer. On the final screen, enter one buyer's name and email and we'll send them a personalized invitation from your email address with a link to your new quick order page. Your answer on the persona screen pre-fills the message so it reads like it came from you, not from an app. You can also skip this step if you'd rather send invites yourself later — but walking one real buyer through the flow is the fastest way to confirm that pricing, shipping, and checkout all look right on a live browser session.

After you send the invitation, your dashboard replaces the Setup Guide with an "Awaiting first order" card that names your buyer and shows a 4-step checklist: email sent, link opened, products added to cart, first order placed. The card is the primary focus of the dashboard for the next two weeks — until the first order lands or the window closes — so you always know whether the invite turned into a real order, and where in the flow the buyer is.

When that first order does come in, a celebration modal fires once on the dashboard with two quick actions: jump to the order detail in Shopify admin, or share a pre-written LinkedIn post about your store's new self-serve wholesale flow. It's a small moment, but it marks the transition from setup to real revenue — and it only fires once, so reload or come back later and the dashboard returns to its normal metrics view.